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 advisorQED Actuaries & Consultants Pty has been acquired by the management team
Aon SA Pty Ltd has sold QED Actuaries & Consultants Pty Ltd (QED) to the company's management team for US$1.5 million.
Learn moreVunani Limited has acquired a 70% stake in Fairheads International Holdings
Vunani Limited has acquired a 70% stake in Fairheads International Holdings for US$19 million.
Learn moreBlue Financial Services Limited has converted US$52 million of debt to equity
Blue Financial Services Limited (Blue) has complete the restructuring of the company via a debt to acquisition conversion, converting US$52 million of debt to equity.
Learn moreLennart Ågren
Owner and CEO, Svea Ekonomi AB
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