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...
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%...
You know how long retailers have been engaged in a class action against the duopoloists Visa and Mastercard? 20 years. And you know what the initial ruling was? A one-sided pile of horsesh*t that guaranteed...
