TSG Analysis

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Feb 2016

Now Available - The State of Global Investments and Funding in FinTech and Payment Startups

The FinTech and Payments sector is currently seeing a boom in investment along with strong M&A activity. To help understand this ever-evolving space, TSG has put together a 102-page study, which provides an in-depth look at the payments financing landscape as well as the investors and companies fueling the payments startup ecosystem.

The eReport also identifies the top 157 funded private payments companies and maps them back to 12 payments categories where they operate.

Check it out.

Feb 2016

Now Available - TSG's Directory of U.S. Merchant Acquirers

TSG's directory provides profiles on 250 ISO/Acquirers that include the country's top tier acquirers, along with supplemental ISOs and technology-centered acquirer's.

Company profiles provide factual insights that include (as available) processor relationships, merchant vertical specializations, dollar volume statistics, transaction counts, active merchant outlet counts, key management names and titles, corporate structures, sponsor banks, partnerships and more.

Check it out.

Jan 2016

TSG Payments Index: Performance of Public Payments Companies

TSG has released a new data to illustrate the performance of public payments companies. The 'TSG Payments Index' (TSGPX) is calculated on a value weighted basis using market capitalization and is compared to the S&P 500 which is also calculated using the same methodology. A $100 investment in the TSGPX in Q1 2011 would now be valued at $294, as compared to $154 if invested in the S&P 500.

Continue reading.

Jan 2016

TSG TED - Payments Metrics with Mike Strawhecker

This month, Mike Strawhecker, Principal of TSG, has put together a video discussing Big Data using TSG's data warehouse of over 3.3M card-accepting merchants.

The video covers:
• Total Gross Processing Revenue by Merchant Account Size
• Volume Attrition & Growth
• Annual Net Revenue per Merchant by Volume Net Attrition
• Net Revenue & Attrition by Tier and Merchant Group

https://www.youtube.com/watch?v=hv2WyJLR8Jg&feature=youtu.be

Dec 2015

2015 Payments Industry Predictions Review

No one can predict the future, but those with the right knowledge and experience can make some great educated guesses. It's the time of year when payment industry experts turn to predicting what will happen next. However, often, the majority of us forget last year's predictions as we focus on the upcoming year.

With that said, The Strawhecker Group (TSG) took a look back at 2015 to review the accuracy of nearly 20 different sets of payments predictions.

Continue reading.

https://gallery.mailchimp.com/fdd15cca0b92ae5a85c1daf76/files/2015_Payments_Indu...

Dec 2015

TSG Analysis of Global - Heartland Acquisition

This week, Global Payments' announced their acquisition of Heartland Payment Systems for $4.3B. The Strawhecker Group (TSG) has since put together an analysis of the acquisition from the US merchant acquiring perspective. Additionally, a comparison to 22 other transactions that have occurred in the Payments Industry over the last 5 years is illustrated.

Dec 2015

TSG TED - The Evolved Acquirer

Starting this month, TSG is producing brief videos that may cover leading industry topics, educational pieces on various aspects of the industry, and much more.

Kurt Strawhecker, Managing Partner of TSG is kicking-off this initiative with a discussion on The Evolved Acquirer, which reviews how different a successful acquirer looks today than the average ISO from five years ago.

https://www.youtube.com/watch?v=FsRZFyqAvu0&feature=youtu.be

Nov 2015

U.S. Holiday Spending Analysis

As Black Friday approaches, and the holiday shopping season officially kicks off, TSG and ETA have prepared an infographic to estimate the boost from holiday spending. In Q4 2015, TSG estimates a holiday spending boost of 4.7% compared to the baseline of January through September 2015. The data is sourced from TSG's data warehouse of over 3M card-accepting merchants in the U.S.

Oct 2015

TSG's Big Data: Halloween Costume Spending

The Strawhecker Group (TSG) looked at 12 months of spending data for over 500 clothing rental stores across the U.S. to see how Halloween impacts their monthly sales.

The top chart shows that in 2014, Clothing Rental Stores had sales of $42,500 in the month of October, 215% higher than the other 11 months. However, the bottom chart displays that the average purchase size fell 50% to $55 in October, versus $111 the rest of the year due to heavy discounting and the increased competition during the busy Halloween season.

For many costume rental shops, the Halloween shopping season accounts for a nearly a third of profits. This year, expect the competition between these merchants to be more intense as early spending.

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Oct 2015

Square IPO Analysis

When Square was launched in 2009, the market was intrigued to see how their dongle-based solution, with an easy boarding process and simplified pricing strategy, would impact the U.S. merchant acquiring space. It was a revolutionary approach to card acceptance and has since inspired many competing solutions.

Now six years later with an IPO pending, TSG reviewed Square's S-1 Filing and prepared the subsequent snapshot of their merchant portfolio in the U.S. market. Please note that this report contains estimates that should be viewed as directional in nature that reflect a blended time period over the past 12 months.

Continue reading.