Acquisition Opportunity MD Solutions was recently acquired by F2 Strategy, creating a potential cross-sell and integration opportunity for F2 Strategy's wealth management technology and marketing services clients, as well as for MD Solutions' own base.

Scale and Platform With 25+ years in the industry, 700B AUA under management, 100,000+ accounts reconciled daily, and a broad Advent ecosystem footprint, there is potential to upsell advanced reconciliation, data management, and cloud hosting services to larger wealth managers seeking scalable back-office solutions.

Strategic Partnerships Strong partnerships with Advent and BRITech position MD Solutions to offer integrated reporting, Advent upgrades, and Pivolt SaaS investments; leverage these alliances to target clients using Advent Axys, APX, and Moxy platforms who may need expanded support or migration services.

Compliance and Data As a value-based fintech and operations provider offering data management, reporting, DTCC settlements, and compliance services, MD Solutions can address growing regulatory and data governance needs for asset managers and family offices, presenting cross-sell opportunities in risk, data quality, and automation.

Market Fit Mid-market to larger wealth management firms and independent vendors represent a sizable addressable audience; highlight MD Solutions’ Co-Sourcing and Outsourcing model, 24/7 operations, and hosted solutions to win clients seeking cost-effective, integrated back-office and IT services.