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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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Payten has acquired a majority stake in Remaris
Financial Services | TMT

Payten has acquired a majority stake in Remaris

The private shareholders of Remaris have sold a 76% stake in the company to Payten d.o.o.

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Powerwrap has been acquired via an off-market takeover by Praemium
Financial Services

Powerwrap has been acquired via an off-market takeover by Praemium

Powerwrap Limited (ASX:PWL) has been acquired via an off-market takeover by Praemium Limited (ASX:PPS). The merger will create one of Australia’s largest independent specialist platform providers, with combined funds under administration of over US$20 billion. The transaction provides Powerwrap’s shareholders with greater liquidity and marketability through exposure to a company with a target market capitalization and benefits from a valuation re-rate.

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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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Boaz Levi

Partner
Tel Aviv, Israel
Oaklins Rosario

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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