Leonis Principal, Inc. (d/b/a “Leonis Partners”) and The Jordan Edmiston Group, Inc. (d/b/a “JEGI CLARITY,” and together with Leonis Partners, the “Parties”) have entered into a proposed combination agreement (the “Transaction”). The Transaction is subject to approval by the Financial Industry Regulatory Authority (“FINRA”) and in the UK by the Financial Conduct Authority (“FCA”). The Parties will continue to be two distinct entities and businesses until the Parties obtain FINRA's and the FCA's approval of, and close, the Transaction. Click here for more information.
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Sector

Financial Technology

Areas of focus
> Payments
> Banking Technology
> Real Estate & PropTech
> Mortgage Technology
> Insurance Technology

The Financial Technology sector is redefining the way financial institutions, businesses, and consumers interact with money. From payments and banking technology to RegTech, WealthTech, and mortgage solutions, fintech companies are driving innovation across the financial ecosystem. The sector is experiencing strong investment and consolidation as businesses seek to modernize legacy systems and enhance financial services.

We are a leading advisor in fintech M&A, leveraging deep industry relationships and expertise to help companies navigate this rapidly evolving market.