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HomeFinancial Services

Financial Services

Our Approach

Our team has a strong expertise across all regulated and unregulated financial services sectors to assist our clients in all their strategies.

Eight advisory and our FS Team have advised on 250+ projects in the financial services sectors, including notably insurance, banking (incl. Leasing), asset management & Investor Solutions, brokerage, wealth management, payment services and non- performing loans.

Our teams have developed a strong expertise in financial services (Transaction Services, Legal & Tax, Actuarial, Valuation & Modelling, Capital Markets, ESG, Carve-out, Post Merger Integration, IT, etc.) and are ready to assist you through every steps of deal processes in order to maximize strategic, operational and financial levers.

Key Trends

Eight Advisory advises clients and has consolidated expertise and contacts in a wide range of financial services sectors, including insurance, banking (incl. Leasing), asset management & investor solutions, brokerage, wealth management, payment services and non- performing loans, and can therefore assist you with in-depth knowledge of the specific characteristics, dynamics and challenges of your sector.

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Sub-sectors

Our team is able to assist all financial services actors, across the full range of FS sub sectors.

Insurance

The insurance industry has been facing profound transformational changes over the recent years with evolving regulations and accounting standards (e.g. IFRS 17 or Solvency II), new technology, change in customer demand and strong competition from InsurTech, which require strong additional specific expertise, such as Actuarial.

Banking

On one side, Banking is becoming a platform business impacted by ever changing regulatory rules, especially ESG rules.

On the other side, customers are changing the way they engage with banking, searching for more and more digitization and more and more dedicated advices.

Asset & Wealth management

Wealth and asset managers are experiencing industry changing transformations: disruptions from FinTech platforms and independent advisors, demand for more transparency from customers and regulators. This results in more pressure on margins and industry consolidation.

Payments

Thanks to technological evolution and a new reg frame, (PSP I & II) the payment industry has emerged as a dedicated FS industry with its own stakes.

Brokers and advisers

The broker/Advisers industry has been one of the most active FS industry in the M&A market over the past few years.

The key stakes for the industry have been and will remain the competition for improved customer services, the development of open architecture platforms and the application of more constraining rules aiming at protecting customers (Retail investment strategies, DDA II, MIF II, etc.)

Our areas of expertises

  • M&A Transaction Services
  • Restructuring
  • Strategy & Operations
  • Digital Transformation
  • Capital Markets Services
  • Transformation Finance
  • Technology Transformation
  • People
  • Strategic Valuation & Modeling
  • Infrastructure, Energy & Project Finance
  • Real Estate Services
  • Dispute Resolution & Litigation
  • Tax Services
  • Private Equity Services
  • ESG and Sustainability Services
  • Economic & Regulatory Advisory
  • Artificial Intelligence

01.

Eight Advisory supports your business in delivering significant value through a perfectly executed transaction strategy.

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02.

Business Restructuring - Recovering value by managing today's financial and operational challenges while preparing for the future

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03.

We help your teams to create and implement the operational strategy for transactions or transformations.

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04.

Our mission is to secure and accelerate data-centric organization deployments.

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05.

Our goal is to offer you tailored solutions throughout the entire process (from preparation to execution as well as post transaction).

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06.

We put our expertise at CFOs' disposal to satisfy the needs of Finance Departments.

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07.

Maximising your technology environment to make it central to your company's value creation

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08.

We engage your people in your transformation journey to ensure lasting performance through an inclusive and pragmatic approach.

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09.

A key part of the Eight Advisory's know-how, the Strategic Valuation & Modelling Team operates in a wide variety of areas, including transactional, accounting, legal and tax issues. It covers all economic sectors across Europe and has a global reach.

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10.

Building robust and sustainable infrastructure with you.

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11.

Eight Advisory Real Estate, a bespoke approach to your real estate strategy

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12.

The expertise of our team allows us to offer a sharp financial analysis in support of conflict resolution.

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13.

Eight Advisory's Tax teams assist companies of all sizes, from start-ups to large corporations, as well as investment funds and financial investors in resolving their current or exceptional tax issues, as well as in the context of your growth and restructuring operations.

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14.

With our sector knowledge and international reach, we have created a one-stop shop for private equity firms and their portfolio companies by combining the different areas of expertise required throughout the investment life cycle.

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15.

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16.

We provide strategic advice based on economic modelling, with a strong focus on competition and regulatory advice. We thus address any competition related issues companies may face.

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17.

AI at the core of transformation

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Our team

Emmanuel Riou

Partner

Transaction Services

François Beugin

Partner

Actuarial

Myriam Montillot

Partner

Capital Markets & Financial Engineering

Guillaume Rembry

Partner

Tax

Guillaume Catoire

Partner

Transaction Services and Infrastructure & Project Finance

William Berger

Partner

Strategy & Operations

Jean-Christophe Fuzzati

Partner

Technology Transformation

Geoffroy Bizard

Partner

Strategic Valuation & Modeling

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