Focus Sector

WealthTech, Trading & Capital Markets

Digitisation is transforming how investors access, manage and trade assets across public and private markets. Retail participation is rising through low‑friction brokers and advisory platforms, while institutions demand greater connectivity, richer data and scalable operating models.

We advise platforms that enable investment at scale, spanning retail brokerage, portfolio systems and OMS/EMS connectivity. We also cover private‑markets and secondaries infrastructure, cap‑table/admin and tokenisation of real‑world assets, where institutions are active. Buyer mapping includes asset and wealth managers, data leaders, market infrastructure groups and financial sponsors.

What We Cover

  • Retail investing & online brokers: onboarding, order‑routing, fractional & options access
  • Advisor & portfolio platforms: planning, rebalancing, client portals & reporting
  • OMS/EMS: order/execution management, venue connectivity, low‑latency tooling
  • Data access & analytics: terminals, APIs, research workflow, model delivery
  • Private‑markets & secondaries: fund admin & liquidity platforms, investor portals
  • Cap‑table/admin: equity management, digital subscriptions, registry links
  • Tokenisation / real world assets (institutional): issuance, custody/connectivity, compliance tooling

Representative Transactions

Nov 2022
united-states
Has been acquired by

Capital Markets Technology Services

View Transaction Details
TH Global Capital advises TeamTek Consulting, a Capital Markets Technology specialist, on its strategic sale to Accolite Digital
Oct 2020
united-states
Has been acquired by

Financial Services Consulting, Cloud & Cybersecurity

View Transaction Details
TH Global Capital advises Financial Services specialist Citihub Digital on its sale to Synechron
Jun 2018
france
Has been acquired by

Capital Markets Consultancy

View Transaction Details
TH Global Capital advises Optimissa, a capital markets consulting company, on its acquisition by Alten
Sep 2016
united-kingdom
Has been acquired by

Trading Systems IT Services

View Transaction Details
TH Global Capital advises Cityfront Group on its acquisition by Synechron
May 2016
united-states
Has been acquired by

Capital Markets Consulting

View Transaction Details
TH Global Capital advises Hatstand on its acquisition by Synechron
Sep 2015
united-kingdom
Has been acquired by

Financial Services Consulting

View Transaction Details
TH Global advises Synechron on its acquisition of Crossbridge
Jan 2015
france
Has been acquired by

Financial Markets IT Services

View Transaction Details
TH Global Capital advises Synechron on its acquisition of TeamTrade

Representative Testimonials

Working with TH Global Capital as our sell-side M&A advisor was a great experience. Their deep understanding of the buyer landscape and strong global network played a key role in connecting us with the right international partner for our next stage of growth. The team provided invaluable guidance throughout the process, skillfully navigating complex negotiations and positioning our business for the best possible outcome. We’re extremely pleased with the result and truly appreciate the TH team’s dedication and expertise from start to finish. Thomas Steininger CEO, Fiskaltrust
We are extremely grateful for the invaluable support and guidance provided by TH Global Capital (‘TH’) throughout our merger process. As our sell-side M&A advisor, TH played a crucial role in setting us up for the next phase of Retro Rabbit’s international expansion and growth. From the outset, TH was instrumental in helping us identify the right buyer and partner for our business. They facilitated complex negotiations with professionalism and expertise, ensuring that our interests were always front and centre. They also guided us through the often-challenging due diligence process, preparing us every step of the way for a smooth and successful outcome. What truly set TH apart was their deep industry knowledge and vast global network of buyers. Their connections and insights were invaluable in making sure we found the right strategic fit. We are confident that without their dedication and expertise, the deal would not have been the success it is today. We wholeheartedly recommend TH Global Capital to anyone seeking an experienced, committed, and knowledgeable partner to navigate complex M&A transactions.
Theo Danzfuss Co-Founder, Retro Rabbit
TH Global Capital proved to be an exceptional advisor throughout the entire sale process. Their profound expertise in the financial services management consulting and digital transformation space, along with deep connections within the buyer landscape globally, was invaluable to us throughout the process. Their ability to identify the unique qualities and differentiating attributes of a management consulting firm like Axis was crucial to the success of the transaction. They provided insightful guidance at each stage, expertly navigated complex negotiations, and delivered on their promise of securing an outstanding result and Accenture as the best partner for our company. We’re extremely happy with the outcome and extend our heartfelt gratitude to the entire team for their unwavering support and dedication across all aspects of the deal. Casimiro Gracia Abián Executive Chairman, Axis Corporate
We are incredibly grateful for the invaluable advice provided by the TH Global Capital team. Their dedication to understanding the intricacies of our business, proactive approach and deep sector expertise was crucial in positioning us with potential partners. Leveraging their extensive global network of strategic and private equity buyers, we were able to find the perfect strategic partner that aligned with our long-term goals, and a unique, compelling deal structure. Thanks to TH for guiding us through every stage of the process and helping us achieve this brilliant outcome which exceeded our expectations! Asha Kalidindi CEO, Aggne
From my first meeting with TH Global Capital through to close, they have been amazing - professional, proactive and delivered on all our objectives, always working in Woodridge's interests. I'm shocked that the deal went so smoothly, as I've never heard of any deal working as seamlessly as this one has. I kept telling my team that a deal needs to fall apart 5 times before it closes, but it never did - A testament to the TH team! Thanks for your hard work and diligence, we appreciate it. Kaj Gronholm CEO, Woodridge Software
From start to finish, TH Global Capital' guidance, support and skill in navigating the entire process has been invaluable. Their understanding of the digital transformation market, the mechanics that drive valuation and how to navigate negotiations were crucial to achieving a successful deal and we are delighted with the outcome. The TH team were always on hand to provide key strategic advice and consistently took the heavy lifting away from us. They truly became our trusted advisor and counsel, and we would highly recommend them. Rizvan Katchera Co-Founder & Managing Director
More Focus Sectors

BFSI Consulting, IT Services & BPO
BFSI Consulting, IT Services & BPO
BFSI Consulting, IT Services & BPO
AI, Data Science & Intelligence
AI, Data Science & Intelligence
AI, Data Science & Intelligence
Specialty, Alternative & Private Credit
Specialty, Alternative & Private Credit
Specialty, Alternative & Private Credit
Asset & Wealth Management
Asset & Wealth Management
Asset & Wealth Management
Insurance & Distribution / Brokerage
Insurance & Distribution / Brokerage
Insurance & Distribution / Brokerage
Banks, Challengers & Lenders
Banks, Challengers & Lenders
Banks, Challengers & Lenders
RegTech
RegTech
RegTech
InsurTech
InsurTech
InsurTech
Financial Management Software
Financial Management Software
Financial Management Software
WealthTech, Trading & Capital Markets
WealthTech, Trading & Capital Markets
WealthTech, Trading & Capital Markets
Digital Banking & Lending Platforms
Digital Banking & Lending Platforms
Digital Banking & Lending Platforms
Payments & Embedded Finance
Payments & Embedded Finance
Payments & Embedded Finance
LinkedIn