As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.

Archive for: June 21, 2021

Jun 21, 2021

What to do when Opportunity knocks? Our Latest M&A update for Fintech, Data and Analytics

Fintech, Market Update, Newsletter 0 Comments

Dear Clients and Friends: Our latest report on the M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow is HERE. And as we have been saying, it looks very good. We advise others that, when opportunity knocks, they should listen carefully. We took that advice. On Monday, we agreed to combine with the technology investment banking group of D.A. Davidson & Co to create the 5th largest (and fastest-growing) middle-market investment banking group in the US (we expect the deal to close in a few months – following FINRA review). We are excited. Our…

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