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Financial Services

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Our approach

Our commitment goes beyond executing a successful transaction. We act as a true long-term partner, supporting our clients at every stage of their journey. We assist founders, entrepreneurs, and institutional players during key moments in their company's lifecycle, whether for growth or succession objectives.

Constant engagement with the market

At PAX Corporate Finance, we believe in the power of experience in this sector. Our extensive track record of transactions for insurance brokers, wealth management advisors (CGP), and asset management firms has enabled us to build strong relationships with key market players, including industry leaders, investors, and financiers. This in-depth knowledge of stakeholders allows us to optimize the execution of your transactions.

In-depth analysis

The anticipated assessment of your projects against the market leads us to first work on key elements such as the value proposition, business model, and performance indicators of your company. This preparatory work will later allow us to highlight its strengths and unique features to vetted counterparts who can fully value them. We also take into account the specific regulatory context of finance and insurance.

Our support

Other sectors

Consumer Products & Retail

Consumer Products & Retail

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Consulting & Technology Services

Education & Training

Education & Training

Impact & Environment

Impact & Environment

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Industry

Sports & Leisure

Sports & Leisure

Software & Platforms

Software & Platforms

Marketing & Communication

Marketing & Communication

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Health