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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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Tabula Investment Management has been acquired by Janus Henderson Group plc
Financial Services

Tabula Investment Management has been acquired by Janus Henderson Group plc

Tabula Investment Management has been sold to Janus Henderson Group plc. The deal builds on Janus Henderson’s extremely successful active fixed income ETF proposition in the US, where it is the fourth largest provider of active fixed income ETFs by assets under management. The transaction is expected to complete in the second quarter of 2024, subject to usual closing conditions, including regulatory approvals.

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Fidelius receives a significant investment by Söderberg & Partners
Financial Services

Fidelius receives a significant investment by Söderberg & Partners

Fidelius Ltd, an independent financial services group, has received a significant investment by Söderberg & Partners, one of the Nordic region’s leading financial advisors.

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Payconiq International has been acquired by European Payments Initiative
Financial Services | TMT

Payconiq International has been acquired by European Payments Initiative

European Payments Initiative (EPI) has acquired the Luxembourg technology provider Payconiq International (PQI) and the Dutch payment solution iDEAL at the same time. The acquisition marked a significant milestone for EPI’s strategy to deliver a unified instant payments scheme and platform in Europe. The completion of these acquisitions further supports EPI’s ambition to become a leading player in the European payments landscape.

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“Our goal with our first SPAC transaction was to collect at least half a billion CZK, and we have succeeded. Naturally, we are satisfied with the result, and we believe that the subscribed amount will contribute to the launch of a great new story on the PSE, and satisfy investors’ expectations.”

Oliver Polyák

Member of the board, WOOD SPAC One

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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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Marcus Blomqvist

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Helsinki, Finland
Oaklins Finland

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Eduardo Campos

Partner
Lima, Peru
Oaklins APOYO

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish