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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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
  • Broker Dealer
  • Commercial Finance
  • Consumer Finance
  • Financial Technology
  • Insurance

Recent transactions

Contact us

Alexander  Alden

Alexander Alden

Group Head, Financial Institutions, Managing Director, Investment Banking, Corporate Finance, KPMG (US)

+1 415 963 5511
Joe Schneider

Joe Schneider

Managing Director, Insurance, Corporate Finance, KPMG (US)

+1 312-665-1006