The provision of financial services is undergoing a significant change. We like to be at the forefront of it
Marbanc International recognises a number of important trends in the financial services industry. None is greater than the desire for investors to be self-directed and using technology to make investment decisions, rather than relying upon outdated models of third party financial advice.
The evolution of the financial services industry in this direction and others makes it an attractive sector to invest in. The rate of technological change and accessibility to consumers of a plethora of investment options makes it an exciting niche that Marbanc International see value in.
Why financial services?
Marbanc International favours investing in financial services related businesses as part of its diversification strategy. Financial services assets can be worthwhile investments for reasons including:
What we look for
When evaluating opportunities to invest in financial services businesses we tend to place value on:
Strength and experience of management
Adherence to regulatory standards
Opportunities to increase margin by using technology
Exit options and timing
Marbanc International’s team has experience in evaluating and investing in businesses that provide payments services. We are able to critically analyse risks, opportunities and whether these assets make sound investments.
Generally speaking, Marbanc International will consider investments in payments-related assets in the range of $1 million to $25 million. Larger transactions may be syndicated with third-party funding sources.