115 - ABN AMRO & Motive Partners: forging the next generation of strategic partnerships

This podcast features Nandan Sheth, CEO at Splitit, a financial technology company that powers the next generation of Buy Now, Pay Later (BNPL) through their merchant-branded Installments-as-a-Service platform. Splitit solves the challenges businesses face with traditional BNPL by unlocking BNPL at the point of sale for card networks, issuers and acquirers - all through a single network API.In this episode, Nandan and Blythe Masters (a Founding Partner at Motive Partners) discuss exactly how Splitit differentiates its offerings from traditional BNPL products and how they are going to continue evolving in this space with support from Motive Partners and their unique and differentiated Investors, Operators, and Innovators model to drive value creation.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Edwin van Bommel, Chief Strategy & Innovation Officer at ABN AMRO discussed with Ramin Niroumand, Partner at Motive Partners and Head of Motive Ventures, on the recently announced strategic partnership, where Motive Ventures, the early-stage venture arm of Motive Partners, will manage the ABN AMRO Ventures Fund (AAV), consisting of 15 early-stage companies, and ABN AMRO will become a significant investor in Motive-managed vehicles.With funding in the financial services industry declining by 70% between 2021 and 2022, and numerous venture capitalists reducing their investment programmes, Motive Partners and ABN AMRO are charting a new course. Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital. Their goal is to strengthen the fintech sector and boost innovation by bringing Motive Partners’ ecosystem and experts to the AAV portfolio and ABN AMRO’s broader network. Motive Ventures’ portfolio consists of 21 investments in seed and series A stage companies, spanning the United States and Europe. The combined AAV-Motive Ventures portfolio will thus number 36 companies.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Heather Bellini is an Industry Partner at Motive, and a President and Chief Financial Officer at InvestCloud, a global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry and portfolio company of funds advised by Motive.Heather Bellini has previously served as a Partner and Managing Director at Goldman Sachs for nearly 10 years, leading the Technology Research Group, before joining cybersecurity software company Deep Instinct as CFO in 2021. At Goldman Sachs, Bellini led the Technology Research Group and served as an equity research analyst, specializing in software and technology companies. During her time at Goldman, she led the research diligence and investor education for 20 initial public offerings across the software sector. She spent her entire career in financial services and technology, having worked as a Senior Managing Director at ISI Group, Managing Director at UBS Investment Bank, and Analyst at Salomon Smith Barney before joining Goldman Sachs in 2011.Heather Bellini has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Motive has recently completed a majority investment, alongside ICG, in With Intelligence. With Intelligence is a leading provider of investment data and intelligence for allocating, fund-raising and business development in the public and private market. The investment is intended to serve as an accelerant for With Intelligence's growth, as the platform focuses on delivering leading connectivity, data and insights solutions to the Limited Partner and General Partner communities. This episode explores the epic journey of With Intelligence with the Founder Charlie Kerr and the Motive team who have delivered this deal.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Nick Leopard and Richard Lumb discuss how Accordion thinks about the Office of the CFO, with the help of Motive.Nick Leopard is CEO at Accordion, and Richard Lumb is an Industry Partner at Motive Partners.Accordion is a private equity-focused financial and technology consulting firm. Working at the intersection of sponsors and management teams, Accordion partners with clients at every stage of the investment lifecycle. The firm’s services include operational and technical accounting, strategic financial planning and analysis, CFO-driven transformation, CFO technology, transaction execution, public company readiness, interim leadership, and turnaround and restructuring. With a focus on hands-on, results-oriented execution, Accordion is widely recognized as the go-to PE consultancy and the premier digital-enablement partner for portfolio company CFOs.On September 8, 2022, Accordion announced that it has received a majority growth investment from Charlesbank Capital Partners and Motive Partners. The growth investment is intended to serve as an accelerant for Accordion’s continued expansion as the premier consulting firm and digital enablement partner for PE-backed CFOs.-----The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

An investigation with Stephen Daffron into how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management.Stephen Daffron is Co-Founder and Industry Partner at Motive Partners. He also serves as the CEO, Chairman and Board member of BetaNXT.BetaNXT aims to create the interconnected wealth management experience of the future. the next wave in wealth management technology and outsourcing solutions, solving customers’ most daunting integration challenges and offering modern, frictionless solutions that anticipate their changing needs.On July 1, 2022, Clearlake Capital Group and Motive announced the closing of the acquisition of the BETA+ assets including BETA Post-trade Processing, Maxit, and Digital Investor, from the London Stock Exchange Group.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Adrian Durham (Founder & CEO of FNZ) and Rob Heyvaert (Founder & Managing Partner of Motive Partners) discuss how FNZ is opening up wealth through the power of technology, empowering customers through innovative products, with an extraordinary growth trajectory.As an introduction, Corey Rainbow, Head of Due Diligence and Value Creation at Motive Partners, and Worth Newman, Vice President Motive Investment Team, offer their insights as to how Motive Partners see the FNZ opportunity.FNZ has secured US$1.4 billion in new equity funding from Canada Pension Plan Investment Board and Motive Partners earlier this year.FNZ, the global wealth management platform has US$1.5 trillion in assets under administration, partners with over 650 financial institutions and 8,000 wealth management firms, enabling over 20 million people across all wealth segments to invest in the things they care the most about, on their own terms.-----The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Jouk Pleiter is the CEO & Founder at Backbase, a financial technology company on a mission to re-architect banking around the customer.We discuss how to service the customer holistically, by leveraging the power of a cloud-based engagement banking platform to create frictionless customer journeys, rather than stitching legacy applications together and trying to rework banking around outdated technology.Having bootstrapped to €200 million in revenue, Backbase raised €120 million in growth equity funding from Motive Partners in June 2022.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Rob Heyvaert, Founder & Managing Partner at Motive Partners, and Bob Brown, Founding Partner & Head of Investor Relations, discuss the successful final close of Motive Partners' second flagship fund, Motive Capital Fund 2, and the continuation of Motive's mission to build a leading fully integrated private equity firm focused on technology-enabled financial and business services industries.---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. 

Blythe Masters, Founding Partner at Motive Partners, talks to Matt Brown, Founder and CEO at CAIS, following the recently announced investment from Motive Partners and Apollo Global Management into the company.CAIS is a leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. ---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results.The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein.This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments.  Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.