Who We Serve

Built for Every Stage of Your Business

Whether you're an SMB owner cutting costs, a SaaS founder embedding payments, or a PE firm optimizing a portfolio - MARGN has the right advisory for you.

Small & Midsize Businesses

You Run Your Business.
We Handle the Payments Side.

Most SMB owners are overpaying their processor, running the wrong software, or leaving revenue on the table by not offering financing. MARGN fixes all three - at no cost to you. We do the research, make the recommendations, and manage the implementation.

  • Free payment rate audit - see exactly what you're overpaying
  • Software matched to your industry and workflow
  • Consumer financing options to increase conversions
  • Full implementation support - we don't just advise and disappear
Get a Free Assessment
Payment Processing
Benchmark your rates against 30+ processors and switch without disruption
Software & POS
Matched to your industry - restaurant, retail, service, or health & wellness
Consumer Financing
BNPL, installment plans, and in-house programs that increase your average ticket
Ongoing Monitoring
We watch for rate creep and renegotiate on your behalf if your processor raises fees
Enterprise

Scale Demands More.
We Know the Difference.

Multi-location businesses and high-volume operators face challenges that standard SMB solutions can't handle - complex integrations, multi-MID structures, negotiated interchange, and software that has to work across every location. MARGN advises at the enterprise level.

  • Enterprise processor negotiations - volume-based rate structures
  • Multi-location software evaluation and rollout planning
  • Multi-MID structuring and payment infrastructure design
  • Contract review and vendor negotiation support
Talk to an Enterprise Advisor
Multi-Location Optimization
Unified payment and software strategy across all your locations
Contract Negotiation
We review and push back on processor and software contracts before you sign
Integration Architecture
ERP, accounting, and inventory integrations mapped before implementation begins
Reporting & Analytics
Consolidated payment reporting across all merchant IDs and locations
VC & Private Equity

Payments Are
a Hidden Lever
in Every Portfolio.

If you own vertical software companies, the payments monetization opportunity is likely underexplored. Most vertical SaaS businesses touch merchants who process payments every day - but few have a structured payments partnership in place. MARGN provides the payments expertise most VC and PE firms don't have in-house: sizing the opportunity before you invest, executing on it post-close, and documenting the value creation story at exit.

  • Pre-investment opportunity assessment - what is the payments monetization potential in this vertical software company?
  • Payments partner evaluation - structured RFP and selection run on behalf of the portfolio company
  • Revenue modeling - partnership economics sized before any commitment is made
  • Exit documentation - payments revenue quantified and narrativized as a value creation story for buyers
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Opportunity Assessment
What is the payments monetization potential in this vertical software company? We size it before you close
Partner Evaluation
Structured RFP and selection - finding the right payments partner for the holding's merchant base and product
Revenue Modeling
Partnership economics modeled across scenarios before commitment - clear expectations for you and the portfolio company
Exit Documentation
Payments revenue quantified and narrativized - a documented value creation story that acquirers in the vertical software space pay a premium for
Referral Partners

Your Network.
Our Expertise.
Shared Revenue.

If you work with small businesses - as an accountant, consultant, banker, or advisor - your clients need better payments and software. MARGN turns those conversations into income for you. Refer a client, we handle everything, and you earn a referral fee when they go live.

  • Simple referral process - a warm introduction is all we need
  • We do all the work - advising, comparing, implementing
  • Competitive referral fees paid on successful placements
  • Add value to your clients without adding to your workload
Become a Referral Partner
Who Refers to MARGN
Accountants, CPAs, business consultants, bankers, and financial advisors
How You Earn
Referral fees paid when your client goes live with a new processor or software platform
What We Handle
Everything after the introduction - audit, comparison, application, and implementation
Ongoing Income
Residual opportunities available for active partners with consistent referral volume

Not Sure Where You Fit?

Tell us about your business or portfolio and we'll point you in the right direction - no commitment required.

Talk to an Advisor - Free