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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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Reinsurance Management Associates has been acquired by Constellation Affiliated Partners
Private Equity | Financial Services

Reinsurance Management Associates has been acquired by Constellation Affiliated Partners

The owners of Reinsurance Management Associates, Inc. (RMA), a reinsurance MGA based in Toronto, Canada, have completed the sale of their shares in RMA to Constellation Affiliated Partners (Constellation), a portfolio company of RedBird Capital Partners. RedBird Capital Partners is a New-York based private equity firm, with
financial backing from Ontario Teachers’ Pension Plan.

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Zaphir Asset Mngmt has sold the modern office/commercial complex in Berlin-Mitte Zimmerstraße/Schützenstraße
Financial Services | Real Estate

Zaphir Asset Mngmt has sold the modern office/commercial complex in Berlin-Mitte Zimmerstraße/Schützenstraße

Zaphir Asset Management has sold an office and commercial complex in Berlin to Dream Global REIT. Financial details have not been disclosed.

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RSA Insurance has sold Noraxis to Arthur J. Gallagher & Co
Financial Services

RSA Insurance has sold Noraxis to Arthur J. Gallagher & Co

RSA Insurance Group plc has sold Noraxis Capital Corporation, its Canadian insurance brokerage business, to Arthur J. Gallagher & Co.

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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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Insights to help you capture value before and beyond the transaction

QUARTERLY HIGHLIGHTS: As we face ongoing global economic uncertainty, it’s no surprise that M&A activity is slowing. On the positive side, however, this gives business owners a better chance to reflect, study trends and deal drivers, and engage in thorough due diligence – all essential to getting the best out of a sale.

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Talk to our local advisors

 Guillaume  Poulin

Guillaume Poulin

Managing Partner
Toronto, Canada
Oaklins E. Canada

Meet our global industry specialists

 Marcus  Blomqvist

Marcus Blomqvist

Partner
Helsinki, Finland
Oaklins Finland
 Eduardo  Campos

Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO
 Ben  Goldring

Ben Goldring

Director
London, United Kingdom
Oaklins Cavendish