FinTech & Services
Our FinTech & Services Group focuses on providing world-class corporate finance advice to leading middle market companies in the financial technology and financial services markets.
Featured Report
At a Glance
Our FinTech & Financial Services Investment Banking Team provides superior merger and acquisition, institutional financing, and strategic advisory services to leading financial technology, financial services, and insurance companies in the middle market. We maintain active dialogs with strategic investors and financial sponsors in highly relevant B2B and B2C FinTech and financial services sectors including software and service providers that serve the entire payments spectrum, banks, brokerage firms, asset managers, and insurance markets.
When you partner with Capstone’s FinTech & Services team, our senior professionals will use their unique understanding of the industry’s value propositions, valuation trends, and timeline considerations to analyze a full range of strategic options to achieve your goals and advance your vision.
Areas of Focus
Financial Technology
- Alternative, Speciality Digital Lending
- Bank Technology
- Capital Markets Tech
- Insurance Technology
- Property/Real Estate Technology
- Wealth Technology
Payments
- B2B Integrated Payments
- B2B2C Processing
- Processing & Technology
- Vertical Niche Wallets
Financial Services
- Asset & Wealth Management
- Banking
- Capital Markets
- Insurance
- Specialty Finance
Recent Transactions
Senior Team Leaders
What our clients are saying about us:
They were more than advisors — they were true partners. Their hands-on approach and unwavering commitment made all the difference in closing this transformative deal. Selling a company requires immense trust in your advisors. Capstone earned our trust through their transparency, integrity, and unwavering focus on our best interests. We couldn’t have asked for a better team to guide us.
Geoff Knapp CEO, Allied Payment Network
We extend our appreciation to Capstone Partners for their exceptional expertise and dedication in orchestrating a successful transaction. Their commitment to excellence and thoughtful guidance played a pivotal role in achieving a prosperous outcome. On behalf of Continental Adjusters Team, thank you!
Grant Wynn President, Continental Adjusters
The Capstone team provided thorough and objective advice all along the way from positioning our company to negotiating terms through our closing process. They were always there when we needed them which allowed us to focus on our business and they provided a path forward when we encountered obstacles.
Chris Smith CEO, OnPoint
The Capstone team provided unwavering advice every step of the way. They not only gave guidance on when to launch a process but were integral in every step of our preparation process, which resulted in flawless execution and a strong closing. We would highly recommend Capstone’s Fintech team to anyone looking to find the right partner at the right time.
Ken Virgin Co-Founder and CEO of iPayables
Learn More
Want to learn more about the services we provide for owners, investors, and creditors of middle market companies? Reach out to us today!