CDI Global
Login

Financial Services Mergers and Acquisitions 

Financial Services are part of a sector where we see ongoing change and innovation. It encompasses the economic services provided by the Financial Industry, covering a broad range of organizations that manage money, including credit unions, banks, credit card companies, insurance companies, accountancy companies, consumer finance companies, stock brokerages, investment funds, real estate funds, and some government sponsored enterprises.

Our team of experts at CDI Global have decades of combined banking and Financial Institutions experience. This is key to delivering the best results from cross-border mergers and acquisitions as well as debt and equity transactions. We have advised several financial advisory and wealth management businesses, financial services software businesses, as well as range of professional services and management consultancy businesses. Our proven success is aided by our international reach, giving us insight to global trends and positioning our clients for future endeavors.

Expertise & Industry Leadership

Federico Maria Alberto Caligaris

Equity Partner

Read bio

Contact

Jacques Drouin

Country Managing Partner

Read bio

Contact

Connect with a CDI Expert. Request a Call Back.

News & Insights

Read more

November 20, 2024

How we see the personal care industry in the next 5 years

Read more

November 15, 2024

The Agro-Industrial Sector Worldwide Challenge

1
RGS Partners | Success Story – RGS Partners ranked #1
2
Case study: When your growth business model stalls to a halt
3
Luxury Brands Need to Rethink Their Value Propositions