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M&A Advisory · Asia Pacific · USA
Lyndon Advisory

Sector Intelligence

Financial Services

M&A analysis, valuations, and deal trends for the Financial Services sector.

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What kind of Financial Services M&A situation are you in?

I am considering a sale

Get a confidential review of valuation range, buyer universe, and exit readiness for a Financial Services business.

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A buyer has approached us

Check buyer seriousness, valuation logic, disclosure risk, and whether to widen the process.

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I am comparing advisor fees

Estimate how a 2.5% success fee capped at US$750,000 compares with other advisor proposals.

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I am an investor or acquirer

Register a Financial Services acquisition mandate on MergerMatch to receive privately matched seller opportunities.

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Financial Services M&A Advisory

10 min read

Financial services M&A: valuations, buyers, and deal process for wealth managers, insurance brokers, fintechs, and payment businesses worldwide.

·financial services · M&A · fintech

How to Sell a Financial Services Business

11 min read

Selling a financial services business requires specialist advisory. Learn how wealth managers, insurers, fund managers and fintechs are valued, who the buyers are, and how to run a sale process.

·M&A · financial services · wealth management

Financial Services M&A in Asia Pacific: 2026

11 min read

APAC financial services M&A deal value surged 62% in 2025 to US$65.5 billion. Key sectors, valuations, and deal trends for dealmakers.

·M&A · financial services · insurance

Financial Services transactions

Selling a Financial Services business?

Our sector knowledge drives stronger valuations and better-matched buyers. Submit revenue and company details for confidential review.

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