Go to industries

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.

Contact advisor
Worldwide
293
deals closed in Financial Services
Worldwide
Explore all our industry-related deals
Go to deals
HFMC Wealth has raised funds
Financial Services

HFMC Wealth has raised funds

HFMC Wealth Ltd has secured debt facilities to acquire Aspinnalls Group.

Learn more
Bango plc growth capital for expansion
Financial Services | TMT

Bango plc growth capital for expansion

Bango plc has raised capital to finance its expansion plans.

Learn more
Tempcover Limited has been acquired by Connection Capital LLC
Financial Services | Private Equity | TMT

Tempcover Limited has been acquired by Connection Capital LLC

The private shareholders of Tempcover Limited, the UK’s leading provider of easy-to-understand, direct-to-consumer, short-term motor insurance products, have sold the company to Connection Capital LLP for US$18 million.

Learn more
“I'm delighted that we have secured a new loan facility and that our three existing funders continue to support the business during this challenging period, demonstrating their confidence in Morses Club and our growth and digital diversification strategy. The new loan facility provides us with sufficient funding to meet our requirements, including expanding our product offering as we address the evolving needs of our customers.”

Paul Smith

CEO, Morses Club PLC

Read more
Example: https://newsroom-api.pr.co/v1/pressrooms/oaklins/tagged/press_releases?country=AT&includes=featured_images,tags&language=de-AT&limit=3&tags=healthcare 
Ours: https://newsroom-api.pr.co/v1/pressrooms/oaklins/tagged/press_releases?country=XCD&includes=featured_images,tags&language=en&limit=1&tags=financial-services

Insights to help you adjust your strategic vision and create value beyond the deal

Although there were many concerns that the COVID-19 pandemic would significantly impact the global M&A market for the worse, 2021 ended up being a year with record M&A activity. Faced with such buoyant demand and competition, the need for meaningful information and support among businesses is greater than ever. Discover how we have collaborated closely, helping entrepreneurs and companies reach their full potential.

Learn more

Talk to our local specialists

 Ben  Goldring

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish

Meet our global industry specialists

 Marcus  Blomqvist

Marcus Blomqvist

Partner
Helsinki, Finland
Oaklins Finland
 Eduardo  Campos

Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO