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    Robert Napoli

    Partner and Senior Research Analyst at William Blair

    Robert Napoli is a Partner and Senior Research Analyst at William Blair, specializing in the coverage of fintech, payments, and financial technology companies, including names such as MeridianLink, nCino, American Express, Cantaloupe, Alliance Data Systems, and Nuvei Corporation. He has established a track record of insightful equity research, issuing ratings and forecasts on major fintech firms and providing detailed revenue and growth estimates, such as predicting 41% revenue growth for Nuvei Corporation in 2020. Napoli began his career in finance before joining William Blair, where he now leverages decades of sector expertise and notable advisory roles in strategic business development. He holds relevant securities licenses, is FINRA registered, and is recognized for his in-depth industry knowledge and valued market analysis.

    Robert Napoli's questions to NVEI leadership

    Robert Napoli's questions to NVEI leadership • Q3 2023

    Question

    The analyst asked about the performance of the Paya acquisition compared to initial expectations and the strategy for leveraging its integrated payments business. He also asked what had changed since the previous quarter to provide more stability and clarity.

    Answer

    The executive expressed that the Paya acquisition has exceeded expectations and is accelerating growth in the B2B, government, and ISV channel. He clarified that the improved outlook is not due to a fundamental change in visibility but rather the natural, non-linear timing of enterprise client activations and the maturation of prior investments reaching an inflection point.

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