Financial Services

Our expertise

The financial services sector is increasingly impacted by the emergence of new disruptive technology, persistent low returns across multiple asset classes and increasing regulatory and conduct scrutiny...and for many they are still recovering from the last financial crisis with significant restructuring required. These trends create risks and opportunities for sellers and buyers of financial services assets and businesses.

In this context our financial services transaction team brings market leading capability to advise and support in all areas of financial services transactions within the UK and across Europe.

Our approach focuses on maximising Value Creation in Deals throughout the deal lifecycle - from pre-deal acquisition screening and market reviews, cross-functional due diligence at deal execution and post-deal 100 day strategic planning.

Our specific functional capabilities encompass financial, commercial and operational due diligence, as well as modelling and valuation support, all supported by extensive investment in data handling and visualisation. Our deal teams are underpinned by expert regulatory and tax teams and where applicable working with our dedicated Bank Restructuring team and as well our specialist Portfolio Advisory Group.

Our approach means we can reduce uncertainty and risk for your financial services transactions – and maximise your opportunity for deal Value Creation.

Our sub-sector expertise

Our Transaction Services team has deep expertise and knowledge across the Financial Services industry. The deals and projects that we work on are wide-ranging, covering a host of different sub sectors, including:

• Asset and Wealth Management
• Banking and Alternative Lending
• Insurance and Insurance Broking
• Trust and Fiduciary services
• FinTech and InsureTech
  

Portfolio Advisory Group

Portfolio Advisory Group, a global team of loan portfolio experts dedicated to providing lead sell-side advisory, diligence and valuation advisory on all credit related transactions. This includes loan portfolio sales (performing and non-performing), forward flow partnerships, structuring deals for institutional investors and capital relief transactions. We advise on all types of credit from unsecured loans to complex shipping portfolios to M&A in relation to loan servicing and purchasing businesses. We bring an unrivalled depth of expertise to every deal leveraging the 5,000 PwC people working with FS clients across Europe.

Over the last decade our team have developed unique relationships with all types of credit investor and have a coverage model that spans special opportunity funds through to institutional and sovereign wealth funds and local strategic challenger or specialist bank and non-bank direct lenders. We also have Emerging Market and Asian desks that bring specialist investor coverage.