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 advisorExcelian Limited has been acquired by Luxoft Holding, Inc
The shareholders of Excelian Limited have sold the company to Luxoft Holding, Inc for an undisclosed consideration.
Learn moreTaler 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 moreANIMA SGR has acquired a 80% stake in Castello SGR
ANIMA SGR S.p.A., the largest independent asset management group in Italy, has acquired Castello SGR, a portfolio company of Oaktree Capital Management.
Learn moreMichael Holgate
Partner, Baird Capital
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 more