Case Study

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Fintech Carveout to Strategic Acquirer

  • Location: Headquartered in the Southeastern US
  • Sectors: Fintech
  • Ownership: Privately Held
  • Situation Type: Carveout to Strategic Acquirer

Company Overview:

Fintech company with multiple products that enhance stability and profit-making opportunities for community-oriented financial institutions.


Brookline was engaged by the shareholders of the company to evaluate strategic alternatives for one of the companyís assets/products. The company was receiving heavy inbound interest from groups interested in the companyís construction lending automation software, so management wanted to run a process to find the best strategic partner.

Brookline's Tailored Approach:

Brookline established a competitive process by identifying the primary strategic and financial groups with relative fintech assets. Brookline built financial models and presentation materials to highlight the strategic value and communicate the management teamís vision for the asset going forward. Brookline positioned the company to maintain leverage through the transaction, managed the diligence process, and assisted legal counsel in negotiating all agreements to close the transaction for the shareholders.


The asset was acquired by a large acquisitive fintech company, providing a liquidity event for existing shareholders and partnering the product with a strategic group that had the tangible existing relationships that enabled the business to scale more quickly.

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