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Investment Banker·Payments

Lloyd Sindorf

Managing Director, Financial Technology Investment Banking at Moelis & Company

New York, NY, USA

LS
LinkedIn
Why they matter

A fintech/payments-focused Moelis MD whose coverage spans capital markets tech and payments — a well-placed relationship banker for sourcing and market intel in merchant acquiring.

Background

Lloyd Sindorf is a Managing Director in Financial Technology Investment Banking at Moelis & Company in New York, focused on financial software, exchanges, capital markets technology, and payments. He has over 15 years of experience across M&A, debt financing, and equity capital markets, having previously served as Executive Director of Tech Investment Banking at SVB Securities and held fintech banking roles at Barclays Capital and BofA Merrill Lynch, plus earlier strategy roles at NYSE Euronext and Intercontinental Exchange. He holds an MBA from NYU Stern and a BA in Economics from Binghamton University.

Call-prep brief

Lloyd Sindorf — Moelis & Company

Background

  • MD in Moelis's Financial Technology investment banking group (New York)
  • 15+ years in banking: SVB Securities (ED, Tech IB) → Moelis (joined ~2023)
  • Earlier fintech IB stints at Barclays Capital and BofA Merrill Lynch
  • Pre-banking career in strategy/execution at NYSE Euronext and Intercontinental Exchange — gives him exchange/market-infrastructure fluency alongside payments
  • MBA, NYU Stern; BA Economics, Binghamton University

Current focus

  • Coverage spans financial software, exchanges, capital markets technology, and payments — directly overlapping the merchant acquiring / payments theme
  • Likely engaged in sell-side and financing mandates for payments and fintech infrastructure companies given Moelis's active fintech advisory practice

What he likely cares about

  • Deal flow and market positioning within a highly consolidated payments/merchant-acquiring landscape
  • Differentiation of software-enabled payments vs. pure processing/acquiring businesses for valuation purposes
  • Client relationships and repeat mandates — typical of a relationship-driven MD book

Sensitivities

  • His move from SVB Securities coincided with SVB's March 2023 collapse and the subsequent wind-down/sale of SVB Securities — a sensitive transition topic; better to reference his Moelis tenure and specialty rather than probe the SVB exit directly
  • No public deal-credit citations exist for him individually (typical for MDs whose mandates are attributed to the bank, not named bankers) — do not assume specific transaction experience without confirming directly

Questions to ask

  1. Which merchant-acquiring or payments-software subsegments is he seeing the most active buyer interest in right now?
  2. How is Moelis positioning payments/fintech clients given the wave of consolidation among acquirers and ISVs?
  3. What did he see change in fintech financing/M&A appetite coming out of the SVB disruption, and how has that shaped his current client conversations?

Outreach draft

Subject
Payments/merchant acquiring — quick perspective?
Hi Lloyd, I'm on the deal team at [Firm], and we're mapping the competitive and M&A landscape in payments and merchant acquiring. Given your coverage of financial software, capital markets technology, and payments at Moelis, I'd value a short call to hear how you're seeing deal activity and valuations shift in this space. We're not looking for anything confidential — just your read on where buyer and sponsor interest is concentrated, and how software-enabled payments platforms are being positioned versus traditional acquirers. Would you have 20 minutes in the next couple of weeks? Happy to work around your schedule. Best, [Your Name]

Linked companies

Sources

Strongest evidencePage title2 public sourcesVerified2026-08-09How the grades work