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

Over 65%

transactions involved PE

in the last 10 years

Over 40%

transactions involved debt advisory

in the last 10 years

Insights

  • Insurance M&A continues unabated

    Whilst some sectors have been significantly impacted by COVID-19 and the moribund UK economy, the insurance sector provides a very different perspective.

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  • Financial Services Blog

    Clearwater International's regular commentary covering all areas of the Financial Services sector.

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  • Connectivity technology

    LIDAR (Light Imaging Detection and Ranging) measures the distance to a target by illuminating it with a laser light and then measuring the reflected light with a sensor. This information can then be used to make digital 3D representations of the target.

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