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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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QED Actuaries & Consultants Pty has been acquired by the management team
Financial Services

QED Actuaries & Consultants Pty has been acquired by the management team

Aon SA Pty Ltd has sold QED Actuaries & Consultants Pty Ltd (QED) to the company's management team for US$1.5 million.

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Vunani Limited has acquired a 70% stake in Fairheads International Holdings
Financial Services

Vunani Limited has acquired a 70% stake in Fairheads International Holdings

Vunani Limited has acquired a 70% stake in Fairheads International Holdings for US$19 million.

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Blue Financial Services Limited has converted US$52 million of debt to equity
Financial Services

Blue Financial Services Limited has converted US$52 million of debt to equity

Blue Financial Services Limited (Blue) has complete the restructuring of the company via a debt to acquisition conversion, converting US$52 million of debt to equity.

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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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Yaron Zimbler

Director
Johannesburg, South Africa
Oaklins Grindrod

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