Services

FIG Corporate Finance Advisory

Financial services industry and market knowledge underpinning successful strategic and transactions advice

Our professionals give a perspective gained from a dedicated industry focus. Their industry insights and relationships provide a truly distinctive edge.

Deloitte’s Financial Institutions Group (‘FIG’) Corporate Finance team provides expert advisory services to financial institutions and private equity clients, across a broad range of M&A and capital raising transactions.

How Deloitte can help

Our team is a diverse group of dedicated corporate finance practitioners with years of sector-specific corporate finance experience working for bulge bracket investment banks, boutiques and Big Four accounting and advisory firms. Our FIG specialists cover both domestic and international transactions, with a particular focus on the UK and EMEA. Our full suite of services includes but is not limited to:

  • Business exit preparation
  • Financing and capital raising
  • Independent valuation and fairness opinions
  • Market mapping and acquisition searches
  • Market scoping and benchmarking
  • Mergers, acquisitions, buy-outs, carve-outs and disposals
  • Portfolio divestments
  • Strategic options analysis and advice
  • Transaction structuring

In addition, our team is supported by a dedicated global network of consulting, due diligence, tax and regulatory sector experts, allowing us to offer our clients the full complement of end-to-end M&A services all under one roof.

Our subsector specialisms

Asset & Wealth Management

Our Asset & Wealth Management team uses its extensive experience and knowledge to advise clients across all aspects of the investment industry, including financial advisers and wealth managers, investment platforms, traditional and alternative asset managers, life assurers, pension providers and fund administrators.

Our experts are uniquely placed to advise clients as part of Deloitte’s global investment and wealth management practice, working closely alongside our consulting and risk advisory colleagues as well as our wider investment and wealth management specialists in transaction services.

 

Banking & Specialty Finance

Our Banking & Specialty Finance team’s expertise is informed by a deep sector understanding of the evolving regulatory environment in which organisations are operating. We are highly experienced in working with clients across the lending spectrum, including international and retail banks, building societies, challengers, mortgage finance companies and commercial & consumer lenders.

The team works together with banking specialists across Deloitte in risk advisory and consulting, as well as our Portfolio Lead Advisory ServicesBalance Sheet Advisory and Recovery & Resolution Advisory Services teams, providing a full suite of holistic banking advice services.
 

FinTech & Payments

Our FinTech & Payments team is highly active in the FinTech community and supports clients at all stages of strategy, fundraising and execution. Our team has substantial and recent experience advising on transactions across the whole spectrum of FinTech segments, such as payments and remittances, crypto, InsurTech, WealthTech and asset management technology, capital markets technology, LendingTech and RegTech.

Our team benefits from strong partnerships with leading industry bodies, actively supports the development of international and regional FinTech hubs, and presents regularly on a broad range of FinTech-related topics at industry conferences and webinars.
 

Insurance

Our Insurance team is at the forefront of its market, with coverage spanning all aspects of the insurance value chain, including insurance intermediaries and brokers, underwriters and carriers, reinsurance, insurance services and InsurTech.

Our specialist team is one of the most active mid-market advisers in the insurance sector and is part of Deloitte’s global insurance practice. Leveraging Deloitte’s depth of actuarial, risk and technology expertise, our team provides a breadth of corporate finance services to life, property and casualty, reinsurance and insurance intermediary clients.

Our transactions

We have a track record of delivering successful transactions in the financial services industry. Please see our credentials on our FIG Corporate Finance Advisory Transactions page.

Further information

For more information on our services, please visit our respective FIG pages below:

Key Contacts

Jonathan Gold

Jonathan Gold

Managing Partner

Jonathan is the Managing Partner responsible for the Financial Institutions Group within the Corporate Finance Advisory business. Jonathan has over 20 years of experience in the financial services sec... More

Angelina Kuznetsova

Angelina Kuznetsova

Partner

Angelina is a Partner in the Financial Institutions Group, where she is focused on the FinTech sector. She has over 15 years of corporate finance advisory experience and advises FinTech businesses on ... More

Daniel Ohana

Daniel Ohana

Partner

Daniel is a Partner within the Financial Institutions Group in the Corporate Finance Advisory business, responsible for coverage of UK & European insurers within financial advisory. He has over 18 yea... More

Arun Sharma

Arun Sharma

Partner

Arun is a Partner in the Financial Institutions Group and in Deloitte’s global Portfolio Lead Advisory Services practice, providing financial advisory services to banking clients. Prior to joining Del... More

Guy Stevens

Guy Stevens

Partner

Guy is a Partner within the Financial Institutions Group in the Corporate Finance Advisory business, with an extensive M&A and capital markets track record in the financial services sector. Guy starte... More

Stanislav Berus

Stanislav Berus

Director

Stanislav is a Director within the Financial Institutions Group in the Corporate Finance Advisory team, focused on coverage of UK and European banks and specialist lenders. He has over 9 years of expe... More

Patrick Lawther

Patrick Lawther

Director

Patrick is a Director within the Financial Institutions Group in the Corporate Finance Advisory team specialising in the asset & wealth management and insurance sectors. He has extensive experience of... More

David Lock

David Lock

Director

David is a Director within the Financial Institutions Group in the Corporate Finance Advisory team, focusing on strategy and M&A for the banking and specialty finance sectors. In this role, he leads o... More

Alfie Pike

Alfie Pike

Director

Alfie is a Director within the Financial Institutions Group in the Corporate Finance Advisory team, and is an experienced adviser to the financial services sector helping privately-owned businesses, p... More

Pjotrs Suhovs

Pjotrs Suhovs

Director

Pjotrs is a Director within the Financial Institutions Group in the Corporate Finance Advisory team specialising in the banking sector. Pjotrs has extensive experience of advising UK and European bank... More