Shaping the future of financial services

As the financial services industry evolves, we’re investing in great FinTech businesses like yours. We help protect your legacy and ensure your company, team, and customers continue to thrive.

Insurance   |   Investment management   |   Lending   |   Mortgage Banking

The best permanent home for world-class financial software

Your clients trust you to help them make critical financial decisions and keep sensitive data safe. So, when it’s time to sell, you need the right partner to carry that legacy into the future. We’re here to support your customers, your team, and your long-term growth.

Big-picture vision

We buy, hold, and grow for life—and never plan to resell your business. That gives your team and customers confidence and stability long into the future.

Committed to your clients

You’ve worked hard to build trusting relationships with the people who count on your business. We’re dedicated to maintaining that trust for decades to come.

A future of independence

Our decentralized model respects the autonomy of your decision makers while supporting your team in managing day-to-day operations.

Invested in talent

Your people are key to your success. We protect and develop your existing teams as we advance our mission to build the best workplaces in the world.

Experts in FinTech

Our knowledge and experience in financial services means we have what it takes to evaluate your business quickly and execute on growth.

Strength in numbers

You’re part of a large family of software businesses, including other successful FinTech companies, that share expertise and resources to help you grow.

Seller story

Pathway to long-term success

After 20 years in business, EdTech company School Pathways were market leaders, delivering streamlined operations for charter schools across California. When it came time to sell, they needed the best route to lasting success for their customers and team.


How to sell your business

If you’re a first-time seller, the idea of handing over the reins can be stressful. Learn the ins and out of the process and how to set your company up for continued success.

Fact sheet

Transparent decisions, fast execution

Wondering what to expect from the sale process? Our responsive team is experienced at keeping decisions honest, confidential, and fast. We’ll work to find mutual alignment while conducting thorough due diligence and executing right away.

Seller story

Unlocking growth at Lightspeed

Over three decades, Lightspeed’s software has supported the majority of state-run guaranty fund associations and major financial players in the US. When it came time to retire, the owner needed the right home to carry on Lightspeed’s legacy of success.


What to expect when selling your business

Hear directly from two former owners who’ve recently been through the sale process. They share their experience and advice on establishing goals, priorities and outcomes.

Fact sheet

Transparent decisions, fast execution

Wondering what to expect from the sale process? Our responsive team is experienced at keeping decisions honest, confidential, and fast. We’ll work to find mutual alignment while conducting thorough due diligence and executing right away.

"Having been through this process several times in the past, I found that my gut was right in selecting Banyan. Our future is bright and I feel confident the legacy of the company will continue for a long time to come."

Marvin Sauer, former owner, Lightspeed Data Solutions

Frequently asked questions

All of our financial services businesses are leaders in niche markets and led by independent management teams. Banyan’s role is to support them in growing their success and preserving their individual culture. Our team includes business specialists who have significant experience working in insurance, investment management, lending, accounting, and more.

You can expect a responsive, transparent, and confidential sale process from start to finish. We only engage in processes where we are highly confident that there is a strong fit, that we can close in a clean and seamless way, and that we will be great stewards of the company going forward. It typically takes anywhere from 3 to 5 months, but from the beginning we take care to set a pace and timeline that you’re comfortable with. Read more about our sale process.

Our experienced team works closely with you to find the right solution, whether you want to stay at the helm or make a graceful exit. Close to two-thirds of the time, owners are seeking to retire or move on, either at closing or within a year or two post-acquisition. In these situations, we work together to recruit great talent, ensuring we find leaders who are the right fit.

You know your business and customers best. That’s why we follow a decentralized model that lets you or your management team continue running day-to-day operations. We always plan to keep existing teams and products intact as stand-alone businesses that nonetheless benefit from being part of a larger family of software companies. While we welcome opportunities to explore new sales channels, we typically keep our businesses, brands, and products separate and tend not to absorb one into another.

We work with entrepreneurs who care deeply about their customers and want to avoid seeing their business end up in the wrong hands. By providing a permanent home, we ensure your customers have confidence and stability long into the future. We’re committed to sustaining, building, and strengthening relationships for decades to come.

Our goal is to be the best permanent home for successful software businesses. Unlike traditional investment firms, we have no desire to resell your company down the road. We look to hold onto and grow our businesses for life.

All Banyan employees have access to growth opportunities across our portfolio of businesses. We believe that great software companies are only possible because of great people. Not only do we strive to minimize impact to your team post-acquisition, we also nurture a culture of professional and personal growth that helps strengthen your talent pool, improve employee satisfaction, and drive innovation.

Meet the team

If you own a successful financial services software business and are thinking about selling, Banyan could be the place for you. Our experienced team is available to answer your questions and explore if we’re the right fit for your business.

Patrick Dailey,
Corporate Development

Patrick brings his background having worked at major Canadian financial institutions in business development and support roles to help lead our efforts in growing our financial services software portfolio. Leveraging relevant finance industry experience and valuable course work and certificates, he brings a passion for understanding trends and how niche software businesses work within different sub-sectors.

Jesse Armel,
M&A Manager

With a passion for technology and entrepreneurship, Jesse guides founders and operators through all stages of the transaction process, working most closely with FinTech businesses. An accountant by trade, he worked previously in KPMG’s Canadian National Software practice supporting high-growth public and venture-backed software companies, and holds national CFE Honour Roll distinction for his CPA designation.

Max Risen,
Head of M&A

Max is a software-focused entrepreneurial accountant who leads the acquisition and post-merger integrations of our vertical market software businesses throughout Canada, US, Europe, and Australia. His passion for technology, finance, and business operations led him to transition from assurance and M&A advisory to working with founders throughout the sale process.

Arun Srinivasan,
Operating Partner

Arun brings over 25 years of experience in managing high-growth software businesses. He began his career at Oracle where he grew within the ranks as a product management leader. Arun later joined Fieldglass in 2009 where, as part of the leadership team, he helped scale the business ~25x in 11 years across 22 countries. He eventually led the business under SAP ownership as General Manager prior to joining the team at Banyan.

What makes
a Banyan business?

Our businesses generally meet these criteria:

  1. History of profitability with annual revenues greater than $2M
  2. Profitable with a high contribution of recurring revenue
  3. Market leadership with a strong, defensible position in a niche area
  4. Great customer relationships characterized by high retention and satisfaction rates
  5. Highly engaged team with happy, committed employees and low turnover

Let's talk about
your business

Complete the form below and our team will be in touch for a confidential chat to answer any questions and see whether Banyan is the right fit for your business.

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