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Global financial services consultancy firm sets up M&A operation

By Robbie Lawther, 19 Apr 23

Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’

Global consultancy firm IDEX Consulting has launched a mergers and acquisition offering for financial services businesses.

This is following 15 years of supporting international businesses with their M&A deals.

The operation will be headed up by business manager James Salmon. It will offer a range of services including seek buyers, carry out due diligence and negotiating deals.

Tony Bates, managing director of IDEX Consulting, said: “In today’s economic landscape, we understand that businesses need to rely on a partner who can navigate the M&A transaction sensitively, managing regulatory requirements and unanticipated financial implications with care and accuracy.

“Unlike most companies, we are a neutral party in the business working closely with each client to ensure that objectives are closely aligned. Our M&A specialists are qualified experts who understand what is required for a successful match and transaction and, more importantly how to manage the end-to-end acquisition smoothly, ensuring all due diligence has been completed.”

IDEX Consulting is a business growth consultancy, operating in three core specialisms; general insurance, legal and financial services. It offers services in the UK, US, Europe and the Middle East.

Tags: UK | US

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.