BackOur services

Our reputation as a leading global corporate finance house, is built on our knowledge, sector focus and bespoke service offering.

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BackOur sectors

Helping clients achieve their goals through our sector insight and extensive market knowledge lies at the heart of our ethos.

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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

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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.

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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

Insights

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