When Growth Stalls, We Help You Reach New Altitudes
Advisory for the Payments & Insurance Industries
We help payments and insurance companies break through operational and revenue ceilings. With deep experience in growth strategy, transactions, and risk management, we bring clarity, structure, and execution that drive lasting performance and value.
WHAT WE DO
Driving Growth Through Structure, Strategy & Systems
When growth stalls, it’s rarely about effort — it’s about alignment. We help organizations remove friction, rebuild clarity, and design scalable systems that turn momentum into measurable results. Our work integrates strategic and operational advisory with risk management, capital strategy, and residual portfolio transactions — helping businesses strengthen performance, raise funding, and realize full enterprise value.
1️⃣ Strategic & Operational Advisory
Growth slows when direction and accountability blur.
We work with leadership to clarify priorities, streamline operations, and align teams — connecting people, performance, and purpose.
The result: a business that runs with precision and scale.
2️⃣ Capital Raising Strategies
We advise payments and insurance leaders on structuring capital through debt, equity, or residual-backed financing. Our integrated approach aligns growth funding with enterprise value — ensuring capital supports long-term scalability and liquidity.
3️⃣ Sell / Buy Residuals
We guide Payment Industry companies and Insurance Agencies through the full lifecycle of selling or acquiring residual portfolios. From valuation and due diligence to negotiation and closing, we help you maximize value, protect recurring cash flow, and structure deals that align with your long-term financial and operational goals.
Services
Advisory and Execution for Growth-Stage Organizations
We combine strategic insight with operational experience to help leadership teams scale with clarity and confidence. Our services are built to diagnose challenges, design solutions, and deploy systems that accelerate performance and protect enterprise value.
Strategic Advisory — Transform strategic vision into executable action with clarity, accountability, and measurable outcomes.
Risk Management —Protect assets, improve insurability, and strengthen resilience against operational, financial, and cyber risks. We help organizations understand the costs associated with each exposure — determining which risks to accept, mitigate, or transfer through insurance, controls, or strategy.
Mergers & Acquisitions (Buy- & Sell-Side) — Evaluate, structure, and integrate transactions to drive growth and protect enterprise value.
Raising Capital — Position your business for funding by aligning financials, strategy, and investor readiness — including structuring equity and debt solutions that support long-term growth and liquidity.
Operations & Performance — Optimize systems, processes, and team alignment to improve efficiency, profitability, and scalability across every function of your business.
Selling Residuals — We guide payment industry companies through the process of valuing, structuring, and selling residual portfolios. From due diligence to deal execution, we help owners maximize value, protect cash flow, and ensure a smooth transition that aligns with long-term financial goals.
WHY WORK WITH US
Real Experience. Proven Results. Trusted by Growth Leaders.
We’ve led, scaled, and advised companies across payments, insurance, and financial services — from emerging startups to multi-location enterprises. Our experience isn’t theoretical — it’s earned in the trenches of building, operating, and growing successful organizations.
20+ Years of Leadership Experience
Deep expertise leading growth, M&A, and operational strategy across regulated industries.
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$250M+ and over 650 Transactions Supported
Hands-on experience structuring deals, valuations, and capital raises.
Cross-Industry Advisory
Trusted by payments ISOs, insurance agencies, and private companies seeking scale.
Contact Us
Engleking Advisory Group
949-228-7774
2901 W. Coast Hwy #392
Newport Beach, CA 92663
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