Event type
Buyer Theses
Public statements from strategic acquirers signaling sub-sectors and capabilities they're hunting. Sourced from earnings calls, conference remarks, and 10-K disclosures.
75 Buyer Theses tracked
22 Sub-sectors
$253B Disclosed value
$100M Median value
By sub-sector
Crypto / Stablecoin (10)Identity / Fraud (8)Capital Markets Tech (6)PAD/ACH & Bank Rails (6)B2B Payments (6)Payments (5)Financial Data / Open Banking (4)Crypto / Digital Assets (4)Insurtech (3)Neobank (3)Treasury / Cash Management (3)Regtech / KYC / AML (2)Card Issuing (2)Embedded Finance (2)Lending (2)Lending Tech (SMB) (2)Wealthtech (2)BNPL (1)Mortgage Tech (1)BaaS (1)Vertical SaaS Payments (1)Lending Tech (Consumer) (1)
Top companies
All buyer theses
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| White Mountains | Buyer Thesis | Insurtech | July 6, 2026 | ||
| Thought Machine | Buyer Thesis | $100M | Capital Markets Tech | July 6, 2026 | |
| SWIFT | Buyer Thesis | PAD/ACH & Bank Rails | July 1, 2026 | ||
| Chargebacks911 | Buyer Thesis | Identity / Fraud | June 30, 2026 | ||
| Nvidia | Buyer Thesis | Identity / Fraud | June 26, 2026 | ||
| Reliance Global Group | Buyer Thesis | Insurtech | June 22, 2026 | ||
| Dubai International Financial Centre (DIFC) | Buyer Thesis | Neobank | June 19, 2026 | ||
| Fraudio | Buyer Thesis | Identity / Fraud | June 19, 2026 | ||
| PYMNTS | Buyer Thesis | PAD/ACH & Bank Rails | June 19, 2026 | ||
| Citizens | Buyer Thesis | B2B Payments | June 18, 2026 | ||
| Bank of America | Buyer Thesis | BNPL | June 18, 2026 | ||
| Mastercard | Buyer Thesis | B2B Payments | June 16, 2026 | ||
| Flagright | Buyer Thesis | Regtech / KYC / AML | June 15, 2026 | ||
| PYMNTS | Buyer Thesis | $252B | PAD/ACH & Bank Rails | June 15, 2026 | |
| Ripple | Buyer Thesis | Treasury / Cash Management | June 15, 2026 | ||
| PYMNTS | Buyer Thesis | PAD/ACH & Bank Rails | June 12, 2026 | ||
| Mastercard | Buyer Thesis | B2B Payments | June 12, 2026 | ||
| Trulioo | Buyer Thesis | Regtech / KYC / AML | June 12, 2026 | ||
| Mastercard | Buyer Thesis | B2B Payments | June 9, 2026 | ||
| Goldman Sachs | Buyer Thesis | Capital Markets Tech | June 9, 2026 | ||
| JPMorgan Chase | Buyer Thesis | Crypto / Stablecoin | June 5, 2026 | ||
| The Clearing House | Buyer Thesis | Crypto / Stablecoin | June 5, 2026 | ||
| JP Morgan | Buyer Thesis | Crypto / Stablecoin | June 5, 2026 | ||
| RS2 | Buyer Thesis | Card Issuing | June 5, 2026 | ||
| Priority Commerce | Buyer Thesis | Treasury / Cash Management | June 5, 2026 | ||
| Paysafe | Buyer Thesis | Crypto / Stablecoin | June 4, 2026 | ||
| Nvidia | Buyer Thesis | Financial Data / Open Banking | June 2, 2026 | ||
| Intuit | Buyer Thesis | $120,000 | B2B Payments | June 1, 2026 | |
| Bank for International Settlements | Buyer Thesis | Crypto / Stablecoin | May 29, 2026 | ||
| Visa | Buyer Thesis | Capital Markets Tech | May 29, 2026 | ||
| TD Bank | Buyer Thesis | Mortgage Tech | May 28, 2026 | ||
| The Clearing House | Buyer Thesis | PAD/ACH & Bank Rails | May 27, 2026 | ||
| Cantor | Buyer Thesis | Capital Markets Tech | May 21, 2026 | ||
| Tencent | Buyer Thesis | Identity / Fraud | May 14, 2026 | ||
| Avax One Technology Ltd. | Buyer Thesis | Crypto / Digital Assets | May 14, 2026 | ||
| Fiserv | Buyer Thesis | Embedded Finance | May 5, 2026 | ||
| LQR House Inc. | Buyer Thesis | Crypto / Stablecoin | April 16, 2026 | ||
| Maha Capital | Buyer Thesis | KEO World Inc | $220,838 | Lending | April 1, 2026 |
| Moniepoint | Buyer Thesis | Orda | Payments | March 23, 2026 | |
| Auri Inc | Buyer Thesis | Crypto / Digital Assets | December 31, 2025 | ||
| VanEck | Buyer Thesis | Crypto / Digital Assets | December 24, 2025 | ||
| Finastra | Buyer Thesis | Crypto / Stablecoin | December 19, 2025 | ||
| Hanwha Life Insurance | Buyer Thesis | Embedded Finance | December 17, 2025 | ||
| Asset Reconstruction Companies (ARCs) | Buyer Thesis | Lending Tech (SMB) | December 2, 2025 | ||
| CMS Info Systems | Buyer Thesis | Parag Parikh Flexi Cap Fund | Payments | December 1, 2025 | |
| Capitec | Buyer Thesis | Payments | November 28, 2025 | ||
| Ark Invest | Buyer Thesis | Circle Internet Group | $30M | Crypto / Stablecoin | November 13, 2025 |
| National Bank Holdings Corporation | Buyer Thesis | BaaS | October 22, 2025 | ||
| Solana (HSDT) | Buyer Thesis | $500M | Treasury / Cash Management | September 18, 2025 | |
| CompoSecure | Buyer Thesis | Resolute Holdings Management, Inc. | Capital Markets Tech | December 30, 2024 | |
| Funding Societies | Buyer Thesis | Lending | December 18, 2024 | ||
| Stripe | Buyer Thesis | Bridge | Crypto / Stablecoin | October 17, 2024 | |
| Capital One | Buyer Thesis | Identity / Fraud | October 9, 2024 | ||
| FIS | Buyer Thesis | Payments | June 5, 2024 | ||
| Shift4 Payments | Buyer Thesis | Vertical SaaS Payments | November 8, 2023 | ||
| Norrsken22 | Buyer Thesis | Identity / Fraud | November 3, 2023 | ||
| Altruist | Buyer Thesis | Wealthtech | October 10, 2023 | ||
| Old Mutual | Buyer Thesis | Neobank | November 27, 2022 | ||
| Worldline | Buyer Thesis | Payments | November 9, 2022 | ||
| Live Oak Bancshares | Buyer Thesis | Lending Tech (SMB) | October 27, 2022 | ||
| Visa | Buyer Thesis | PAD/ACH & Bank Rails | October 25, 2022 | ||
| Federal Deposit Insurance Corporation | Buyer Thesis | Crypto / Stablecoin | October 20, 2022 | ||
| Goldman Sachs | Buyer Thesis | Neobank | October 18, 2022 | ||
| SIX Swiss Exchange | Buyer Thesis | Financial Data / Open Banking | July 4, 2022 | ||
| Voodoo | Buyer Thesis | $200M | Crypto / Digital Assets | December 16, 2021 | |
| United Fintech | Buyer Thesis | Capital Markets Tech | November 23, 2021 | ||
| Airwallex | Buyer Thesis | Card Issuing | November 17, 2021 | ||
| Envestnet | Buyer Thesis | Financial Data / Open Banking | November 8, 2021 | ||
| Mitek Systems | Buyer Thesis | Identity / Fraud | November 4, 2021 | ||
| Equifax | Buyer Thesis | Identity / Fraud | October 21, 2021 | ||
| Krungsri Finnovate | Buyer Thesis | Bank of Ayudhya | Insurtech | October 20, 2021 | |
| JPMorgan Chase | Buyer Thesis | Lending Tech (Consumer) | September 1, 2021 | ||
| Unifiedpost Group | Buyer Thesis | B2B Payments | December 23, 2020 | ||
| GoCardless | Buyer Thesis | Bain Capital Ventures | $95M | Financial Data / Open Banking | December 18, 2020 |
| JPMorgan | Buyer Thesis | BlackRock | Wealthtech | October 22, 2020 |