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 advisorTaler 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 moreTreecorp has sold a stake in Ademicon to 23S Capital
Treecorp Investimentos has sold a stake in Ademicon to 23S Capital.
Learn moreLennart Ågren
Owner and CEO, Svea Ekonomi AB
Read moreNordic 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.
Learn moreTalk to our local advisors
Priscila Cardanha Rosas
Oaklins Fortezza Partners