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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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Taler Gestão de Patrimônio has been acquired by Galapagos Capital
Private Equity | Financial Services

Taler Gestão de Patrimônio has been acquired by Galapagos Capital

The private shareholders of Taler Gestão de Patrimônio have sold the company to Galapagos Capital.

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SulAmérica has sold its auto and P&C business to Allianz
Financial Services

SulAmérica has sold its auto and P&C business to Allianz

The shareholders of SulAmérica S.A. have sold the company’s auto and property and casualty (P&C) business to Allianz SE.

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True Securitizadora has been acquired by Opea
Financial Services

True Securitizadora has been acquired by Opea

The private shareholders of True Securitizadora have sold the company to Opea Securitizadora. The acquisition is part of Opea’s strategy to expand its portfolio of services and products, and reinforce its operations in securitization.

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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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Maurice Marchesini

Partner
São Paulo, Brazil
Oaklins Olimpia Partners

Priscila Cardanha Rosas

Partner
São Paulo, Brazil
Oaklins Fortezza Partners

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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