Financial Services/Insurance

The financial services sector is undergoing a substantial transformation, wrought by a confluence of multifarious influences. Among these factors, we may discern the ascendance of virtual sales channels, the exigency for a unified and seamless customer experience, the ceaselessly shifting regulatory landscape and, perhaps most saliently, the mounting significance of ESG (environmental, social, and governance) investing. In the wake of escalating geopolitical frictions and a persistent specter of economic recession, service providers are fortifying themselves against an impending hard landing.

Leveraging our profound expertise and acumen within the industry, we stand poised to furnish you with comprehensive support in every dimension of your enterprise. Whether your requirements encompass scrutinizing companies for investment prospects, performing rigorous risk analyses spanning multiple sectors, or evaluating evolving customer needs, we are fully equipped to deliver superior assistance. We have been instrumental in guiding our clients towards successfully devising and executing strategies that are responsive to novel digital business models, surging competitive pressures, and dynamic regulatory landscapes.

Professional Services/Consulting firms

Recommended Research and consulting solutions for:

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Screening of target firms for investment by PE firms

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Periodic monitoring for sectors that client intends to enter

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Identifying IRR of Middle market buyout firms

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Assessing risks existing in end client sectors that can impact insurance firms

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Listing of recent M&A transactions with trading multiples of acquirers and target firms

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Identifying roll-up opportunities for investment firms

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Analyzing a given sector’s critical areas for investment purpose such as business model, value chain, capital intensity, and profitability, etc.

Areas we serve

Insurance/Insurance Brokerage
Insurance/Insurance Brokerage
Banking & Payments
Banking & Payments
Private Equity
Private Equity
Asset Management
Asset Management
Investment Management
Investment Management
Fintech
Fintech

And many more..