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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Generali has expanded its footprint in Bulgaria by acquiring one of the top health insurers on the market

Financial Services | Healthcare

Generali has expanded its footprint in Bulgaria by acquiring one of the top health insurers on the market

Doverie United Holding has successfully completed the sale of United Health Insurance Fund Doverie (Doverie) to Generali CEE Holding.

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Yanva & Disava Capital partners with French Retail to enter the fashion industry

Private Equity | Consumer & Retail | Financial Services

Yanva & Disava Capital partners with French Retail to enter the fashion industry

Yanva & Disava Capital partners with French Retail to enter the fashion industry by acquiring an 80% stake in the company. Yanva & DIsava Capital will support the business on its growth journey of opening new retail shops, further expanding its digital presence and developing even more the brands Celio and Etam on the local market.

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Svea Ekonomi AB has acquired Maksuturva

Business Support Services | Financial Services | TMT

Svea Ekonomi AB has acquired Maksuturva

Svea Ekonomi AB, one of the leading groups in credit management and financial services in Sweden, has acquired Maksuturva Group Oy and Maksuturva ICT Services Oy (together Maksuturva), with headquarters in Espoo, Finland. Financial details have not been disclosed.

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“We are always pleased to observe how our investments and strategic direction promote our portfolio companies to scale their teams and expand their businesses. In the same way, with our support, United Health Insurance Fund Doverie has rightfully grown to become one of the top players in the Bulgarian health insurance market. We are now delighted that, with this transaction, Doverie has found in Generali the strategic partner that can continue the development trajectory of the business and bring it to the next level of growth. We are also thankful to Oaklins Bulgaria for its professionalism and dedication throughout the deal. The team at Oaklins Bulgaria was instrumental in managing the relationship between all of the stakeholders, the negotiation process and the execution of the transaction.”

Alexander Hristov

CEO, Doverie United Holding

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Businesses are shaping the future through M&A

QUARTERLY M&A ACTIVITY: In 2024's Q4, Oaklins completed 90 M&A transactions, with TMT and Healthcare leading, reflecting innovation and strategic growth.

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