Financial & Transaction Services

A long history of investing in the financial services sector.

We have been investing in financial and transaction services companies since the 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 NFP and Ankura Consulting, 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, servicing and/or technology capabilities; aggressive utilization of technology; 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, recruiting new revenue producers, expanding sales capabilities and other growth levers.

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

  • Financial technology companies including: data analytics, transaction, payment and other processing companies, and other technology enabled companies that provide services to, or support, financial institutions
  • Insurance and related companies with a focus on distribution and servicing companies
  • Human capital businesses, including: brokerage, consulting, professional services and other human capital companies

Sector Senior Team

Select Deals

Ankura
Provider of business advisory and professional services 
Sector: Financial & Transaction Services
Deal Type: Growth Equity
Status: Current
Ardonagh Group
Group of insurance brokerage entities based in the U.K.
Sector: Financial & Transaction Services
Deal Type: Structured
Status: Current
EVO Payments
Merchant acquirer and payment processor
Sector: Financial & Transaction Services
Deal Type: Structured
Status: Current
NFP Corp.
Provider of benefits, insurance and wealth management services
Sector: Financial & Transaction Services
Deal Type: Buyout
Status: Current
Nuveen Investments, Inc.
Asset management
Sector: Financial & Transaction Services
Deal Type: Buyout
Status: Exited
TransUnion
Global credit reporting agency
Sector: Financial & Transaction Services
Deal Type: Buyout
Status: Exited

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.