Wealth Management Clearthought
Our latest Clearthought looks at the wealth management market with specific focus on key drivers in the UK and Europe.
Read moreEye 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.
Our latest transactions
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Clearwater Advisers
Adviser to Aspinalls Group Limited on its sale to HFMC Wealth
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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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Clearwater Advisers
Advisers to Thornton Group on its acquisition by Davies Group
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Clearwater Advisers
Advisers to ECI on their investment in KB Associates
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Clearwater Advisers
Adviser to Waterland Private Equity on the refinancing of coeo Inkasso
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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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Clearwater Advisers
Adviser to Palatine Private Equity on the MBO of SMP Partners
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Clearwater Advisers
Adviser to International Administration Group (IAG) on its sale to Oak Group
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Clearwater Advisers
Adviser to Nexus Underwriting Management Limited on securing further debt capital
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Clearwater Advisers
Adviser to Kingsbridge Risk Solutions Limited on refinancing its existing facilities with RBS
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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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Clearwater Advisers
Adviser to CET on its sale to Palatine Private Equity
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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 teamOver 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
Insights
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Insurance Clearview
Carriers are undergoing a “perfect storm” which is benefiting a number of players across the insurance market.
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InsurTech Clearview
Insurance companies are yet to fully capitalise on the advantages of technological innovation and digital strategies.
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