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Fintech investment bankers

+ 1 617-465-2425
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As premiere fintech investment bankers, Wellesley Hills Financial is a leader in Fintech mergers and acquisitions. Their clients range from SAAS companies looking to sell to tech giants looking to buy. With an expert team of professionals that excel in software investment banking, they can help you navigate the process from beginning to end. There are ample investors actively looking to put up capital to high-growth, recurring revenue business models. So if you are thinking about buying, selling, or merging within the Fintech space, give WHF a call today to learn how they can help you experience a successful transaction.

Our investment banking practice has been dedicated to serving the best in fintech investment bankers 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.

The digitization of money and commerce is not an aberration – it’s a 21st Century movement. With curiosity, 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 this post-pandemic world has meaningfully affected our focus verticals, catalyzing technological innovation in response to changing consumer behaviours. It is through the prism of current and future market conditions that we extrapolate today’s sector trends to one, three, five, and ten year horizons, creating forward-looking client strategies with maximum optionality.

WH Financial has a proven record of transactional success on behalf of our fintech, payments, SaaS, and financial sponsor clients. We offer a full suite of investment banking services, from buy-side and sell-side M&A, to debt and equity raises. It’s an exciting time for fintech and SaaS founders to access the capital markets – there’s an unprecedented amount of investors actively looking to deploy capital to high-growth, recurring revenue businesses.

Giving consideration to historical and forecasted business performance, along with current market sentiment, our team provides independent valuation analyses for businesses and individual assets for use in gift and estate planning, stock-based compensation, and dispute resolution applications.

We began our investment banking careers in 2007 within payments technologies, and related, recurring revenue-based financial verticals. In 2011, we expanded our practice to include cloud-based subscription software in response to market demand for enterprise management systems with integrated payments and complimentary, value-added financial technologies. Today, we operate a dedicated fintech, payments, and SaaS practice.

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Phone Number + 1 617-465-2425
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