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Financial Services Mergers and Acquisitions 

Financial Services are part of a sector where we see ongoing change and innovation. It encompasses the economic services provided by the Financial Industry, covering a broad range of organizations that manage money, including credit unions, banks, credit card companies, insurance companies, accountancy companies, consumer finance companies, stock brokerages, investment funds, real estate funds, and some government sponsored enterprises.

Our team of experts at CDI Global have decades of combined banking and Financial Institutions experience. This is key to delivering the best results from cross-border mergers and acquisitions as well as debt and equity transactions. We have advised several financial advisory and wealth management businesses, financial services software businesses, as well as range of professional services and management consultancy businesses. Our proven success is aided by our international reach, giving us insight to global trends and positioning our clients for future endeavors.

Expertise & Industry Leadership

Jacques Drouin

Country Managing Partner

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Federico Maria Alberto Caligaris

Partner

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News & Insights

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May 20, 2024

Lallemand has acquired Uruguayan company Calister S.A

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May 9, 2024

Global consumption of personal luxury goods – 2024 current trend

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The agro-industrial sector: Focus on specific European challenges
2
Going electric: the automotive industry Gold Rush?
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The Interview with Hein Stoops, a CDI Global Member Partner