Financial Technology

Banks, investment management firms and insurance companies spend $350 billion globally each year, making financial technology one of the largest vertical technology markets.

Financial Technology


"Sean's deep M&A and sector expertise was invaluable in helping us achieve an exceptional outcome. The AGC team was very knowledgeable about our business, the industry and was always accessible and helped ensure a fast, efficient closing with a great new partner."

Michael Kleindl, Chairman, Crossinx

AGC Partners acted as the sole financial advisor to Crossinx

"The AGC team exceeded every expectation, from our initial vetting process through the official closing date. AGC's deep understanding of the financial technology industry, strong relationships with strategic players, and breadth of M&A experience were crucial factors in achieving such a successful result. Ben and team worked tirelessly hand in hand through the entire process. They were always prepared, knowledgeable, and one step ahead of all potential obstacles that could have derailed our deal. We would not have been able to achieve the outcome we did if it were not for the hands-on, partner-led process Ben and his team provided to our team every day."

Shawn Ward, CEO, Geezeo

AGC Partners acted as sole financial advisor to Geezeo in July, 2019

There are a few select people I've met over the years that I can recommend without reservation and with complete confidence. Jon Guido and his team at AGC unequivocally fall into this category. AGC's communication was frequent and clear, their commitment was unwavering, and the depth of strategic insight shared by Jon was consistently impressive. I'm thankful to have benefited from Jon and his team being by my side.

David Frogel

President, AnchorOps

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