The best part about airing dirty laundry in a sordid industry is just how fast you see an outpouring of corroborating evidence. Not even an hour after revealing Shaft4 nonsense do we get advice for how other...
The best part about airing dirty laundry in a sordid industry is just how fast you see an outpouring of corroborating evidence. Not even an hour after revealing Shaft4 nonsense do we get advice for how other...
For more than a decade investors fawned over verticalized software companies. These companies raised enormous amounts of capital to subsidize distribution, knowing that if they captured enough market share...
Despite being the largest merchant acquirer by revenue (yes, larger than Stripe and Adyen), Fiserv faces the dilemma of being a hodgepodge of acquisitions, tech stacks, and cultures. Organic growth is a...
In a dealer-wide call last week, Shift4 issued their dealers an ultimatum: Be active, be large, or get out. Frankly, it’s sensical. Our guess is that Shift4 has a lot of dealers who don’t do very...
The private equity world has no idea how payments works and it’s costing them dearly. A1 Garage Door’s exit to KKR for $2B should be the wake up call. A1 Garage door was running on nearly 25%...
