FinTech

Financial technology represents one of the largest vertical technology markets, with more than $350 billion spent EACH YEAR globally by banks, investment management firms and insurance companies. With massive investments in proprietary systems spanning decades at the leading global institutions, much of this annual spend goes toward maintaining antiquated systems built with defunct programming languages that are wholly inadequate to cope with the demands of rapidly evolving markets and the onslaught of new regulatory frameworks. The technology provider landscape continues to be dominated by a handful of very large firms with broad product suites, which continue to consolidate the mid-tier players and scoop up promising start ups, a structure similar to that of many other traditional technology sectors. Institutional investment in financial technology firms has grown from a handful of focused specialists just a few years ago to broad adoption – today, you will find most private equity and venture capital firms have dedicated fintech teams. Historically, IPO activity has not been high in the sector, while M&A tends to be cyclical and driven by the fortunes of the major buyers and the state of the capital markets.

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Testimonials

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I can’t express strongly enough what an incredible pleasure and professional opportunity it has been working with AGC. It is rare to be involved with a team where I find myself so completely impressed and really “wowed” by the energy, capabilities and knowledge of everyone I meet. All I can say is thanks and so very well done. I take every opportunity to share the experience with those I work with and anyone who asks how it all happened. Joseph Potesta, CEO, QED

AGC Partners acted as sole financial advisor to QED in December, 2015

Jon Guido and the team at AGC Partners were critical in ensuring Leaf ended up with the ideal partner. Jon did an excellent job managing a complicated negotiation and was instrumental in driving an optimal outcome for Leaf. The Leaf team is looking forward to the opportunity to grow with Heartland and could not have asked for a better outcome. I would gladly work with AGC again in the future. Aron Schwarzkopf, CEO of Leaf

It was clear to all of us from the beginning of the process that AGC was the right partner for WAM. While their execution at every phase of the process was top-notch, which we expected, they brought two key attributes to the table: the creativity to find a phenomenal partner outside the traditional supply chain sphere and the perseverance to never let up the pressure to get the deal over the finish line. AGC’s Dennis Rourke and his team were trusted advisors at every step of the process. I would work with AGC again in a heartbeat. Jack Weiss, CEO of WAM

AGC Partners acted as sole financial advisor to WAM Systems in December, 2012