Financial Services (FS)

The global financial services market is consolidating rapidly as technological improvements and regulatory change drive huge change.

We have the skills and expertise necessary to guide businesses and business owners through these changes, advising them on their business strategy and M&A options.

We have an established, international financial services practice with 1,500 dedicated specialists in over 40 countries. We work on UK and international transactions providing seamless, cross-border M&A support to our clients.

Some of our recent FS transactions:

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Allianz
Sub-sector – Insurance
Deal type – Strategic advice
Description – Our Italy office assisted Allianz on several M&A projects, including the delisting of RAS S.p.A., merger of Allianz Subalpina and Lloyd Adriatico into Allianz S.p.A.
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Alsford Page & Gems
Sub-sector – Insurance
Deal type – Sale
Description – We advised vendors on sale of Alsford Page & Gems to PSC Capital.
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Bartleet Enterprises
Sub-sector – Insurance
Deal type – Acquisition
Description – We advised Bartleet Enterprises Limited on the acquisition of Chesham Insurance.

 

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Citynet
Sub-sector – Insurance
Deal type – Sale
Description – We provided management advisory assistance on Citynet’s sale to PIB Group.
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Credit Style
Sub-sector – Credit management
Deal type – Sale
Description – We Deal Advisory in Leeds advised the shareholders of Credit Style Limited on the sale of equity to Bristow & Sutor, the debt collection group invested in by Sovereign Capital Partners.
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Omega
Sub-sector – Insurance
Deal type – Sale
Description – We advised vendors on sale of Omega Insurance to Canopius.
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One Financial Planning
Sub-sector – Financial planning
Deal type – MBO
Description – We advised the management team on the MBO at One Financial Planning Limited.
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Windsor Insurance
Sub-sector – Insurance
Deal type – Sale
Description – We advised vendors on sale of Windsor Insurance to Hyperion Insurance.

Return back to our main Industry Sectors page to see the other industries we specialise in.