Need a playbook for M&A or investment success in the fintech space? This resource is a useful starting point.
A considerable level of merger and acquisition (M&A) and investment opportunity could be on the horizon for fintech companies – especially when compared with other industries over the same period.
In a recent webinar, we surveyed attendees from the fintech sector about their outlook for M&A and investment activity during the next two years. According to the poll, 39% were “bullish” or “very bullish” about increased activity. Half of respondents thought activity would flatten out, and only 11% held bearish views.*
To successfully execute deals, investors and acquirers of fintech companies need to effectively navigate the M&A or investment life cycle, which covers a period that starts long before – and ends long after – the closing. The life cycle also covers everything from financial considerations to regulatory expectations.
To help give investors and acquirers of fintech companies a foundational understanding of how to manage the M&A or investment life cycle and to help fintech companies know what to expect, our specialists developed this checklist for each major phase.