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Financial Services

The heart of our global economy

Our global team of professionals regularly cultivates opportunities and insights for financial services and fintech players around the world, whether disruptors or long-term players - we deliver the right advice. We have a strong track record and leverages our deep market knowledge and current industry trends in order to deliver the best result for our clients.

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We are experienced across the full spectrum of mid-market financial services sub-sectors, providing our clients with in-depth advice and access to senior, key decision-making, sector-focused bankers.

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Financial Services transactions

Filter by location... View all Financial Services transactions
India
Financial Services
Advised
  • Hiranandani Financial Services
on its fund raise of $92m from
  • Vitruvian Partners
See deal announcement
United States
Financial Services
Advised
  • a US private equity firm
on its non-dilutive financing to fund LP and GP commitments from an
  • institutional investor
India
United States
Financial Services
Advised
  • Axio (CapFloat Financial Services) and its shareholders
on the sale of Axio to
  • Amazon
See deal announcement
Spain
Financial Services
Advised
  • ATL Capital
on its integration with
  • Abante Asesores
See deal announcement
India
Financial Services
Advised
  • Niwas Housing Finance and its shareholders
on the sale of Niwas to
  • EQT
See deal announcement
India
Financial Services
Advised
  • Profectus
and its Shareholders on the sale of Profectus to
  • UGRO
See deal announcement
United Kingdom
Financial Services
Advised
  • ZEDRA Group
on its refinancing
See deal announcement
Spain
Financial Services
Advised
  • Prosenor
on the financing of its expansion plan
See deal announcement
United Kingdom
Financial Services
Advised
  • LIFT-Financial Group Ltd and LIFT-Invest Plc
on its sale to
  • Brooks Macdonald
Value: £ 45m
See deal announcement
Ireland
Financial Services
Advised
  • Business Venture Partners (BVP)
on raising financing for its Green Transition Finance product
See deal announcement
Austria
Financial Services
Advised
  • Erste Asset Management
on the acquisition of
  • Impact Asset Management
See deal announcement
United States
Financial Services
Advised
  • US venture capital firm
on its NAV-based, fund-level financings for two of its funds from
  • an institutional investor
India
Financial Services
Advised
  • Ummeed Housing Finance and its existing shareholders
on its $76m Series F fundraise
See deal announcement
United States
Financial Services
Advised
  • US private equity firm
on its non-dilutive, GP-level financing from
  • an institutional investor
France
Financial Services
Advised
  • Crystal and its shareholder Seven2
on the acquisition of
  • Opti Finance by Laplace
Value: Undisclosed
See deal announcement
India
Financial Services
Advised
  • SK Finance and its existing investors
on its $160 M equity fundraise from
  • a consortium of investors
See deal announcement

For important information regarding transactions, please see our disclaimer.

“Together with Corsair and BCI, we continue to build a successful, sustainable and innovative business with an expanding global footprint. As ZEDRA enters an exciting new stage of our growth story, we look forward to continuing our strategic M&A journey and thank DC Advisory for their help on this journey.”

Ivo Hemelraad CEO, Zedra

“We chose to work with DC Advisory because they understood our business, they have an exceptional network across the sector and they recognised what we were looking for in a new owner. DC Advisory ran a fantastic process and we are thrilled with the outcome – collaborating with Andrea and her team at Brooks Macdonald and being such an important element of their growth ambitions in financial planning is a very exciting next step for our business.”

Michael Holden and Joel Adams Founders, LIFT-Financial Group

“The project leads at Erste AM stated “The DC Advisory team provided us with consistent, very hands on senior support throughout the due diligence and negotiation phases of this transaction, working seamlessly with our internal team as well as other advisers.”

Günther Mandl & Manfred Lentner Authorized Officer & Advisor to the board, Erste AM

For important information regarding testimonials, please see our disclaimer.

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