Investment Banking In A Digital World

B2B Technologies

Our firm has been dedicated to serving the best in fintech, payments and B2B software since 2007. Our worldview is shaped and informed by the leading-edge of financial and tech-enabled software, where the innovators are busy creating the next generation of digital solutions. We believe it’s our responsibility to constantly monitor, explore, evaluate, and educate ourselves on the latest market trends, conditions, and products that will transform the future of commerce. We embrace this focus – it’s in our DNA.

Creating, Realizing Value

The digitalization of money movement and commerce is not an aberration – it’s a 21st Century phenomenon, and more recently, a response to changing consumer behaviors catalyzed by the pandemic. It is through this lens that we view our value proposition to founders: accurately reading market position, properly mapping strategy to objectives, creating optionality in execution, and maximizing value creation for continued growth or exit. 

It’s not enough to have a strategy. It has to be the right one.

It’s not enough to have a product. There has to be a viable market fit and GTM to spur adoption. 

The lower-middle market is rife with entrepreneurship. But fearlessness, persistence, and tenacity are not enough to get from point A to B. The outcome is also based on awareness, strategy, and execution, and that’s what we bring to bear to our founder clients.

Creating, Realizing Value

The digitalization of money movement and commerce is not an aberration – it’s a 21st Century phenomenon, and more recently, a response to changing consumer behaviors catalyzed by the pandemic. It is through this lens that we view our value proposition to founders: accurately reading market position, properly mapping strategy to objectives, creating optionality in execution, and maximizing value creation for continued growth or exit. 

It’s not enough to have a strategy. It has to be the right one.

It’s not enough to have a product. There has to be a viable market fit and GTM to spur adoption. 

The lower-middle market is rife with entrepreneurship. But fearlessness, persistence, and tenacity are not enough to get from point A to B. The outcome is also based on awareness, strategy, and execution, and that’s what we bring to bear to our founder clients.

Lower Middle-Market B2B Technology Banking

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.  

Facilitate access and connectivity to an expansive network of sector specific, thesis driven financial sponsors that span the capital stack, including venture, private equity, and family offices. 

Representative B2B technology clients provide cutting edge fintech, payments and software automation solutions to unique end-markets in the lower middle market.