Financial-Service Companies

Explore Service
Explore Service

Adams 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.

Healthcare Companies

Explore Service
Explore Service

Adams Strategy offers tailored M&A advisory services for healthcare providers, diagnostics laboratories, and MedTech companies. Their expertise spans clinical, microbiology, genetics, pathology, and toxicology labs covering everything from blood diagnostics to personalized medicine. They assist care companies such as home nursing services, intensive care groups, assisted living facilities, and senior care providers in preparing for successful acquisitions or sales. In the MedTech space, they support the divestment of companies producing surgical instruments, imaging systems, prosthetics, implants, and ICU equipment. Adams Strategy also partners with Clinical Research Organizations (CROs) , including full-service, early-phase, preclinical, and regulatory CROs, offering guidance throughout the divestiture process. From data management and medical writing to post-marketing studies and site management, their network spans the full clinical research lifecycle. With industry know-how and buyer access, Adams Strategy helps owners and investors maximize value across the healthcare and life sciences ecosystem through strategic exits, mergers, or buy-side support.

Discover Service

Adams Strategy supports transactions and succession solutions for insurance brokers, digital brokerage platforms, and specialized financial service providers.

Our focus includes traditional insurance brokers, specialized brokers (e.g. for private health insurance, motor insurance, or commercial clients), online brokers, and broker pools. We guide business owners through strategic sales, mergers, or buy-side processes with a clear, structured approach.

Our advisory services cover key areas such as costs, commissions/fees, comparison models, switching processes, and digital business models. This includes brokers focusing on private clients, commercial clients, private health and supplementary insurance, mobility and fleet solutions, as well as hybrid distribution platforms.

In addition to M&A advisory, we also support strategic repositioning, succession planning, and process digitalization for high-growth brokerage firms.

With our deep industry knowledge, buyer database, and transaction experience, Adams Strategy maximizes value and creates clear perspectives for owners, investors, and successors.

Company Sale Advisory

Free Initial Consultation
Free Initial Consultation

Adams Strategy GmbH & Co. delivers comprehensive advisory services for businesses seeking to navigate the complexities of a company sale or strategic transition. We believe that transparent, accurate information is the foundation of every successful transaction especially in today's fast-paced, highly regulated markets. Our mission is to dismantle information asymmetries by providing mid-market enterprises in industries ranging from healthcare and technology to manufacturing and professional services with the insights they need to understand their true market value. Whether you operate a laboratory, a care service provider, a MedTech firm, a software company, or a specialized industrial outfit, our M&A specialists stand beside you from initial valuation through negotiation and closing. We combine rigorous financial modeling, thorough market analysis, and candid, experience-driven counsel to help you clarify objectives, identify potential buyers, and optimize transaction terms. If you are planning an outright sale, planning for succession, or exploring a strategic reorganization, our approach remains consistent: deliver tailored, confidential guidance that maximizes stakeholder value and minimizes risk. Drawing on decades of cross-industry deal execution, Adams Strategy's team keeps you fully informed at every stage empowering you to make confident decisions and unlock hidden value. We manage due diligence, coordinate with legal and tax advisors, and oversee communications to ensure a smooth, timely process. By emphasizing integrity, strategic foresight, and deep market understanding, we transform complex transactions into growth opportunities. Trust Adams Strategy to be your dedicated partner in mergers, acquisitions, divestitures, and corporate restructuring helping you achieve optimal outcomes and sustainable success.

A proven
Expertise of

  • Company Sales 450+
  • Company Valuations 1,300+
  • Buyer Database 70,000+

Sell Financial-Service Firms, Divest FinTech & Investment Platforms - Adams Strategy

We'll walk the entire journey with you.

  • Clinical laboratories

    Clinical Laboratories

    Microbiology & Virology Labs

    Hematology Laboratories

  • Genetic and molecular labs

    Genetische & molekularbiologische Labore

    Toxikologische & forensische Labore

    Pathologische & onkologische Labore

  • Neurochemistry and endocrinology

    Neurochemische & endokrinologische Labore

    Ambulante Pflegedienste

    Stationäre Pflegeeinrichtungen

  • Care and assisted living

    Day Care Facilities

    Assisted Living

    Intensive Care Living Groups

  • Care consulting and surgical supply

    Care Management & Consulting Firms

    Prosthetics & Orthotics Manufacturers

    Surgical Instrument Producers

  • MedTech

    MedTech Companies

    Implants & Biomaterials Producers

    Imaging Systems Manufacturers

  • Consumables and ICU/OR tech

    Consumables Manufacturers

    OR & ICU Technology Manufacturers

    Full-Service CROs

  • Preclinical & early phase CROs

    Preclinical CROs

    Intensive Care Living Groups

    Phase I CROs (Early-Phase)

  • Bioanalytical and regulatory

    Bioanalytical CROs

    Data Management CROs

    Regulatory Affairs CROs

  • Medical writing and SMOs

    Medical Writing CROs

    Statistical CROs

    Site Management Organizations (SMOs)

  • Phase IV & specialty CROs

    Post-Marketing CROs / Phase IV

    Specialty CROs (Oncology, Rare Diseases)

  • Insurance Brokers - Professional Support for Succession & Portfolio Sales

    Insurance Companies

  • FinTechs - Exit Strategies and Access to Buyers for Digital Financial Solutions

  • IT Companies - Strategic Succession Solutions & Tech Exits

  • Algorithmic Trading

    Backtesting Engines

    Execution Algorithms

  • Agencies & Service Providers

    Hotel Companies & Operating Companies - Sales with Location Strategy

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