Financial Advisory Services

Deloitte in The Bahamas - expertise at your fingertips

Our Financial Advisory (FA) team brings a wealth of knowledge and extensive experience across a range of services and industries.

Deloitte provides financial advisory services in restructuring, valuations, M&A transactions, forensic investigations, AML compliance, and ancillary services. Our team consists of practitioners with specialist fields of expertise and deep industry knowledge, as well as significant practical experience.

Global Strength. Local Delivery.
Our global presence allows us to complement our local team with the skills and relevant industry expertise of highly qualified professionals across the globe. This enables us to seamlessly perform large and complex cross-border business and transaction issues.

Financial Related Services

We provide a range of financial related services such as accounting, compilation, book keeping, and banking administration. Accounting and compilation services are based on both locally and globally approved accounting standards such as IFRS. We use accounting software such as QuickBooks to update and keep track of daily transactions, and provide periodic reports as and when needed.

Restructuring Services

Providing advice and support on maximizing recoveries, improving financial performance, and resolving structural or financing issues. We offer financial restructuring advice including corporate insolvency and personal bankruptcy, options and business review analysis to distressed companies and their stakeholders, and turnaround and performance improvement for businesses.


Our valuations professionals can help you solve complex business and transaction issues, including analyzing alternatives and recommending solutions. We provide well-reasoned, defensible valuations and advice. Most importantly, we understand how to quantify and present valuation analyses and conclusions under prevailing accounting, tax, and regulatory codes for transaction, financing, litigation, strategic management, and compliance purposes.

M&A Services

We are focused on helping our clients derive the optimal value from a transaction, providing comprehensive, focused support to acquirers and vendors, assessing the strengths and weaknesses, value areas and risks of a transaction, helping our clients make informed decisions about their transactions.

Forensic Services

Deloitte works with organizations and their lawyers, giving our clients the insight and understanding they need to strengthen their case, at all stages of a business dispute, drawing on our deep expert witness, financial analysis, damage quantification, and discovery capabilities. 

AML Compliance

We take a focused approach to increase the likelihood of detection, promote stronger compliance, and reduce the risk of loss and damage to a company’s reputation and people. We perform gap assessments; develop, review, and enhance policies and procedures; develop controls to ensure policies and procedures are being followed; perform independent testing and audits; and provide training for employees, management, and boards of directors.

Ancillary Services

We provide accounting and bookkeeping, and compilation services based on both locally and globally approved accounting standards such as IFRS. We also provide a range of corporate administration services such as the provision of a registered office, company secretary, and resident representative for exempt companies.

Our network

Deloitte has a strong presence in the Caribbean and Bermuda, with more than 500 professionals dedicated to bringing their talents to bear on our clients’ unique issues.

The Deloitte Caribbean and Bermuda countries serve the English-speaking Caribbean from offices in The Bahamas, Barbados, Bermuda, British and United States Virgin Islands, Cayman Islands, and Trinidad and Tobago. Though we operate in multiple countries, our professionals have a single focus: to help clients navigate their business challenges and achieve success.


View our offices across the Caribbean and Bermuda region
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