PARTNERSHIPS ADVISORY & M&A

The right partner, not the first one who answers.

Bank and FI partnerships, network and processor routes, channel design, and deal execution from term sheet through close, run by operators who've sat on both sides of the table.

Partner Route Map
Shortlist · 4 of 23 screened
Route Partner Fit /100
Bank
Tier-2 sponsor bank, US BEST FIT
88
Network
Card network, issuer program
74
Processor
Cloud-native issuer processor
69
Bank
Top-10 bank, first to answer
41
Deal path · Selected route
Term sheet
Week 3
Rev share & integration model
Diligence
Weeks 4–9
Both sides’ risk & finance committees
Close
Week 12
Signed partnership

WHAT'S IN SCOPE

From sourcing a partner to closing the deal.

01.

Partner sourcing

Bank, network, and processor warm introductions drawn from standing relationships.

02.

Channel design

Commercial structure, revenue share, and integration model built to clear both sides' risk and finance committees.

03.

Deal execution

Term sheet through close: negotiation support and diligence coordination on the ground, not from a slide.

04.

M&A positioning

Preparing a fintech's commercial story and integration profile for acquisition conversations.

PROOF POINT

Stitching two network partners into one enterprise pitch.

CHALLENGE

A payments engineering firm and an orchestration platform each held half of what a top-tier USprocessor needed. Separately, neither couldwin the deal.

SOLUTION

We structured a joint go-to-market motion and represented both partners in the pitch to the processor.

OUTCOME

Joint enterprise proposal delivered, with an embedded-finance and issuer-credential extension pathway defined.

Let's find the right partner.

Tell us who you're trying to reach (a bank, anetwork, an acquirer) and we'll tell you if the route exists.