Merchant Portfolios assists clients with conducting financial analysis and compiling comprehensive projections of their business and portfolio performance. Our forecasting models and analytical capabilities help clients better understand the specific metrics that drive growth. Working within the scope of bespoke engagements, our analysts can set targets for future KPIs that align with strategy and facilitate better decision making. 

Our services can also help payments professionals identify which attributes of their merchant portfolio require remediation, and whether their strategic investment decisions or future acquisitions will generate the desired rate of return. 

Budgeting has become ever more important as the merchant acquiring industry begins to deploy generative AI and process automation solutions. Understanding which solutions solve for which problems, then identifying the right provider to replace or enhance human processes can greatly reduce costs and boost margins. Budgeting, therefore, today has much greater variability and founders must be mindful, especially if positioning to exit or acquire.

Our services include:

• Segmented Portfolio Attrition Analysis
• Income Statement, Balance Sheet and Cash Flow Projections
• Capital Budgeting and Investment Decision Support
• Generative AI and Process Automation Advisory