Financial Services
Industry Expertise
We utilise our extensive business and corporate finance expertise to advise companies in the financial services industry. We help businesses secure funding to support growth, acquire a competitor during market consolidation, enable a management buy-out, or execute a trade sale. In short, we make it happen.
The pandemic has accelerated digitisation and digital engagement across the entire financial services sector. Key trends include:
- Increasing disintermediation pressure on banking services from alternative funding markets and fin-tech.
- Morphing of insurance and pension industries in response to a persistently low yield environment.
- Pivoting of insurance models to consumer wellness and ‘work-from-anywhere' trends.
- Consolidation and technical innovation in the wealth management sector.
Three AREAS OF Expertise
SELLING A BUSINESS
We can help you develop your exit strategy, value your business, find a buyer and negotiate a deal that unlocks maximum strategic value.
buying A BUSINESS
We can help you develop your acquisition strategy, raise the funds, negotiate the deal and make buying another business happen.
Business funding
We can advise on equity raising, debt raising and refinancing strategies, as well as negotiating debt facilities across all markets to help fund your business.
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