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Financial services

We advise on financial services transactions where regulation, capital and data complexity demand specialist insight.

Financial services
Deal themes

Where value and risk concentrate

We advise on financial services transactions where regulation, capital and data complexity demand specialist insight.

  • Regulatory capital and balance-sheet quality
  • Recurring fee and commission income
  • Credit, underwriting and risk dynamics
  • Fintech scalability and unit economics
How we help

Transaction rigour, sector fluency

We bring the full breadth of our transaction and consulting capabilities to Financial services - from origination and diligence to value creation and exit.

Our teams combine deep sector knowledge with forensic, AI-enabled analytics to test the thesis, expose the real value drivers and present them with the clarity investment committees expect - protecting and creating value at every stage of the deal.

Our services
Selected credentials

Recent Financial services engagements

Financial services NL2025

DGN Groep (insurance comparison platform)

Vendor financial due diligence

Acted for DGN Groep
Financial services NL2024

IBS Capital Allies (asset & fund management)

Vendor financial due diligence

Acted for IBS Capital Allies
Financial services UK2022

Premium Credit

Vendor financial due diligence

Acted for Premium Credit (a Cinven asset)
Financial services CH

A Swiss bank

Transaction Advisory

Acted for Swiss National Bank (SNB)
Financial services UK

A UK bank

Creditor restructuring & bailout advisory

Acted for HM Treasury (UK)
Financial services US

A US insurer

Creditor restructuring & bailout advisory

Acted for Federal Reserve NY

All Financial services credentials

Other sectors

Explore more

Let's talk about your next deal.

Senior advisors, independent insight and the pace your timeline demands.

Contact the team