Investment Banking

Our team brings unequaled domain expertise and a laser focus on exchanges and financial technology to helping companies with capital raising and M&A. We've been trusted advisers on more than two dozen deals since launch. And we go beyond just focusing on transactions to truly educating and advising clients, with our annual FinTech Summit and monthly newsletter.

Our Services

mergers and acquisitions icon

Mergers & Acquistions

Partners with our clients in evaluating some of their most strategic and complex decisions. We provide independent, un-conflicted advice which makes us uniquely suited to offer a range of advisory services to boards of directors and special committees. Our advisory services include mergers, acquisitions and divestitures, fairness opinions, due diligence, transaction structuring and negotiations. Our global team of experienced professionals has an unparalleled track record of providing exceptional results for our clients.

capital raise icon

Capital Raise

Helps clients to raise capital by leveraging our deep network of investors ranging from VC, PE, banks, corporates and expert execution team which help raise capital in the form of Equity, Private debt, IPO, Buybacks, Follow-On Offerings. Our IB team also has the capabilities to integrate our expertise in Sales and Trading to offer clients seamless advice and sophisticated solutions.

strategic management consulting icon

Strategic Management Consulting

Leveraging our years of expertise in advising fintech companies right from series A to large cap public companies to provide clients with strategic consulting decisions regarding MarketEntry, Exit Strategies, Peer GroupBenchmarking, Industry / Competitive Analysis

recent transactions

View more transactions

Mergers & Acquisitions / Advisory

LeveL Alternative Trading System logo
merges with
luminex logo
Exclusive Strategic & Financial Advisor to LeveL ATS
exablaze logo
sale to
cisco logo
Exclusive advisor to exablaze

Private Capital Raise

deeplabs logo
Receives investment From
serendipity capital logo
& an investor group of financial services executives led by Gunnar Overstrom
advisor to deep labs
raft technologies logo
Growth Investment
Exclusive Strategic & Financial Advisor to RAFT Technologies

Public & 144A Offerings

sofi logo
144A Offering of 0.00% Convertible Senior Notes
robinhood logo
InITIAL public offering

Strategic Advisory

silverlake logo
Strategic Growth Investment
supporting the merger of
virtu financial and mth logos
industry Advisor
bm and f bovespa logo
Strategic Partnerships with North American Exchanges
cme group logo
Industry Advisor
to BM&F Bovespa

Sectors We Cover

Enabling Technologies

artificial intelligence and machine learning icon

AI & Machine Learning

data and analytics icon

Data & Analytics

internet of things and rpa icon


cyber security icon

Cyber Security

blockchain technologies icon

Blockchain Technologies

regulatory tech icon

Regulatory Tech

FinTech Verticals

payments icon


  • Card networks
  • Merchant acquirers & processors
  • Digital Currencies / Digital Assets
  • Loyalty & gift card solutions
  • Non-bank credit card issuers
  • P2P transfer & remittances
  • Online payment processing
  • POS & payment infrastructure
  • Mobile wallets
insurance tech umbrella icon

Insurance Tech

  • Auto, P&C insuretech
  • L&A insuretech
  • SMB insuretech
  • Health insuretech
  • Online aggregators
  • Insurance management, administration & claims management solutions
  • Insurance software, data & analytics
capital markets icon
  • Exchanges & trading venues
  • Institutional trading technologies
  • Institutional / Inter dealer brokers
  • Retail / e-brokers
  • Market makers & quant traders
  • Capital markets data& data analytics
  • Research & media
  • Outsourced financialsoftware & solutions

Capital Markets

digital banking and credit icon
  • SME finance lender
  • Personal finance lender
  • Mortgage finance lender
  • Lending data & analytics
  • P2P lending

Digital Banking & Credit

personal finance and wealth management bricks of gold icon
  • Automated Investment Managers
  • Budgeting & financial
    management solutions
  • Online / Mobile banking

Personal Finance & Wealth Management

institutional software for corporates icon
  • HR, payroll & benefits solutions
  • Corporate finance & accounting solutions
  • Investor Relation solutions
  • Compliance, surveillance & risk management solutions
  • Cyber / network security solutions
  • Blockchain solutions

Institutional Software for Corporates

TMT Verticals

semiconductors icon


internet services icon

Internet Services

software icon


consumer technology icon

Consumer Technology

communications and networks icon

Communications & Networks

industrial tech icon

Industrial Technology

eye on fintech

Eye On FinTech

Analysis and insights on Capital Markets and Financial Technology industry.

View Eye On FinTech
fintech summit architecture frame in blue and purple gradient

FinTech Summit

fintech summit 4.7 out of 5 stars

Rosenblatt’s FinTech Summit was created with the goal of bringing together innovators from some of the year’s most disruptive areas of FinTech for a day of knowledge sharing, networking and growth. Innovators are joined by fellow entrepreneurs, determined investors and industry professionals.

Rosenblatt's FinTech Summit
vikas shah from institutional investor top 40

Awards & Recognition

The FinTech Finance 40
Vikas Shah

Read Full Article

Contact Us