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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

Craig Dickens

Chief Marketing Officer

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Federico Maria Alberto Caligaris

Partner

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Jacques Drouin

Country Managing Partner

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News & Insights

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November 22, 2023

Africa Merchant Capital, Lightstruck and Eos Capital partner on an open access fibre network in Namibia

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November 20, 2023

Pourquoi avoir recours à un conseil en fusions et acquisitions comme CDI GLOBAL pour céder son entreprise ?

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In memory of Jakub Frąckowiak
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Navigating the New Landscape of Venture Capital Funding