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Fintech & Financial Services

“Global coverage of Fintech & Financial Services companies with professionals whose deep industry knowledge and relationships drive high valuation outcomes for clients.”

KBW's Fintech & Financial Services Group is one of the most active advisory groups in the field. We serve public and private clients in the fintech, real estate tech, specialty finance, mortgage finance, securities, and alternative asset management sectors, among others.

We provide M&A and divestiture, general & strategic, and special committee advisory services. Our core services also include secondary, follow-on, and private placement equity offerings, as well as public and private debt offerings, hybrid security offerings, and IPOs.

With extensive advisory and capital raising experience in a range of transaction types across the fintech and financial services industries, we bring unique and nuanced insight to our diversified client base. Our teams in North America and Europe consist of over 50 adept professionals working together closely to provide global reach for our clients. All assignments are staffed with senior bankers who serve as truly independent advisors to our clients.

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