Fintech Mergers & Acquisitions
Strategic Advisory for Canada’s Leading Fintech Companies
Mergers and acquisitions are transformational opportunities that define the future of businesses. In the rapidly evolving fintech sector, founders and investors require expert guidance, deep market insights, and access to the right buyers to navigate complex transactions and maximize long-term value.
At Windsor Drake, we provide elite M&A advisory to Canada’s top fintech, payments, and embedded finance companies. Whether executing a landmark acquisition, preparing for a high-value exit, or structuring a strategic merger, we bring institutional-grade expertise to every transaction.

Our Approach
As a leading fintech M&A advisory firm, Windsor Drake is committed to delivering exceptional execution, strategic insights, and global reach. We partner with fintech founders and investors to navigate the M&A process with precision, discretion, and expertise.
Leveraging our deep relationships with acquirers, private equity firms, and global fintech leaders, we structure high-value transactions that drive innovation, growth, and shareholder value.
✔ Industry-Specific Expertise – Focused exclusively on fintech, payments, and SaaS transactions.
✔ Strategic Execution – Navigating complex M&A landscapes with institutional-grade precision.
✔ Global Acquirer Network – Direct access to top-tier fintech buyers, PE firms, and financial institutions.
How We Serve Fintech Clients
Sell-Side M&A
We guide fintech founders through every stage of the M&A process, ensuring optimal valuation, deal structuring, and negotiation outcomes. Our expertise spans payments, embedded finance, lending tech, wealth management, and RegTech.
Buy-Side M&A & Strategic Acquisitions
We advise private equity firms, institutional investors, and fintech scale-ups on strategic acquisitions, identifying high-value targets that align with growth objectives and market expansion strategies.
Cross-Border M&A
With a global network of acquirers and deep regulatory expertise, we help Canadian fintech companies navigate international M&A transactions, ensuring seamless deal execution across jurisdictions.
Activism & Defense Advisory
For fintech firms facing unsolicited offers or activist investors, we provide defensive M&A strategies, helping founders and investors maintain control and protect shareholder interests.
Financial Sponsor Transactions
We advise private equity firms, venture investors, and fintech consolidators on leveraged buyouts, portfolio exits, and strategic capital deployment.