Morgan Partners

Investment BankingMassachusetts, United States11-50 Employees

Morgan Partners LLC is a leading financial technologies-focused investment bank providing M&A, fundraising, and corporate development advisory services.  Unlike other regionally-focused investment banks which are generalists or cover multiple industries, our advisors work exclusively in fintech and enter investment banking after having built, led, and sold their own IT businesses and worked successfully in the strategic buy-side.  

Morgan Partners’ dealmakers are former technologists who possess an uncommonly detailed grasp of the financial services industry.  As a result, our clients – whether buyers, sellers, investors, or business owners – are served by a firm that intimately understands their competitive environment and can consummate the most advantageous transaction timing, valuation, and terms.  

The firm serves clients globally from its headquarters in Boston and regional office in Charlotte.

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