Strategic Advisory Services

Wellesley Hills Financial’s fintech, payments and SaaS investment banking services solve for a wide array of owner and founder needs that arise throughout the corporate life-cycle – the needs and challenges of which the provisioning of growth capital, and targeted M&A, only partially apply.

As with our transactional services, Wellesley Hills Financial offers a range of strategic advisory and consultation services that draw on our almost 17 years of vertical specific expertise. Our unique understanding of the underlying technologies upon which our fintech, payments and SaaS clients have built their platforms provides the intellectual underpinnings for our advisory services. And the years of investment banking experience in these same verticals support our breadth of market knowledge, facilitating the most accurate analyses and sharpest insights.

Wellesley Hills Financial’s best-of-breed financial modeling, valuation work, and analytics provide our client-partners with powerful tools to navigate the current regime of heightened market volatility, both public and private.

From valuations to restructurings, fairness opinions to selecting the best capital structure, Wellesley Hills Financial’s strategic advisory services offer thoughtful recommendations with maximum optionality – the endgame being improved performance, consistent value creation, and accelerated growth for our clients.