Financial Services

Sector Reports

Financial adviser chatting with a couple

Why M&A will remain key for growing the UK’s wealth sector

We believe the UK’s wealth sector is attractive for investors thanks to its long-term fundamentals. M&A looks set to remain a key strategy for driving growth and creating shareholder value.

Sub-sector expertise

We advise private equity, private and public companies in the financial services sector. Our international network team of experts with extensive sector knowledge focus on the sub-sectors with the most promising growth and consolidation opportunities.

Asset and Wealth Management
Banking and Challenger Banks
Broking and Platforms
Capital Markets

Financial Technology
Insurance and Insurance Distribution
Payments
Speciality Finance

Our offering covers the full spectrum of M&A advice including:

M&A advisory

Our offering covers the full spectrum of M&A advice including:

Sell-side advice - sale of companies and the disposal of minority stakes.
Buy-side advice - platform acquisitions, bolt-on acquisitions, take private of listed companies, negotiation of corporate carve-outs and the purchase of minority stakes.

Private company fundraising

We offer support to ambitious, growth-focused businesses seeking to raise more than £10 million in capital, accessing a wide range of niche and mainstream funding in the private capital market.

Our team of experts will help you to secure the right capital solution to deliver the next phase of your growth.

M&A advisory

Our offering covers the full spectrum of M&A advice including:

Sell-side advice - sale of companies and the disposal of minority stakes.
Buy-side advice - platform acquisitions, bolt-on acquisitions, take private of listed companies, negotiation of corporate carve-outs and the purchase of minority stakes.

Private company fundraising

We offer support to ambitious, growth-focused businesses seeking to raise more than £10 million in capital, accessing a wide range of niche and mainstream funding in the private capital market.

Our team of experts will help you to secure the right capital solution to deliver the next phase of your growth.

Meet the financial services team

Tom Lewin

Financial Services Advisory

Tom Lewin

Financial Services Advisory

Tom Lewin is Head of the Financial Institutions Group (FIG) at Investec in London and is responsible for leading Investec’s FIG M&A Advisory team. Tom works with companies and private equity funds across the spectrum of financial services, with a focus on growth and tech-enabled companies. Tom is focused on building long term relationships and providing independent, strategic advice. Tom has over 20 years of experience in financial services with extensive M&A and capital markets advisory experience including public and private M&A, restructurings, equity raising (IPOs and rights issues) and hybrid capital issuance for a wide variety of public, private, and private-equity backed companies. Tom joined from KPMG where he was a Partner in the FS M&A team and prior to that spent 15 years in Investment Banking at Barclays and Rothschild.

[email protected]

+44 (0)759 923 4071

Tom Lewin

Financial Services Advisory

[email protected]

+44 (0)759 923 4071

Sean Crookes

Financial Services Advisory

Sean Crookes

Financial Services Advisory

Sean joined Investec in 2021 and has over 10 years of financial services experience advising both public and private companies. He was previously a Vice President at Keefe Bruyette and Woods and qualified as a Chartered Accountant with EY. Sean studied Accounting and Information Systems at the University of Leeds.

[email protected]

+44 (0)773 276 1532

Financial Services Advisory

[email protected]

+44 (0)759 923 4071

Sean Crookes

Financial Services Advisory

[email protected]

+44 (0)773 276 1532

Let's start a conversation

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Our suite of advisory services

IPO advisory

Debt advisory

Strategic advisory

Equity capital markets advisory

Corporate broking

IPO advisory

We are proud to have advised on some of the most successful UK IPOs in recent years. Our leading IPO platform brings together our experience from an enviable track record of quality IPOs, deep sector knowledge, leading and highly respected research analysts, as well as a top-ranked sales team.

Debt advisory

We’ll give you access to an extensive network of funders and independent debt advice to help you face the most challenging of circumstances.

Strategic advisory

Our experts provide informed and impartial advice on equity investment case positioning, strategic equity advisory services, and technical and regulatory matters.

Equity capital markets advisory

We specialise in raising capital for both private and public companies. In 2020, we raised £2.7bn in 30 separate transactions for small-, mid- and large-cap clients, distributing into the UK, US, and EU markets.

Corporate broking

We provide ongoing strategic advice on every aspect of your business’s relationship with equity markets, to help you realise your ambitions.

We can act as a strategic sounding board, advise on regulatory obligations, provide real-time market intelligence and feedback on investor sentiment.

Advisory insights and expertise

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