Newbold Partners

What Newbold Partners does

Newbold Partners LLC is an independent investment advisory firm founded in 2020 by Matthew Epstein and domiciled as a privately held New Jersey limited liability company, operating from New York, NY. The firm provides strategic advisory services (mergers and acquisitions) and financial advisory services (capital raises and private equity advisory) exclusively to companies, investors, and managers operating in the Financial Technology sector. It is not a registered broker-dealer, and advisory mandates are sourced through the founder's professional network rather than through marketing channels.

The firm's entire operating model rests on the founder's personal track record: Matthew Epstein brings 25+ years of investment banking experience from Sagent Advisors (acquired by Daiwa Capital Markets), Merrill Lynch, UBS, and Lehman Brothers, plus prior legal training at Wachtell, Lipton, Rosen & Katz. The firm markets its association with 60+ transactions and $60B+ in advised transaction value accumulated over the founder's career. There is no disclosed headcount beyond the founder, no second named professional on the team page, and no technology platform or software product offering.

Revenue is generated through professional services fees — success-based transaction fees and advisory retainers negotiated on a deal-by-deal basis. The firm does not publicly disclose revenue, pricing, customer names, or transaction outcomes for mandates completed under the Newbold Partners brand specifically. Go-to-market is relationship-driven, with the corporate website serving as a professional presence and primary public marketing surface rather than as a lead-generation channel.

Name

Newbold Partners

Legal name

Newbold Partners LLC

Website

https://newboldpartners.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Newbold Partners is an independent FinTech-focused investment advisory firm founded in 2020 by Matthew Epstein, providing M&A and capital raising advisory services to financial technology companies, investors, and managers from its New York office.

Ownership category

akta.pro rank

Product category

Investment Banking and Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Fintech advisory services
• Mergers and acquisitions
• Capital raising advisory
• Private equity advisory
• Investment banking

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Strategic Advisory Services: Provides strategic advisory services including merger and acquisition (M&A) advisory, helping companies navigate buy-side and sell-side transactions in the FinTech sector. Revenue is generated through professional services fees, typically success-based transaction fees or advisory retainers.
2. Financial Advisory Services: Provides financial advisory services including capital raises and private equity advisory. Works with companies, investors, and managers to structure and execute capital transactions, generating revenue through advisory fees and transaction-based compensation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Newbold Partners is an independent FinTech-focused investment advisory firm that provides strategic advisory (mergers and acquisitions) and financial advisory (capital raises and private equity) services to public and private companies, investors, and managers in the financial technology sector. The firm combines FinTech industry expertise with a track record of advising on more than $60 billion in transaction value over 25+ years, delivering customized solutions tailored to clients' strategic needs.

Product overview

Newbold Partners operates as a single-service advisory firm rather than a platform-plus-modules architecture. The firm offers integrated strategic and financial advisory services focused on the FinTech sector, encompassing M&A advisory and capital raising capabilities. The company does not offer distinct software products, modules, or sub-brands — its sole offering is professional advisory services delivered by its team of investment banking professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic and Financial Advisory Services Integrated advisory offering for FinTech companies, investors, and managers encompassing strategic advisory (mergers and acquisitions, both buy-side and sell-side) and financial advisory (capital raises and private equity transactions). Services are delivered by senior advisors on a one-to-one basis.
• Strategic Advisory - Mergers and Acquisitions M&A advisory service covering both buy-side and sell-side transactions for FinTech sector companies, investors, and managers.
• Financial Advisory - Capital Raises and Private Equity Financial advisory services supporting capital raises and private equity transactions for companies, investors, and managers in the FinTech sector.

Quantifiable outcome

• $60B+ in transaction value advised over 25+ years
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Daiwa Capital MarketsminorOthersSagent Advisors, where Matthew Epstein oversaw the FinTech practice, was acquired by Daiwa Capital Markets. This represents a historical relationship through prior employment rather than an active partnership.

Scale indicators4 records

Recent moves3 records

Market position

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/newbold-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Newbold Partners