FINTECH & TECHNOLOGY
Fintech & Financial Services Technology M&A Advisers
Dyer Baade & Company advises founders, management teams and investors on M&A, growth capital and strategic transactions across technology businesses serving Financial Services.
Our particular focus is on WealthTech, investment technology, fund administration software, RegTech, compliance technology and financial data - with selective advice across adjacent B2B technology.
£20-£200m
Core M&A transaction range
Growth Capital
For high-quality technology businesses
Senior-led
Direct adviser involvement
Private Equity
Deep institutional transaction experience
UK & EU
Cross-border advisory focus
SECTOR FOCUS
Technology where Financial Services knowledge matters
We focus on software, platforms and data businesses embedded in regulated financial markets. These are priority areas - not rigid boundaries.
01
WealthTech & Digital Advice
Technology supporting financial planning, digital advice, portfolio construction and client engagement.
02
Digital Brokerage & Investment Platforms
Brokerage, fractional investing, direct-to-consumer investment and next-generation distribution platforms.
03
Fund Accounting & Administration Software
Software supporting fund accounting, administration, reporting, middle-office and investment operations.
04
RegTech & Compliance Automation
Technology supporting regulatory workflows, KYC/AML, monitoring, reporting and compliance processes.
05
Financial Data, Aggregation & Open Finance
Data infrastructure, APIs, aggregation, analytics and embedded financial intelligence.
06
AI & Intelligent Automation
AI-enabled applications supporting financial advice, investment research, client service, compliance, operations and decision-making across Financial Services.
SPECIALIST SECTOR ADVICE
Technology where Financial Services context creates an advantage.
We focus on technology businesses operating in markets we already understand deeply. That gives us a more informed view of customers, buyer relevance, regulatory complexity, recurring revenue quality and strategic positioning than a generalist technology adviser may have.
Our strongest fit is where technology is embedded in Wealth Management, Asset Management, investment operations, fund administration, compliance or financial data.
OUR MARKET PERSPECTIVE
Technology value depends on the problem solved - not the label applied.
Fintech is not a single market. Buyers and investors value businesses differently depending on workflow criticality, customer concentration, regulatory relevance, switching costs, scalability and the strategic importance of the problem being solved.
The strongest businesses typically combine attractive recurring revenues with a clear position inside a valuable Financial Services ecosystem.
WHERE VALUE IS CREATED
01 Revenue quality, retention and customer concentration
02 Mission-critical workflows and switching costs
03 Regulatory relevance, proprietary data and defensible IP
04 Scalability, product maturity and route to growth
05 Strategic relevance to likely buyers and investors
HOW WE ADVISE
Financial Services context changes the transaction.
01
Deep Financial Services context
We understand the customers, regulatory environment and industry economics surrounding the technology.
02
Strategic positioning
We translate product features into a clear investment case for strategic and financial buyers.
03
Buyer relevance
We identify where the business creates strategic value across the Financial Services ecosystem.
04
Senior execution
Experienced advisers remain directly involved from initial options analysis through negotiation and completion.
GROWTH CAPITAL
Not every technology company needs to sell.
For profitable or rapidly scaling technology businesses, minority growth capital can provide an alternative to an outright sale - supporting product investment, international expansion, acquisitions or shareholder liquidity while allowing founders to retain significant ownership.
We advise businesses on investor selection, positioning, valuation, transaction structure and the trade-offs between strategic investment, Private Equity and continued independence.
RELEVANT TRANSACTION EXPERIENCE
Experience advising technology transactions in Financial Services.
CONFIDENTIAL FINANCIAL SERVICES TECHNOLOGY TRANSACTION
Dyer Baade has advised on a confidential technology transaction within Financial Services. Client confidentiality prevents us from publishing further details.
Our technology work is supported by extensive M&A experience across Financial Services, Private Equity and owner-managed businesses - the markets in which many of our target technology companies operate.
SENIOR EXPERIENCE
Technology understood in its Financial Services context
Daniel leads Dyer Baade's M&A advisory and transaction execution, while Stuart brings decades of Financial Services, board and strategic experience.
Together, that combines transaction judgement with practical understanding of the industries our target technology businesses serve.
This is particularly relevant for founders whose eventual buyers may include Wealth Management groups, asset managers, administrators, financial institutions or Private Equity-backed platforms.
Considering a strategic transaction?