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  • M&A

    Payments, FinTech, & SaaS

     

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    Growth & Exit Strategy

     

   

NEWS | TRANSACTIONS

  • The Beekman Group Recapitalizes Convenient Payments w/ Growth Equity Investment

  • Fullsteam LLC acquires Event Rental Systems Software (ERS)

  • LLR  Partners and Celero Commerce invest in UMS Banking of California

  • RePay Online acquires Paymaxx Pro

  • BluePay Processing acquires Security Card Services

  • TA Associates invests in Retriever Medical/Dental Payments, LLC 

  • CivicPlus acquires Rec1 Recreation Management Platform

  • PaySafe (LON: PAYS) acquires MeritCard Solutions

  • Altpoint Capital / ANARAQ Holdings, LLC sell merchant processing assets to Clarus

  • VersaPay Corporation (TSXV: VPY) enters into definitive asset purchase agreement with BluePay Canada LLC

  • Direct Connect Payment Systems acquires PayLogic

  • Innovation Group (LSE: TIG) acquires Driven Solutions

  • Heartland Payment Systems (NYSE: HPY) acquires TouchNet Information Systems

About Us

“Guiding clients through the explosive confluence of integrated technologies and payments, banking and money movement...”

Preston Todd Advisors specializes in providing strategic advisory services in payments, banking, and financial technologies. We design and implement forward looking growth strategies for companies trying to navigate the ongoing tectonic paradigm shift in how digital payments are made, used, and integrated with end-to-end business management and point of sale solutions. With over a decade of transactional experience in payments technology and integrated payments solutions, we continue to advise the next generation of best-in-class financial technology firms.

 

Proven Track Record

Our past transactional success speaks to our expertise at delivering comprehensive and actionable strategies that drive value for our clients.

 

Global Reach

Our advisors facilitate both domestic and international transactions between buyers and sellers in all major global markets.

 

Industry Expertise

We are industry specialists in payments, payments technologies, and financial services.

Press

We've got the resources to keep you informed.

 

Proprietary Research Databases

 

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OUR M&A SERVICES

We provide M&A advisory and strategy consulting to industry leaders in the payments, payments technology and financial services sectors.

 

Buy-Side

Our buy-side M&A services are uniquely tailored to assist each client in the development of a comprehensive, sensible and actionable growth strategy through acquisition, ensuring successful outcomes through numbers.

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Buy-Side

 

Our buy-side M&A services are uniquely tailored to deliver sensible and actionable acquisition strategies, ensuring successful outcomes through numbers: providing numerous, qualified opportunities for our clients to evaluate and assess, including those not found in self-reporting databases, general search engine queries, or generic industry lists. Preston Todd’s history, reputation and expertise position us as an industry leader, capable of consistently providing clients with highly-qualified and targeted pre-market acquisition opportunities in a non-auction environment.

Pre-M&A (Buy-side):

  • Determining acquisition objectives
  • Identification of target verticals
  • Formulating acquisition preferences
  • Mapping target segment

 

M&A Advisory (Buy-side):

  • Initial target assessment ("pre-due diligence")
  • Target valuation
  • Target engagement
  • Due diligence formulation, collection and review
  • Deal management, facilitation and tracking 
 

Sell-Side

Our sell-side M&A services prepare a client’s company, or company assets, for sale through the implementation of an intelligent, actionable marketing strategy, consisting of the proper showcasing of the company to a highly-targeted group of qualified buyers.

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Sell-Side

Our sell-side M&A services prepare a client’s company, or company assets, for sale through the implementation of an intelligent, actionable marketing strategy, consisting of the proper showcasing of the property to a highly-targeted group of qualified buyers. As specialists in the payments, payments technology and financial services industries, we are uniquely qualified to advise clients on sell-side strategy and execution.

Pre-M&A (Sell-side):

  • Understanding current market conditions and dynamics (market liquidity, perceived value drivers of buyers)
  • Valuation
  • Buyer targeting (creating buyer profiles, marketing methodology)
  • Creation of offering memorandum
  • Development of preferred deal structure

 

M&A Advisory (Sell-side):

 

  • Marketing and presenting property to targeted buyers
  • Facilitating due diligence process
  • Qualifying targeted buyers
  • Negotiating with targeted buyers
  • Deal management, facilitation and tracking

Management Team

Learn more about our expert management team.

Lane Gordon

Managing Director

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Lane Gordon

Lane Gordon is Co-Founder and Co-Managing Director at Preston Todd Advisors and has spent the last 10 years specializing in mergers and acquisitions. He was also co-founder and President of MerchantPortfolios.com where he specialized in mergers and acquisitions in the payments and financial technology industries. Prior to that, Mr. Gordon served in various executive capacities including CEO of GRASP Information Systems, a market research firm which he founded and which was acquired by the A.C. Nielsen Co., and Director of US Strategy and Development for a French multinational. Mr. Gordon had also built a successful real estate development firm in the Greater Boston area.

Mr. Gordon is responsible for client and new opportunity development. He holds a Masters Degree (M.S.) from the Massachusetts Institute of Technology as well as a B.S. from Carnegie Mellon University. He is fluent in French, Spanish and Portuguese.

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Adam T. Hark

Managing Director

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Adam T. Hark

Adam T. Hark is Co-Founder and Managing Director at Preston Todd Advisors. Mr. Hark's 10 years of success in advising clients in growth and exit strategy draw on his prior skills as a successful real estate investor and turnaround specialist in Boston, MA. In 2007 Mr. Hark co-founded MerchantPortfolios.com whose core business is brokering payments platforms and card processing portfolios. Mr. Hark is a highly esteemed advisor in the payments and payments technology sectors. His valuation work is used by buyers, sellers, litigators, accountants, and institutional investors. He is an accomplished writer and contributor to payments and integrated software periodicals, and an expert witness for complex litigation. Mr. Hark heads PTA’s sell-side practice, business development, and strategic advisory services.

Mr. Hark holds a Bachelor's of Arts (B.A.) degree from the University of Vermont.

Bio

Anthony Malatesta

VP of M&A

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Anthony Malatesta

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Anthony Malatesta is the Vice-President of M&A at Preston Todd Advisors. Starting with the firm in 2012, Mr. Malatesta has spent the past five years immersed in the payments processing and financial technology sectors. While a Junior Associate, his research, analysis, and valuation work played a vital role in multiple M&A transactions. Currently, Mr. Malatesta continues his valuation and analysis work while working in tandem with both PTA’s buy-side and sell-side practices.

Mr. Malatesta graduated with a Bachelor’s of Science (B.S.) in Finance from Bentley University.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Preston Todd Advisors

Phone: 1.617.849.8835

Email: info@prestontoddadvisors.com

358 Chestnut Hill Avenue Ste. 303, Boston, MA 02135

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