Technology

Fintech

Industry participants in the fast-moving fintech sector need an adviser with the dexterity and acuity to guide them through the space where the traditional and the innovative converge. Anchored in experience and fluent in technology, we design cutting-edge strategies to help you leverage fintech innovations and drive your business growth.

Fintech startups, global service providers, leading financial institutions and investors trust our team to help them navigate the myriad regulatory and commercial hurdles that present in this space. Active in the sector since before the coining of the term “fintech,” our precedent-setting team has been instrumental in shaping legislative policy and designing first-of-their-kind business structures. We combine a cross-section of expertise in financial services, technology, capital markets, tax, M&A, and competition to steer clients from across the fintech spectrum through every stage of the business life cycle.

Our expertise spans a range of industry segments, including peer-to-peer lending, e-payment and billing systems, blockchain technology and cryptocurrencies, cloud-based software solutions, digital banking, big data and wealth management. Whatever your challenge – from regulatory compliance and strategic investments to service agreements and cross-border acquisitions – we understand what matters most to your business and deliver tailored solutions to achieve results.

Representative Work

IOU Financial Inc., 2023

Acted for IOU Financial Inc., a fintech company listed on the TSX-V, in its sale to 9494-3677 Québec Inc., a corporation created by a group composed of funds managed by Neuberger Berman, Palos Capital and Fintech Ventures, for an all-cash consideration.

Numerix LLC, 2023

Acted as Canadian counsel to Genstar Capital-backed Numerix LLC, a leader in capital markets risk management technology, in its acquisition of all the issued and outstanding shares of FinancialCAD Corporation.