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.
203 Buyer Theses tracked
22 Sub-sectors
$565B Disclosed value
$500M Median value
By sub-sector
B2B Payments (42)Crypto / Stablecoin (31)Identity / Fraud (11)PAD/ACH & Bank Rails (11)Capital Markets Tech (11)Lending Tech (SMB) (9)Payments (9)Financial Data / Open Banking (9)Embedded Finance (8)Neobank (8)BNPL (7)Crypto / Digital Assets (7)Regtech / KYC / AML (6)Lending Tech (Consumer) (6)Treasury / Cash Management (6)Lending (6)Insurtech (5)Card Issuing (4)Mortgage Tech (3)Wealthtech (2)BaaS (1)Vertical SaaS Payments (1)
Top companies
All buyer theses
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| Mercuryo | Buyer Thesis | Crypto / Stablecoin | October 3, 2026 | ||
| Mosaic Processing | Buyer Thesis | B2B Payments | October 2, 2026 | ||
| Synchrony | Buyer Thesis | Embedded Finance | October 2, 2026 | ||
| Bridge | Buyer Thesis | $500M | Lending Tech (SMB) | October 2, 2026 | |
| Mastercard | Buyer Thesis | B2B Payments | September 30, 2026 | ||
| Spreedly | Buyer Thesis | B2B Payments | September 28, 2026 | ||
| Federal Reserve Bank of Cleveland | Buyer Thesis | B2B Payments | September 28, 2026 | ||
| Payward | Buyer Thesis | Crypto / Stablecoin | September 27, 2026 | ||
| Visa | Buyer Thesis | Crypto / Stablecoin | September 25, 2026 | ||
| Shawbrook | Buyer Thesis | Lending Tech (SMB) | September 25, 2026 | ||
| Amazon | Buyer Thesis | Lending Tech (SMB) | September 25, 2026 | ||
| HSBC | Buyer Thesis | B2B Payments | September 25, 2026 | ||
| Amazon | Buyer Thesis | B2B Payments | September 24, 2026 | ||
| SoFi Technologies | Buyer Thesis | Crypto / Stablecoin | September 24, 2026 | ||
| Bottomline | Buyer Thesis | Identity / Fraud | September 24, 2026 | ||
| Velera | Buyer Thesis | Crypto / Stablecoin | September 23, 2026 | ||
| PYMNTS | Buyer Thesis | BNPL | September 18, 2026 | ||
| Visa DPS | Buyer Thesis | Card Issuing | September 18, 2026 | ||
| Revolut | Buyer Thesis | Neobank | September 17, 2026 | ||
| EBANX | Buyer Thesis | PAD/ACH & Bank Rails | September 17, 2026 | ||
| Mastercard | Buyer Thesis | Crypto / Stablecoin | September 14, 2026 | ||
| PYMNTS | Buyer Thesis | B2B Payments | September 14, 2026 | ||
| Fiserv | Buyer Thesis | B2B Payments | September 14, 2026 | ||
| Ripple | Buyer Thesis | $1.0B | Crypto / Stablecoin | September 13, 2026 | |
| Revolut | Buyer Thesis | B2B Payments | September 11, 2026 | ||
| Visa Direct | Buyer Thesis | B2B Payments | September 11, 2026 | ||
| Visa | Buyer Thesis | B2B Payments | September 9, 2026 | ||
| Trace Finance | Buyer Thesis | Crypto / Stablecoin | September 8, 2026 | ||
| PYMNTS | Buyer Thesis | PAD/ACH & Bank Rails | September 8, 2026 | ||
| VerityX | Buyer Thesis | $206B | Regtech / KYC / AML | September 7, 2026 | |
| Oliver Wyman | Buyer Thesis | $45B | Capital Markets Tech | September 5, 2026 | |
| Citi | Buyer Thesis | B2B Payments | September 4, 2026 | ||
| Citadel Credit Union | Buyer Thesis | Lending Tech (SMB) | September 4, 2026 | ||
| Fifth Third | Buyer Thesis | Embedded Finance | September 3, 2026 | ||
| Visa | Buyer Thesis | Crypto / Stablecoin | September 3, 2026 | ||
| Better Home & Finance Holding Company | Buyer Thesis | Mortgage Tech | September 3, 2026 | ||
| Onafriq | Buyer Thesis | Crypto / Stablecoin | September 2, 2026 | ||
| Cresora Commerce | Buyer Thesis | B2B Payments | September 1, 2026 | ||
| Affirm | Buyer Thesis | BNPL | August 30, 2026 | ||
| Billtrust | Buyer Thesis | B2B Payments | August 28, 2026 | ||
| WEX | Buyer Thesis | B2B Payments | August 27, 2026 | ||
| FinregE | Buyer Thesis | Regtech / KYC / AML | August 27, 2026 | ||
| Mirae Asset Financial Group | Buyer Thesis | $109B | Crypto / Stablecoin | August 27, 2026 | |
| Synchrony | Buyer Thesis | B2B Payments | August 27, 2026 | ||
| SoLo Funds | Buyer Thesis | $53M | Lending Tech (Consumer) | August 27, 2026 | |
| Royal Bank of Canada | Buyer Thesis | PAD/ACH & Bank Rails | August 26, 2026 | ||
| Visa | Buyer Thesis | Treasury / Cash Management | August 26, 2026 | ||
| Plaid | Buyer Thesis | Regtech / KYC / AML | August 25, 2026 | ||
| EBANX | Buyer Thesis | B2B Payments | August 25, 2026 | ||
| Thales | Buyer Thesis | B2B Payments | August 21, 2026 | ||
| S&P 500 | Buyer Thesis | $100B | B2B Payments | August 20, 2026 | |
| FedEx | Buyer Thesis | $622M | Treasury / Cash Management | August 19, 2026 | |
| Klarna | Buyer Thesis | $37B | BNPL | August 18, 2026 | |
| Visa | Buyer Thesis | B2B Payments | August 17, 2026 | ||
| Zaggle Prepaid Ocean Services | Buyer Thesis | Payments | August 16, 2026 | ||
| Coinbase | Buyer Thesis | Crypto / Stablecoin | August 16, 2026 | ||
| Figure Technology Solutions | Buyer Thesis | $4.3B | Lending Tech (Consumer) | August 14, 2026 | |
| Block | Buyer Thesis | Lending Tech (SMB) | August 14, 2026 | ||
| PYMNTS | Buyer Thesis | Crypto / Stablecoin | August 14, 2026 | ||
| Chime | Buyer Thesis | Crypto / Stablecoin | August 14, 2026 | ||
| Grasshopper Bank | Buyer Thesis | B2B Payments | August 13, 2026 | ||
| Adyen | Buyer Thesis | B2B Payments | August 13, 2026 | ||
| HTX Ventures | Buyer Thesis | Crypto / Stablecoin | August 13, 2026 | ||
| PYMNTS | Buyer Thesis | Crypto / Stablecoin | August 11, 2026 | ||
| Stripe | Buyer Thesis | B2B Payments | August 11, 2026 | ||
| FIS | Buyer Thesis | Capital Markets Tech | August 10, 2026 | ||
| BILL | Buyer Thesis | B2B Payments | August 10, 2026 | ||
| Open Banking Limited | Buyer Thesis | Financial Data / Open Banking | August 7, 2026 | ||
| Enova | Buyer Thesis | Lending Tech (Consumer) | August 7, 2026 | ||
| JazzWorld | Buyer Thesis | Insurtech | August 7, 2026 | ||
| Opportunity Financial (OppFi) | Buyer Thesis | BNCCORP / BNC National Bank | $130M | Lending | August 6, 2026 |
| Bank of America | Buyer Thesis | Financial Data / Open Banking | August 6, 2026 | ||
| Fiserv | Buyer Thesis | B2B Payments | August 6, 2026 | ||
| The Clearing House | Buyer Thesis | Crypto / Stablecoin | August 6, 2026 | ||
| Priority Technology Holdings | Buyer Thesis | B2B Payments | August 6, 2026 | ||
| Circle | Buyer Thesis | Crypto / Stablecoin | August 5, 2026 | ||
| MercadoLibre | Buyer Thesis | Neobank | August 5, 2026 | ||
| Visa Inc. | Buyer Thesis | Western Union, Rain | Crypto / Stablecoin | August 5, 2026 | |
| Marqeta | Buyer Thesis | Card Issuing | August 5, 2026 | ||
| FIS | Buyer Thesis | B2B Payments | August 4, 2026 | ||
| LendingTree | Buyer Thesis | Lending Tech (SMB) | July 31, 2026 | ||
| Mastercard | Buyer Thesis | B2B Payments | July 31, 2026 | ||
| Gallagher | Buyer Thesis | Insurtech | July 31, 2026 | ||
| Bank for International Settlements | Buyer Thesis | PAD/ACH & Bank Rails | July 31, 2026 | ||
| Green Dot | Buyer Thesis | Embedded Finance | July 30, 2026 | ||
| Pagaya Technologies | Buyer Thesis | Lending Tech (SMB) | July 30, 2026 | ||
| Robinhood | Buyer Thesis | Capital Markets Tech | July 30, 2026 | ||
| Plaid | Buyer Thesis | Financial Data / Open Banking | July 30, 2026 | ||
| Nacha | Buyer Thesis | PAD/ACH & Bank Rails | July 30, 2026 | ||
| Clockwork.ai | Buyer Thesis | Treasury / Cash Management | July 30, 2026 | ||
| Adyen | Buyer Thesis | B2B Payments | July 30, 2026 | ||
| Visa | Buyer Thesis | B2B Payments | July 29, 2026 | ||
| PYMNTS | Buyer Thesis | Identity / Fraud | July 29, 2026 | ||
| Worldpay | Buyer Thesis | B2B Payments | July 20, 2026 | ||
| HousingWire | Buyer Thesis | Mortgage Tech | July 20, 2026 | ||
| Broadridge | Buyer Thesis | Capital Markets Tech | July 16, 2026 | ||
| Stripe | Buyer Thesis | $53B | B2B Payments | July 16, 2026 | |
| BlackRock | Buyer Thesis | $500M | Crypto / Digital Assets | July 15, 2026 | |
| Mizuho | Buyer Thesis | Crypto / Stablecoin | July 13, 2026 | ||
| Acxiom | Buyer Thesis | Financial Data / Open Banking | July 10, 2026 | ||
| Trulioo | Buyer Thesis | Identity / Fraud | July 10, 2026 | ||
| Open USD | Buyer Thesis | Crypto / Stablecoin | July 10, 2026 | ||
| PayU | Buyer Thesis | Embedded Finance | July 9, 2026 | ||
| JPMorgan Chase, Bank of America, Wells Fargo, PNC Financial Services | Buyer Thesis | Fiserv | Payments | July 8, 2026 | |
| 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 | PAD/ACH & Bank Rails | June 15, 2026 | ||
| Ripple | Buyer Thesis | Treasury / Cash Management | June 15, 2026 | ||
| Central Bank of Nigeria | Buyer Thesis | Embedded Finance | 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 | ||
| Nuvei | Buyer Thesis | Payoneer | B2B Payments | June 9, 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 | ||
| Global Settlement Network | Buyer Thesis | Crypto / Digital Assets | May 1, 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 | ||
| State Street; BNY Mellon; Citigroup; BNP Paribas; HSBC; Northern Trust | Buyer Thesis | Capital Markets Tech | December 15, 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 | ||
| Naver | Buyer Thesis | Dunamu | $6.8B | Crypto / Digital Assets | November 27, 2025 |
| Ark Invest | Buyer Thesis | Circle Internet Group | $30M | Crypto / Stablecoin | November 13, 2025 |
| Nuvia Wealth | Buyer Thesis | Embedded Finance | November 10, 2025 | ||
| FirstRand | Buyer Thesis | Optasia | $277M | Lending | October 28, 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 | ||
| Monzo | Buyer Thesis | Neobank | November 28, 2023 | ||
| GoCardless | Buyer Thesis | Financial Data / Open Banking | November 14, 2023 | ||
| Klarna | Buyer Thesis | AFM Consulting | BNPL | November 8, 2023 | |
| Shift4 Payments | Buyer Thesis | Vertical SaaS Payments | November 8, 2023 | ||
| Norrsken22 | Buyer Thesis | Identity / Fraud | November 3, 2023 | ||
| PB Fintech | Buyer Thesis | Lending | October 30, 2023 | ||
| Goldman Sachs | Buyer Thesis | GreenSky | BNPL | October 18, 2023 | |
| Altruist | Buyer Thesis | Wealthtech | October 10, 2023 | ||
| GoDaddy | Buyer Thesis | Payments | December 20, 2022 | ||
| Old Mutual | Buyer Thesis | Neobank | November 27, 2022 | ||
| PhonePe | Buyer Thesis | ZestMoney | Payments | November 25, 2022 | |
| Eight Capital Partners | Buyer Thesis | Neobank | November 15, 2022 | ||
| Worldline | Buyer Thesis | Payments | November 9, 2022 | ||
| Peak | Buyer Thesis | B2B Payments | November 7, 2022 | ||
| Live Oak Bancshares | Buyer Thesis | Lending Tech (SMB) | October 27, 2022 | ||
| Visa | Buyer Thesis | PAD/ACH & Bank Rails | October 25, 2022 | ||
| Paystand | Buyer Thesis | B2B Payments | October 25, 2022 | ||
| Federal Deposit Insurance Corporation | Buyer Thesis | Crypto / Stablecoin | October 20, 2022 | ||
| First Internet Bancorp | Buyer Thesis | Lending Tech (Consumer) | October 19, 2022 | ||
| Goldman Sachs | Buyer Thesis | Neobank | October 18, 2022 | ||
| Index Ventures | Buyer Thesis | Neobank | October 9, 2022 | ||
| Razorpay | Buyer Thesis | B2B Payments | August 17, 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 | ||
| Intuit | Buyer Thesis | Lending | November 18, 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 | |
| Main Capital Partners | Buyer Thesis | Regtech / KYC / AML | October 6, 2021 | ||
| Wema Bank | Buyer Thesis | Lending Tech (Consumer) | September 30, 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 |
| Opera Limited | Buyer Thesis | BNPL | November 19, 2020 | ||
| JPMorgan | Buyer Thesis | BlackRock | Wealthtech | October 22, 2020 |