Strategy consulting and transactional expertise for the top assets in software and fintech

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 and SaaS based business management solutions. With over 15 years of transactional experience, we continue to advise the next generation of best-in-class financial technology firms.

Lane Gordon

Managing Director

Lane Gordon is Co-Founder and Managing Director of Preston Todd Advisors. Mr. Gordon has spent the last 15 years specializing in mergers and acquisitions of recurring revenue companies in payments, SaaS, and fintech. Working on the buy-side and sell-side of transactions, he has been successful facilitating private, public, and Private Equity roll-up strategies in various verticals, as well as counseling principals in properly marketing and selling their recurring revenue platforms.

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.  

Adam T. Hark

Managing Director

Adam T. Hark is Co-Founder and Managing Director of Preston Todd Advisors. Mr. Hark is a highly esteemed advisor in SaaS, financial technology, and integrated payments. His valuation work is used by buyers, sellers, litigators, accountants, and institutional investors. He is an accomplished and prolific writer, and contributor to software, fintech, and payments related publications. Mr. Hark heads PTA’s sell-side practice and PT Strategic Consulting Services.

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

Anthony Malatesta

Executive VP of M&A

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.

Shivang Amin

VP of M&A

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.