Private Equity - Grandeliga

Project Frontier: Unlocking Strategic Value in Global Digital Payments
At the intersection of finance and technology, we delivered actionable insights that transformed our client's investment approach to the payments ecosystem.
Client Background: Expertise Meets Opportunity
Our client, a prestigious private equity firm managing over $20 billion in assets. Their global client base include financial institutions, payment service providers, real estate firms, private corporations, among others.
With a strong track record of identifying value creation opportunities, the firm had historically focused on traditional industries. However, they recognized that the digital payments landscape represented a significant untapped opportunity within their portfolio strategy—particularly as the COVID-19 pandemic accelerated the shift in digital transactions worldwide.
The Challenge
Despite their financial acumen, the firm lacked deep domain expertise in the rapidly evolving payments ecosystem. They needed to quickly develop a comprehensive understanding of:
Global digital payment infrastructure and technology stacks
Regional market dynamics and regulatory frameworks
Emerging value-added service opportunities beyond transaction processing
Competitive positioning of potential acquisition targets
Long-term industry trends and disruption risks
Most critically, they needed to transform this knowledge into actionable investment theses that could withstand rigorous scrutiny from their investment committee and align with their overall portfolio strategy of investing in high-quality, resilient businesses with sustainable competitive advantages.
Our Approach: Deep Dive into the Payments Ecosystem

1
Comprehensive Market Assessment
We conducted a systematic analysis of the global payments landscape, examining market size, growth trajectories, and penetration rates across 17 key regions.
2
Competitive Intelligence
Our team mapped the competitive ecosystem, analyzing several companies across the payments value chain—from infrastructure providers to consumer-facing applications. We evaluated their technological capabilities, market positioning, financial performance, and strategic directions.
3
Value-Added Services Opportunity Sizing
We quantified the potential of ancillary revenue streams beyond transaction processing, including fraud prevention, business analytics, working capital solutions, and omnichannel integration services—identifying which offered the highest margin potential.
Exceptional Results and Business Impact
Armed with comprehensive market intelligence and a clear investment thesis, our client successfully understood the significate opportunities in digital payments, particularly when it comes the globalization of payments and how payment service providers value added services add a significant revenue towards EBITDA.
The firm will leverage this data to pinpoint what payment companies provide a clear vision to be acquired and will assist them to help other private and public companies provide in-depth research to expand their capabilities across the payments value chain and extending their geographic footprint.
Interested learning more about Payments?
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Project Frontier: Unlocking Strategic Value in Global Digital Payments

At the intersection of finance and technology, we delivered actionable insights that transformed our client's investment approach to the payments ecosystem.

Client Background: Expertise Meets Opportunity

Our client, a prestigious private equity firm managing over $20 billion in assets. Their global client base include financial institutions, payment service providers, real estate firms, private corporations, among others.

Despite their financial acumen, the firm lacked deep domain expertise in the rapidly evolving payments ecosystem. They needed to quickly develop a comprehensive understanding of:

Our Approach: Deep Dive into the Payments Ecosystem

Comprehensive Market Assessment

We conducted a systematic analysis of the global payments landscape, examining market size, growth trajectories, and penetration rates across 17 key regions.

Competitive Intelligence

Our team mapped the competitive ecosystem, analyzing several companies across the payments value chain—from infrastructure providers to consumer-facing applications. We evaluated their technological capabilities, market positioning, financial performance, and strategic directions.

Value-Added Services Opportunity Sizing

We quantified the potential of ancillary revenue streams beyond transaction processing, including fraud prevention, business analytics, working capital solutions, and omnichannel integration services—identifying which offered the highest margin potential.

Exceptional Results and Business Impact

The firm will leverage this data to pinpoint what payment companies provide a clear vision to be acquired and will assist them to help other private and public companies provide in-depth research to expand their capabilities across the payments value chain and extending their geographic footprint.

Interested learning more about Payments?

Grandeliga, LLC