Fintech Investment Banking

Strategic M&A & Capital Advisory for Canada’s Leading Fintech Companies

Fintech is transforming the global financial landscape, and as the industry evolves, strategic M&A and capital solutions play a crucial role in driving growth, innovation, and shareholder value. Whether securing a high-value exit, raising capital for expansion, or exploring strategic partnerships, fintech founders require an investment banking partner with deep industry expertise and access to top global acquirers and investors.

At Windsor Drake, we specialize in fintech-focused investment banking, providing sell-side M&A, capital raising, and financial advisory tailored for payments, embedded finance, lending tech, and SaaS-driven financial platforms. We leverage our extensive network of private equity firms, strategic buyers, and institutional investors to deliver exceptional outcomes for Canadian fintech founders.

 

Our Approach

As a leading fintech investment bank in Canada, Windsor Drake provides high-touch, founder-focused advisory services that help fintech entrepreneurs navigate complex transactions and maximize value.

  • Fintech-Exclusive Expertise – Decades of experience in fintech, payments, embedded finance, and SaaS-driven financial models.
  • Strategic Execution & Valuation Maximization – We structure deals that optimize pricing, terms, and long-term shareholder value.
  • Direct Access to Global Acquirers & Investors – We connect fintech founders with top-tier private equity firms, venture funds, and corporate buyers.

How We Help Fintech Founders

Sell-Side M&A Advisory

We guide fintech founders through the entire M&A process, from valuation analysis and buyer outreach to deal structuring and negotiation. Our team ensures that every transaction is strategic, seamless, and positioned for maximum value.

Capital Raising & Private Placements

We help fintech companies secure growth capital, venture funding, and private equity investment, ensuring access to the right financial partners to fuel scaling, acquisitions, or liquidity events.

Acquisition Advisory & Buy-Side M&A

We work with institutional investors, private equity firms, and fintech consolidators to identify and execute strategic acquisitions in Canada’s fintech market.

Debt & Structured Finance

For fintech firms requiring alternative capital solutions, we structure credit facilities, securitizations, and structured lending arrangements tailored to fintech business models.

Cross-Border & Strategic Transactions

With deep relationships across North America and global financial markets, we facilitate cross-border fintech M&A deals, joint ventures, and strategic partnerships that expand market reach and drive value creation.