Perspective on Key Events
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SaaS
Q1 2026 SaaS+Fintech Earnings Observations
SaaS and fintech equities have rallied over the past month yet remain laggards to the broader market over the past year. Despite the choppy stock performance, the fundamentals tell a story of continued strength. Average revenue…
A2A Payments
Why European APMs Need More Than Apple’s NFC to Win In-Store Payments
Innovations
Klarna Revives U.S. IPO at $14B Valuation
B2B Payments
Ramp’s 40% Valuation Increase Over Two Months Illustrates Massive Interest in B2B Fintech
M&A
Corpay Strengthens X-border Footprint With Acquisition of Alpha Group
Perspective on Key Events
Money 20/20 Europe: What’s Next for Payments?
M&A
The Next Public Fintech Transaction: AvidXchange Taken Private by TPG Alongside Corpay
M&A
Global Payments to Acquire Worldpay in Landmark $24 Billion Deal
B2B Payments
Recent Public Market Meltdown of North American B2B Payments SaaS & Fintechs
Embedded Finance & BaaS
NYC Event: The Embedded Finance Opportunity, January 2025
Embedded Finance & BaaS
Attractive Field Services Vertical Propels ServiceTitan to Successful IPO
M&A