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Repay Holdings board rejects revised unsolicited proposal from Forager Capital

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5:33 PM

Over a week ago

What You Missed On Wall Street On Monday

+28

Jun 29, 4:23 PM

Repay says board will review $5.25 per share offer from Forager

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Jun 29, 1:12 PM

Midday Fly By: SpaceX to join Nasdaq-100, Comcast to split into two companies

+28

Jun 29, 11:44 AM

Repay Holdings shareholder raises acquisition proposal to acquire the company

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Jun 29, 9:01 AM

Forager Fund offer to acquire Repay Holdings for $5.25 per share

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Jun 29, 8:56 AM

Forager Capital issues statement to Repay Holdings board

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Jun 15, 10:01 AM

Repay Holdings management to meet virtually with Benchmark

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Jun 5, 4:33 PM

Repay Holdings price target raised by 50c at UBS

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Jun 3, 8:07 AM

Repay Holdings price target raised by 25c at UBS

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May 7, 7:57 AM

What You Missed On Wall Street On Tuesday

+37

May 5, 4:29 PM

Midday Fly By: Palantir reports 'beat and raise,' Coinbase to cut staff

+30

May 5, 11:59 AM

Stephens downgrades Repay Holdings, sees 'two binary outcomes'

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May 5, 7:31 AM

Stephens gets more bearish on Repay Holdings, downgrades shares

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May 5, 6:17 AM

Repay Holdings raises FY26 adjusted EBITDA to $141M-$146M from $136.M-$141.5M

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May 4, 4:17 PM

Repay Holdings reports Q1 EPS 22c, consensus 21c

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May 4, 4:15 PM

Repay Holdings rejects unsolicited proposal from Forager Capital

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May 4, 4:07 PM

Repay Holdings shareholder issues statement following board proposal

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May 4, 9:17 AM

Forager Capital urges Repay Holdings to engage on acquisition proposa

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Apr 28, 9:28 AM

What You Missed On Wall Street On Monday

+25

Apr 27, 4:12 PM

Midday Fly By: Verizon reports 'beat and raise,' Shell to acquire ARC

+24

Apr 27, 11:59 AM

Repay Holdings reaffirms FY26 revenue view $340M-$346M, consensus $341.42M

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Apr 27, 8:04 AM

Repay Holdings reports preliminary Q1 revenue $80.5M-$81M, consensus $80.87M

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Apr 27, 8:02 AM

Deep Vertical Integration: Their core strength lies in seamless integration into existing enterprise resource planning (ERP) and other management software, creating high switching costs and a sticky customer base.

Proprietary Technology Platform: Repay leverages its own payment gateway and processing technology, offering greater flexibility, speed, and customization compared to reliance on third-party or legacy systems.

Specialized Vertical Expertise: By focusing on specific industry verticals like automotive, B2B wholesale, and mortgage servicing, Repay develops tailored solutions that deeply address the unique needs of these markets.

Intense Competition: Repay operates in a highly competitive payments processing market, facing pressure from larger established players, traditional banks, and emerging fintech innovators, which could limit its market share and pricing power.

Regulatory & Compliance Changes: The payments industry is heavily regulated, and new laws, data privacy regulations, or changes in card network rules could increase operational costs or restrict their services, particularly in niche verticals they serve like personal lending.

Cybersecurity & Data Breaches: As a processor of sensitive financial data, Repay faces constant threats of cyberattacks, data breaches, or system failures, which could lead to significant financial losses, reputational damage, and regulatory fines.