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Financial Services and FinTech

Our partnership has a long track record in, and deep understanding of, the financial services sector. Our experience includes both sell-side & buy-side M&A and fundraising in:

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Wealth management

Financial planning / IFA consolidation, retail broking, retail asset and wealth management.

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Insurance

P&C broking consolidation, niche P&C underwriting, life & non-life run-off disposals.

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Fintech

CRM tech, back-office systems, fund platforms, and RegTech

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Banking

Our partners’ experience spans everything from multi-billion-dollar capital raises for global banking groups to small ticket M&A in non-standard and challenger banking

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