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      The financial services sector is facing a profound transformation. For decision-makers, this means that growth, value enhancement and transaction security must be achieved in the face of increasing regulatory, technological and geopolitical complexity.

      This requires a clear strategy and a willingness to examine the potential for value creation within and outside the company. For example, in the areas of strategy, mergers and acquisitions (M&A), integrations, carve-outs and value creation.

      We support financial service providers in evaluating strategic options on a sound basis and implementing them consistently - with a clear focus on sustainable value creation for investors, owners and management.

      We work with you to answer the key questions:

      • How must the product and service portfolio be aligned to ensure profitability and scalability?
      • Which markets and segments offer the most attractive growth and margin opportunities in the long term?
      • How can regulatory requirements be efficiently fulfilled both nationally and internationally without restricting strategic flexibility?
      • How can competitiveness be maintained when sectors are changing rapidly in a multipolar environment, regulations and information density are increasing and digital innovations are becoming ever more important?
      • What efficiency potential exists in the operating model (processes, organisation, cost structure) to create scope for investment?
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      Exploiting value potential

      Our Financial Services Deal Advisory experts provide you with reliable support in all aspects of transactions and transformations - from strategy development and successful implementation through to separation or integration. With our specialised teams, we offer comprehensive support in the areas of M&A, financial analysis, transaction management, due diligence and valuation. We also advise you on integration, restructuring and separation issues. Our focus is on both short and long-term initiatives with measurable success.

      Benefit from our industry expertise and transaction experience

      We know the business models of financial service providers as well as the market and competitive dynamics. This deep understanding forms the basis of our work.

      Based on global project experience and a strong national and international network, we develop solutions that are tailor made to your transaction and transformation requirements. Our advisory approach is geared towards your specific situation and covers the entire spectrum - from purchase and sale decisions to capital optimisation and comprehensive transformation projects

      Our aim is not only to support your transaction, but also to strengthen your competitiveness in the long term.

      Financial services sectors

      • Banks / Neobanks
      • Asset Management
      • Insurance
      • Payments
      • FinTech / InsurTech
      • Leasing
      • Factoring
      • Capital management companies
      • Financial inverstment intermediaries
      • Investment service providers
      • Private Equity / Venture Capital
      • Debt Funds
      • Stock exchange /
        Capital Markets
      • Real Estate
      • Regulatory Authorities

      The transaction cycle and our services

      Transaction cycle

      Discover our services

      Mergers & Acquisitions

      Customised solutions and a sound understanding of the market are crucial for both buyers and sellers. This allows opportunities to be recognised at an early stage, risks to be reduced and the success of transactions to be ensured. With our M&A advisory services, we support decision-makers throughout the entire transaction life cycle.

      Transaction Services

      Whether it's an acquisition, sale or reorganisation - fast, well-founded decisions count in a competitive environment. Financial service providers need precise analyses, clear strategies and the certainty of creating sustainable value.
      A deep understanding of the industry and implementation expertise help us to make well-founded decisions and achieve measurable results.

      Valuation & Modelling

      We support both company and portfolio valuation and identify dynamics and drivers to overcome complex modelling and valuation issues. We contribute in-depth industry and analytics expertise to create a reliable basis for decision-making. Our aim is to use precise analyses to make sustainable company values transparent and identify strategic scope for action.

      Integration, Separation & Value Creation

      Integration or carve-out - we provide you with reliable support in all key aspects and maximise the value of your transaction. With our structured approach,
      we keep an eye on synergies, processes and cultural factors in equal measure.

      Interviews with KPMG experts

      See how dealmakers win the right deals, deliver faster results and create more long-term value for their stakeholders - with KPMG by your side.

      Video: Backcha Bahadin on the topic "Challenges of transaction"

      Video: Christian Kern on the topic of life run-off transactions

      podcasts

      Podcast

      Today, data platforms accelerate the entire transaction cycle. Nicola Ebmeyer, Co-Founder and CEO of Gain.pro, and Marc Poggel, Head of Financial Services Deal Advisory at KPMG, take a look at the developments in the market in the podcast.

      Listen now

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