Financial Services & FinTech

WE ARE A HIGHLY DIFFERENTIATED FINANCIAL AND STRATEGIC ADVISOR TO CLIENTS ACROSS THE FINANCIAL SERVICES & FINTECH LANDSCAPES

The Solomon Partners Financial Services & 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 Financial Services and FinTech.