Financial Services & FinTech
WE ARE A HIGHLY DIFFERENTIATED FINANCIAL AND STRATEGIC ADVISOR TO CLIENTS ACROSS THE FINANCIAL SERVICES & FINTECH ECOSYSTEMS
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, 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 banking, commercial finance, consumer finance, credit cards, digital assets, loyalty, market infrastructure, marketing/acquisition, point of sale, and sales finance.
We have unique domain knowledge and expertise in the credit card ecosystem, having advised on many of the most significant M&A transactions and strategic partnerships in this space, including leading issuers, networks, and merchant partners. We have deep relationships with decision-makers and thought leaders throughout the credit card and payments ecosystem, including issuers, networks, and merchants. Our M&A-driven approach and ongoing success in delivering outstanding outcomes for our clients differentiate us from other advisors.
In addition to M&A and capital raising, the Solomon Financial Services & FinTech team has substantial experience in asset/portfolio valuations, balance sheet advisory, forward flow partnerships, and 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.
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
NEWS & INSIGHTS
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CAREERS AT Solomon Partners
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STUDENTS & GRADUATES
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