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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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July 22, 2024

Luxury Brands Need to Rethink Their Value Propositions

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July 11, 2024

Born in the USA: Why US Companies Are Bargain-Hunting in Europe

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The Race to the White House is On: Here’s What to Expect in M&A After This Year’s Presidential Election
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CDI Global Iberia advised Kupsa with the purchase of Carpo
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Game Theory in M&A: Navigating Synergy Valuation and Negotiations