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Selected transactions

Past M&A transactions.

A representative selection from 209 closed deals over 25+ years. Codenames preserve client confidentiality. Real outcomes, real founders, real value created.

2026

2 closed
Project Vision
SaaS

Facial scanning platform for at-home progressive lens fitting

Acquired by strategic
Project Glory
SaaS

Veterinary & dental marketing platform

Strategic acquisition (announced January 2026)

2025

8 closed
Project Famous
Payments

Florida-based merchant portfolio (TSYS)

Portfolio sale
Project Triumph
Payments

TSYS merchant portfolio, $32k net monthly

Portfolio sale
Project Thrilling
Payments

Fiserv portfolio, service stations vertical

Portfolio sale
Project Treasure
Payments

Merchant processing portfolio with cash discounting and POS focus

Portfolio sale
Project Fabulous
Payments

Multi-processor portfolio with go-forward production

Portfolio sale
Project Trust
Payments

Maverick/TSYS merchant portfolio

Portfolio sale
Project Harmony
Fintech

Invoice factoring platform for SMB

Strategic investment
Project Prosperous
Payments

PaySafe ISO book with cash discounting

Portfolio sale

2024

1 closed
Project Energy
Fintech

B2B automated accounts receivable platform

Asset sale to strategic
Selected transactions shown. 209 total closed deals over 25+ years. Full transaction list available under NDA.
$10B+
Transaction volume facilitated
209
Deals closed
80%
Close rate on deals taken to market
25+
Years of payments M&A expertise

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