Eye for detail
Having the right adviser is vital for achieving the optimum transaction. Our dedicated team are experts in advising companies and shareholders across financial services sectors.
With over 25 professionals across Europe and the US, we have a global team with a strong track record, completing over 175 transactions.
![image 68](/assets/Sectors-and-Transactions/Financial-Services/image-68__FocusFillMaxWyIwLjAwIiwiMC4wMCIsNTAwLDU1MV0.jpg)
"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
Our eye for detail, strong technical capability, experience and international coverage make us the perfect adviser to deliver the right advice and deliver great client outcomes.
Our dedicated Financial Services team advise companies across the following sectors:
- Wealth Management and Advice
- Insurance (Commercial, Personal, MGAs, Carriers and Claims / Loss adjusting)
- Private Client, Fund Administration, and Corporate Services
- Specialty Lending and Broking
- Debt Collection and Management
- FinTech (WealthTech, InsurTech, RegTech, Payments, FX, Software, Office of CFO)
"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
![image 67](/assets/Sectors-and-Transactions/Financial-Services/image-67__FocusFillMaxWyIwLjAwIiwiMC4wMCIsNTAwLDU5M10.jpg)
PROOF POINTS
Over
175
financial services transactions
Team of over
25
professionals across Europe and the US
Top
10
in European M&A league tables by volume
Choose a service
Our services are focused on maximising business potential through M&A and Debt Advisory. We are inherently objective in the advice we deliver because we don’t have other services to sell.
Insights
Through the lens of sector experts with decades of hands-on experience, our game-changing insights reveal things unseen by others; enhancing instead of replicating what you already know.
Transactions
Not just numbers on a balance sheet, our transactions represent over 20 years’ commitment to our clients’ future. Helping them change the game. Even before it was ready to be changed.
![shutterstock 2456037101](/assets/shutterstock_2456037101___FocusFillMaxWyIwLjAwIiwiMC4wMCIsNDgwLDQ5NF0.jpg)
Clearwater advises VvAA on the sale of SpotOnMedics to Health Cloud Initiative
Adviser to VvAA on the sale of SpotOnMedics to Health Cloud Initiative
![shutterstock 2256175877](/assets/shutterstock_2256175877__FocusFillMaxWyIwLjAwIiwiMC4wMCIsNDgwLDQ5NF0.jpg)
Clearwater advises ABANCA on its acquisition of EuroBic
Adviser to ABANCA on its acquisition of EuroBic
![image 55](/assets/Sectors-and-Transactions/Financial-Services/image-55__FocusFillMaxWyIwLjAwIiwiMC4wMCIsNDgwLDQ5NF0.jpg)
Clearwater advises Creditinfo on its refinancing from HSBC and HSBC Asset Management Group
Adviser to Creditinfo, a portfolio company of LLCP, on its refinancing from HSBC and HSBC Asset Management Group
![image 51](/assets/Sectors-and-Transactions/Business/image-51__FocusFillMaxWyIwLjAwIiwiMC4wMCIsNDgwLDQ5NF0.jpg)
Clearwater advises Miura Partners on the acquisition of a majority stake in Sabseg Seguros
Adviser to Miura Partners on the acquisition of a majority stake in Sabseg Seguros