FINANCIAL TECHNOLOGY

Expert Services for the FinTech Industry

We offer the requisite skills, expertise and mission critical advice to companies leading the dynamic convergence of technology-based solutions and financial services.

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Our Experience

We have advised on several complex financial technology sector transactions including clients managing transaction for loyalty programs, carbon credits, health saving accounts and warranty services.

e-Emphasys

ASSET MANAGEMENT SAAS

e-Emphasys is a global IT solutions company, providing ERP software to Dealerships and Rental companies of heavy equipment for the agriculture, forestry, construction, mining, and material handling industries.

EFC Systems

DIGITAL AGRONOMY AND ERP SOLUTIONS FOR AGRIBUSINESS

EFC Systems empowers the agribusiness supply chain’s ability to seamlessly interact with wholesalers, retailers, and growers. Through the use of its industry-leading solutions, Merchant Ag, its comprehensive Ag focused ERP accounting and operations solution, and FieldAlytics, its digital agronomy operations platform, both retailers and their growers are able to improve the efficiency and profitability of their operations.

ESC

LOYALTY REWARDS PROGRAM

Enhancement Services Corporation (ESC) provides targeted loyalty consulting and travel, as well as gift card and merchandise reward programs to more than 40 national and regional financial institutions in the United States.​

e-SmartLoan

MORTGAGE ORIGINATION

eSmartloan is a leading online originator of home equity loans and mortgages. At the time of its acquisition by Capital One, the company originated more than 12,000 loans representing more than $1 billion in volume.​

FlexBen

HEALTHCARE IT AND FINANCE TECH

FlexBen provides an administrative, planning, and data management platform for consumer-driven tax-advantaged spending accounts for health and dependent care. Products include flexible spending (FSA), health reimbursement (HRA), and health savings (HSA).

PQA

SOFTWARE DEVELOPER & POLICY MANAGEMENT SAAS (EPA, MULTIPLE STATE & INTERNATIONAL ENVIRONMENTAL AGENCIES)

PQA is a world leader in the billion-dollar air-quality and climate-change markets. PQA developed and supports carbon registry platform module components for the European Union (EU) and the United Nations (UN). PQA provides substantial organizational and logistical support to the Environmental Protection Agency (EPA) and has developed major web-based information systems supporting critical agency missions.

Safe-Guard

FINANCE AND INSURANCE TECH

Safe-Guard is a leading F&I platform providing after-market warranty products and services for new, used, and leased motor vehicles.​