12 Industry Groups

Financial Services

Industries

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To learn more about our Financial Services Industry Group, please download the Industry Reports published by this M&A WORLDWIDE Industry Group.

The Financial Services industry group report is available in the link below.

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Featured Transaction

Financial Services

 

The digital transformation has invaded the financial services ecosystem. Technology is affecting the finance industry in a multitude of ways.

The use of technology and its implications are not limited to financial institutions. Regulators are rapidly adopting a wide range of data gathering and analytical tools too. Using sophisticated analytical tools on large volumes of data, regulators can compare scenarios and address potential issues before they become full-scale market problems. These elements, combined with the more traditional pillars of the financial markets, bring new challenges to the M&A industry.

 

 

Our market view

Despite regulation and other potential barriers for entry, we see tremendous demand for FinTech-related services in areas such as consumer banking and wealth management. This will open new opportunities for both incumbents and disruptors.

The sharing economy may have started with cars, taxis, and hotel rooms, but financial services will follow soon enough. The technology will be applied here to create connections between providers and users of capital. Our experts have the most relevant expertise in presenting the best range of options to our clients whilst considering the need to grow by taking more skills into the business.

Market Outlook

Automated wealth managers technology are emerging
M&A players more active in Big Data
Public cloud is becoming the relevant model
Regulators are paying more attention to technology

Latest Transactions

Team

Reach us at one of our offices:

Founding Partner

Fabio Matsui

Managing Partner

Carlos Carvalho

Founder & Managing Director

Péter Fehér

Vice-President

Ulrik Karlsen

Partner

Edgar Pirscher

Partner

Frank Stolpmann

Managing Partner

Martin Mayer

Senior Advisor

Helen Phillips

Analyst

Felipe Meirelles

Founding Partner

Fabio Matsui

Working in financial advisory for 15 years. Previously worked as Business Consultant at Accenture and held Executive Positions at Credicard, Sent Telecom, Siemens, NEC, and Kodak. BSc. in Electrical Engineering from the Escola de Engenharia Mauá, a postgraduate degree in Business Management from FGV-SP (CEAG), MBA degree from the University of California at Berkeley and Board Member program by IBGC.

Industry experience:

Advertising, PR & marketing; Aerospace & defense; Beverages; Building & construction; Business services; Chemicals; Education and training; Electronics; Engineering; Information technology; Insurance; Media, printing, and publishing; Real estate & facility management; Retail and franchising; Security; Telecom; Textile & clothing.

Managing Partner

Carlos Carvalho

More than 20 years of experience in M&A, Corporate Finance, Strategy, Retail, and Financial  Services. Coordinated several Corporate Finance projects in Portugal, Spain, Angola, France, England, Poland, and the US. Vertical specialization.

Industry experience:

Financial services; Retail and franchising.
Member of Financial Services & Logistic & Transportation Industry Groups.

Founder & Managing Director

Péter Fehér

Worked on M&A deals, IPOs, and stock brokerage. MBA from the American University in Washington DC. Postgraduate Certificate in Mergers and Acquisitions and Corporate Restructuring from Harvard Business School. Board member: 2016-2018

Industry experience:

Automotive; Beverages; Business services; Education and training; Electronics; Financial services; Food; Hotels & restaurants; Information technology; Luxury goods; Media, printing, and publishing; Retail and franchising; Telecom; Textile & clothing; Transport & logistics.
Member of Financial Services Industry Group.

Vice-President

Ulrik Karlsen

M&A professional based in Shanghai since 2014 with a focus on cross-border advisory services for a variety of industries. Based in China, Ulrik has been engaged in different transactions and strategic business processes on behalf of international companies ranging from startups to listed companies. Ulrik has hands-on experience managing mandates including sell-side, buy-side, fundraisers, and special cases with focus on the Nordic market. Prior to joining ARC Group, Ulrik was the CEO and founder of a boutique M&A advisory firm named Norient Advisors since 2019. This platform was created together with a Norwegian investment firm as a missing bridge in terms of serving Nordic companies pursuing M&A transactions in the Chinese market. Ulrik’s passion for M&A advisory started as an analyst for E.J.McKay & Co in Shanghai, also covering the Nordic market. Besides China, Ulrik has resided in Myanmar as a Business Development Manager for a Norwegian TMT supplier servicing and investing in telecom infrastructure in emerging markets. Ulrik has holds a Master of International Business from Hult International Business School as well as a Bsc. Business Management from BI Norwegian Business School.

Industry experience:

Building & construction; Clean technology; Financial services; Telecom; Trade.
Member of Financial Services Industry Group.

Partner

Edgar Pirscher

Bank clerk at Oldenburgische Landesbank AG, Oldenburg.Graduated economist, University of Applied Sciences, Wilhelmshaven.15 years management experience in the finance department of Dresdner Bank, including 10 years Head of the Finance Function for M&A and Real Estate transactions.

Industry experience:

Advertising, PR & marketing; Beverages; Financial services; Food; Hotels & restaurants; Luxury goods.
Member of Financial Services Industry Group.

Partner

Frank Stolpmann

MBA University Cologne and Columbia Business School, 30 years of managing experience at Private Equity Fund, Vol. €150m (MD), Deutsche Bank AG (MD), MASA Decor Printing/Laminated Paper (MD), Siemens AG,: 2002 independent M&A expert for medium-sized transactions

Industry Experience:

High Tech Industry, Electronic industry, Metal- and Moulding Industry, Machinery-, Recycling, Wholesale, Building, Financial Service, a.o. PE-/RE-Funds/Holdings, Leasing, Insurances, Asset Management.
Member of Financial Services Industry Group.

Managing Partner

Martin Mayer

Economist and founding partner gained wide experience since the mid-90s in international corporate finance on both sides, in advisory firms as well as on the client’s side in stock-exchange listed companies. Previously, he worked in various countries in Asia, Eastern, and Western Europe. He is an associate professor at EADA. Martin Mayer holds a degree in Business Administration from the University of Innsbruck and an Executive MBA from IE Business School.

Industry experience: 

Automotive; Business services; Education and training; Financial services; Food; Hotels & restaurants; Information technology; Insurance; Security; Steel, metal, and woodworking.
Member of the Financial Services Industry Group.

Senior Advisor

Helen Phillips

Helen is a marketing services expert with over 20 years of diverse experience and skills running a full-service marketing agency since 2005. She has served a broad client portfolio in various industries, including tourism, healthcare, and facilities management. Together with her team, she specializes in introducing innovative ideas and marketing tools, developing strategies, and providing consultancy services, all while believing in the power of creative visual communication. She cooperates with Sigma as an independent marketing expert in the tourism and medical/healthcare sectors since 2018.

Analyst

Felipe Meirelles

Analyst at Galapagos Cypress with more than 3 years of experience in Investment Banking having concluded M&A transactions in several industries, mainly in the insurance and technology segment.

Industry experience:

Information technology; Insurance; Real estate & facility management.
Member of the Business Services and the Financial Services Industry Group.
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