Financial Services
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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ANIMA SGR has acquired a 80% stake in Castello SGR
ANIMA SGR S.p.A., the largest independent asset management group in Italy, has acquired Castello SGR, a portfolio company of Oaktree Capital Management.
Learn moreTrinity Investments DAC has acquired Banca Intermobiliare
Trinity Investments Designated Activity Company (Trinity Investments DAC) has acquired Banca Intermobiliare di Investimenti e Gestioni SpA (Banca Intermobiliare).
Learn moreNet Insurance has received strategic advice
The shareholders of Net Insurance SpA have received strategic advice on translisting from Euronext Growth Milan to Euronext STAR Milan.
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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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