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

  • Vendor

    bfinance

    Acquirer / Investor Baird Capital

  • Vendor

    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

  • Vendor

    Freedom Finance Holdings Limited

    Acquirer / Investor SOF Investments

  • Vendor

    World First (minority stake)

    Acquirer / Investor FTV Capital

  • Vendor

    SME Invoice Finance Limited

    Acquirer / Investor Metro Bank plc

  • Vendor

    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

  • Blog: Key themes arising from FinTech Di...
    18th October 2017
  • Blog: Re-positioning your company for an...
    02nd October 2017
  • Blog: Debt Markets – has Private E...
    02nd October 2017
  • News: A five-point M&A plan for UK ...
    23rd September 2017

What our clients say

  • “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
  • “After running a formal process to find the right partner to help us grow JBW and take it to its next level, OUTSOURCING Inc. were the natural choice. We had many expressions of interest and offers...

    Jamie Waller | Founder of JBW
  • “The Cavendish team, led by Joe Stelzer, has provided invaluable advice in preparing our business for a sale process and assessing our options. This deal will give us more firepower and enable us...

    Duncan Kreeger | One of the Founders of West One
  • “Cavendish were without doubt the best choice of advisors for JBW and me personally. Together with their Japanese partners, they brought huge value to the...

    Jamie Waller | Founder of JBW
  • “The Cavendish Team have been instrumental in delivering me a buyer which is a perfect fit for my business. I appointed Caroline Belcher to perform an Exit Review which led on to the sale mandate,...

    Ian Moore | Executive Chairman Moore Group Limited

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