Financial Services

Growth Strategies in an Evolving Market

Supporting businesses in an ever-changing landscape of regulation.

“In Söderberg & Partners we have found a partner who sees the world the same way we do and the whole team at Fidelius is incredibly excited about the next phase of our journey. I would like to extend our thanks to Ben, Marc and the team at Cavendish who ran an excellent process and provided quality, considered advice throughout – many thanks to the whole team!”

JIM GRANT,
CEO, FIDELIUS GROUP

Cavendish’s Financial Services team has deep sector knowledge across both equity capital markets and private M&A.

The senior-led and experienced team is focussed on a relationship-based approach dedicated to putting clients first. The team works in collaboration to provide its clients with a full spectrum offering in public and private markets.

Our expertise spans:

Open banking (AISP/PISP)

IFAs

Asset management / ETFs

Structured products

Wealth-Tech

Platforms


Consumer finance / mortgages

Pawnbroking  / pledge book finance

Commercial finance


Insurance brokers (personal & commercial)

Claims management

Decumulation / End of life planning

Trust and fund services


Augmentum logo: bold dark wordmark with orange accent bars above and below, and the tagline 'investing in Fintech'.
CASE STUDY

Augmentum

Cavendish acted as Sole Financial Adviser and Rule 3 Adviser to Augmentum. With members of the Cavendish team having supported the company across its full lifecycle as a listed entity – from IPO, through additional fundraises, portfolio realisations and broader strategic initiatives.

WestBridge and Beckett Investment Management Group logos side by side: mountain emblem above WestBridge text and a green-blue circular arc with Beckett lettering.
CASE STUDY

WestBridge | Beckett Investment Management Group

Cavendish are pleased to share that Westbridge has agreed a majority investment in Beckett Investment Management Group.

Centerbridge Pure Cremation logo with gray 'Centerbridge' text, blue 'Pure Cremation' text, and a pink lotus icon.
CASE STUDY

Centerbridge | Pure Cremation

Cavendish is pleased to announce that it has co-advised Centerbridge Partners on its structured minority interest investment in Pure Cremation.

Let’s work together