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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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baha GmbH has completed a valuation
Financial Services

baha GmbH has completed a valuation

The shareholders of baha GmbH have had a valuation for a planned squeeze-out of minority shareholders.

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The Austrian Government has sold Hypo Group Alpe Adria AG to Anadi Financials/Srei Group
Financial Services

The Austrian Government has sold Hypo Group Alpe Adria AG to Anadi Financials/Srei Group

The Austrian Government has sold Hypo Group Alpe Adria AG to Anadi Financials Holdings Pte. Ltd., part of the Indian SREI Group. Financial details have not been disclosed.

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BTC Management GmbH has completed a company valuation in the course of a fundraising process
Financial Services | TMT

BTC Management GmbH has completed a company valuation in the course of a fundraising process

The shareholders of BTC Management GmbH have completed a company valuation in the course of a fundraising process.

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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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Reshaping industries: M&A highlights and strategic vision

QUARTERLY M&A ACTIVITY: The second quarter of 2024 marked a dynamic period for Oaklins with 62 closed transactions. This activity underscores the adaptability of various industries to evolving market conditions and strategic imperatives.

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Thomas Jungreithmeir

Managing Partner
Vienna, Austria
Oaklins Austria

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Marcus Blomqvist

Partner
Helsinki, Finland
Oaklins Finland

Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish