CDI Global

Financial Institutions Mergers and Acquisitions 

Financial Institutions 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

Management Committee

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News & Insights

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November 22, 2021

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