Successfully Targeting Strategic ... - Preston Todd Advisors · Preston Todd Advisors, established...
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Successfully Targeting Strategic Acquisitions
Transcript of Successfully Targeting Strategic ... - Preston Todd Advisors · Preston Todd Advisors, established...
Successfully Targeting Strategic Acquisitions
About Preston Todd AdvisorsPreston Todd Advisors, established in 2006, is a leading buy-side advisory firm in software, financial technology, and payments
technology. The firm provides deal origination services exclusively within its stated verticals, leveraging years of research, proprietary databases, and extensive contact networks to source quality targets on behalf of strategics and private equity clients. 98% of our client’s transactions are off-the-market assets.
We are the best in class procurer of software, financial technology, or payments technology assets in the marketplace today.
Representative Transactions & Projects In The Following Verticals:
Bankcard ISO Platforms
Bankcard Portfolios
Booking Engines
Education
Faith Based
Field Services
Fundraising
Hospitality
Medical & Dental
Membership Management
Municipal & Government
Parking / Tolling
Property Management
Resident Portal
Retail POS
Self Storage
Third Party Processors
Ticketing
Proven Record
Responsible for sourcing 90% of Heartland Payments’ roll-ups
and acquisitions, along with a long list of other
satisfied clients
Industry Expertise
Executed over 150 financial technology and software transactions in
the past decade exceeding $4B in aggregate value.
Global Reach
Facilitating domestic and international transactions in major global markets.
Parking Software
Fullsteam Acquires netPark
Specialistsin the software, financial technology and payments spacesProprietary pre-market deal-flowallowing clients to negotiate with target companies in an auction free environment, eliminating the dynamic of multiple biddersAnonymityshielding clients’ identities from target companies until such time as they decide to engage in formal dialogue
Collaborationworking with clients’ M&A teams toprovide them with pre-screened deal flow
Global networkallowing execution regardless of client’s or target’s country of origin
WHY PTA?
Representative Buy-side Clients & TransactionsMedical Software
TA Associates Invests in Rectangle Health
Education Software
Heartland Payments Acquires Touchnet Information Systems
Education Software
Heartland Payments Acquires LunchByte Systems
Winery Software
Fullsteam Acquires Xudle
Education Software
Heartland Payments Acquires MCS Software
Financial Technology/Integrated Payments
BluePay Processing Acquires Security Card Services
Education Software
Heartland Payments Acquires LunchBox Software
Payment Technology
Pivotal Payments Acquires CapitalProcessing Network
Municipal/Government Software
CivicPlus Acquires Rec1
Marketing / Rewards Software
Vanco (Veracity) Acquires Lift Network
Payment Technology
Pivotal Payments Acquires American National Payments
Campus Payment Technology
Heartland Payments Acquires ECSI
Events Management Software
Fullsteam Acquires Party Central Software
Equipment Rental Software
Fullsteam Acquires Event Rental Systems
LUNCHBYTE
Experienced Advisors
With over 30 years of combined experience
in consulting and transactional services,
PTA continues to be a leading advisor in
software and financial technologies.
Contact Us Today
Preston Todd AdvisorsPhone: 1.617.849.8835
Email: [email protected]
358 Chestnut Hill Avenue Ste. 303, Boston, MA
02135
www.PrestonToddAdvisors.com
