Banking and Lending 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 | 15 |
| The Goldman Sachs Group | 11 |
| Perella Weinberg Partners | 8 |
| Raymond James Financial | 8 |
| William Blair | 8 |
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
Contact Us
Selected Transactions
Houlihan Lokey is pleased to announce that Odessa has agreed to receive an investment from Thomas H. Lee Partners. The transaction closed on October 19, 2021.
Headquartered in Philadelphia, Odessa is a software company exclusively focused in the asset finance industry and is the developer of the Odessa Platform. Odessa’s leasing solutions and workforce of 1,000+ power a diverse customer base of asset finance companies globally. Odessa provides a powerful, end-to-end, extensible solution for lease and loan origination and portfolio management. The Odessa Platform further provides rich feature sets, including low-code development, test automation, reporting, and business intelligence to ensure organizations can more effectively align business and IT objectives.
Thomas H. Lee Partners, LP (THL) is a premier private equity firm investing in middle-market growth companies exclusively in three sectors: financial services, healthcare, and technology and business solutions. THL couples deep sector expertise with dedicated internal operating resources to transform and build great companies of lasting value in partnership with management. The firm’s domain expertise and resources help to build great companies with an aim to accelerate growth, improve operations, and drive long-term sustainable value. Since 1974, THL has raised more than $30 billion of equity capital, invested in over 160 companies, and completed more than 500 add-on acquisitions representing an aggregate enterprise value at acquisition of over $210 billion. THL invests in automation companies through its flagship private equity fund and a dedicated automation fund.
Houlihan Lokey served as the sole financial advisor to Odessa on its investment from Thomas H. Lee Partners. This transaction builds on Houlihan Lokey’s market-leading position in the fintech sector. Other recent transactions in the industry include acting for DNA Payments in its capital raise from Alchemy; Broadridge on its acquisition of Itiviti; Admiral Group on the sale of Penguin Portals to RVU; SharesPost on its sale to Forge Global; B2C2 on its sale to SBI Holdings; Rockall Technologies on its sale to Broadridge; Barracuda FX on its sale to Broadway; EQT on its acquisition of RIMES; and RetireUp’s sale to Tegra118/Motive Partners.
