Financial Services

Sans for deltaljer

Vores dedikerede financial service teams rådgiver virksomheder i sektorer som f.eks. forsikring, formueforvaltning, gældsstyring, gældsinddrivelse og fakturakøb. Vores sans for detaljer og stærke faglige ekspertise gør os til den perfekte rådgiver, der kan sikre de rigtige handler for kunderne, især mens teknologiske forbedringer og forskrifter fortsat skaber store forandringer i industrien.

Vi har tilegnet os stor efaring samt de nødvendige færdigheder til at guide vores kunder gennem disse forandringer, og rådgive dem om deres forretningsstrategi og M&A muligheder.

Vores seneste transaktioner

refinance

Refinancing

Undisclosed
Clearwater Rådgivere
- Chris Smith
- Lachlan Dorrity
Adviser to Kingsbridge Risk Solutions Limited , on refinancing its existing facilities with RBS
Læs mere
sold its not-for-profit business to a consortium advised by

Sell-side

Undisclosed
Clearwater Rådgivere
- John Sheridan
- John Curtin
Adviser to the key shareholders and management team of BHP Insurance on the sale of its not-for-profit business to a consortium advised by FinRes
Læs mere
sold to

Sell-side

Undisclosed
Clearwater Rådgivere
Adviser to CET on its sale to Palatine Private Equity
Læs mere
secured a new financing facility from

for its portfolio company

Refinance

Undisclosed
Clearwater Rådgivere
- Mark Taylor
- Lachlan Dorrity
Adviser to Inflexion Private Equity , securing a new financing facility from Lloyds Bank for its portfolio company Independent Transition Management Ltd
Læs mere
received investment from

Sell-side

Undisclosed
Clearwater Rådgivere
Adviser to Grayce Britain on receiving investment from Literacy Capital
Læs mere
MBO of

Buy-side

Undisclosed
Clearwater Rådgivere
Adviser to Inflexion Private Equity on its MBO of Independent Transition Management Limited
Læs mere
acquired a minority stake in

Buy-side

Undisclosed
Clearwater Rådgivere
Adviser to Tikehau Capital on its acquisition of a minority stake in Filiassur
Læs mere
sold to

Sell-side

Undisclosed
Clearwater Rådgivere
Adviser to Moorhouse Consulting on its sale to Software Quality Systems
Læs mere
strategic alliance with

Management Advisory

Undisclosed
Clearwater Rådgivere
Adviser to Primonial Holding on its strategic alliance with AviaRent
Læs mere
raised growth capital from

Acquisition finance

Undisclosed
Clearwater Rådgivere
Adviser to Nexus Underwriting Management on raising growth capital from A global investment firm
Læs mere
Shareholders sold

to

Sell-side

Undisclosed
Clearwater Rådgivere
- Thomas Gaucher
- Nicolas Saint-Pierre
Adviser to Shareholders on the sale of SFS to CBL Corporation
Læs mere
sold

to

Sell-side

Undisclosed
Clearwater Rådgivere
- Phil Burns
Adviser to MML Capital Partners on its sale of Optionis Holdco Limited to Arkarius Group
Læs mere

Se alle vores transaktioner

Vores Financial Services Team

Clearwater leverede uvurderlig rådgivning samt dybtgående viden om sektoren som støtte for vores investering.

Michael Walsh, Group Finance Director, GLE Group

Vores financial services-team tilbyder alle nødvendige tjenesteydelser for SME/ejerledede, virksomheds- og private equity-kunder.

Mød vores team

Over 20

gennemførte transaktioner

de seneste 10 år

75%

transaktioner involverede PE

over de seneste 10 år

40%

transaktioner involverede debt advisory

over de seneste 10 år

Videnscenter

Wealth Management Clearthought

Our latest Clearthought looks at the wealth management market with specific focus on key drivers in the UK and Europe.
Læs mere…
Insurance Clearview

Carriers are undergoing a “perfect storm” which is benefiting a number of players across the insurance market.
Læs mere…

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professionel og pragmatisk rådgivning

Clearwater ydede professionel og pragmatisk rådgivning under det, der til tider var en vanskelig proces. Det var uvurderligt at kunne tale med og få råd fra et kompetent og erfarent team. Deres stærke viden om markedet og personlig tilgang var højt værdsat. Jeg ville med glæde arbejde sammen med teamet igen og ville ikke tøve med at anbefale Clearwater i fremtiden.