Company PrivatizationThe CEO has made an offer to take the company private, offering a 23-26% premium to the recent closing price.
Stock ValuationAnalyst believes shares are fundamentally too low when considering the earnings power and annualized free cash flow.
Strategic PartnershipsThere are known drivers of improvement, like new large relationships in Merchant, while countercyclical aspects of the Payable & Treasury businesses preserve earnings power.