Go to industries

Financial Services

Critical guidance on your journey

Innovation has flipped the financial sector on its head. Fintech companies have taken the lead, using new technology to create appealing services in everything from lending to payments. However, established banks are quickly catching up and finding their own way forward. 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.

Contact advisor
deals closed in Financial Services
Explore all our industry-related deals
Go to deals
Exclusive Capital GmbH has completed a joint venture agreement with Miller Leasing Miete GmbH
Financial Services | Private Equity | TMT

Exclusive Capital GmbH has completed a joint venture agreement with Miller Leasing Miete GmbH

Exclusive Capital GmbH, a division of Exclusive Group, has completed a joint venture with Miller Leasing Miete GmbH.

Learn more
Patronale Life NV has acquired 60.13% of Banimmo
Financial Services | Real Estate

Patronale Life NV has acquired 60.13% of Banimmo

Patronale Life NV has acquired Affine RE's stake in Banimmo. Financial details have not been disclosed.

Learn more
Andera Partners has acquired 99 Advisory
Business Support Services | Financial Services | Private Equity

Andera Partners has acquired 99 Advisory

Andera Partners, formerly known as Edmond de Rothschild Investment Partners (EdRIP), has acquired 99 Group, a leading independent player in transformation and organization consulting in the banking, finance and insurance sectors.

Learn more
“In just a few years, 99 Group has become a major player in its segment, with a very strong specialization in regulations and compliance. Our ambition is to enable the group to strengthen its leadership and accelerate its development by seizing opportunities, particularly in terms of external growth. Oaklins’ team in France will continue to support us in this project.”

David Robin

Partner, Andera Partners, France

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

A partnership three years in the making

DEAL FLASH: Oaklins’ team in Jacksonville acted as the lead advisor to the seller and the management of Coastal Insurance Underwriters in the preparation of the sale process and due diligence, the approach and parallel negotiations with potential buyers, and assisted them until closing.

Learn more

Talk to our local advisors

 Éric  Félix-Faure

Éric Félix-Faure

Managing Partner

Paris, France
Oaklins France

Meet our global industry specialists

 Marcus  Blomqvist

Marcus Blomqvist


Helsinki, Finland
Oaklins Merasco
 Eduardo  Campos

Eduardo Campos


Lima, Peru
Oaklins APOYO
 Duncan  Chandler

Duncan Chandler


London, United Kingdom
Oaklins Cavendish