Financial services

KPMG Corporate Finance LLC’s investment bankers have extensive Financial Services transaction and industry experience, which enables them to understand the industry- specific issues and challenges facing our clients.
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Learn about the latest trends in mergers and acquisitions with KPMG Corporate Finance LLC.

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

    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.

    Image of Ian Pemberton
    Ian Pemberton
    Managing Director, KPMG Corporate Finance LLC
    Image of Rebecca Brokmeier
    Rebecca Brokmeier
    Managing Director, KPMG Corporate Finance LLC

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