Financial Boutique brings an opportunity to the attention of interested investors: a well-known Italian insurance company specialized in life insurance policies whose previous year’s turnover collected through its partner banking institution branches consisted of life insurance policies amounting to 536 MLN, up 15% from the year before, is open to broadening its shareholder base through the entry of a new minority shareholder.
The target profile for the new shareholder is a firm active in the branch of compulsory social security coverage and complementary insurance, so as to promote the generation of ensuing synergies.

Top European insurance brokerage firm specialized in using innovative solutions and modern risk management techniques to prevent and manage business risks is looking for potential European partners operating in the same sector to implement a corporate merger with the aim of creating economic synergies, optimizing costs and generating reciprocal value that can be quantified starting with the share swap process.
All applications will be examined with the utmost care and professionalism.

Exceptional circumstances lead the owners of a Swiss private bank headquartered in Basel with branches in Geneva, Lugano, Zurich and Bern to consider selling off a majority of the firm’s capital.
The bank is governed by Swiss law and federal financial market authorities and deals mainly in private banking and asset management; it has built an excellent reputation for itself with successive generations of customers.
With a network of more than 400 partners both local and international and a solid foundation in terms of capital and liquidity, this bank is the ideal size to provide its clients with high-quality personalized services and innovative financial instruments.
We will be glad to forward the informational dossier to qualified parties interested in this proposal.

Independent wealth management firm, one of the most consolidated European players in the field of capital management and client investment options, has recognized know-how in retirement, insurance, banking, fiduciary and wealth management services and currently works with thousands of professional financial partners all over the world.
As part of its ongoing international growth plan, the firm seeks a foreign company active in the private banking sector to initiate a partnership that would involve reproducing its specific business and distributional model in the new entity.
All contacts received in response to this proposal will be treated with maximum consideration and due discretion, regardless of the geographical area they represent.

International M&A consultant posts this proposal on behalf of a high-profile independent US merchant bank specialized in mid-market sell-side and buy-side M&A deals, with operations in 18 countries including the leading global economies. The client bank is looking to purchase the corporate finance division and (associated advisory services) of banks based in eastern Asia.
All expressions of interest will be handled with the maximum confidentiality and professionalism.