FinTech

WE ARE A HIGHLY DIFFERENTIATED FINANCIAL AND STRATEGIC ADVISOR TO CLIENTS ACROSS THE FINTECH LANDSCAPE

The Solomon Partners FinTech group provides financial and strategic advisory services to established and emerging financial services, commerce, and technology companies, as well as financial sponsors and investors, on mergers & acquisitions, capital raising, strategic partnerships, and other transactions in North America and selected international markets.

The core of our footprint is the convergence of finance, commerce, and technology – advising clients on M&A and other transactions that respond to and further the ongoing and accelerating transformation of financial services.

Selected subverticals of expertise include:

• Auto finance
• Consumer banking
• Commercial finance
• Consumer finance
• Credit cards
• Financial technology
• Loyalty marketing and acquisition services and technology
• Market infrastructure
• Point of sale and sales finance

In the credit card sector, we have unique domain knowledge and expertise, having advised on many of the most significant and complex M&A transactions and strategic partnerships in this space, including leading issuers, networks, and merchant partners. Our M&A-driven approach and ongoing success in delivering outstanding outcomes for our clients differentiate us from other advisors.

In addition to advising on traditional M&A and financings, the team has substantial experience in:

• Asset and portfolio valuations
• Balance sheet advisory
• Financial services partnerships, joint ventures, and other commercial arrangements
• Forward flow agreements
• Private credit financings and partnerships
• Rating agency advisory
• Valuation dispute resolution

Our group is led by Nate Stulman, who has more than 18 years of experience as an M&A advisor, including over a decade focused primarily on FinTech.