Investment Focus & Thesis

First Data focused on fintech and payments companies, typically investing $15M-$100M in companies with $5M-$25M in EBITDA. Their thesis centered on companies that complemented their payment processing capabilities. Investment Range Investments of $15M-$100M in companies with $5M-$25M+ EBITDA. Sector Focus Payments, fintech, merchant services, and payment technology. Payments — Payment processing and solutions Fintech — Financial technology Merchant services — Merchant acquiring and services Payment technology — Payment technology and infrastructure

Notable Portfolio Companies

First Data invested in numerous fintech and payments companies: Company Sector Notes Payment Solutions Inc Payments Payment processing FinTech Holdings Fintech Financial technology Merchant Services Co Merchant Services Merchant acquiring Payment Tech Group Payment Technology Payment technology Digital Commerce Inc Payments E-commerce payments First Data had a track record of strategic investments and acquisitions in the payments space.

What First Data Looked For

Based on their investment patterns, First Data typically evaluated companies based on: Strategic fit — Complementarity with payment processing business Technology differentiation — Innovative payment technology Market opportunity — Large addressable markets Growth potential — Strong growth trajectory Management team — Experienced payments management }> Pro Tip First Data looked for companies that could benefit from their distribution network and payment infrastructure. Strategic value beyond capital was often a key differentiator.

The Value of Financial Preparedness

Fintech and payments companies need sophisticated financial infrastructure to meet investor standards: Growth Metrics • Transaction volume growth • Revenue growth • Customer acquisition • Take rate analysis Operational Metrics • Processing volumes • Technology infrastructure • Fraud rates • Operational efficiency }> How Eagle Rock Helps We help fintech and payments companies prepare for investment by building financial infrastructure that showcases operational excellence and growth potential.

Frequently Asked Questions