Go to industries

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.

Contact advisor
Worldwide
293
deals closed in Financial Services
Worldwide
Explore all our industry-related deals
Go to deals
Origo Partners plc has completed a restructuring of its share capital
Financial Services

Origo Partners plc has completed a restructuring of its share capital

Origo Partners plc has successfully completed a restructuring of the company's share capital.

Learn more
Resolution Property has sold a majority stake to Shanghai Fosun Industrial Inv.
Financial Services | Private Equity | Real Estate

Resolution Property has sold a majority stake to Shanghai Fosun Industrial Inv.

The private shareholders of Resolution Property have sold a majority stake in the company to Shanghai Fosun Industrial Investment Co Ltd for an undisclosed consideration.

Learn more
CreditCN Business Consulting Ltd has entered into a joint venture with Credit CN Business Consulting Ltd.
Business Support Services | Financial Services

CreditCN Business Consulting Ltd has entered into a joint venture with Credit CN Business Consulting Ltd.

The international EOS Group, an Otto Group company, has entered into a joint venture with CreditCN Business Consulting Ltd (CreditCN) to form EOS CreditCN Credit Management (Beijing) Ltd., in which EOS holds a 51% stake while CreditCN has the remaining 49%. EOS CreditCN will offer account receivables management and consulting services for companies with business interests or private customers in China.

Learn more
“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

Read more
Example: https://newsroom-api.pr.co/v1/pressrooms/oaklins/tagged/press_releases?country=AT&includes=featured_images,tags&language=de-AT&limit=3&tags=healthcare 
Ours: https://newsroom-api.pr.co/v1/pressrooms/oaklins/tagged/press_releases?country=CN&includes=featured_images,tags&language=en&limit=1&tags=financial-services

High deal activity driven by digitalization and sustainability

MONTHLY DEAL ACTIVITY: In October 2021, we closed 27 transactions of which 20 were M&A deals and 7 were fundraising deals. We expect deal activity to continue the upward trajectory we have witnessed so far this year.

Learn more

Talk to our local advisors

Henry Yau

Managing Director
Hong Kong, China
Oaklins Quam Capital

Angela Chen

Principal
Shanghai, China
Oaklins HFG China

Meet our global industry specialists

Marcus Blomqvist

Partner
Helsinki, Finland
Oaklins Finland

Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish