Banking & Financial Services

We help you plan and execute robust value creation deals

Market-relevant deal solutions that position you for success

Financial Services (FS) firms need to go beyond traditional measures to transform their business models, embrace technological disruption, respond to sustained regulatory pressure and adapt to the dynamic politically-driven environment to tackle structural problems.

Transactions will continue to be one of the most significant drivers of transformation in the FS sector. Nonetheless as transactions have become more complex to account for challenges faced by the sector, FS dealmakers are required to consider different scenarios to assess value creation and execute strategic goals. 

PwC can help you respond timely and innovatively to this rapidly evolving world. Our teams have multidisciplinary expertise across all segments of financial services – commercial banks, insurers, investment entities, fintechs, EMIs and asset managers. We operate within a tightly-knitted international network of industry experts, fully leveraging our local knowledge to offer holistic solutions. Our deep industry insight, technical expertise and technology solutions can become your platform for success in this highly competitive market.

 

Explore our services

Our Lead Deals Advisory experts help you identify, structure, plan and implement strategic deals, whether these relate to acquisitions or disposals.

We assist you in scanning the market for deal opportunities and assessing different transaction scenarios across financial, regulatory and structural aspects. We support you in evaluating a ‘best-fit’ to your strategic goals, within the wider macroeconomic and operating environment.

We provide you with access to key stakeholders of the counterparty(ies), the local and European regulators and third-party financiers, whilst providing technocratic advice during negotiations and discussions with such.

Our multidisciplinary technocratic support teams provide end-to-end assistance throughout the transaction process to help you reduce risks and leverage opportunities for value creation.

Amongst other, we offer underwriting services, comprehensive due diligence services (financial, regulatory, accounting, operations, tax, legal, ESG) and perform valuation exercises under various scenarios in connection with the transaction. 

We assist you in preparing business plans and pro-forma financial statements, measuring how your financial and operational KPIs could be impacted by deal-related synergies.

Tactical preparation is key for a smooth transaction process. We have a sizable local resource base with extensive experience in planning and executing preparatory work ahead of a transaction.

Our team can help you in the preparation of a detailed project plan and the laying out of an appropriate transaction process considering deal objectives. We work alongside you and your team to design and implement tools and processes for information sharing with investors and other stakeholders. We support you in collating transaction-related data, documents and information, having verified accuracy and completeness in advance of the transaction to minimise value leakage.

Closing and implementation of a transaction can be complex and lengthy. A strategic and tailored approach to integration will ensure that your deal delivers its full potential. 

By setting clearly defined objectives and targets that focus explicitly on value delivery, we maximise the value of your deal while reducing the risks involved in post-close value capture activities.

We help you to establish a robust and tested integration capability to effectively and efficiently manage the integration planning and delivery taking into account legal closing conditions, as well as more practical and operational aspects such as systems and data migration and people change management to motivate, retain and excite employees.

Contact us

Michalis Stephanou

Partner, Advisory Leader, Head of Deals and In charge of Financial Services, PwC Cyprus

Elina Christofides

Partner - Advisory, PwC Cyprus

Tel: +357-22555718

Christina Telemachou

Director, Banking and FS Deals, PwC Cyprus

Tel: +357 - 22555444

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