Case-Studies - Financial Services Archives

Implementing ERM in Early Stage FinTech

Larry Park2023-01-04T10:01:21-05:00March 3rd, 2020|Case Studies, Case Studies - Companies, Case-Studies - Financial Services|

Introduction A leading, technology-first lending startup providing working capital and growth capital to the small business community engaged MorganFranklin [...]

Top 10 Global Bank Executes Buy- & Sell-Side Deals

Andrew Moses2020-01-28T19:37:41-05:00July 21st, 2017|Case Studies, Case Studies - Companies, Case-Studies - Financial Services|

The bank executed a diverse set of buy- and sell-side deals in a short timeframe and [...]

Technology-Powered Business Lender Completes IPO

Andrew Moses2020-01-28T19:38:57-05:00July 2nd, 2017|Case Studies, Case Studies - Companies, Case-Studies - Financial Services|

Management had initiated a plan to file a registration statement with the SEC, but the client [...]