strategy
Advisory work for merchants, payments companies, processors, and operators in adjacent fintech. Engagements cover market entry, pricing and acceptance economics, processor and acquirer contracts, and network rule changes. Open banking and data-rights work at both operator and structural levels.
diligence
Commercial diligence for private equity, venture, and family offices underwriting payments assets. Sector reviews, target diligence, and portfolio counsel after close.
advisory
Independent director and advisory board service for financial institutions, payments companies, and fintech firms. Current board work spans risk, audit, and governance committees.