Financial services, Banking & Capital

A highly competitive environment, pressure on costs, the rapid pace of technological advances, and constant change when it comes to products and processes characterise the financial services sector more than almost any other industry. Strategies and business processes are being continuously updated, and need to be analysed precisely by experts. 

Our expertise

Financing

New financing instruments are appearing on the market every day, making the financing world more and more complex. Add to that the swathes of regulation and laws applying to the capital markets, which mean that individually tailored advice is essential. We support you in understanding, securing and managing financing solutions, so that you choose the type of finance that will get you to your destination.

• Capital markets
• Borrowing advice
• Fundraising
• Infrastructure finance
• Evaluations

Funds

How can local and global regulatory challenges be turned into profitable growth, and how do you use them to develop a strategic reorientation? This is a pivotal question, and an expert partner is required for successful implementation. At Forvis Mazars, we know the market environment, as well as the special features of individual business segments and of various market participants. We work together with you to develop the fund structure that best suits you in terms of tax law. We can also advise you on financial market authority law.

Insurance

We draw on a particularly broad base of know-how for the insurance sector, as well as many years of experience as auditors and independent experts. We offer you advisory services based on strong continuity, dedication and the highest professional standards.

Capital markets

Whether you are planning an initial public offering (IPO), or your company is already listed: we offer a range of services for accessing the capital markets and related transactions. We are currently supporting clients with IPOs and more than 150 bond issues.

If you have any questions or would like to learn about projects we’ve completed with other clients, we’d be happy to hear from you. Simply write us a message and we’ll get in touch.