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

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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