Research

Institutional research on payment portfolios.

Industry-specific intelligence written for buyers and sellers of merchant services residual streams.

Featured · Valuation

What Is My Payment Portfolio Worth?

A practical framework for estimating the value of a merchant services residual portfolio in today's market.

A walkthrough of the diligence questions buyers ask before assigning a multiple, and how sellers can prepare.

What the 28x–42x range actually means, and the levers that move a portfolio between the bookends.

A 60-day checklist used by sellers to maximize multiple and minimize diligence friction.

Inside the criteria used by ISOs, processors, and strategic acquirers when evaluating a portfolio.

An overview of the structural forces shaping demand and pricing for merchant services portfolios.