Contact Countries Search Clearwater International Menu Financial Services Eye for detail Our dedicated financial services team advises companies across sectors such as the insurance, wealth management, debt management and invoice discounting markets. Our eye for detail and strong technical capability make us the perfect adviser to deliver the right deals for clients, especially as technological improvements and regulations continue to drive huge change across the industry. Aligned with our TMT sector knowledge, we have built up extensive experience and the skills necessary to guide clients through these changes, advising them on their business strategy and M&A options. < > Our latest transactions sold to Sell-side Undisclosed Clearwater Advisers Thomas Gaucher Aubert Simonnot Sophie Lerond Louis-Wallerand Gayon Adrien Tordeur Adviser to Argos Wityu on the sale of Olinn to Crédit Agricole Leasing & Factoring View more acquired Buy-side Undisclosed Clearwater Advisers José Lemos Adviser to UBP on the acquisition of Millennium Banque Privée View more See our transactions Our Financial Services Team Clearwater provided invaluable advice, along with in-depth sector knowledge in supporting our investment. Michael Walsh, Group Finance Director, GLE Group Our financial services team offers the full range of services to SME/owner-managed, corporate and private equity clients. See our team Over 30 transactions advised upon in the last 10 years 70% of transactions involved PE in the last 10 years 45% of transactions involved debt advisory in the last 10 years Insights ESG Financing Environmental, social and governance (ESG) is a hot topic in the finance market as well as amongst management, sponsors and institutional investors. While market participants are testing different strategies internally and with their capital providers, it can be expected that ESG will become a norm in the debt capital markets pretty soon. Read more Insurance M&A continues unabated Whilst some sectors have been significantly impacted by COVID-19 and the moribund UK economy, the insurance sector provides a very different perspective. Read more Financial Services Blog Our blog discusses trends affecting all areas of the Financial Services sector such as the insurance, wealth management, debt management and invoice discounting markets. Read more See more Insights professional and pragmatic approach Clearwater provided a professional and pragmatic approach during what was at times a difficult process. It was invaluable to be able to speak to and gain advice from an informed and experienced team. The strong knowledge of the market and personal approach was very well received. I’d be happy to work with the team again and wouldn’t hesitate in recommending Clearwater in the future. Michael Walsh, Group Finance Director, GLE Group Clearwater International LinkedIn Twitter YouTube Team Transactions Services Sectors Insights About Us Careers Cookie policy Accessibility Terms & Conditions Privacy Statement Copyright © 2021 Clearwater International. All rights reserved Website by Jask Creative Our website uses cookies to store information to allow essential functionality on our website. Please see our Privacy Statement for more information. ACCEPT LEARN MORE