Played advisory role on the largest and most strategic portfolio purchase/sale transactions that have shaped the card partnership market over the past 25+ years – captive programs, bank to bank program transitions, and fintech platform acquisitions in all sectors.
- Supported clients in entering new markets and segments via M&A transactions activity of asset pools, business platforms or specific partnership program.
- Advised buyers/sellers of entities (e.g., retailers) in which value can be preserved or unlocked via the underlying credit card program.
- Advised buyers/sellers on valuation and efforts to realize program synergies via new product launches, product rationalization, repricing, and renegotiation.
- Supported due diligence efforts on portfolio/program valuations, diagnostics, and business case validation.