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  • Josh Rovner

Why FT Partners for Investment Banking? / Overview of Financial Technology Partners


Overview


Financial Technology Partners is an industry-specific boutique investment bank located in San Francisco that focuses exclusively on FinTech companies. Founded by former Goldman Sachs Managing Director Steve McLaughlin, the firm provides advisory services as well as some research in the FinTech space.


Past FT Partners deals include Divvy’s $2.5B sale to Bill.com in 2021, as well as SPAC mergers of unicorns Payoneer and Forge.


Financial Technology Partners Overview


Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Financial Technology Partners, you should make sure you know:

  • 1 deal that the investment banking group has done

  • 1 person at the firm (ideally someone who would have influence over your recruiting process)

  • 1 business model-specific detail to mention


We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer.



Big 3 Qualitative Questions




Selected Transaction


As the name suggests, Financial Technology Partners operates solely in the FinTech space. A major transaction to note was its financial advisory to personal finance app Truebill during its sale to Rocket Companies, a real estate tech firm.

  • Transaction Description: Rocket Companies, Inc. (NYSE:RKT) entered into an agreement to acquire Truebill, Inc. from Accel Partners, Eldridge Industries LLC, Deer Management Company, LLC, Social Capital and others.

  • Transaction Value: US$1.3B, all cash

  • Transaction Date: Completed December 2021

  • Press Release


Fact Sheet


Financial Technology Partners Logo


  • Company Name: Financial Technology Partners

  • Description: Financial Technology Partners is an industry-specific boutique investment bank that provides strategic and financial advisory services to FinTech companies worldwide

  • Bank Category: Boutique

  • Company Status: Financial Technology Partners is not publicly traded

  • Founded: 2001

  • Employees: 150-300

  • Chief Executive Officer: Steve McLaughlin

  • Headquarters: San Francisco, USA


Resources


Financial Technology Partners Glassdoor



Financial Technology Partners Salary


Based on the H1B Database, the average base salary for an Investment Analyst at Financial Technology Partners is $73k - $92k. We note that this salary information may be dated and not reflective of their current pay.

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