Fintech · Software · Data · Strategic & M&A Advice
Bracton Partners provides senior strategic and M&A advice to founders of fintech, software, and data companies. Two senior partners lead every engagement personally, bringing deep sector expertise, real technical experience, and blue-chip deal experience. Founders get the judgment of people who have built, bought, and sold in this industry, from the first conversation through to close.
Who we serve
Marketplaces are optimized for transaction volume. Larger banks are optimized for larger fees. Between them sits the best of founder-led fintech, software, and data, getting neither the seniority nor the sector expertise a strong outcome takes. Bracton was built for that gap: senior, sector-specific representation and a genuinely competitive process, focused entirely on your result.
Why Bracton
Your sale is run personally by two senior partners, never handed to associates. One is a founder and technologist who has built and sold a platform and ships production AI today; the other has spent 24 years in M&A at Wasserstein Perella and Sandler O'Neill, and has sat as an operator, CFO, and board director inside financial technology.
The two principals who win your trust in the pitch are the two people who run your deal. Two senior executives with five decades of combined experience run every part of the process, never associates.
Lifetime fintech, software, and data people, in every seat at the table, with dozens of companies advised from the inside. Not consumer, not industrial: this market is all we do.
Advisors who have built, shipped, and sold technology platforms, not just covered them. That matters twice: positioning your technology in the acquirer’s own product language, and defending it when their technical team stress-tests it in diligence.
$65B+ in closed transactions across financial services, fintech, and market structure, completed by our banking partner prior to the firm’s formation.
Every likely buyer gets its own case: the case for a strategic is not the case for a sponsor. Software we engineered in-house makes that economical: an argument drafted for each buyer. The principals supply the judgment.
The record
Selected transactions
Transaction experience of the partners, completed prior to Bracton. Across a 24-year career, our banking partner has advised on 100+ transactions totaling $65B+ across financial services, fintech, and market structure, from the mergers that reshaped the exchange and wealth-management industries to a decade of software, wealthtech, and data deals.
| Sector | Company | Transaction | Counterparty |
|---|---|---|---|
| Software, Data & WealthTech | |||
| WealthTech | Envestnet | Acquisition of Yodlee | Yodlee |
| WealthTech | Envestnet | Acquisition of Tamarac | Tamarac |
| WealthTech | Archway Technologies | Company sale to | SEI |
| Data | Moody’s | Sale of CreditQuotes to | Warburg Pincus |
| Data | DTCC | Sale of Corporate Actions business to | Markit Group |
| Exchanges & Market Structure | |||
| Exchange | NYMEX | Merger with | CME |
| Post-Trade | Omgeo (DTCC) | Acquisition of JV stake from | Thomson Reuters |
| Exchange | CME | Acquisition of | Swapstream |
| Trading | Knight Trading | Acquisition of | Hotspot FX |
| Fintech | ETF Securities | Sale of company stake | n/a |
| Landmark Financial Institutions | |||
| Banking | Swiss Bank Corp. | Merger with | UBS |
| Brokerage | Dean Witter | Merger with | Morgan Stanley |
| Asset Mgmt | Nuveen Investments | Leveraged buyout to | Madison Dearborn |
| Trading | Herzog Heine | Company sale to | Merrill Lynch |
| Trading | D.E. Shaw | Sale of Financial Products business to | KBC Bank |
A selection of transactions completed by the partners prior to the firm’s formation. Counterparties named where public.
Our partners
Two names on the door. Both of them on your deal.
Bracton Intelligence
Members see who is buying companies like theirs, what public filings show about price and terms, and which acquirers keep coming back. It is the same tape and buyer research we built for the work: over 7,000 publicly sourced deals, over 65,000 Form D and press-reported funding rounds, and over 25,000 on-thesis fintech, software and data company records, with primary sources linked wherever a row can be traced.
The first conversation
Any valuation quoted to win a meeting is either low enough to insult you or high enough to be a promise no one can keep. Here’s what we’ll actually put together, confidentially and at no cost:
Which acquirers should want you most, and why, drawn from public deal and Form D coverage across fintech, software, and data, and two decades of knowing these buyers.
What would make buyers pay more, and what’s worth fixing before you’re ever in front of them.
Where a sophisticated acquirer pushes hardest in diligence, including the technical case, and how it gets prepared for rather than improvised.