
Financial services
The financial services industry continues to undergo change at a rapid pace. With some strategies, traditional lines drawn among financial services firms are blurred with the convergence of comprehensive products and services. Global consolidation, as a method to gain access to new markets, is also impacting the industry. Other industry participants are successfully pursuing niche strategies by targeting specific products, services, and customers. Regardless of the strategies, critical mass and operating efficiencies are critical elements of success. These factors have led to a high level of global M&A activity across all of the financial services industry.
The financial services team serves companies throughout the industry including:
- Asset management
- Banking
- Commercial finance
- Consumer finance
- Financial technology
- Insurance
Recent transactions

Visible Equity
KPMG Corporate Finance LLC acted as the exclusive financial advisor to Visible Equity, LLC.

MB Trading
KPMG Corporate Finance LLC acted as the exclusive financial advisor to MB Trading Holdings LLC.

Blackstone Tactical Opportunities Group
KPMG Corporate Finance LLC acted as exclusive financial advisor to BTIG, LLC.
Meet our team
In today’s market, you need an advisor with objective insight at every step of the transaction process. We work with you throughout the full deal cycle to create value and successfully execute your deal strategy.

