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Financial Services

Critical guidance on your journey

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.

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Taler Gestão de Patrimônio has been acquired by Galapagos Capital
Private Equity | Financial Services

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.

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SulAmérica has sold its auto and P&C business to Allianz
Financial Services

SulAmérica 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.

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Treecorp has sold a stake in Ademicon to 23S Capital
Private Equity | Financial Services

Treecorp has sold a stake in Ademicon to 23S Capital

Treecorp Investimentos has sold a stake in Ademicon to 23S Capital.

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“Through their experience of transactions in the financial services sector, as well as strategic and financial competence, Oaklins' team had a vital role throughout the acquisition process. We are very pleased with their efforts and the value we have been able to create for Svea Ekonomi.”

Lennart Ågren

Owner and CEO, Svea Ekonomi AB

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Nordic group invests in UK wealth manager in expansion push

DEAL FLASH: Oaklins Cavendish, based in the UK, advised the shareholders of Fidelius on the investment and retained equity option agreement, along with the management incentive scheme, shareholders’ agreement and equity terms.

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 Maurice  Marchesini

Maurice Marchesini

Partner
São Paulo, Brazil
Oaklins Olimpia Partners
 Priscila Cardanha Rosas

Priscila Cardanha Rosas

Partner
São Paulo, Brazil
Oaklins Fortezza Partners

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 Marcus  Blomqvist

Marcus Blomqvist

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Helsinki, Finland
Oaklins Finland
 Eduardo  Campos

Eduardo Campos

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Lima, Peru
Oaklins APOYO
 Ben  Goldring

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish