Financial Services
Specialty finance, asset management, and fintech, where regulation, capital efficiency, and distribution matter.
Sector overview
Financial services mandates require nuance on regulatory structure, capital requirements, and investor suitability. We advise on raises, M&A, and strategic partnerships where capital is core to the business model.
Recent deals
- Specialty finance platform, growth equity round
- Asset manager, fund placement and anchor strategy
- Fintech infrastructure, strategic partnership process
Capital trends
- Institutional interest in niche lending and specialty finance platforms
- Fund placement competitive for differentiated strategies
- Strategic partnerships replacing full acquisitions in some subsectors
How we help
- Capital raising for specialty finance and fintech platforms
- Fund placement and GP advisory
- M&A and strategic partnership advisory