SERVICES
What I do for clients, and how I work.
MM Fintech works with a small number of clients at a time across three broad areas. Each engagement is shaped around what the client actually needs — not a standard package. What follows are the service lines most clients come to me for.
01
Strategic advice
Product strategy review for a fintech vendor entering a new segment
Market entry plan for a technology firm expanding into a new region
Competitive positioning assessment ahead of a funding round or acquisition
Commercial due diligence support for investors evaluating capital markets tech
Helping clients sharpen what they sell, to whom, and why it wins. This typically means product strategy, market positioning, go-to-market planning, and competitive assessments — grounded in three decades of watching these decisions play out in capital markets.
TYPICAL ENGAGEMENTS
02
Product advisory
Deep specialist guidance in the domains I've spent my career building software for: trading, real-time risk management, and trade surveillance. Useful when clients are shaping a product roadmap, evaluating a build-vs-buy decision, or navigating a technical challenge that benefits from someone who has solved a similar one before.
TYPICAL ENGAGEMENTS
Product roadmap review for trading, risk, or surveillance platforms
Technical assessment of a platform under consideration for acquisition
Advisory to CTOs and Heads of Product on architectural and product direction
Requirements definition for new modules or product extensions
03
Business development
Introductions, partnership strategy, and go-to-market execution across EMEA, the Americas, and APAC, built on a network developed over thirty years. For fintech vendors who have a strong product but need to accelerate reach, or for clients looking to identify and negotiate with distribution partners.
TYPICAL ENGAGEMENTS
Identification and shortlisting of distribution partners in a target region
Negotiation support for software distribution or reseller agreements
Direct sales engagement on behalf of a vendor for key strategic accounts
Introductions to banks, brokers, exchanges, and investors
ENGAGEMENT MODEL
How engagements work
Boutique, by design.
I take on a limited number of engagements at a time. This means clients get direct access to me rather than being handed to a team of analysts.
Flexible structure.
Engagements range from short advisory conversations and defined projects to longer retainer arrangements. The shape depends on what the problem needs, not on a fee structure.
Senior, throughout.
Every piece of work is done by me. There is no junior team.
Independent.
MM Fintech is not on the payroll of any vendor. Any referral fees or commercial relationships that could be relevant to a client's situation are disclosed up front, so clients can trust the advice reflects what I actually believe is right for them.
WHO I WORK WITH
Who I work with
Fintech and RegTech vendors building products for capital markets.
Financial institutions — banks, brokers, exchanges, buy-side firms — evaluating, procuring, or implementing technology.
Private equity and venture capital firms with investments or targets in the capital markets technology space.