Financial services

sector

Our industry segments

At ONEtoONE, we advise financial services companies, shareholders and investors on M&A across wealth and asset management, alternative investments, fintech and consumer finance. We bring rigorous valuation work and a global network of strategic and financial buyers to every mandate, translating market trends into live deal opportunities. Our focus is on positioning each business effectively, identifying the right counterparties and executing with discretion and precision.

We specialize in M&A across:

financial services sector

The importance of the financial services sector

Expansion of wealth and asset management

Rapid growth in investable wealth and private markets is accelerating M&A in wealth management. Firms are acquiring boutique managers to access niche strategies (such as private credit and thematic investing), expand geographically and reach the scale needed to absorb fee pressure and rising operating costs.

Digital transformation and FinTech integration

Financial institutions are using M&A to accelerate digital transformation by acquiring fintech firms. This gives them rapid access to capabilities such as mobile payments, AI-driven credit scoring and blockchain — modernising legacy systems and elevating customer experience.

Strategic repositioning and divestitures

Large financial groups are streamlining by divesting non-core assets to focus on their core franchises. This “portfolio pruning” drives steady M&A activity, with divested units attracting private equity and competitors seeking targeted market expansion.

Navigating regulatory complexity and compliance

Heavy regulation is pushing financial firms towards M&A to acquire RegTech capabilities and compliance expertise. Consolidation also spreads compliance costs over larger revenues, improving profitability and reducing risk.

Our financial services leaders