Since 2007, our firm has been serving the best in fintech, payments and B2B software companies in the lower, middle-market. Our offerings are informed by the leading-edge of fintech and tech-enabled software, where innovators are creating the next generation of digital products. We constantly monitor, explore, and evaluate the latest market trends, conditions, and technologies transforming the future of commerce. For startups and scale-ups seeking to exit, raise capital, restructure, or grow through acquisition, Wellesley Hills Financial welcomes the opportunity to work with you.

Since 2007, our firm has been serving the best in fintech, payments and B2B software companies in the lower, middle-market. Our offerings are informed by the leading-edge of fintech and tech-enabled software, where innovators are creating the next generation of digital products. We constantly monitor, explore, and evaluate the latest market trends, conditions, and technologies transforming the future of commerce. For startups and scale-ups seeking to exit, raise capital, restructure, or grow through acquisition, Wellesley Hills Financial welcomes the opportunity to work with you.

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Insights

Strategic Advisory

For valuations, fairness opinions, Go-to-Market Strategies, KPI analyses, financial modeling, budgeting, and capital efficiency optimization, our strategic advisory services offer research and recommendations, planning, and execution assistance, with maximum optionality.

 

Transaction Advisory

Wellesley Hills Financial offers a full range of investment banking services, including buy and sell-side M&A, capital raising, restructuring, and funding. Drawing on 20+ years of transactional expertise in fintech, payments and B2B software, our bankers and advisors couple niche domain expertise with deep capital markets experience.

Strategic Advisory
Transaction Advisory
  • Blockchain & Crypto
  • Stablecoins
  • Embedded Finance
  • Open Banking / Finance
  • Merchant Acquiring
  • Capital Markets Tech
  • Insurtech
  • Specialty Finance / Lendtech
  • Wealthtech
  • AML
  • Ecommerce
  • Proptech
  • IDV / KYB / Biometrics

The digitalization of money movement and commerce is a defining trend of the 21st century, driven by shifting consumer behaviors, increased mobile device use, breakthrough technologies like AI and blockchain, and a growing demand for accessible financial solutions for the globally underbanked. As such, Wellesley Hills Financial focuses on synthesizing overarching market trends with core capabilities to ensure that our services align with client demand, and, our insights and thought leadership are backed by best-in-class research and rigor.

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Representative Transactions

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.

ABOUT WELLESLEY HILLS FINANCIAL