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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.

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ANIMA SGR has acquired a 80% stake in Castello SGR
Private Equity | Financial Services

ANIMA 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.

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Trinity Investments DAC has acquired Banca Intermobiliare
Financial Services | Private Equity

Trinity 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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Net Insurance has received strategic advisory
Financial Services

Net Insurance has received strategic advisory

The shareholders of Net Insurance SpA have received strategic advisory on translisting from Euronext Growth Milan to Euronext STAR Milan.

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“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

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A look back: Success stories and smart moves in Q1

QUARTERLY M&A ACTIVITY: Q1 saw a dynamic market with significant M&A activity in various industries, with TMT leading with 15 deals. Energy, Real Estate, and Construction & Engineering Services also saw high activity.

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Talk to our local advisors

 Goffredo  Frisina

Goffredo Frisina

Managing Director
Milan, Italy
Oaklins Italy

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