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Financial Services, Personal finance management tools including checking…
Financial
Services
Insurance
Aviva (Sell-side; Separation; Strategic)
Payments
Splitit (Buy-side; Due-diligence; PE)
Investments
Investment banking
Brokerage
Hedge funds/ Mutual funds
NW Brown (Buy-side; Due diligence; Strategic)
Banking
Mortgage
Tax and accounting services
Estera (Sell-side; Due-diligence; Bolt-On;PE)
Fintech
BNPL
Splitit (Buy-side; Due-diligence; PE)
Fund Administration
Estera
Personal finance
Consumer finance
Corporate finance
Personal finance management tools including checking account, personal loans, savings, retirement planning, short-term loans, spend analytics
Helps people afford products and services by providing the option to pay in instalments - Home loan, vehicle loans, credit card services, mortgage lenders, student loans, credit cards, deposit accounts, insurance
Includes all financial activities of a business including sources of funding, capital structure, actions to increase company value, tools to allocate resources
Key areas in FS