Financial Services Industry Investment Opportunities:
Venture Capital, Private Equity, & Mergers & Acquisitions Trends

Recently Released!!!
Date Published: December 2011
Comprehensive PPT Deck: 161 Slides
Summary PPT Deck: 99 Slides


The purpose of this research is to provide readers with an initial understanding of financial services industry investment opportunities, starting with current valuations and including venture capital, private equity, & mergers & acquisitions trends. The research addresses these strategic opportunities in light of Tiburon’s views of overall trends in the financial services market. The research also includes a chapter on related financial advisor mergers & acquisition trends.

This research addresses the three historical phases of Financial Services Industry Investment Opportunities, including: 
  • Institutional Mergers & Acquisitions Phase
  • Venture Capital Phase
  • Mergers & Acquisitions & Private Equity Phase

    This research outlines Financial Services Industry Investment Opportunities including:

    • Financial Services Industry Firm Valuations
    • Financial Services Industry Venture Capital
    • Financial Services Industry Private Equity
    • Financial Services Industry Mergers & Acquisitions

And this research makes the following future predictions for the Financial Services Industry Investment Opportunities business, including: 

  • Abundant Financial Services Industry Mergers & Acquisitions (and Private
    Equity) Opportunities
  • Expansion in Financial Services Industry Venture Capital Investment
    Opportunities
  • Expansion in Both Financial Services Industry Consolidation & Diversification
    Acquisitions
  • Likely Winning Acquirers & Investors

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