Our firm has been dedicated to serving the best in fintech, payments and B2B software since 2007. Our services are informed by the leading-edges of fintech and tech-enabled software, where the innovators are creating the next generation of digital products. We constantly monitor, explore, and evaluate the latest market trends, conditions, and technologies that will transform the future of commerce.
Whether you’re an early-stage startup, or seeking to exit, need capital to grow, or monetizing what you’ve built, Wellesley Hills Financial welcomes the opportunity to work with you.
Our Services
Strategic Advisory
Covering valuations, fairness opinions, GTM strategy, KPI analysis, financial modeling and capital efficiency optimization, our strategic advisory services offer thoughtful recommendations with maximum optionality.
Transaction Advisory
Wellesley Hills Financial offers a full range of investment banking services, from M&A to growth capital, restructuring to private credit. Drawing on 20+ years of transactional expertise in fintech, payments and B2B software, our bankers have a uniquely deep understanding of the objectives and challenges of the founders in our coverage areas.
Coverage Areas
Fintech
Payments
B2B SaaS
Specialized Expertise
Insights & Transactions
The digitalization of money movement and commerce is a defining trend of the 21st century, driven by shifting consumer behaviors, increased mobile device use, and the growing demand for accessible financial solutions for the globally underbanked. In response, we focus on closely tracking market trends to ensure our services align with the market demand/ product fit dynamic, and our C-level insights and thought leadership is backed by research from leading industry analysts.
2024 Conferences
National Retail Federation
January 14 -16 | New York City, New York
Fintech Meetup
March 3 – 6 | Venetian, Las Vegas
Northeast Acquirers Association
April 3 – 4 | Atlantic City, New Jersey
Money 20/20 Europe
June 3 – 5 | Amsterdam
Southeast Acquirers Association
June 10 – 12 | New Orleans, Louisiana
Midwest Acquirers Association
July 24 – 25 | Downtown Chicago, Illinois
MPC The Digital Commerce Event
August 13 – 15
Fintech South
August 27 – 28 | Atlanta, Georgia
Finovate Fall
September 9 – 11 | New York City, New York
Western States Acquirers Association
September 18 – 19 | Las Vegas, Nevada
Open Banking Expo
October 15 – 16 | London, United Kingdom
TRANSACT Tech NYC
October 16 | New York City, New York
Axios BFD
October 22 | New York City, New York
Money 20/20 USA
October 27 – 29 | Las Vegas, Nevada
CLO Summit
December 4 – 6 | Dana Point, California
WHF News & Press
Lower Middle-Market B2B Technology Banking
Core services include restructuring, capital allocation, divestiture, M&A, dual-mandate M&A, debt and equity raises, and defensive work for unsolicited or FSBO processes.
Facilitate access and connectivity to an expansive network of sector specific, thesis driven financial sponsors that span the capital stack, including venture, private equity, and family offices.
Representative B2B technology clients provide cutting edge fintech, payments and software automation solutions to unique end-markets in the lower middle market.