Lincoln International’s Global Financial Institutions Group Achieves Strong Momentum Following 2022 Expansion of Platform
Deal activity remained robust throughout 2022; 2023 expected to be equally active as differentiated businesses outperform competitors and successfully navigate the financing markets
The global interest rate and inflationary pressures of 2022 have changed the transaction dynamics in the financial services sector but activity levels remained buoyant across the industry, particularly tech-enabled services companies in the financial services sector. Although recessionary concerns have led banks to slow down on lending activities, asset managers and insurance companies have greatly expanded their capital deployment, driving significant growth and consolidation.
The first half of 2023 is off to a fast start as investors have capital to deploy while larger platforms and strategics are also looking to optimize portfolios. Given the reset to the financing markets, strategic acquirers are increasingly looking at growth priorities which requires an appropriate strategy to structuring creative and well-run sale processes. High-performing businesses will continue to garner significant interest from both financial sponsors and strategic acquirers. With significant middle market private equity dry powder available for deployment, and many private equity assets nearing five-to-seven-year hold periods, financial services deal activity is expected to gain momentum in H2 2023.
Lincoln’s global Financial Institutions Group, with dedicated sector coverage across insurance, asset servicing, asset and wealth management, specialty finance and banking products and services, is prepared to navigate any deal complexity in 2023, providing a broad range of creative and global transaction solutions, and delivering exceptional deal outcomes to clients.
Lincoln International’s Global Financial Institutions Group Achieves Strong Momentum Following 2022 Expansion of Platform.
Select Notable 2022 Financial Institutions Transactions
Lincoln International advised FTV Capital on its growth equity investment in Patra
Lincoln International advised RoundShield on the sale of its minority stake to Azimut Alternative Capital Partners, a subsidiary of Azimut Group
Lincoln International has advised Chesnara on its acquisition of Sanlam Life & Pensions.
Lincoln International has advised private shareholders on the sale of their stake in LEBC to Tavistock Investments.
Lincoln International has advised Gainline Capital Partners on the sale of Source Advisors to BV Investment Partners
Lincoln International has advised Management of Blue.cloud on the sale of a majority stake to Hudson Hill Capital
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