The expert view on the financial sector

  • Trusted insight and corporate advisory services to companies as they navigate the market, that facilitates our clients' upward momentum
  • Our financial and insurance industry experts identify the opportunities and strategies that can deliver growth
  • Strong track record of raising capital and M&A advisory in public and private markets 
  • Authoritative research that covers both global factors and their effect on specific companies

We advise across a diverse segment, including wealth managers, IFAs and alternative asset managers, lenders and platform style businesses to bring clarity and coherent coverage. Our clients get the best of both worlds of industry specialists operating in a generalist firm, meaning we are best placed to advise, promote and access capital for ambitious companies in the financial industry.

We have a breadth of experience in providing strategic advice to a range of companies - from earlier stage growth businesses, to privately backed scale-ups, to established, profitable PLC enterprises. We work with entrepreneurs, business founders and owners, Private Equity owners, PLC boards, and management teams alike.

As leading advisers we have a strong understanding of the regulatory and strategic issues facing the financial industry. Our expert team is well versed in providing a trusted perspective within the ever-changing landscape of regulations within the financial sector.

Our services

  • IPO
  • M&A sale
  • Equity raise – private and public markets
  • Debt raise – private and public markets
  • Strategic options and exit review
  • NOMAD, Broker, Sponsor and PLC advisory

    Latest Transactions


    Baird Capital image

    Baird Capital

    Sector: Financial Services
    Buyside Adviser to Baird Capital on Acquisition of Freemarket
    May 2023

    image of business people sat around meeting table

    Frenkel Topping Group

    Sector: Financials
    £10m Fundraise
    July 2022

    hands writing with pen on a pad

    London & Capital

    Sector: Financials
    Adviser to shareholder group on majority stake sale in London & Capital to Lovell Minnick
    June 2022

    Our Financials Sector Transactions
    Insurance and Insurtech

    Insurance and Insurtech

    In this latest newsletter from our Financial Sector and Private Growth Capital team, we look at how in 2022 the UK remains highly attractive for investment and a leading player in the global Insurtech space.

    Read more here
    FX markets

    The FX and payments market: A sub-sector with positive recovery potential and a focus on technology

    What can small and midcap investors expect with exposure to the FX dealing, currency management and international payments sector? Our latest sector research shows the FX dealing and international payments sector offers a number of interesting listed opportunities for investors.

    Read the article

    Get in touch

    Jonny Franklin-Adams

    Co-Head, Corporate Finance

    Jonny Franklin-Adams

    Full bio