Asset/Wealth Management Tech
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.
| Advisor | Deals |
|---|---|
| Houlihan Lokey | 17 |
| Raymond James Financial | 14 |
| The Goldman Sachs Group | 14 |
| William Blair | 12 |
| Evercore Group | 10 |
| Jefferies Financial Group | 10 |
| Morgan Stanley | 10 |
Subsectors
How We Can Help
Our firm is extremely well equipped to help our clients navigate uncertainty and capitalize on opportunity. We respond quickly to challenging situations and are constantly helping clients analyze, structure, negotiate, and execute the best possible solutions from both strategic and financial perspectives.
Corporate Finance
- Mergers and Acquisitions
- Capital Markets
- Private Funds Advisory
- Board Advisory Services
Financial Restructuring
- Company Advisory
- Creditor Advisory
Financial and Valuation Advisory
- Portfolio Valuation and Fund Advisory
- Transaction Opinions
- Corporate Valuation Advisory Services
- Transaction Advisory Services
- Real Estate Valuation and Advisory
- Dispute Resolution Consulting
