We originate and execute lower- to middle-market M&A and capital raising transactions across fintech and insurtech, delivering tailored solutions that maximize enterprise value. Our mandates include buyside and sellside advisory, recapitalizations, and growth equity placements—structured to align with shareholder objectives and market dynamics. With 25 years of domain expertise and a robust network of financial sponsors, strategics, and institutional investors, we drive outcomes that unlock scale, liquidity, and long-term alpha. All transactions are executed through our registered broker-dealer,
Wellesley Financial Securities.