FinTech businesses we work with
Wealthtech and Asset Management Software M&A
Wealthtech and Asset Management Software M&A spans private wealth management, institutional asset management, portfolio management and analytics, buyside trading and compliance technology, custody and reporting technology, retail investment and adviser software. Buyers are typically strategic consolidators and private equity platforms building integrated front-to-back offerings. For example, Goldenhill advised Athena Investment Systems on its sale to United FinTech and Contemi Solutions on the sale of its wealth management software division to Profile Software.
Banking Software M&A
Banking Software M&A covers core banking platforms, digital banking infrastructure, lending software, trade finance technology, and banking-as-a-service providers. Consolidation is driven by incumbent banks modernising legacy systems and technology vendors scaling through acquisition.
Blockchain M&A
Blockchain M&A includes digital asset infrastructure, custody, tokenisation platforms and distributed ledger technology applied to financial services. Deal activity is driven by both crypto-native consolidation and traditional financial institutions acquiring blockchain capability.
Data and Analytics M&A
Data and Analytics M&A covers market data platforms, financial data terminals, risk and pricing analytics, and data infrastructure serving capital markets participants. Acquirers are typically seeking proprietary datasets, distribution reach or analytics capability. For example, Goldenhill advised BAHA Tech Holding in its acquisition of QuantHouse, a provider of low-latency market data solutions.
ESG M&A (a FinTech sub-sector)
ESG M&A in FinTech deals with the integration of environmental, social, and governance (ESG) data and analytics together with reporting technology into financial and investment decisions. Demand is often driven by regulatory reporting requirements and investor pressure for standardised ESG data. For example, Goldenhill advised Confluence Technologies in the sale of its ECPI thematic ESG index business to ISS Stoxx.
Financial Services Consulting M&A
Financial Services Consulting M&A covers strategic advisory, bespoke development and implementation firms supporting banks, insurers and asset managers through regulatory, technology and operational change. Buyers are typically larger consulting platforms or PE-backed roll-ups adding sector specialism.
InsurTech M&A
InsurTech M&A covers policy administration, claims automation, distribution platforms, MGA technology and data and analytics for insurance brokers/agents and insurance underwriters/carriers. Activity is driven by insurers and brokers modernising legacy systems and venture-backed businesses seeking strategic homes. Our advisers work with InsurTech founders on both exits and acquisition strategy.
Payments M&A
Payments is often the most active area of FinTech M&A, spanning acquiring PSPs, orchestration, cross-border payments, embedded finance and open banking infrastructure. Consolidation is driven by acquirers seeking scale, licenses and merchant distribution.
RegTech M&A
RegTech M&A remains a priority target for acquirers as compliance, KYC/AML, transaction monitoring, risk analytics and regulatory reporting requirements continue to expand. For example, Goldenhill advised RiskFirst on its sale to Moody’s and BRD Group on the sale of Nadi Solutions to Multifonds.
Treasury and Capital Markets Software M&A
Treasury and Capital Markets Software M&A covers sellside multi-asset trading and risk management technology, financial and corporate treasury management systems, settlement and clearing technology used by investment banks, institutional brokers and asset managers. For example, Goldenhill advised WSD, a provider of document and workflow automation software to the structured products industry, on its majority investment from Bowmark Capital.
OUR WORK IN FINTECH M&A ADVISORY
As technology continues to disrupt the financial services industry, we are here to support your business with the changing landscape.
Our FinTech team have advised on over 100+ international and cross-border transactions and have over 30 years of operational and transactional experience within the sector. We have advised a variety of different businesses in a number of sub-sectors of the Financial Technology space including Nadi Solutions (regulatory reporting software), WSD (regulatory document automation software), Athena Systems (portfolio management software).
Additionally, our proven track record of successful long-term advisory relationships within Financial Technology positions our clients for premium transactions, using both our industry knowledge and current insights into the relevant strategic and financial acquirers.
FINTECH EVOLUTION
Cutting edge innovations are also continuing to disrupt and optimise Financial Technology and affect all major areas of the financial services industry.
Some of the key global Fintech M&A trends include RegTech overtaking Payments as the most acquired category as compliance shifts from build to buy, increased activity on proprietary index, benchmark and ratings data and agentic AI moving from pilot deployments to acquisition targets.
As companies seek to accelerate the pace of AI adoption and digitalisation and provide for more demanding consumers in a highly competitive landscape, Financial Technology will continue to experience significant M&A activity.
Examples of FinTech M&A deals we have advised on:
Click on the deals you are interested in to read more about each transaction.
Nadi Solutions → Multifonds
Goldenhill acted as exclusive M&A adviser to BRD Group on the sale of Nadi Solutions, a Luxembourg-based provider of automated fund reporting technology, to Multifonds. (RegTech / fund reporting)
Contemi Solutions → Profile Software
Goldenhill acted as exclusive M&A adviser to Contemi Solutions Pte. Ltd on the sale of its UK-based wealth management software division to Profile Software S.A. (WealthTech)
Confluence Technologies → ISS STOXX
Goldenhill acted as exclusive M&A adviser to Confluence Technologies, Inc. on the sale of ECPI S.r.l., a Milan-based provider of sustainability indices, data and analytics to the institutional investor community, to STOXX Ltd., part of the ISS STOXX group of companies. (ESG / Sustainability Indices)
WSD → Bowmark Capital
Goldenhill acted as exclusive M&A adviser to WSD, a provider of document and workflow automation software to the structured products industry, on a majority investment from Bowmark Capital. (Capital Markets / Regtech)
Athena Investment Systems → United FinTech
Goldenhill advised Athena Investment Systems, an investment solutions business, on its sale to United FinTech. (Wealthtech and Asset Management Software)
RiskFirst → Moody’s
Goldenhill advised RiskFirst, a provider of risk analytics and reporting solutions, on its sale to Moody’s. (RegTech / risk analytics)
Additional FinTech Information
Our quarterly FinTech index tracks the relative share price performance of the publicly listed companies in the industry.
Below you can also view the most active recent buyers in the sector:
Why partner with us?
Expertise
Over 30 years’ in-depth knowledge of the FinTech sector, both operationally and transactionally.
Relationships
Our global network and proprietary CRM mean we know the best potential buyers and sellers.
Partner-led
Our partners work collaboratively and globally and are your trusted M&A advisors.
Our Partners
- Have over 30 years’ specialist knowledge in the FinTech sector
- All have technology backgrounds and have worked operationally in businesses like yours, not just with mergers and acquisitions
- Understand how your business works, inside and out and know the issues you face
- Find the M&A opportunities for you and advise on how to make the most of them
Recent Deals
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Contact Us
If you are ready to buy or sell your next FinTech business or have a question about how we can help you, get in touch.