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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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BT Leasing Transilvania has raised capital through a bond private placement
Financial Services

BT Leasing Transilvania has raised capital through a bond private placement

BT Leasing Transilvania has raised US$44 million through a private bond issuance addressed to institutional investors. The bonds were issued in EUR, in two tranches with different maturities, notably six years with a floating coupon of Euribor6M+2% and five years with a floating coupon of Euribor6M+1.75%, payable on a bi-annual basis. The issuance was a premiere on the Romanian capital market, being the first in EUR with different maturities and two tranches.

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International Investment Bank has raised capital through a bond private placement
Financial Services

International Investment Bank has raised capital through a bond private placement

The International Investment Bank (IIB) has attracted a new round of financing on the Romanian Capital Market for the fifth consecutive year. They attracted US$115 million through a private bond placement, with a three-year maturity period (due in 2022) and a fixed coupon of 3.98% paid annually. The bonds received a 3A rating from Moody's.

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Banca Transilvania has sold BT Operational Leasing to Autonom Rent a Car
Financial Services

Banca Transilvania has sold BT Operational Leasing to Autonom Rent a Car

Banca Transilvania, the second largest Romanian bank, has sold BT Operational Leasing, its operational leasing division to Autonom Rent a Car, the largest rental company in Romania. Financial details have not been disclosed.

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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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Doru Lionachescu

Principal
Bucharest, Romania
Oaklins BT Capital

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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