Morgan Partners
HQ Address
100 Worcester Street, Suite 202, Wellesley Hills, MA 02481, United States
Website Address
Business introduction
We know your space
The Financial Technology Investment Bank
Morgan Partners is a leading financial technologies-focused investment bank providing M&A, fundraising, and corporate development advisory services. Unlike other regionally-focused investment banks which are generalists or cover multiple industries, our advisors work exclusively in FinTech and enter investment banking after having built, led, and sold their own IT businesses and worked successfully in the strategic buy-side.
Morgan Partners’ dealmakers are former technologists who possess an uncommonly detailed grasp of the financial services industry. As a result, our clients – whether buyers, sellers, investors, or business owners – are served by a firm that intimately understands their competitive environment and can consummate the most advantageous transaction timing, valuation, and terms.
The firm serves clients globally from its headquarters in Boston and regional office in Charlotte.
Morgan Partners Solutions
Buy-Side M&A
Depending on the engagement scope, our responsibilities may include strategy development and landscape review, target identification, sourcing and outreach, qualification, valuation, diligence, and negotiation....
business needs
view solutionCapital Raises
Generally, these are not “change of control” transactions, but may result in a new, material minority shareholder....
business needs
view solutionRecapitalizations
This "de-risking" event is often followed by investing more heavily in development and sales & marketing initiatives. We work with our client to determine unique liquidity needs and growth constraints to find the right financial partner – whether private equity, family office, debt investor, or corporate investor....
business needs
view solutionSell-Side M&A
Morgan Partners has advised on dozens of successful sales and divestitures. When it’s time to consider a trusted advisor, there is no better choice....
