Our specialized Financial Services team is comprised of industry professionals with extensive experience advising on M&A transactions, valuations, and restructurings in an international environment. We take a comprehensive advisory approach and provide tailored solutions to clients across all relevant Financial Services sectors.

We are integrated into BDO’s Financial Services and Insurance sector teams, which develop specialized solutions for banks and other financial institutions, asset management companies, insurance providers, pension funds, and other capital market participants. Within our industry centers, we work closely with BDO specialists from Audit, Tax, and Legal Advisory services. This enables us to support clients across all relevant Financial Services segments, as well as investors who are active in or planning to invest in these sectors, with a wide range of strategic and operational matters. As part of the BDO Global Financial Services Practice, we also provide cross-border support and expertise.

Our Financial Services Deal Advisory offering includes in particular:

Transaction Services

• Due diligence (financial, regulatory, real estate, commercial, and tax)
• Transaction advisory and negotiation support
• Restructuring, recovery, and resolution planning

Financial Services Mergers & Acquisitions

• Buy-side and sell-side lead advisory, as well as IPO advisory
• Financial fact books and information memoranda
• Strategic business reviews

Valuation Services

• Business valuations and fairness opinions
• Purchase Price Allocation (PPA) and impairment testing
• Valuation of loan portfolios, insurance portfolios, and investment funds

Quantitative Advisory

• Financial instruments valuation
• Foreign exchange and commodity risk management
• Corporate risk management

Real Estate

• Financial due diligence and analysis of key value and risk drivers
• Structuring and financing of institutional real estate investments
• Valuation, portfolio management, risk management, and reporting