Focus On Technology
Our investment banking practice has been dedicated to serving the best in fintech and software since 2007. Our worldview is shaped and informed by the leading-edge of financial, payments, and integrated SaaS technologies. We believe it’s our responsibility to constantly monitor, explore, evaluate, and understand the latest market trends, conditions, and products that will drive fintech and software into the future. We embrace these forward looking technologies – they’re in our DNA.
Dynamic Insights
The digitization of money and commerce is not an aberration – it’s a 21st Century movement. With knowledge, competency and insight, we’ve positioned our investment bank to ably lead clients through this exciting transformation. The pandemic has irrevocably altered our core verticals of financial technology and SaaS by catalyzing technological innovation in response to changing consumer behaviors. It is through this lens that we extrapolate today’s sector trends to three, five, and ten year horizons, creating forward-looking client strategies with maximum optionality.
Wellesley Hills Financial, a software and fintech investment bank.
Dynamic Insights
The digitization of money and commerce is not an aberration, it’s a 21st Century movement. With knowledge, competency and insight we’ve positioned ourselves to ably lead our clients through this exciting transformation. Even more so now than ever before, as the post-pandemic world has meaningfully affected our focus verticals, catalyzing technological innovation in response to changing consumer behaviors. It is through the prism of current and future market conditions that we extrapolate today’s sector trends to three, five, and ten year horizons, creating forward-looking client strategies with maximum optionality.
Wellesley Hills Financial, a software and fintech investment bank.
Software and Fintech Investment Bank
Core services include restructuring, capital allocation, divestiture, M&A, dual-mandate M&A, debt and equity raises, and defensive work for unsolicited or FSBO processes.
Access to a robust, sector specific network of top-tier capital providers and investors.
Representative fintech and software clients provide business process automation solutions to unique end-markets.