Investment Banking

Financial Institutions

Financial services is a dynamic industry undergoing continuous change. Changing client needs, evolution of new business models, product innovation and increasing regulatory requirements, these and other market forces require participants to evaluate and adapt their strategies on a permanent basis. The possible consequence of such an assessment may be that an M&A requirement is identified or that a capital market transaction is necessary. In order to be successful in such a case, it is very important to be able to rely on a qualified, experienced and trustworthy advisor.

The Sal. Oppenheim Financial Institutions specialists provide high-quality advisory services that make a significant contribution towards helping clients achieve their strategic goals, even when markets and structures change rapidly. Specialist industry know-how, broad international corporate finance and transaction experience, as well as innovative and flexible solutions are core to our professional service. In addition, the international network of the Sal. Oppenheim Group enables us to provide effective advice on cross-border transactions. Together with the relevant product specialists, our team of experienced professionals will gladly advise you. In this regard, our independence, discretion and objectivity are the ideal cornerstones for professional and successful investment banking services.

Clients served

We serve clients from the following sectors:

• Banks
• Insurance companies
• Asset Managers
• Financial services

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Our expertise

• Experienced team with many years of industry knowledge
• High level of competence in preparing detailed analyses on sub-sectors of the German-speaking financial services market
• Excellent contacts with decision-makers in the banking and insurance industries
• Comprehensive knowledge of prevailing regulations and laws
• Top marks for our valuation and execution expertise
• Execution of complex transactions via special constructs, e.g. the establishment of special purpose vehicles for Allianz/Dresdner Bank and Munich Re/Ergo transactions

Track Record

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