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 Beech Tree backed Advanta Wealth Company Logo
    raised debt finance from
    Image of Natwest Company Logo
    Acquisition finance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Beech Tree backed Advanta Wealth on raising acquisition debt facilities

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  • Image of Beech Tree backed Avid Insurance Company Logo
    raised debt finance from
    Image of Shawbrook Bank and Clydesdale Bank Company Logo
    to support the acquisition of
    Image of IIGL Company Logo
    Acquisition finance
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Beech Tree backed Avid Insurance on raising debt facilities to support the acquisition of IIGL

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  • Image of Wren Sterling Company Logo
    raised finance from
    Image of DunPort Capital Management Company Logo
    Refinancing
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Wren Sterling on raising finance from DunPort Capital Managment

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  • Image of Aspinalls Group Limited Company Logo
    on its sale to
    Image of HFMC Wealth Company Logo
    Sell-side
    Undisclosed
    View Back of Transaction
    Clearwater Advisers

    Adviser to Aspinalls Group Limited on its sale to HFMC Wealth

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  • 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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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

70%

of transactions involved PE

in the last 10 years

45%

of transactions involved debt advisory

in the last 10 years

Insights

  • Spotlight on: UK and Ireland

    Investor appetite in sectors which have performed strongly during the pandemic is laid bare in the latest Clearwater International Multiples Heatmap.

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  • Clearwater International Multiples Heatmap - Q4 2020

    A strong performance in the second half of the year meant that any drop-off in activity was not as pronounced as was first feared, with 2020 deal value and volume falling by just 5% and 6% year-on-year, respectively. At 11x, average multiples paid in PE-backed transactions across Europe reached a new high in the final quarter of the year.

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  • Spotlight on: France

    With a strong rebound in dealdoing after the Q2 2020 lockdown, the French PE market remains the busiest in Europe – and deal-hungry sponsors with deep pockets should ensure processes remain heated in the coming months.

    Read more