Transactions in financial services  

To remain competitive and flexible in the face of the emerging challenges in the new financial services world, a clear strategy for growth is imperative:

• Define your target business models, focusing on markets, clients and products, and considering “where you want to be”
• Articulate your growth strategy after undertaking a thorough assessment of your goals
• Consider threats and opportunities for both organic and M&A-driven growth
• Consider regulatory developments which may lead to M&A – Basel III and Solvency II will have greater capital requirements, which may mean non-core asset disposals
• Manage your rising cost base, streamline operations, people and services  

KPMG has unique insights into the Swiss Financial Services market from its extensive network and in-depth research into the professional services sector. Our dedicated team of financial services specialists can assist you with a range of services including:

• Lead advisory transaction support: we can assist you to successfully complete a transaction with comprehensive project management and knowledge of the strategic and financial buyer universe
• Buy and sell side due diligence: we add value to your due diligence process by focusing on the risks and opportunities to your transaction
• Assessment of strategy for growth and opportunities and threats: we can assist you in your strategic decisions, drawing on our deep insights into the market
• Commercial due diligence, benchmarking performance and business modeling: we can assist you with new market entry and performance optimization
• Valuation: we can assist you with your value assessment