Financial Services

Financial Services

Our expert financial services team is made up of industry experts who can draw on years of experience in advising on M&A transactions, valuations and restructuring on an international level. We take a comprehensive approach when offering advice, providing solutions tailored to our clients in the financial services sector.

We are part of BDO's industry group dedicated to financial services and insurance providers, developing customized solutions for financial institutions, asset managers, insurers, pension funds and other capital market participants. Within our industry group, we work together with other BDO experts from Audit, as well as Tax and Legal Consulting. This ensures that we can offer the comprehensive support needed by clients from all relevant segments of the financial services sector, as well as investors who have already invested in these segments or are planning to. We are available to answer any questions that may arise. As part of BDO's global financial services practice, our services can transcend national borders.

The main advice available through our financial services team is as follows:

Transaction services

  • Due diligence (financial, regulatory, real estate, tax, legal)
  • Transaction consulting, support in negotiations
  • Restructuring, recovery and rehabilitation planning (RRP)

Mergers and acquisitions

  • Buy-side and sell-side advisory consulting, IPO consulting
  • Financial fact books, information memoranda
  • Strategic business reviews

Valuation advice

  • Estimates, honest opinions
  • Purchase price allocations (PPAs), impairment tests
  • Valuation of credit and insurance portfolios, funds

Quantitative consulting

  • Valuation of financial instruments
  • Foreign exchange and commodity risk management
  • Corporate risk management

Regulatory services

  • Business plans, property control procedures
  • Restructuring, incorporation, and licensing requirements
  • Business Model Analysis and Internal Management (SREP)

Forensic services

  • Business intelligence
  • Forensic technology services
  • Legal remedy