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Morgan Partners

HQ - Wellesley Hills, MA

Summary

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Morgan Partners is a boutique investment bank specializing exclusively in the financial technology (FinTech) sector.

Market Context

Deals Overview

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Total Deals5

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

01 Jul 2025|United States|IT Services: Other

Target: PROPELLINT

Bidder: RESOURCE PRO

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Jun 2024|United States|Software

Target: INSURANCE SYSTEMS INC

Bidder: NEXPHASE CAPITAL LLC

7 Service Providers

3 Target | 4 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

02 Jan 2024|United States|Management Consulting

Target: HELIX AGENCY SERVICES

Bidder: RESOURCE PRO

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Jun 2022|United States|Digital Services

Target: FLYREEL

Bidder: LEXISNEXIS RISK SOLUTIONS

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

14 Target | 3 Bidder

n/a

Value

26 Jun 2019|United States|Software

Target: MACKEY RMS

Bidder: RESURGENS TECHNOLOGY PARTNERS

3 Service Providers

2 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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