Financial & Transaction Services

A long history of investing in the financial services sector.

MDP has been investing in the financial services sector since the late 1990s.

Flexible Approach

MDP’s Financial & Transaction Services team has a history of both control and minority investing. Our focus is to find high-quality businesses led by talented management teams and work together to determine the optimal deal structure. Recent control investments include Amynta Investments, Ankura and Navacord, while we have also recently completed minority structured equity investments in EVO Payments and Ardonagh Group.

Focus on Post-Investment Value Creation

Our team leverages its deep network of relationships with executives and industry leaders to help create value for our portfolio companies. We have a track record of supporting our portfolio companies in executing both organic and inorganic growth strategies.

Deep Sector Expertise

Financial & Transaction Services

We pursue investments in financial and transaction services companies exhibiting certain favorable characteristics, such as differentiated distribution, proven servicing and/or technology capabilities; recurring and high free cash flow business models; and favorable industry and/or demographic trends. We focus on investment opportunities with multiple value creation alternatives, including accretive acquisitions, geographic expansion, cost saving opportunities, as well as organic growth initiatives including expanding sales capabilities, developing new channels for distribution and other growth levers.

Our Financial & Transaction Services team focuses on investment opportunities in the following areas:

  • Insurance and insurance related services, with a key area of focus on opportunities in the insurance distribution / brokerage sectors
  • Financial technology companies including: transaction, payment and processing companies as well as other technology enabled companies that provide services to or support financial institutions
  • Human capital businesses, including: consulting and other professional services companies

Sector Senior Team

Select Deals

Industry Advisory Group

The above companies do not represent all of the investments in MDP’s complete portfolio and have been selected using objective, non-performance based criteria. You should not assume that the investments listed were, or will be, profitable. Please note that the members of the Advisory Roundtable are not employees, officers or affiliates of MDP.