Category Archives: [FOUR] Shift4

Shift4’s M&A Alchemy

It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared Isaacman departing for NASA and the company acquiring Global Blue for $2.5bn in its largest M&A transaction by far, I figure it’s time for an update. To quickly recap: in its first decade, United Bank Card, the fledgling business Jared […]

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A tour through payments: part 3 (SQ, FOUR)

Block (SQ) I once argued how by taking the problem of merchant payments acceptance seriously, Block knew to start with what must at the time have seemed like the most commoditized part of the payments stack, card readers, when everyone else was obsessed with software. Cheap plastic dongles combined with transparent pricing and no contracts […]

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