Financial Services Lead Advisory

The Financial Services Lead Advisory team combines deep industry knowledge and transaction experience to advise on all aspects of corporate finance M&A and, through the Portfolio Advisory Group, credit related transactions. The team leverages more than 6,000 PwC people in the U.K. and 60,000 PwC people globally who work day in day out with financial services clients.

Our coverage model extends right across the global financial services landscape including banking and alternative lending, asset and wealth management, trust and fiduciary services, insurance, fintech, and all other businesses within the financial services ecosystem.

Embedded in our approach is the use of the latest technological solutions covering, for example, advanced data analytics and visualisation tools, interactive information memoranda, real time process management and meeting scheduling tools.  All of these tools are focused on improving the efficiency of how we work collaboratively with you and ensuring we deliver to you the best possible outcome.

Financial Services Lead Advisory

On the sell side

We have a global investor reach with deep and trusted senior relationships at financial services corporates, private equity funds, credit funds, fintech VCs, special opportunity funds and sovereign wealth funds. The team has separate desks covering investors from emerging markets, Asia-Pacific, sovereign wealth and institutional investor groups.

On the buy side

We work with our clients throughout the entire M&A lifecycle from developing inorganic growth plans and identifying targets to transaction execution and post completion implementation of value creation plans. We ensure no value is left on the table by drawing together specialist support from across our Deals practice.

Corporate M&A

Sell side

  • Advice on preparing the business for sale to meet your sale objectives
  • Vendor sales packs and vendor due diligence via our dedicated due diligence teams
  • Sales strategy, pricing and the identification and access to different buyer groups
  • Preparation of key marketing material such as the Information Memorandum
  • Full process management and advice from inception of the deal through to completion
  • Deal structuring and negotiation

Buy side

  • The development of M&A strategies and value creation plans
  • Acquisition search and approaches to potential vendors
  • Full process management, advice and negotiation from inception of the deal through to completion
  • Tax, due diligence and regulatory advice via our dedicated teams
  • Acquisition financing

Performing and non-performing loan portfolio transactions

The Portfolio Advisory Group advises on all aspects of credit related transactions:

Sell side

  • Balance sheet review to identify value creation opportunities either through the sale of portfolios or alternative financing models
  • Pricing and portfolio performance analytics
  • Review of data quality and assistance in the preparation of data in contemplation of a sale
  • Vendor sales packs and data tapes that meet investor and rating agency requirements
  • Identification of interested buyer group based on our wide investor relationships
  • Deal structuring and negotiation
  • Full process management and advice from inception of the deal through to completion

Buy side

  • Acquisition search
  • Portfolio analytics and credit due diligence
  • Pricing analysis including asset collection strategies, recovery options and asset valuation
  • Acquisition financing
  • Deal structuring and negotiation
  • Tax and regulatory advice via our dedicated teams
  • Transitional service agreements and portfolio onboarding
  • Ongoing advice concerning servicing of the portfolio and collection strategies

Balance sheet optimisation: Financing and funding

We advise on credit and capital and capital strategies available to you to allow you to maximise the return on capital employed. We will work with you to implement your chosen strategies which may include:

Management team advisory

We provide independent support and advice to management teams on management equity incentives in all sizes of private equity, sovereign wealth fund or infrastructure fund backed transactions.

Alongside tax and other relevant colleagues we work with management teams to understand their objectives and priorities as well as explaining market norms, structuring alternatives and the key value drivers of an incentive package.

In our experience, negotiating and sculpting an incentive package that is within market norms enhances deal deliverability and allows for a timely and efficient transaction process whilst also achieving the best result for the team and their financial sponsor.


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Contact us

Robert Boulding

Robert Boulding

Partner, Financial Services Lead Advisory, PwC United Kingdom

Tel: +44 (0)7970 829669

Duncan  Skailes

Duncan Skailes

Partner, Financial Services Lead Advisory, PwC United Kingdom

Tel: +44 (0)7710 082498

Steve Cater

Steve Cater

Lead Advisory Leader, PwC United Kingdom

Tel: +44 (0)7803 512743

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