Our Story

​Newbold Partners is an independent investment advisory firm specializing in providing M&A and capital raising advice to Financial Technology companies. We are a start-up like much of the FinTech industry we specialize supporting, yet made up of experienced advisors having executed more than $60 billion in transaction value over the last 25 years. Combining deep FinTech industry expertise with a track-record of delivering thoughtful and insightful advice, Newbold Partners provides informed and customized solutions that meet clients’ unique needs and achieve value maximizing outcomes.
Services
    Strategic Advisory
  • Mergers
  • Acquisitions
  • Fairness Opinions
    Financial Advisory
  • Capital Raises
  • Private Equity
  • Valuations
Years of Experience

25+
Transactions

60+
Total Transaction Value

$60B+
Newbold Partners is a privately held advisory firm focused on building long-term relationships and maximizing outcomes for our clients.
Securities are offered through Finalis Securities LLC Member FINRA/SIPC.  Newbold Partners LLC and Finalis Securities LLC are separate, unaffiliated entities.
 
www.newboldpartners.com (the "Newbold Partners LLC Website") is a website operated by Newbold Partners LLC, a privately held New Jersey limited liability company. Newbold Partners LLC provides financial and strategic advisory services.  Newbold Partners LLC is not a registered broker-dealer, and Finalis Securities LLC and Newbold Partners LLC are separate, unaffiliated entities.

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