FT Partners Q2 2021 FinTech Insights

Q2 2021 FINTECH INSIGHTS
FT Partners Research | July 2021
Q2 2021 QUARTERLY
FINTECH INSIGHTS
FT PARTNERS – FOCUSED EXCLUSIVELY ON FINTECH
Overview of FT Partners
Proprietary FinTech Database Unparalleled FinTech Domain Expertise
39,000+ FinTech Companies
14,500+ PE / VC Firms • Data Insights

• FinTech Deal Statistics
19,000+ Financings • Investment Trends
• Industry Research
14,000+ M&A Deals
• Public Comparables
FT Partners’ Data
•
FT Partners Research
1. Q2 2021 HIGHLIGHTS
FT PARTNERS RESEARCH 5
Executive Summary
Q2 2021 in Review
Financing M&A
$39 billion $44 billion

in Financing volume in M&A volume
& &
912 352
transactions transactions
Executive Summary - Financing
Financing M&A
•
•
•
•
•
•
•
2. FINTECH FINANCING
FinTech Financing Statistics
Global FinTech Financing Volume by Year
$70.0
$60.0
$50.0
$40.0
$30.0
$20.0
$10.0
$0.0
FinTech Financing Statistics (cont.)
Global Number of Financing Transactions

Global FinTech Financing Volume by Quarter: Q2‘18 – Q2‘21
$40.0
$35.0
$30.0
$25.0
$20.0
$15.0
$10.0
$5.0
$0.0
≥
Global Number of FinTech Financings by Quarter

Global FinTech Financing: North America vs. International
VOLUME
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD
DEAL COUNT
Number of Global Financings by Size

H1 2020 H1 2021
Number of $100 million+ FinTech Financing Rounds

Average Financing Round Size ($ in mm)
All Stages Seed Series A
Series B Series C Series D

Median Financing Round Size ($ in mm)
All Stages Seed Series A
Series B Series C Series D

Selected Large FinTech Financing Transactions – North America
Selected Large FinTech Financing Transactions – North America (cont.)
Selected Large FinTech Financing Transactions – Europe
Selected Large FinTech Financing Transactions – International excl. Europe
Most Active FinTech Investors
Venture Capital: New Investments in H1 2021
36
25
16
16
16
15
15
15
14
13
Ranked by number of new investments in H1 2021
Most Active FinTech Investors (cont.)
Strategic & Corporate Venture Capital: New Investments in H1 2021
29
27
14
13
Ranked by number of new investments in H1 2021

Most Active FinTech Investors (cont.)
Total Investments (including follow-ons) in H1 2021

Venture Capital Strategic & Corporate Venture Capital
45 36 9 33 29 4
43 16 27 28 27 1
39 25 14
20 14 6
29 15 14
19 9 10
28 16 12
16 13 3
27 13 14
13 9 4
25 10 15
12 7 5
23 9 14
11 7 4
22 11 11
21 15 6 11 3 8
21 12 9 9 5 4
Ranked by total number of investments in H1 2021 (including follow-ons)

Existing vs. New Investor Participation in FinTech Financing Rounds
Type of Investors in $50 million+ FinTech Financing Rounds - # of Deals Per Month
H1 2021 FinTech Financing Activity By Region
NORTH AMERICA 804 47% $37,421 56%
EUROPE 459 27% $16,276 24%
ASIA 253 15% $7,468 11%
SOUTH AMERICA 59 4% $3,633 5%
MIDDLE EAST 53 3% $1,100 2%
AFRICA 37 2% $715 1%
OCEANIA 38 2% $832 1%
FinTech Financing Activity By Region – Dollar Volume
$40.0 $40.0 $40.0

$40.0
$35.0 $35.0 $35.0

$35.0
$30.0 $30.0 $30.0

$30.0
$25.0 $25.0 $25.0

$25.0
$20.0 $20.0 $20.0

$20.0
$15.0 $15.0 $15.0

$15.0
$10.0 $10.0 $10.0

$10.0
$5.0 $5.0 $5.0

$5.0
$0.0 $0.0 $0.0

$0.0
FinTech Financing Activity By Region – Number of Financings
1,000 1,000 1,000 1,000
900 900 900 900
800 800 800 800
700 700 700 700
600 600 600 600
500 500 500 500
400 400 400 400
300 300 300 300
200 200 200 200
100 100 100 100
0 - 0 0
Most Active Countries By Number of Financings in H1 2021
Sector Breakdowns: Financing
H1 2021 Global FinTech Financing by Sector

$30.0
Number of Financing Transactions Financing Volume ($ in billions)

$25.0
$20.0
$15.0
$10.0
$5.0
$0.0
3. FINTECH M&A
FinTech M&A Statistics
Global FinTech M&A Volume
$300.0
$250.0
$200.0
$150.0
$100.0
$50.0
$0.0
FinTech M&A Statistics (cont.)
Number of FinTech M&A Deal Valued at $1 billion+

Global FinTech M&A Deal Count
1,200
1,000
800
600
400
200
-
Global FinTech M&A: North America vs. International

VOLUME
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD
DEAL COUNT
Number of Global M&A Deals by Size

H1 2020 H1 2021
$1+ bn
$500 mm - <1 bn
$100 - <500 mm
$0 - <100 mm
Selected Large FinTech M&A Deals – North America
Selected Large FinTech M&A Deals – Europe
Selected Large FinTech M&A Deals – International excl. Europe
FinTech SPAC Transaction Activity Tracker
# of FinTech SPAC
Transactions
VIEW
III
VIEW
VIEW
VIEW
VIEW
VIEW
Good Works Acquisition Corp.
VIEW
Formerly Known As:
VIEW
NextPoint Acquisition Corp.
NextPoint Acquisition Corp.
Northern Star
VIEW
Investment Corp. II
VIEW
VIEW
FTAC Olympus
VIEW
Acquisition Corp.
FinTech SPAC Transaction Activity Tracker (cont.)
Dragoneer Growth
VIEW
Opportunities Corp.
VIEW
VIEW
VIEW
VIEW
V
VIEW
VIEW
VIEW
VIEW
VIEW
VIEW
III
VIEW
VIEW
II
VIEW
VIEW
VIEW
VIEW
VIEW
VIEW
Strategic M&A vs. Private Equity Buyouts / SPACs
Sector Breakdowns: M&A
H1 2021 Global FinTech M&A by Sector

Number of M&A Transactions (1) M&A Volume ($ in billions)
$45.0
$40.0
$35.0
$30.0
$25.0
$20.0
$15.0
$10.0
$5.0
$0.0
4. FINTECH IPOs
U.S. FinTech IPOs in H1 2021
Exchange / Amount IPO Current Current Total
Filing Date IPO Date Company FinTech Sector Target Country
Ticker Raised Price Price Market Cap Return
Volume and Number of U.S. FinTech IPOs
Amount Raised / Number of IPOs & Sector Breakdown by Number
19
17
16
13 13
10
8
7
US FinTech IPO Market – Age of Companies and Funding Sources
Median Age (in Years) of FinTech Companies at the Time of IPO
Funding Source Breakdown by Number of IPOs Average / Median Age of Companies at Time of IPO by Funding Source
Since 2005 Since 2005
Exchange / Amount IPO Current Current Total

Filing Date IPO Date Company FinTech Sector Target Country
Ticker Raised Price Price Market Cap Return
₹ ₹ ₹ ₹
Volume and Number of International FinTech IPOs
Amount Raised / Number of IPOs & Sector Breakdown by Number
13 14
9
6 6 7
5 4
2 3
Selected Well-Funded Private FinTech Companies in the U.S.
5. APPENDIX
APPENDIX:
i. TRANSACTION PROFILES
Appendix: Published Transaction Profiles
BANKING / LENDING TECH

Financing
Appendix: Published Transaction Profiles (cont.)
BANKING / LENDING TECH
M&A
PAYMENTS
Financing
M&A
WEALTH & CAPITAL MARKETS TECH

Financing M&A
FMS
Financing M&A
INSURTECH
Financing M&A
HEALTHCARE FINTECH
Financing M&A
APPENDIX:
ii. OTHER FT PARTNERS
RESEARCH
FT Partners’ Recent VIP Video Conferences
Stablecoins: The Fabric of a Healthcare Payments:

Women in FinTech – Redefining the Challenger Banks — The
New Global Payments Consumerization & Digitization Create
Future of FinTech State of Play
Infrastructure a Massive FinTech Opportunity
The FinTech Arms Dealers: Thriving by The Forge / SharesPost Merger and Creating an Unprecedented Digital
Understanding The Impact of
Providing Digital Solutions to What it Means for the Alternatives Financial Services Giant: Before,
COVID-19 on FinTech
Financial Institutions Sector and Private Capital Markets During and After COVID-19
Geopolitical Impacts and Imperatives EMEA Perspective on Venture Capital Venture Capital in the Middle of
of COVID-19 Amidst COVID-19 COVID-19
Recent Exclusive FinTech CEO Interviews
Jay Bregman Dean Leavitt Madhusudanan R Jeff Radke
Gregory
Eric Frazier VandenBosch John Swigart Adam Green
Andrew Robbins Phil Edmundson Florian Otto Robert Jackson
VIEW ALL RECENT INTERVIEWS

FT Partners Real-Time FinTech Deal Statistics
FT Partners publishes FinTech financing and M&A deal statistics on a weekly and monthly basis
Weekly Monthly
FT Partners Research – U.S. FinTech IPO and SPAC Analysis
•
•
•
Click pictures to view

FT Partners Research – 2020 FinTech Almanac
2020 FinTech Almanac

Highlights of the report include:
•
Click pictures to view report

FT Partners Research – Buy Now Pay Later
Buy Now Pay Later:

Revolutionizing Traditional Credit With
Convenience, Data & eCommerce
•
•
•
•
FT Partners Research – Youth-focused FinTech Platforms
Youth-focused FinTech Platforms

Attract Investor Attention

FT Partners Research – A Flurry of Activity in Restaurant Tech
A Flurry of Activity in
Restaurant Tech

FT Partners Research – Open Banking
Open Banking:
Rearchitecting the Financial Landscape

•
FT Partners Research – Women in FinTech
Women in FinTech:
Redefining the Future of FinTech

FT Partners Research – Healthcare Payments
•
•
Click pictures to view report •
FT Partners Research – FinTech Meets Alternative Investments
FinTech Meets Alternative Investments

Innovation in a Burgeoning Asset Class

FT Partners Research – The Rise of Challenger Banks
The Rise of Challenger Banks

Are the Apps Taking Over?
•
FT Partners Research – FinTech in Africa
FinTech in Africa
Leapfrogging Legacy Straight to Mobile

FT Partners Research – Brazil’s Emerging FinTech Ecosystem
Brazil’s Emerging FinTech Ecosystem

A Fertile Environment for Disruption
and Innovation
•
•
•
•
FT Partners Research – Beyond the Credit Score
Beyond the Credit Score:

What’s Next in Consumer Credit
Management
•
•
Click pictures to view report •
APPENDIX:
iii. OVERVIEW OF FT PARTNERS
Overview of FT Partners – 20 Years in Business
Employee Growth over the past 20 years

Advisor of Choice for Leading FinTech Companies and Stragetics
Selected Billion Dollar+ Clients Selected Transactions with Multi-Billion Dollar Valuations
Significant Experience Advising Large Financing Rounds
Company Amount Raised Selected Prominent Investors in FT Partners Led Rounds

Selected FT Partners’ International / Cross-Border Experience
Target Buyer / Investor International Aspect

FT Partners’ History of Success Working with Public Companies
FT Partners has a longstanding history working with public companies

across the FinTech ecosystem
Public Clients IPOs & SPACs Public Buyers

Leading Advisor to FinTech Companies Selling to SPACs
FT Partners Advises Revolut on its $800 million Series E Financing
Overview of Transaction
•
Significance of Transaction
•
FT Partners’ Role
•
•
FT Partners Advises Mollie on its $800 million Financing
•
•
FT Partners’ Role
•
•
FT Partners Advises Divvy on its $2.5 billion Sale to Bill.com
•
•
•
FT Partners’ Role
•
•
FT Partners’ Awards and Recognition
Bloomberg
o
o
M&A Advisor Awards

o
o
o
LendIt FinTech Industry Awards 2018:

o
The FinTech Finance 40:

o
The Information’s “Silicon Valley’s Most Popular Dealmakers”

o
o
PROPRIETARY FINTECH RESEARCH
FT Partners regularly publishes detailed research highlighting key trends

driving market activity across all sectors of FinTech.
Our research and analysis have been featured on Bloomberg, The Wall
Street Journal, Dow Jones and the Financial Times and are regularly
viewed by CEOs and industry leaders.
FT Partners' unique insight into FinTech is a direct result of successfully

executing hundreds of transactions combined with over 19 years of
exclusive focus on the FinTech sector.
Each report published by FT Partners contains an in-depth review of a

unique area of the FinTech marketplace and is highly valuable and
topical to CEOs, board members, investors and key stakeholders across
the FinTech landscape.
Quarterly In-Depth
Industry Deep Monthly Market Transaction Video Executive Real-Time
Regional Reports & Annual Company
Dive Reports Updates Case Studies Conferences Interviews Infographics
Insights Profiles
WWW.FTPARTNERS.COM

FT Partners Q2 2021 FinTech Insights

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

FT Partners Q2 2021 FinTech Insights

Uploaded by

Copyright:

Available Formats

Q2 2021 FINTECH INSIGHTS

FT Partners Research | July 2021

Proprietary FinTech Database Unparalleled FinTech Domain Expertise

39,000+ FinTech Companies

14,500+ PE / VC Firms • Data Insights

$39 billion $44 billion

Global FinTech Financing Volume by Year

Global Number of Financing Transactions

Global FinTech Financing Volume by Quarter: Q2‘18 – Q2‘21

Global Number of FinTech Financings by Quarter

Global FinTech Financing: North America vs. International

Number of Global Financings by Size

Number of $100 million+ FinTech Financing Rounds

All Stages Seed Series A

Series B Series C Series D

All Stages Seed Series A

Series B Series C Series D

Venture Capital: New Investments in H1 2021

Strategic & Corporate Venture Capital: New Investments in H1 2021

Ranked by number of new investments in H1 2021

Total Investments (including follow-ons) in H1 2021

Ranked by total number of investments in H1 2021 (including follow-ons)

NORTH AMERICA 804 47% $37,421 56%

EUROPE 459 27% $16,276 24%

ASIA 253 15% $7,468 11%

SOUTH AMERICA 59 4% $3,633 5%

MIDDLE EAST 53 3% $1,100 2%

$40.0 $40.0 $40.0

$35.0 $35.0 $35.0

$30.0 $30.0 $30.0

$25.0 $25.0 $25.0

$20.0 $20.0 $20.0

$15.0 $15.0 $15.0

$10.0 $10.0 $10.0

$5.0 $5.0 $5.0

$0.0 $0.0 $0.0

1,000 1,000 1,000 1,000

900 900 900 900

800 800 800 800

700 700 700 700

600 600 600 600

500 500 500 500

400 400 400 400

300 300 300 300

200 200 200 200

100 100 100 100

H1 2021 Global FinTech Financing by Sector

Number of Financing Transactions Financing Volume ($ in billions)

Global FinTech M&A Volume

Number of FinTech M&A Deal Valued at $1 billion+

Global FinTech M&A Deal Count

Global FinTech M&A: North America vs. International

Number of Global M&A Deals by Size

Good Works Acquisition Corp.

NextPoint Acquisition Corp.

NextPoint Acquisition Corp.

H1 2021 Global FinTech M&A by Sector

Amount Raised / Number of IPOs & Sector Breakdown by Number

Median Age (in Years) of FinTech Companies at the Time of IPO

Exchange / Amount IPO Current Current Total

Amount Raised / Number of IPOs & Sector Breakdown by Number

BANKING / LENDING TECH

BANKING / LENDING TECH

WEALTH & CAPITAL MARKETS TECH