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.

Sub–sectors

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.

  • Asset & wealth management
  • Capital markets
  • FinTech & payments
  • Investment services
  • Insurance
  • Support services
Spain
Financial Services
Advised
  • Banco Sabadell
on the sale of
  • its institutional depositary and custody business to BNP Paribas Securities Services
Value: €115m
Spain
Financial Services
Advised
  • Kutxabank
on its strategic alliance with
  • Cecabank
Spain
Financial Services
Advised
  • Ibercaja
on the sale of
  • Caser to Helvetia and on the renewal of its distribution agreement
Value: €1.1b
France
Financial Services
Advised
  • Louis Capital Markets and MidCap Partners
on its sale to
  • TP ICAP
Value: $44m
United States
Financial Services
Advised
  • Undisclosed client
on its junior, non-dilutive capital raise from
  • an institutional investor
France
Financial Services
Advised
  • Unigrains
on the sale of
  • Céréa Partenaire
Spain
Financial Services
Advised
  • Abante
on the establishment of a strategic asset management alliance with
  • MAPFRE
Japan
Financial Services
Advised
  • KDDI Corporation
on the acquisition of
  • kabu.com Securities
Value: ¥90bn
Japan
Financial Services
Advised
  • Sumitomo Mitsui Trust Holdings
on forming a joint venture between
  • UBS Securities Japan's Wealth Management and UBS Securities Japan
Japan
Financial Services
Advised
  • Advantage Partners
on the sale of
  • Net Protections Holdings to Ricoh Leasing Company
United States
Financial Services
Advised
  • MSouth Equity Partners
on its strategic minority investment from
  • Bonaccord Capital Partners - a division of Aberdeen Standard Investments
Japan
Financial Services
Advised
  • JPX
on its merger with
  • Tokyo Commodity Exchange
Spain
Financial Services
Advised
  • Liberbank
on forming a joint venture with
  • Leaseplan
Spain
Financial Services
Advised
  • MAPFRE
on the acquisition of
  • Santander Spain's General Insurance business
Value: €164.4m
Japan
Financial Services
Advised
  • Fuyo General Lease
on the acquisition of shares in
  • Accretive
Value: ¥4b
United States
Financial Services
Advised
  • Fitch Group
on the acquisition of
  • Fulcrum Financial data

For important information regarding transactions, please see our disclaimer.

Financial Services team

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Matthew Epstein
United States
  • FinTech & payments
Steve Dana
United States
Jordan Finkler
United States
Profile
China
Hiroo Makino
Japan
Kenji Yasuda 1
Japan
Andrew Claymore
United Kingdom
Ben Thompson
United Kingdom
Joe Stroud
United Kingdom
  • Asset & wealth management

DC Advisory worked tenaciously in ensuring that the entire process was managed effectively from start to finish. Their work ethic, professionalism and global access allowed us to run a competitive process that led to the desired outcome for all stakeholders and I would not hesitate to recommend them. - April 2019

Kumar Sudarsan
CEO and Co-Founder of Qwikcilver

For important information regarding testimonials, please see our disclaimer.

UK Reportage 0125

Solutions

Delivering tailored and impactful solutions, DC Advisory leverages product experts across multiple markets – combining M&A, debt, coverage and specific capital raising expertise.

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