Financial Services
The broader financial services landscape remains one of shifting dynamics, with opportunities presenting themselves to those who can offer better customer acquisition and retention and/or improved cost control and efficiency. By focusing on innovation or specialist expertise, niche operators are still able to penetrate consumer and SME markets, once almost exclusively the domain of the larger incumbents. Whether you’re looking to acquire, merge or prepare for an exit, our dedicated professionals can help you turn this disruptive environment to your advantage, providing you with M&A, growth equity and ECM, debt advisory and corporate finance services.
Contact advisor
Taler Gestão de Patrimônio has been acquired by Galapagos Capital
The private shareholders of Taler Gestão de Patrimônio have sold the company to Galapagos Capital.
Learn moreSulAmérica has sold its auto and P&C business to Allianz
The shareholders of SulAmérica S.A. have sold the company’s auto and property and casualty (P&C) business to Allianz SE.
Learn moreOlist has raised a US$17 million FIDC
Olist has completed a US$17 million (R$90 million) fundraising operation structured through a FIDC (receivables investment fund). The initiative is designed to expand the company’s credit offering by providing receivables anticipation solutions to its clients, reinforcing Olist’s strategy to act as a comprehensive strategic partner for e-commerce players, driving financial performance and customer loyalty.
Learn more
Lennart Ågren
Owner and CEO, Svea Ekonomi AB
Read more
Growth where it matters — discover how Oaklins’ advisory is helping a Colombian foundation dedicated to social and financial inclusion
INTERVIEW: Oaklins Axia guides Fundación WWB Colombia in M&A strategies, driving financial and social inclusion for women entrepreneurs and underserved sectors.
Learn more
Talk to our local advisors
Priscila Cardanha Rosas
Oaklins Fortezza Partners