Joy Barrett

Senior Vice President Banking Division Manager

2 past transactions

Succession Capital

Debt Financing in 2021
Succession Capital, a subsidiary of Lynx Equity Limited, is a manager of private equity funds. Succession Capital blends a proven track record in identifying and building value in a diversified portfolio of companies with a market niche that allows us to structure the most favourable transactions. Succession Capital seeks to pursue investments in mid-market companies with the goal of building value through opportunistic acquisitions, strategic leadership and the timely use of financial expertise.

MX

Series B in 2019
MX is a fintech data company established in 2010 that focuses on enhancing the financial experiences of individuals by automating access to their financial data. The company provides software solutions for banks, credit unions, and financial technology innovators, enabling them to aggregate, analyze, and present financial data effectively. By offering services such as data cleansing, auto-categorization, custom APIs, and data analytics, MX helps financial institutions improve customer engagement and drive growth. The company has established partnerships with over 600 financial institutions and more than 30 digital banking providers, positioning itself as a significant player in the fintech industry. MX's emphasis on customer-centric banking relationships allows clients to develop next-generation banking applications and solutions, ultimately leading to enhanced financial management for users.
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