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


transactions advised upon

in the last 10 years


of transactions involved PE

in the last 10 years

Over 40%

of transactions involved debt advisory

in the last 10 years


  • Debt Advisory 2024 Lender Survey

    Clearwater International’s Debt Advisory team surveyed 58 lenders to determine changes in the European leveraged finance market.

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  • 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.

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  • 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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