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
Itaú Corpbanca has completed a capital increase
Financial Services

Itaú Corpbanca has completed a capital increase

Itaú Corpbanca has raised funds to support future growth of the bank while strengthening capital ratios, in compliance with Basel III guidelines.

Learn more
CCAF 18 de Septiembre has completed the placement of commercial paper
Financial Services

CCAF 18 de Septiembre has completed the placement of commercial paper

Caja de Compensación de Asignación Familiar 18 de Septiembre (CCAF 18 de Septiembre) has raised funds.

Learn more
“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

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=CL&includes=featured_images,tags&language=en&limit=1&tags=financial-services

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.

Learn more

Talk to our local advisors

 Raimundo  Silva

Raimundo Silva

Partner
Santiago, Chile
Oaklins LarrainVial

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

Partner
London, United Kingdom
Oaklins Cavendish