FinTech
Expert Financial, Strategic, and Business Advisor Across the FinTech Landscape
Solomon Partners FinTech team offers financial, strategic, and business advisory services to established and emerging financial services, commerce, and technology companies and sponsors on mergers & acquisitions, strategic partnerships, capital, and other value-creating initiatives. Clients include leading banks, lenders, payments networks, merchants, commerce platforms, and asset managers.
Nate Stulman, with two decades experience in financial services and fintech, leads the team.
Areas of expertise include:
- Credit cards
- Consumer finance
- Point of sale and sales finance
- Loyalty
- Financial technology
- Market infrastructure
- Private credit
- Other specialized financial services
In credit cards, we have deep domain knowledge and expertise, having advised on some of the largest and most complex transactions and strategic partnerships in the space, acting on behalf of issuers, networks, merchant partners, and other stakeholders. Our rigorous and analytical approach delivers outstanding outcomes for clients.
In addition to mergers & acquisitions, we have expertise across:
- Financial services partnerships, joint ventures, and other business arrangements
- Forward flow and other originator / capital partnerships
- Balance sheet advisory
- Private credit financings and partnerships
- Asset and portfolio valuations
- Valuation dispute resolution
Transactions
Served as financial advisor to CAL Automotive, a subsidiary of Auto Lenders, on its joint venture financing with Ares Alternative Credit
Served as strategic and financial advisor to Shaker Auto Lease, Inc. on its sale to Jim Pattison Lease
Serving as financial advisor to Saks Fifth Avenue on its agreement to move its credit card program and portfolio to Bread Financial from Capital One
Served as sole financial advisor to CURO on its sale of Flexiti to Questrade
Served as sole financial advisor to Bakkt on its acquisition of Bumped Financial
Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital
Served as valuation advisor to Bank of America with respect to the sale of its AAA cobrand credit card portfolio to Bread Financial
Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet
Served as financial advisor to CIBC on its acquisition of the Costco Canada credit card portfolio from Capital One
Served as sole financial advisor to BJ’s Wholesale Club on its agreement to move its credit card program and portfolio to Capital One from Bread Financial
Served as sole financial advisor to StoicLane on its capital raise anchored by Oaktree Capital Management in conjunction with its acquisition of Interfirst Mortgage Company
Served as sole financial advisor to Gap on its agreement to move its credit card program and portfolio to Barclays and Mastercard from Synchrony Financial and Visa
Served as sole financial advisor to Bakkt on its merger with VPC Impact, a SPAC sponsored by Victory Park Capital
Served as sole financial advisor to PayBright on its sale to Affirm
Served as sole financial advisor to Mattress Firm on its amendment of its consumer financing partnership with Synchrony Financial
MEET THE TEAM
NEWS & INSIGHTS
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Our personal, responsive approach emphasizes relationships, not transactions, and is at the heart of our concept of investment banking.
CAREERS AT Solomon Partners
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EXPERIENCED PROFESSIONALS
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STUDENTS & GRADUATES
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