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.


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.
Industry-related deals
INDUSTRY Content

M&A Trends in the UK IFA and Wealth Management Industry: What You Need to Know
Expert opinion
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July 17, 2023

The Supporting Factor: A Lending Disaster for UK SMEs or a Huge Opportunity?
Expert opinion
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June 20, 2023

The Shaw Report: Banking, Financial & Insurance Services - Annual Report #2
Shaw Report
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February 28, 2023

The Shaw Report - Banking, Financial and Insurance Services Industry Interim Review August 2022
Shaw Report
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August 23, 2022
INDUSTRY news

Shaw & Co Launches New Analysis of Banking, Financial & Insurance Services Industry
Press release
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February 28, 2023

Shaw & Co Launches Interim Analysis of Banking, Financial and Insurance Services Industry
Press release
|
August 23, 2022

Shaw & Co Launches New Analysis of Banking, Financial & Insurance Services Sector
Press release
|
December 9, 2021
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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