Financial services

The financial services sector comprises a broad range of organisations, from asset managers and alternative finance platforms, through to wholesale banking and zinc traders. All have their own challenges, nuances and, in some cases, 'languages'. Our financial services team has the experience and capability to support you and your business in overcoming the complex issues you face on a daily basis.

One thing that unites the industry is the need to deal with complex risk, regulatory and compliance issues. Whether you have to adhere to just the UK rules and regulations or have overseas offices and have to deal with international regulators, our specialists have the expertise and experience to guide you through the complex landscape and provide you with integrated solutions.

Indeed, helping our clients deal with and adhere to the requirements of the PRA, FCA or international regulators is an important part of almost any piece of work we undertake in the sector. 

In addition to supporting the industry as a whole, we have teams with core sub sector focus in areas such as:

  • insurance, MGAs and insurance broking;
  • hedge funds and capital markets;
  • asset managers, IFAs and wealth managers;
  • building societies and banking; and
  • payment providers.
  • Five Wealth Limited
  • Michael J Field Consulting
  • Avid Insurance

Five Wealth Limited

RSM’s M&A and private equity team advised Five Wealth Limited on successfully securing private equity funding from Foresight Group.

We supported the company in identifying the investment partner (Foresight Group), negotiating the deal terms and project managing the deal through to completion. The new funding will help drive the company’s growth plans.

Michael J Field Consulting

RSM’s M&A and private equity team have advised on the sale of Michael J Field Consulting Actuaries (MJFCA) to XPS Pensions Group.

We were engaged as lead advisors to assist the shareholders in achieving their sale aspirations and to identify a strategic investment partner that would ensure clients would be in safe hands.

Avid Insurance

RSM’s M&A and private equity team successfully advised Avid Insurance Services on its partial sale to Beech Tree Private Equity.

We were appointed to find a buyer to support and accelerate Avid’s growth and facilitate a full exit for one of the founding shareholders. After a competitive process, Beech Tree was identified as the right fit for both the remaining owner managers and the company.

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