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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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Excelian Limited has been acquired by Luxoft Holding, Inc
Business Support Services | Financial Services | TMT

Excelian 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.

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Taler Gestão de Patrimônio has been acquired by Galapagos Capital
Private Equity | Financial Services

Taler Gestão de Patrimônio has been acquired by Galapagos Capital

The private shareholders of Taler Gestão de Patrimônio have sold the company to Galapagos Capital.

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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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“We are delighted to have completed this investment and look forward to partnering with the Freemarket management team as they seek to capitalize on the market opportunity before them. It has been a pleasure to work with the team at Oaklins Cavendish on this transaction – we valued the support and expert sector knowledge they provided throughout the process.”

Michael Holgate

Partner, Baird Capital

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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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Meet our global industry specialists

Marcus Blomqvist

Partner
Helsinki, Finland
Oaklins Finland

Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish