Since 2014, specialising in Mergers & Acquisitions
download pdf The U.S. banking industry is undergoing structural change, as regional lenders seek to achieve scale, digital transformation, and cost efficiency amid tighter regulatory and capital requirements. Regulators are requiring regional banks: to hold more loss-absorbing capital and meet stricter stress-testing. This raises fixed compliance costs and makes scale increasingly important. The deal aligns … Continue reading PNC Boosts Western U.S. Presence via FirstBank Acquisition
After months of announcements and unexpected developments, the Italian banking industry is still at a pivotal turning point, from contested takeovers to strategic countermoves reshaping the sector. In this follow-up to our previous Banking Chessboard presentation, we explore its latest chapter with the insights from professionals including:• Eugenio Morpurgo – CEO, Fineurop Soditic• Francesco Perrini … Continue reading Italian Banking Chessboard – Part II: Countermoves and Consolidation (Mar–May 2025)
UniCredit, Commerzbank, Banco BPM, Anima, MPS, Mediobanca, Generali, Unipol, BPER and Banca Popolare di Sondrio are just few of the key players caught in the ongoing banking chessboard. But what are the calculated moves and the drivers behind this surge in M&A activity in such a highly regulated sector? And what does it mean for … Continue reading Italian Banking Chessboard – Part I: Strategic Openings (Jan–Feb 2025)
DOWNLOAD PDF On May 9th 2024, BBVA announced its hostile takeover bid for Banco Banco de Sabadell, aiming to acquire a 100% stake in an all-share offer valued at €11.38 billion. The acquisition could potentially create Spain’s second-largest bank surpassing the more renowned Santander. The proposed merger is expected to generate €850 million in annual … Continue reading BBVA’s bid on Banco Sabadell: a further step towards European consolidation
On December 14th, 2023, Bain Capital Private Equity LP, the private equity firm, acquired Guidehouse LLP, the local provider of management consulting, risk management consulting, strategy, and technology consulting services, from Veritas Capital Fund Management LLC, another private equity firm. The deal was closed for 5.3 billion USD in cash, allowing Bain Capital to acquire … Continue reading Bain Capital’s Strategic Move: a $5.3 Billion Acquisition of Guidehouse LLP in a Consulting M&A Downturn
INTRODUCTION Nasdaq, the renowned U.S. stock exchange, has concluded the acquisition of Adenza, a financial risk software firm, for $10.5 billion. The cash-and-stock purchase from software investor group Thoma Bravo is the largest of its kind, marking the expansion of the exchange’s capabilities to support financial institutions in data and risk management. This strategic move … Continue reading Driving Fintech Innovation: Nasdaq’s $10.5 Billion Acquisition of Adenza
INTRODUCTION On September 27th, 2022, the Royal Bank of Canada ("RBC") announced the acquisition of Brewin Dolphin Holdings PLC, a multi-award-winning wealth management organization. The transaction was concluded at a final price of C$2.4 billion (£1.6 billion) on a fully diluted basis, representing 515 pence per share. As part of RBC, Brewin Dolphin will now … Continue reading RBC’S ACQUISITION OF BREWIN DOLPHIN
Introduction On 23/11/2020, Crédit Agricole Italia S.p.A. ("Crédit Agricole Italia") announced a voluntary public tender offer on all shares of Credito Valtellinese S.p.A. ("Creval") with a total deal value of €876.87m. The deal was closed on 21/04/2021. Crédit Agricole Italia offered a price of €10.50 in cash per Creval share which represents a 20.76% premium … Continue reading Credit Agricole acquires Credito Valtellinese: a rising favourite in the NOrthern italian banking industry?
Introduction: On the 17th of June, 2021 JPMorgan announced the acquisition of the robot-assisted investment management company Nutmeg for approximately $970 million. Since November 2020, JPMorgan and Nutmeg have been in a partnership releasing a range of ETFs under the name of “Smart Alpha”. The previous partnership and acquisition of Nutmeg will allow JPMorgan to form … Continue reading JP Morgan acquires UK Robo-advisor Nutmeg
Bocconi Students M&A Circle 
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