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
  • Commercial finance
  • Consumer finance
  • Financial technology
  • Insurance


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Financial services team

Ian Pemberton

Ian Pemberton

Managing Director, KPMG Corporate Finance LLC

+1 443-986-2779