Fintech

Leading Financial, Strategic, and Business Advisory Services and Capabilities

The Solomon Partners Fintech team provides financial, strategic, and business advisory services to financial services companies and their partners on significant transactions, strategic partnerships, and important business initiatives. Clients include financial services companies, diversified non-financial partners, and technology platforms.

Nate Stulman and Michael Casabona lead a dedicated team of experienced professionals with expertise across:

• Credit cards
• Consumer lending and payments
• Point of sale and sales finance
• Consumer loyalty, acquisition, underwriting, and servicing
• B2B payments
• Market infrastructure and technology

In credit cards, we have deep domain knowledge and expertise, having advised on some of the largest and most complex transactions and strategic partnerships, acting on behalf of issuers, networks, and partners. Our analytical approach delivers outstanding value and outcomes for clients.

In addition to our subject matter expertise, our product capabilities include:

• Financial services partnerships, joint ventures, and other multi-party agreements and arrangements
• Business case development, P&L and balance sheet analytics, and returns and valuation analytics
• Balance sheet advisory, including capital, liquidity, and partnerships
• Structured finance, financial engineering, and credit risk transfer
• Asset and portfolio valuations and appraisals