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.
Adviser to the owners of Travel Clearing on its sale to Nordtech
View moreAdviser to MBC Insurance on its investment from the Clear Group
View moreAdviser to the owners of Mavera on its sale to Verisk Analytics
View moreAdviser to NDB Groep on its sale to GGW Group
View moreAdviser to NDB Groep on the acquisition of NVO Groep
Adviser to Victoria Mutual Finance Ltd on raising debt facilities from NatWest
View moreAdviser to Bovemij on the increased participation of BOVAG in Bovemij
View moreAdviser to De Jong & Laan on its sale to Waterland Private Equity Investments
Adviser to Kester Capital-backed Atec Group Holdings on raising finance to support growth
View moreAdviser to Alderan’s management on the structuring of an MBO and raising finance
View moreAdvisers to Abbey Wealth on its MBO backed by Allied Irish Bank
View moreAdviser to The Fry Group on scenario modelling and forecasting
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 team70
transactions advised upon
in the last 10 years
60%
of transactions involved PE
in the last 10 years
Over 40%
of transactions involved debt advisory
in the last 10 years
There appears to be no end to the ongoing M&A land-grab underway through the consolidation of the financial adviser market, comprising approximately 28,000 advisers across 5,000 firms.
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Dealmaking conditions tightened notably in Q3, as borne out in our latest heatmap analysis.
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Whilst activity among ‘mega’ deals slows, the mid-market sector remains resilient, with plenty of dry powder yet to be deployed.
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