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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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QED Actuaries & Consultants Pty has been acquired by the management team
Financial Services

QED 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.

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Vunani Limited has acquired a 70% stake in Fairheads International Holdings
Financial Services

Vunani 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.

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Blue Financial Services Limited has converted US$52 million of debt to equity
Financial Services

Blue 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.

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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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Nordic 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.

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 Yaron  Zimbler

Yaron Zimbler

Director
Johannesburg, South Africa
Oaklins Grindrod

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 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