Payments Industry

Strategy, Finance, Marketing, Risk Management

The founder of our client built his fortune over eleven years operating a sales and marketing organization in the credit/debit card processing industry.   He recently invented a new product, tested it in market-trial, and identified pent-up demand and the potential for explosive sales.  But, his company lacked the growth capital to bring it to market and after several unsuccessful attempts to raise capital, and much frustration, they approached Summer Research.

Summer Research guided our client towards a strategy to become a leading, low-cost acquisition engine of high-loyalty customers for large card transaction processors.  We prepared a compelling explanation of how our client’s capabilities, disruptive new product, and go-to-market plan combined into a paradigm-shifting solution to address the new challenges facing the credit/debit card industry as it consolidated.  We built a comprehensive and highly detailed financial model.  And, we packaged this into a convincing set of materials which became the core of our client’s investor presentation documents.

The result: our client gained the support of and substantial investment of time and resources from a boutique investment bank that offered to promote them to investors.  Our client gained the support of a hedge-fund manager who offered critical introductions to industry leading, first-tier companies in the credit/debit card industry.  Our client attracted the interest of a high-level executive at a major credit/debit card transaction processor who said Summer Research had done “solid work” in preparing our client for market.  Finally, our client gained a renewed hope of expanding the business while still maintaining independence.  

Prior to meeting Summer Research, our client had been advised that there was almost no chance of raising money from institutional investors.  Summer Research turned that around by seeing the rough-diamond in what our client had built, and provided the right polish to help others see the gem.  Once again, Summer Research found a way to make the pieces fit and create opportunity where traditionalists saw none before. 

Summer Research LLC is not registered as a broker or dealer with the SEC or NASD.  Summer Research LLC does not provide investment advice to our clients and you should consult investment, accounting, legal and other professional advisors prior to making any investment.