Financial-Service Companies
Explore ServiceAdams Strategy offers tailored M&A advisory for banks, specialty finance, payments, fintech infrastructure, wealth & asset managers, broker-dealers, and insurance/insurtech firms. From pre-market positioning and buyer mapping through negotiation and closing, our team aligns process design with regulatory timelines to deliver certainty of execution.
With buyer access across strategics and private equity, we structure terms cash, earn-out, rollover equity, W&I cover to maximize value while navigating regulatory approvals and integration planning.