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  • M&A

    Integrated Payments, SaaS, and FinTech

     

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    Growth & Exit Strategy, Financial Analysis, Valuation

     

   

NEWS | TRANSACTIONS

  • Fullsteam acquires Agile Software

  • Fullsteam acquires Winery Software Platform Xudle

  • 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 confluence of integrated payments, software, and payments schema...”

Preston Todd Advisors specializes in providing strategic advisory services in integrated payments, SaaS, and financial technologies. We design and implement forward looking acquisition strategies for companies trying to navigate the ongoing paradigm shift in digital payments. Approaching 15 years of transactional experience, we continue to advise the next generation of best-in-class financial technology firms.

 

Proven Track Record

Our transactional history speaks for itself. Please call with any additional inquiries.

 

Global Reach

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

 

Industry Expertise

We are sell-side and buy-side specialists in integrated payments, SaaS, and financial technologies.

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 services to industry leaders in integrated payments, SaaS, and FinTech.

 

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.

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Lane Gordon

Managing Director

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Lane Gordon

Lane Gordon is Co-Founder and Co-Managing Director of Preston Todd Advisors.  Mr. Gordon has spend the last 15 years specializing in mergers and acquisitions of recurring revenue companies, including payments, SaaS, and fintech.  Working on the buy-side and sell-side of transactions, he has been successful helping private, public and private equity roll up various verticals as well as representing and positioning principals in properly marketing and selling their recurring revenue corporations.  Mr. Gordon 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 holds a Masters Degree (M.S.) from the Massachusetts Institute of Technology as well as a B.S. from Carnegie Mellon University.  Mr. Gordon enjoys running, cycling and occasionally tennis.  He is fluent in French and maintains a passion for Paris, France and all things French.  

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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.

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Anthony Malatesta

Executive VP of M&A

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Anthony Malatesta

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Anthony Malatesta is the Executive Vice President of M&A at Preston Todd Advisors. Starting with the firm in 2012, Mr. Malatesta has spent the past seven years immersed in the payments processing and financial technology sectors. Today. Mr. Malatesta's financial analysis and valuation work are considered best of breed in the industry and invaluable to both buy-side clients evaluating target opportunities for acquisition, and processing new sell-side properties being brought to market by the Preston Todd team.

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

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Shivang Amin

VP of M&A

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Shivang Amin

Shivang Amin is VP of M&A at Preston Todd Advisors. Starting with the firm in February of 2018, Mr. Amin spearheads the firm's buy-side advisory practice, assisting clients, often large strategics and Private Equity groups,  execute acquisition strategies within the SaaS and FinTech sectors. Prior to joining Preston Todd, Mr. Amin was an Associate at State Street Global Advisors managing Equities and Fixed Income investment strategies.

Mr. Amin graduated from Bentley University with a Bachelor’s of Science (B.S.) in Economics &  Finance and is a Level II Candidate in the CFA Program.

Bio

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Contact Us

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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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