Financial Services

Financial Services

Our specialist Financial Services team is made up of industry experts who are able to draw on many years of experience in consulting on M&A transactions, valuations and restructurings on an international scale. We take a comprehensive approach when offering advisory, providing solutions tailored to our clients in the financial services sector.

We are part of BDO’s industry group dedicated to Financial Services and Insurance Providers, which develop customised solutions for financial institutions, asset managers, insurers, pension funds and other capital market players. Within our industry group, we work together with other BDO experts from the Audit as well as Tax and Legal Advisory. This ensures that we can offer the comprehensive support required by clients from all relevant segments of the financial services sector as well as investors who have already invested in these segments or who are planning to do so. We are on hand to answer any questions that may arise. As part of BDO’s Global Financial Services Practice, our services can transcend national borders.

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The main advisory available through our Financial Services team are as follows:

Transaction Services

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

Mergers & Acquisitions

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

Valuation Advisory

  • Valuations, fairness opinions
  • Purchase price allocations (PPAs), impairment tests
  • Valuation of credit and insurance portfolios, funds

Quantitative Advisory

  • Financial instruments valuation
  • Risk management of exchange rates and commodities
  • Corporate risk management

Regulatory Services

  • Business plans, ownership control procedures
  • Restructuring, incorporation, licence applications
  • Business model analysis and internal governance (SREP)

Forensic Services

  • Business intelligence
  • Forensic technology services
  • Remediation

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