Archive for Category: Fintech

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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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, and sometimes lead, is HERE. And it looks pretty good.  Recently, we have been asked by many if now is the best time to buy, sell or raise capital given the strong m&a market – and if it will last. Founders, CEOs, Board members, among others, point to the current combination of low interest rates (which may not last), low tax rates (which will not last), high liquidity among strategics and financial players, strong transaction values,…

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Dear Clients and Friends: Our latest report on M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow, and sometimes lead, is here. We continue to live in interesting times. We work in a business that thrives on communication and collaboration. We know that our approach works extremely well when there are multiple, daily, impromptu, informal conversations that complement scheduled calls and meetings. When the pandemic hit, we railed against the constraints of remote working, social distancing, and going from Zoom call to Zoom call. And yet, more than a year into this pandemic, we…

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Dear Clients and Friends: Our latest reporton M&A values among mid-sized FinTech, Data and Analytics companies is here. Thank goodness spring is coming- at least in the northern hemisphere.  Spring is supposed to bring an end to the long, cold, dark, nights of winter. That seems to be an apt metaphor for what is happening now – as this abysmal pandemic begins to wane in our part of the world. Like most, we’re tired of mask wearing, social distancing, remote living, and watching friends close businesses, lose jobs, and suffer. We see green shoots of spring.   As you will see in…

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