Financial Services Deal Advisory

The financial services sector is facing a profound transformation. For providers, this means that they must demonstrate that they are an attractive, future-proof and value-enhancing choice for investors. 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.

This raises key questions:

Should the product and service portfolio be focussed or expanded?
Which markets and segments offer the most attractive growth and margin opportunities in the long term?
Which regulatory requirements must be complied with nationally and internationally?
How can competitiveness be maintained when industries 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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podcasts

Podcast

Nicola Ebmeyer, Co-Founder and CEO of Gain.pro, and Marc Poggel, Head of Financial Services Deal Advisory at KPMG, look at developments in the market in the podcast.

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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-term and long-term measures 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 customised to your transaction and transformation requirements. Our consulting 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.

Interested in our services? Contact us

Video 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 at their side.

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

Video: Christian Kern on the subject of life run-off transcations

The transaction cycle and our services

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 spin-off - 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.

The KPMG Financial Services Deal Team: We offer you customised and interdisciplinary advice

Expertise, agility and implementation strength for your transaction and transformation

Your Financial Services Team

"Expertise, agility and implementation strength for your transaction and transformation"

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