Industries + Sectors

Financial Services

At Global PMI Partners we work with clients across many industry sectors. Our approach to consulting necessarily requires teamwork and collaboration with you because we believe that no one external knows your industry or your business like you do. However, financial services trends and specifics do impact M&A strategy and execution which vary from other industries. We understand these and bring lessons, customized solutions and proven experience from other financial services M&A deals.

Industry trends

Banks reacting to big political events (US elections and their impacts on US trade policy; Brexit in Europe and its impact on “pass porting”)
Strong capital/liquidity regulatory constraints
Cost reductions will enforce the adoption of new operating models
Fintech companies will play a more important role
Faster payment systems
Cybersecurity will increase
Lending marketplaces expected to grow
Confidence towards Robo-Advisors slowly growing

M&A trends

High Regulatory constraints will impact on market consolidation
Blockchain groups development
Shared services companies in order to mutualize costs; companies offering end-to-end digital services

PMI challenges specific to this sector

M&A is critically subject to regulatory both from a strategical (pre-deal) perspective and from an implementation (Post-deal) perspective
When a new shared service center is created in order to mutualize costs, a particular care must be applied
Cultural challenges in particular in customer-facing roles in order to guarantee a common perception by the client
Definition and adoption of new technologies at the same time as the merger

How we can help

Support cross-border acquisitions via local expertise and IMO expertise
Provide competency on the strategic use of technology
Support carve-out programs in portfolio reorganization strategies

Global PMI Partners specific value prop

International presence in all major Financial areas (UK, US, France, Germany, Israel, Italy, UAE, Brazil, China)
Very significant IT strategy expertise
High-leverage consulting model – optimisation of internal skills

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