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Financial services

Financial services

Expertise

Major financial services sub-sectors, including banking and credit, insurance, and wealth and asset management

Banking and credit

Sample client sectors: 

  • Retail and b2b banks
  • Credit unions
  • Mortgage lenders and brokers
  • Alternative lenders
  • Consumer financing 

Insurance

Sample client sectors:

  • Individual life and health
  • Property and casualty
  • Employee benefits
  • Brokers
  • MGAs 

Wealth and asset management

Sample client sectors:

  • Retail asset managers
  • Alternative asset managers
  • Bank- and insurance-owned investment dealers
  • Independent wealth advisory firms (RIAs)

Related case Studies

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Commercial diligence on a financial services megamerger
Commercial diligence on a financial services megamerger

Commercial diligence on a financial services megamerger

A US private equity fund was evaluating the megamerger of an alternative lender with a Canadian market-leading mortgage lender
Commercial diligence on a financial services provider
Commercial diligence on a financial services provider

Commercial diligence on a financial services provider

A Canadian private equity fund was evaluating the acquisition of a major financial services provider.
Preparing a business continuity plan for a credit union to satisfy its regulator
Preparing a business continuity plan for a credit union to satisfy its regulator

Preparing a business continuity plan for a credit union to satisfy its regulator

A regulator flagged significant concentration risk within a financial services firm

RELATED NEWS AND insights

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After removing burry bery plugin Our private equity clients operate multi-site businesses, including orthodontic clinics, hospitality, HVAC, and home restoration.

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