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FinTech

Top Global FinTech M&A Advisor

FinTech

Houlihan Lokey’s FinTech Group builds on the firm’s leading technology and financial services expertise and underscores our belief in and commitment to the future of financial technology.

FinTech has emerged as one of the most innovative and fast-growing areas of the already pervasive technology landscape. We understand that an industry driven by innovation and change requires an advisor who can think ahead of the market to help advance your vision.

This requires a unique blend of industry knowledge, transaction experience, market relationships, and a genuinely client-centric ethos, all of which Houlihan Lokey possesses and leverages for superior results for clients.

2023 M&A Advisory Rankings—All Global FinTech Transactions
Source: PitchBook Data, Inc.
Advisor Deals
Houlihan Lokey 15
The Goldman Sachs Group 11
Perella Weinberg Partners 8
Raymond James Financial 8
William Blair 8

Sectors

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We cover the entire spectrum of FinTech on a truly global basis. Our coverage is arranged around deep end-market expertise with dedicated senior-level financial professionals across every vertical of FinTech.

We are deeply experienced working with all types of FinTech businesses within each vertical, including software, data, marketplaces, tech-enabled services, transaction processing, and hybrid models.

Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options for our clients. This includes mergers, acquisitions, recapitalizations, divestitures, capital raising, and asset-sale transactions.

Asset/Wealth Management Tech
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  • B2B Wealth Tech (Advisor Tech)
  • B2C Wealth Tech (Personal Finance Tech)
  • Fund Administration and Asset Servicing
  • Investment Marketplaces and Distribution Platforms
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Banking and Lending Tech
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  • Banking and Lending Software/Services
  • Core Processors and Banking-as-a-Service (BaaS)
  • Credit Marketing/Lead Gen and Price Comparison
  • Digital Lending (Tech-Enabled and P2P/Marketplace)
  • Loan Servicing, Collections Management, and BPO
  • Neobanks and Mobile Banking
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Capital Markets Tech
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  • Buyside/Sellside Workflow and Support Solutions
  • Crypto/DeFi/Web3
  • Exchanges and Trading Venues
  • Electronic Execution and Market Making
  • Online Retail Brokers
  • Post-Trade Processing
  • Private Markets Investment Technology
  • Trading Infrastructure and Connectivity
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Corporate Financial Function
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  • Corporate Governance, Risk, and Compliance (GRC)
  • Issuer-Facing Investor Relations Solutions
  • Finance, Tax, and Accounting Solutions
  • Payroll, HR, and Benefits
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Financial Information and Analytics
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  • Asset and Wealth Management Data
  • Banking and Payments Data
  • Credit Information
  • Diversified Business and Consumer Intelligence
  • Capital Markets Data and Investment Research
  • Expert Networks
  • Insurance Data
  • Real Estate and Mortgage Data
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InsurTech
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  • Digital Insurance Carriers
  • Digital Insurance Distribution and Marketplaces
  • Insurance Software and Data/Analytics
  • Tech-Enabled Insurance Services/Outsourcing
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Payments
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  • B2B Payments
  • Card Networks
  • Consumer Payments (Digital Wallets, Remittance, P2P)
  • Cross-Border and FX Payments
  • Merchant Acceptance and Processing
  • Money Access and Buy Now, Pay Later (BNPL)
  • Online-Focused Payments
  • Payments and ATM Hardware
  • Prepaid Payments, Loyalty, and Rewards
  • Vertical Software and Integrated Payments
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Real Estate and Mortgage Tech
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  • Digital Mortgage Lenders
  • Mortgage Software
  • PropTech Platforms (iBuyers, Marketplaces, and Portals)
  • PropTech Software and Point Solutions
  • Real Estate and Mortgage Services/BPO 
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Contact Us

Alec Ellison Managing Director Global Head of FinTech
Alec Ellison