Financial Services

Our financial services dedicated team advises companies across sectors such as the insurance, wealth management, debt management and invoice discounting markets. Our eye for detail and strong technical capability make us the perfect adviser to deliver the right deals for clients, especially as technological improvements and regulations continue to drive huge change across the industry.

Aligned with our TMT sector knowledge, we have built up extensive experience and the skills necessary to guide clients through these changes, advising them on their business strategy and M&A options.

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Our latest transactions

Our Financial Services Team

Clearwater provided a professional and pragmatic approach during what was at times a difficult process. Their strong knowledge of the market and personal approach was very well received.
Michael Walsh, Group Finance Director, GLE Group

Our financial services team offers the full range of services to SME/owner-managed, corporate and private equity clients.

See our team

Over 30

Transactions advised upon

in the last 10 years

70%

transactions involved PE

in the last 10 years

45%

transactions involved debt advisory

in the last 10 years

Insights

  • Spotlight on: UK and Ireland Q1 2021

    Details of private equity investment across sectors which have performed strongly during the first quarter of 2021 is explored in the latest Clearwater International Multiples Heatmap.

    Read more
  • ESG Financing

    Environmental, social and governance (ESG) is a hot topic in the finance market as well as amongst management, sponsors and institutional investors. While market participants are testing different strategies internally and with their capital providers, it can be expected that ESG will become a norm in the debt capital markets pretty soon.

    Read more
  • Spotlight on: UK and Ireland

    Investor appetite in sectors which have performed strongly during the pandemic is laid bare in the latest Clearwater International Multiples Heatmap.

    Read more