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.
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Grupo Veta 2017 S.L. has been acquired by MSA Mizar
The Franco-Belgian fund Kartesia has sold Grupo Veta 2017 S.L. to the Italian group MSA Mizar. Kartesia, the main shareholder of Veta+ together with its founding partner, has sold 100% of the capital. For MSA Mizar, this transaction represents the consolidation of its presence in Spain, the entry into the multi-risk claims management market and the opportunity to apply Veta+’s expertise to other European markets.
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 moreTrinity Investments DAC has acquired Banca Intermobiliare
Trinity Investments Designated Activity Company (Trinity Investments DAC) has acquired Banca Intermobiliare di Investimenti e Gestioni SpA (Banca Intermobiliare).
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Lennart Ågren
Owner and CEO, Svea Ekonomi AB
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Specialist insurance platform gains European partner for UK growth
DEAL FLASH: A group of complementary UK-based insurance and professional services businesses, comprising Rhino, Vantage, Quest and ICPA, have been acquired by Odealim, a leading European specialist in insurance brokerage and real estate. The acquisition marks Odealim’s entry into the UK market and expands its offering with specialist insurance products, advisory services and membership-based solutions delivered through digital channels, intermediary schemes and strategic partnerships.
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