Investment Banking: Business and Financial Services

Enhancing value through a tailored approach and focused experience

Our business and financial services team serves as a trusted adviser to middle-market companies across the industry, offering a broad range of M&A advisory services to help clients achieve their goals.

Who we are

Deloitte Corporate Finance LLC (DCF) is an active adviser to middle-market companies across the business and financial services industries globally. Our team combines decades of transaction experience with a sector-focused approach, offering deep knowledge and eminence in our core industry segments. We maintain regular dialogue with both strategic players and financial sponsors and offer up-to-date market insights to our clients. Our professionals understand the unique attributes of services and tech-enabled businesses and how to position them to the market to achieve value. We are leaders in M&A—guiding clients through the transaction process with tailored approaches to meet specific needs.

Our experience

Our team has facilitated multiple exciting and efficient transaction processes across a wide variety of industry sectors. In aggregate, these deals represented a total transaction value of more than $1 billion throughout 2020 and included primary and secondary buyouts, strategic sales, advisory services, and private financing transactions.

Our core industry subsectors:


Notable recent transactions:

How we can help

Leveraging deep sector knowledge and transaction experience, DCF offers a tailored, client-focused approach to M&A. Our professionals appreciate that every client and business is unique. We work closely with our clients to understand their goals and structure a transaction process focused on those objectives.

Our team provides strategic, hands-on guidance throughout each stage of the process—from evaluating liquidity options to closing. Through years of experience, we have developed critical insights into value drivers, investor concerns and mitigants, and transaction management strategies. DCF’s model combines M&A experience with a global network of resources to help clients navigate the transaction process.

We continue to cultivate strong relationships with key strategic players and private equity groups in the business and financial services space. Continual and transparent dialogue with major stakeholders has resulted in effective outcomes and real-time insights, which helps our clients navigate a rapidly changing environment.

By tailoring processes to changing market conditions, we’ve pivoted to innovative tactics so our clients can tell their stories effectively to priority buyers and investors. It is our belief that smart preparation and clean execution help enable efficient processes for our clients and engage eager buyers.

Stay informed

To keep you informed of trends, our quarterly industry updates provide an overview of key marketplace trends and M&A transactions, including industry analysis and a reference list of publicly traded companies.

Check out some of our latest insights to stay ahead of what’s next:

Read our most recent quarterly Business and financial services M&A update.

Deloitte’s Entrepreneur Summit—an annual networking event for middle-market businesses to engage with financial sponsors—connects business and financial services companies with select private equity groups capital providers. Learn more about this memorable networking event.

Get in touch

James Miller
Managing Director
Deloitte Corporate Finance LLC

Chris Parides
Senior Vice President
Deloitte Corporate Finance LLC

Ryan Soer
Senior Vice President
Deloitte Corporate Finance LLC

Laura (Bo) Sadow
Vice President
Deloitte Corporate Finance LLC

Braxton Carr
Vice President
Deloitte Corporate Finance LLC

Elliot Wong
Vice President
Deloitte Corporate Finance LLC

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