Sector Focus

Financial Technology


Through our experience, we have learned that only a select group of investment banks holistically understand the financial technology market. Interestingly enough, our team played a key role in launching financial technology as a defined industry segment in the mid-late 90s.

Broadly speaking, we view the financial technology sector as the convergence of financial services and technology-based solutions.

Our track record of success includes completed M&A transactions with  some of the world’s largest financial technology companies, including Ameritrade, Fiserv, Fidelity National Information, Tradestation, SunGard, Advent and Instinet, among many others.

  • Banking solutions
  • Capital markets solutions
  • Asset management solutions
  • Insurance solutions
  • Payments and transaction processing