WE PARTNER WITH CLIENTS ACROSS THE FINANCIAL SERVICES AND FINTECH ECOSYSTEMS
The Solomon Partners FinTech Group provides strategic and financial advisory services for established and emerging corporates, financial sponsors, SPACs and other clients in North America and selected international markets.
The core of our expertise is at the convergence of finance, technology and commerce, advising clients on M&A and other transactions that respond to and further the ongoing and accelerating transformation of financial services and commerce activities through technology, data, data science, automation, personalization and other innovation.
We have deep relationships with decision-makers and thought leaders at major banks; the credit card and payments ecosystem, including issuers, networks, acquirers and merchants; specialty lending platforms; digital financial services companies; and point of sale and commerce enablement platforms, including sales finance.
Solomon Partners has 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. Our M&A-driven approach and ongoing success in delivering outstanding outcomes for our clients differentiate us from other advisors.
We have substantial expertise in credit and lending, including experience across bank, nonbank, and captive; traditional and tech-enabled; consumer and SME; prime and nonprime; and all elements of point of sale credit. In this area, we advise on M&A, capital raising, forward flow agreements, bank/nonbank partnerships and asset/portfolio valuations.
Working with emerging and fast-growing members of the FinTech ecosystem, we leverage our expertise and relationships in banking, credit and lending, sales finance, payments, loyalty and related verticals in advising leading and emerging FinTechs on M&A, strategic partnerships and capital raising.
Our FinTech Group is led by Nate Stulman, who has more than 17 years of experience as an M&A advisor, including over a decade focused on Financial Services and FinTech.
Serving as financial advisor to ECN Capital Corp. on its pending 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 exclusive 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
Serving as sole financial and capital markets advisor to Aries I Acquisition Corporation on its merger with Infinite Assets, Inc
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
GLOBAL EXPERTISE FROM OUR NATIXIS PARTNERSHIP
Today, Solomon Partners is an independently-run affiliate of Natixis, part of Groupe BPCE, a top ten European and top 20 global bank. Our partnership provides our clients with global coverage across the Americas, EMEA and APAC.
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