Capabilities by Industry: Financial Services
Greenhill has considerable transaction experience and a global network of corporate relationships in the Financial Services sector. Our Managing Directors and professionals in North America, the United Kingdom, Continental Europe, Australia and Japan have executed many of the most significant and complex transactions for some of the leading companies in the industry.
Our experience in the Financial Services industry encompasses the following sub-sectors: asset management; banking and brokerage; financial technology; and insurance.
Below we highlight a few of the transactions on which we have advised in this area:
Recent Transactions
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Blu Pagamentos
Advised Blu Pagamentos, a high-growth Brazilian B2B cash management fintech firm, on the sale of a minority stake
Kohl’s Corporation
Private Label Credit Card Business
Advised Kohl’s Corporation on a strategic alliance relating to its private label credit card business with Capital One Financial Corporation
TT International
Advised TT International, a leading independent asset management firm focused on managing high alpha, high conviction active management strategies for institutional investors, on its sale to Sumitomo Mitsui Financial Group, Inc.
Exit of Homesafe Equity Release Joint Venture
Adviser to Bendigo and Adelaide Bank on the exit of its investment in the Homesafe Equity Release Joint Venture
AEA Technology plc
Advised AEA Technology plc, a UK provider of Rail and Environmental services, on the sale of a portfolio of non-core businesses to Coller Capital. The sale formed part of a wider financial restructuring plan
London & Country Mortgages Limited (“L&C”)
Advised Experian plc, the world’s leading global information services company, in connection with the acquisition of a 25% stake in L&C, the UK’s largest fee free mortgage adviser
Supplier Participações
Advised Supplier Participações, the largest credit fintech company in Brazil and the first independent mover in supply chain financing, on the sale of a majority stake to Totvs, the leading provider of management software and related consulting services in Brazil
Reliance Group
Advised Julius Bär Group Ltd., a leading Swiss private banking group, on its 95% acquisition of Reliance Group, one of the largest independent Brazilian wealth management firms with client assets of approximately BRL 17 billion (USD 5.3 billion)
CME Group Inc.
Advised CME Group, Inc., the operator of a leading global derivatives marketplace, on the structured sale of its 25% equity stake in Bursa Malaysia Derivatives Berhad to Bursa Malaysia Berhad
Merlin Securities LLC
Advised Merlin Securities LLC, a leading prime brokerage company in the US, on its sale to Wells Fargo
Charles Schwab Europe
Advised The Charles Schwab Corporation on the sale of its British pound sterling brokerage business, to Barclays PLC.
NewSmith Capital
Advised NewSmith Capital, an independent investment management group, on a strategic agreement with UniCredit whereby UniCredit will acquire NewSmith’s Financial Products credit advisory business, assume a 5% stake in NewSmith Capital and become an investor in NewSmith funds
Softcard (JVL Ventures, LLC)
Advised Softcard, a joint venture of AT&T, Verizon and T-Mobile focused on mobile payments and commerce, on the sale of certain assets to Google
Walmart (Credit Card Assets)
Advised Walmart Inc. on its new, long term credit card program agreement with Capital One Financial Corporation
WEX Inc. - Brazilian Operations/Subsidiary
Advised WEX Inc., a leading fleet and B2B payments company, on the divestiture of its Brazilian subsidiary to Vila Rica Capital.
Money Controls (subsidiary of Coin Acceptors, Inc.)
Advised Coin Acceptors, Inc. (“CoinCo”), a privately-owned US-based manufacturer of payment solutions for the automated point-of-sale industry, on the sale of its UK-based Money Controls subsidiary to Crane Co., a diversified manufacturer of highly engineered industrial products
Easton Investments Limited
Advising HUB24 Limited (ASX: HUB), a leading specialist investment platform provider, on its proposed acquisition of up to 40% in Easton Investments Limited (ASX: EAS), a leading provider of wealth and accounting solutions. The transaction also included the divestment of HUB24’s subsidiary, Paragem, to Easton
US Department of the Treasury
Advised the United States Department of the Treasury on the management and disposition of its common shares of AIG
International Medical Group, Inc.
Advised International Medical Group, Inc., a leader in the global insurance and assistance services market, on its sale to ABRY Partners
Blue Sky Alternative Investments Limited
Advised Blue Sky, an ASX-listed diversified alternative assets manager, on its response to an activist short-seller campaign, strategic review of recapitalisation options, and receipt of a A$50mm long-term capital investment by Oaktree via a 7-year senior secured convertible loan note facility
Mako Global Derivatives Executive LLP
Advised Close Brothers Group plc, an independent financial services group, on the sale of its 49.9% stake in Mako Global, a market maker in exchange traded derivatives, to Mako’s management
Grupo Monge
Advised Grupo Monge, a leading Latin American retailer and consumer finance company, in the establishment of a long-term funding relationship with impact investment manager BlueOrchard
Policard
Advised Policard, one of the largest electronic payment companies in Brazil, on the combination of its business with the Brazilian operations of Groupe Up, one of the leading employee benefits, public, social and loyalty programs providers in the world
BT Advice
Advised Westpac, the third largest company in Australia by market capitalization, on its exit of BT Advice and the sale of select assets to Viridian Advisory
Quicken
Advised Aquiline Capital Partners on its acquisition of Quicken, the best-selling personal finance software in the U.S., from H.I.G. Capital