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Blog

Mar 16, 2016

Can you integrate it?

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In a conversation with a client earlier this week, we talked about the successes that many of our clients have found after deals are completed – and the failures we occasionally see. We noted that, in many cases, the credit or the fault stems not from the price people paid but rather from the success (or failure) of the integration – which, in our view, in turn stems from the amount of work they put into integration investigation, planning and execution before the transaction is complete. Everyone seems to know that integration is important. And nearly everyone we work with pays some attention to planning for it. But some firms are just better at the process than others.

Fintech Disruption

Mar 14, 2016

Seismic Shifts in the Exchange Landscape

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It’s an interesting time to be in the business of facilitating m&a in the fintech space. Last week, my partner Jason Panzer wrote a blog post on the ongoing effort by fintech companies to help financial services firms lower costs and improve quality by taking humans out of structured and unstructured processes. One fully intended consequence of this movement has been downward pressure on transaction prices. That’s good for the users – not always so good for the service providers. It’s disruptive.

Disruption leads to paradigm shifts

Mar 13, 2016

Disruption is here to stay. Get used to it.

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For several years now, the dozen plus information technology sectors that we support have been strong for some, while quite disruptive for others. In Fintech, the press has focused on the digital revolution in customer behavior and the wave of virtualization currently sweeping financial services. It has to make the traditional providers nervous. In Enterprise Data, the buzz has been around the rise of big data analytics and how they are changing the way we understand the world. In Healthcare IT the talk has been about the increasing use of technology, information, and tools that may fundamentally change the doctor-patient relationship. These are disruptive times. Get used to it.

Bitcoin

Mar 9, 2016

Fintech – Taking Humans out of the Equation and Blockchain Fever

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There’s been a lot of talk about how hot the fintech space is – fintech venture investment has grown 3x since 2014, driven by a new wave of virtualization of financial services by technology companies. In 2013, traditional finance companies invested $2.4B in fintech ventures; that amount is expected to double to $4.7B by 2018. In the US, the financial sector has grown from 6.2% of GDP in 2008 to 7.1% in 2015. Gartner says that this sector is the largest consumer of technology, representing 18% of the global spend in IT. The fintech sector is hot. But what’s driving it?

Feb 29, 2016

Payment Technology Fundraising and M&A Transactions Already Setting a Record Pace in 2016

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Through early February, announced capital raising and M&A transactions in the payment technology sector have already exceeded $7 billion. If this pace continues, transaction value could exceed the $47 billion in 2015. The question is: given the volatility in the public equity markets, difficulties in the technology IPO market and macroeconomic concerns, will the transaction activity continue? We think it will.

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