Financial Services

Despite the turbulence of recent years there is no doubt that the UK remains a major hub of international finance and will be so for the foreseeable future.

The government agenda to break up the power of the big banks, restrict proprietary trading and cap bonuses forms part of a move towards greater competition in the market.

Along with the more choice for consumers will come exceptional opportunities for entrepreneurs. Smaller, niche players are finding a louder voice and are being welcomed by both legislators and consumers in a marketplace previously dominated by big multinationals.

The climate of change is welcome news for smaller operators and those offering specialist services, and has already inspired a number of ‘disruptive’ start ups.

Cavendish has a strong record in selling a whole range of entrepreneurial financial services businesses including those specialising in consumer finance, foreign exchange and debt collection. Our team is in regular contact with major UK and overseas financial services companies as well as private equity houses which focus on the Financial Services sector. We understand their acquisition requirements and, in the case of corporate acquisitions, and future strategic plans.

Key Contacts:

Recent deals for this sector

  • Vendor

    Halo Insurance Services Limited

    Acquirer / Investor A joint venture with Cover More Travel Insurance & Zurich Insurance

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    Acquirer / Investor Baird Capital

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    JBW Group Limited and Case Dynamics Limited

    Acquirer / Investor OUTSOURCING Inc

  • Vendor

    Dexion Capital Holdings

    Acquirer / Investor Fidante Partners (Challenger Limited)

  • Vendor

    Resolution Property

    Acquirer / Investor Shanghai Fosun Industrial Investment Co Ltd

  • Vendor

    West One Loan Limited

    Acquirer / Investor Enterprise Finance

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    Freedom Finance Holdings Limited

    Acquirer / Investor SOF Investments

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    World First (minority stake)

    Acquirer / Investor FTV Capital

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    SME Invoice Finance Limited

    Acquirer / Investor Metro Bank plc

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    Assets of Change Group NZ

    Acquirer / Investor Fexco

  • Vendor

    Veritas Asset Management

    Acquirer / Investor Corporate Reorganisation

  • Vendor

    Moore Group Limited

    Acquirer / Investor IFG Trust and Corporate Group

Latest news within this sector

  • News: It’s time for ministers to ...
    18th September 2017
  • News: 5 Ways You Can Attract Overseas Bu...
    04th September 2017
  • News: Survey reveals investor optimism o...
    17th August 2017
  • News: How small business owners can plan...
    24th July 2017

What our clients say

  • “We have greatly enjoyed working with Cavendish over the past few years. As a family owned business, we definitely needed good advice and we felt very well supported by the team at Cavendish. I...

    Andrew Leigh | Founder and Shareholder of John Ross Junior (Aberdeen) Limited
  • “This new investment and partnership is a very exciting opportunity for myself and our fantastic management team to both consolidate and nurture our existing long-term client relationships as well...

    John Stevenson | CEO ACT Clean
  • Thank you so much for your efforts and teamwork in selling RPS! Your approach and process was vital to our successful sale of the Company. In particular, the initiation of a excellent and...

    Adrienne MacMillan | CFO Rapidscan Pharm Solutions Inc
  • “This marks a significant opportunity for our partners, customers and people as we become part of the global Kyocera family and continue the journey we started back in 1988. When looking for an...

    Andrew Harman | co-founder of Annodata
  • I’d like to warmly congratulate Jonathan Buxton, Michael Jewell and the team at Cavendish on the successful sale of Tristar Worldwide Ltd to the Addison Lee Group. I’d like to place on...

    Andy Nash | Chairman of Tristar Worldwide
  • The Cavendish Team, led by Michael Jewell, did an excellent job managing a well-orchestrated auction process and ensuring the smooth closing of the transaction in a timely manner. They were...

    Rhian Griffith | Representative of the Shareholders at SG Court
  • The Cavendish team worked seamlessly with their international partners to find the right buyer and guide us through every step of the sale process. This is a great outcome for both the shareholders...

    Ben Lane | Co-founder of ALC
  • “It was a great pleasure to be working with Cavendish again, following the Aurum sale process. The Cavendish team worked hard and were very committed to achieving the best result for the...

    Justin Stead | CEO of Radley
  • “This is an exciting deal for our business. Baird Capital’s experience and resources will be invaluable as we seek to further enhance our services and global reach. Baird’s deep understanding...

    David Vafai | Founder and CEO of bfinance

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