FINANCIAL SERVICES

Leading Advisor in Financial Services M&A

Financial Services

AIP’s Financial Services Group has built a strong reputation for delivering exceptional results and unmatched advisory services in mergers and acquisitions (M&A), capital raising, restructuring, and financial and valuation advisory. AIP offers expert advice across the entire financial services landscape.

Comprehensive Industry Insight

AIP’s deep knowledge of the financial services industry, including its regulatory, financial, and competitive frameworks, allows us to offer strategic guidance across a broad range of transactions. From mergers and acquisitions to capital raising and asset divestitures, we provide tailored solutions for clients at every stage of the business lifecycle. Our expertise spans multiple sectors, each serviced by dedicated finance professionals who understand the unique needs and opportunities of each.

Advanced Manufacturing and Engineered Products

Expertly guiding companies in the manufacturing and engineered products sectors through M&A and capital raising, driving innovation and growth within the financial services space.

Providing strategic advisory to infrastructure firms within financial services, facilitating large-scale investments and developments.

Supporting environmental services firms in aligning sustainability efforts with financial strategies, optimizing business models through M&A and financial restructuring.

Offering financial guidance to companies in the evolving Equipment-as-a-Service sector, helping them scale and evolve through strategic partnerships and M&A transactions.

Advising firms in facility and residential services on M&A, capital raising, and strategic financial planning to expand their market footprint.

Delivering tailored advisory services to human capital management firms, supporting M&A transactions and capital-raising strategies for business growth.

Helping IT service firms in financial services navigate digital transformations, optimize operational models, and identify lucrative M&A opportunities.

Assisting marketing service providers in the financial services industry with strategies for market expansion through M&A and financial structuring.

Offering advisory to pharmaceutical companies in the financial services market, providing insight into effective commercialization strategies and financial growth.

Supporting niche consulting firms with M&A strategies and financial restructuring to enhance their service offerings within the financial services sector.

Advising educational firms specializing in financial services training, guiding them through strategic growth via M&A and capital-raising transactions.

Offering strategic guidance for transportation and logistics firms within financial services, optimizing supply chains and expanding through M&A opportunities.

Transactions

We’ve advised on some of the most significant transactions across industries—mergers, acquisitions, capital raises, and restructurings that shape markets and drive progress.

Insights

See how AIP continues to deliver measurable impact across every engagement.

Transaction Alerts

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