Transactions: Financial Services

The financial services sector is going through constant and far-reaching change. This affects banks, insurance companies, asset managers and other financial services providers in Germany and around the world. Challenges include the ongoing low-interest rate environment and the related pressure on margins and costs, as well as regulatory developments on the national and international level, the emergence of new players like FinTechs, and the digitisation of processes.

In this context, business models and operating models in the financial services sector are constantly under review. Transactions in the form of acquisitions or the sale of investments, business areas or portfolios can help to strengthen business models and ensure positive future business development.

Drive your growth and secure your future

Transactions involve a range of risks and opportunities that need to be analysed and evaluated. The Financial Services Deals team from PwC provides help as your consultancy partner by supporting you with analysing and implementing strategic courses of action, and creating transparency for your decision-making. We place a strong focus on providing trustworthy, honest and knowledgeable advice that is designed to create a long-term relationship. Companies from across industries trust our comprehensive expertise. That’s why we often support well-known domestic and international clients with planning their transactions. This includes banks, insurance companies, private equity firms, leasing and factoring companies, stock markets, FinTechs, payment providers and debt collection providers.

An overview of our services

We believe your deal is our deal. As part of our integrated consulting approach, we accompany you in planning your transaction, from strategic analysis through to the successful conclusion of your transaction. Our service portfolio ranges from M&A advice and transaction structuring through to due diligence, portfolio analysis, business plan validation, valuation (company valuation, fairness opinion, purchase price allocation), restructuring, SPA advice and post-merger integration. If required, we can also work together with further PwC experts from around the world and use their various specialised knowledge (e.g. accounting, tax, regulation or IT) to ensure a holistic view of your transaction. In this way, we create value for a successful deal.

"Transactions: Financial Services" is part of our consulting service. An overview of all our transaction processes you can find here.

Global M&A Trends in Financial Services: 2022 Mid-Year Update

M&A will continue to be a driver for transformation in the financial services (FS) sector, even with an expected softening of deals activity.

Learn more

Contact us

Christopher Sur

Christopher Sur

Partner, Deals: Leader Financial Services, PwC Germany

Tel: +49 69 9585-2651

Marc-Alexander Schwamborn

Marc-Alexander Schwamborn

Partner, Deals: Financial Services, PwC Germany

Volker Skowasch

Volker Skowasch

Partner, Deals: Financial Services, PwC Germany

Tel: +49 69 9585-5510

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