CDI Global
Login

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

Read bio

Contact

Federico Maria Alberto Caligaris

Partner

Read bio

Contact

Contatta un esperto di CDI e fissa una call.

News & Insights

Read more

October 10, 2024

Specialty Chemicals Markets Are Challenged by Increasing Sustainability Requirements

Read more

October 2, 2024

Saxenhammer among the Top 5 M&A advisory firms in Germany

1
How to Thrive in a Tough M&A and Fundraising Market: Key Insights for Technology and Growth Companies
2
Is ARR a Golden Ratio to value an IT business, or just an easy way to run a financial model?
3
Trade Restrictions and their Consequences for the Global Economy