Any operators of SOC 2 Type II certified companies with current banking clients?

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May 04, 2026

by an intermediary from University of Virginia-Darden - Darden School of Business in Metuchen, NJ 08840, USA

I am looking at an acquisition opportunity (Adjusted SDE: $480k, Asking Price: $1.75mm) in the banking-focused digital marketing space, a carve-out business that will require a partnership. Is there anyone here who operates a digital marketing business, holds a SOC 2 Type II certification, and has current banking clients? If yes, please reach out with the following Please confirm that your entity can meet bank-level vendor onboarding, risk, and compliance requirements immediately. SOC 2 Type II certification is a key requirement. In addition, please provide: · About You and Your Firm: A brief background on you and your company, including focus and relevant experience · Strategic Fit: How this opportunity aligns with your current acquisition or investment strategy · Acquisition Experience: Whether this acquisition is for you or on behalf of another party, how long you’ve been actively pursuing acquisitions, and whether you’ve closed any deals in the past two years · Deal Financing: Details of your proposed financing structure, including available liquidity, expected down payment, financing sources, and ability to provide proof of funds. If SBA financing is required, please confirm whether you are prequalified with the SBA and provide the lender’s prequalification letter. Importantly, because this is a carve-out, indicate whether you are willing to work with the lender who has already prequalified this business. · Profiles and Websites: Your LinkedIn profile and any relevant company websites Regards, Vipin
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Reply by a professional-advisory
from University of Colorado at Boulder in Colorado, USA
We built a tech-enabled marketing platform and acquired a $18M payments book of business. Intimiately familar with SOC2. Now my Chief Tech Officer, who led the architecture at our last company, is on our acquisition team. We are the only full stack solution for Mainstreet/Midstreet https://clearlyacquired.com/
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Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to help here. Press @ to tag someone else! :-)
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