For Professionals: The Impact of AI, Fintech, and Fundraising on M&A

What is the current state of fintech, fundraising, and private capital markets? David Frank, founder and CEO of Stonehaven, a company that’s developed a fintech operating system for investment bankers and investors in private capital markets, shares insights he sees through his company. From a high-level look at fintech and the future of AI to developing a global workforce and differences between venture capital, private equity, and public markets – this is much more than a high-level fintech conversation.

View the complete show notes for this episode.

Learn More:

• The Fungibility of Businesses as an Investment
• Tech & Software M&A Dynamics
• A Guide to Valuing Tech, Software & Online Businesses

Additional Resources:

• Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired
• Planning to sell your business? Schedule a free consultation today.
• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Listen to Other Episodes: 

• Going Public? 3 Ways to Raise Funds
• What’s Different About Selling a High-Growth Company?
• Understanding Private Equity – A Primer for Sellers