Archive for Tag: technology

Apr 20, 2016

SaaS + Services: An Underappreciated Combination

Fintech, Startup , 0 Comments

We love to advise companies with high levels of recurring revenue, robust renewal rates and strong potential for profit. In many cases, this describes companies that deliver solutions through a centrally hosted Software as a Service (SaaS) model. Many founders and entrepreneurs believe that a pure SaaS model is one of the best ways to quickly create value. Sometimes that’s true; sometimes it’s a solution looking for a problem.

Apr 6, 2016

New Technologies are Accelerating Changes in the Wealth Management Industry

Fintech, In the News, Startup , , , 0 Comments

The wealth management industry is changing at a rapid pace due to the plethora of new technologies that have been introduced over the past five years or so. It is not the first time the industry has been shaken and improved by the birth of new technologies. Still, it is interesting to watch, and crucial to the state of m&a and our business as advisors.

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