Financial Services

Eye for detail

Our dedicated financial services 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

  • Image of PSC Insurance Group Ltd Company Logo
    raised debt finance from
    Image of Barings Company Logo
    to support the acquisitons of
    Image of Paragon International Holdings and Carroll Insurance Group Ltd Company Logo
    Acquisition finance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to PSC Insurance Group Ltd on raising debt finance from Barings to support the acquisitons of Paragon International Holdings and Carroll Insurance Group Ltd

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  • Image of Thornton Group Company Logo
    acquired by
    Image of Davies Group Company Logo
    Sell-side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Advisers to Thornton Group on its acquisition by Davies Group

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  • Image of ECI Company Logo
    invested in
    Image of KB Associates Company Logo
    Buy-Side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Advisers to ECI on their investment in KB Associates

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  • Image of Waterland Private Equity Company Logo
    raised debt for the refinancing of
    Image of coeo Inkasso GmbH Company Logo
    Refinancing
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Waterland Private Equity on the refinancing of coeo Inkasso

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  • Image of Beech Tree Private Equity Company Logo
    raised debt finance from
    Image of Clydesdale Bank Company Logo
    to support the acquisiton of
    Image of Avid Insurance Services Company Logo
    Acquisition finance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Beech Tree Private Equity on raising debt finance from Clydesdale Bank to support the acquisiton of Avid Insurance Services

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  • Image of Palatine Private Equity Company Logo
    MBO of
    Image of SMP Partners Company Logo
    Acquisition finance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Palatine Private Equity on the MBO of SMP Partners

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  • Image of International Administration Group (IAG) Company Logo
    sold to
    Image of Oak Group Company Logo
    Sell-side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to International Administration Group (IAG) on its sale to Oak Group

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  • Image of Nexus Underwriting Management Limited Company Logo
    secured debt capital
    Acquisition finance
    €18m
    View Back of Transaction
    Clearwater Advisers

    Adviser to Nexus Underwriting Management Limited on securing further debt capital

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  • Image of Kingsbridge Risk Solutions Limited Company Logo
    refinance
    Image of RBS Company Logo
    Refinancing
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Kingsbridge Risk Solutions Limited on refinancing its existing facilities with RBS

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  • Image of BHP Insurance Company Logo
    sold its not-for-profit business to a consortium advised by
    Image of FinRes Company Logo
    Sell-side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    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

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  • Image of CET Company Logo
    sold to
    Image of Palatine Private Equity Company Logo
    Sell-side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to CET on its sale to Palatine Private Equity

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  • Image of Inflexion Private Equity Company Logo
    secured a new financing facility from
    Image of Lloyds Bank Company Logo
    for its portfolio company
    Image of Independent Transition Management Ltd Company Logo
    Refinance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Inflexion Private Equity securing a new financing facility from Lloyds Bank for its portfolio company Independent Transition Management Ltd

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Our Financial Services Team

Clearwater provided invaluable advice, along with in-depth sector knowledge in supporting our investment.
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 20

transactions advised upon

in the last 10 years

75%

of transactions involved PE

in the last 10 years

40%

of transactions involved debt advisory

in the last 10 years

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