Financial Institutions

What matters is the radical promise of value at all times and for every situation. We are the right partners for organizations making the transition from a traditional to a service-dominated business model.

Innovation DESPITE TRADITION

The financial service industry is facing disruptive change on multiple fronts. Services, rather than products, are now the focus. And these services are now being marketed by industry newcomers. In addition, interest rates remain persistently low. Perceptions of what constitutes value are changing. There are quantum-leap advances in technology – creating a vast landscape of opportunities and risks for the financial service industry.

Certain business areas of traditional banks are likely to become superfluous, as FinTechs shoot up and establish new technologies in the market, digitizing the world of cash flows.

Insurers also face change. Artificial intelligence and predictive analytics are making inroads into their business – and are well on the way to becoming serious digital competitors to established distribution channels. Insurers are under threat of being downgraded from all-round providers to mere suppliers.

This rapidly growing competition poses new challenges for traditional banks and insurers. Traditional revenue sources are disappearing and regulatory changes also put pressure on profitability. To remain competitive, organizations now have to chart a fresh strategic direction.

Established structures are slowing innovation and digital transformation. To measure up to modern expectations on customer orientation, innovation, agility and efficiency, companies will need to rethink how they organize themselves, and revitalize their technological solutions.

goetzpartners advisory services are designed specifically around these complex challenges. We assist the top management of banks, insurance companies and other financial service providers on the core issues of strategy, M&A and transformation. The added value lies in the unique combination of corporate finance and management consulting expertise and in our proven ability to manage and oversee digital transformation programs through to completion.

BHF-Bank

The formulation of a strategy, identification of a suitable takeover candidate and definition of the business plan: Acquisition of the German BHF Bank by the Belgian private equity fund, RHJ International

Case:

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PUBLICATION

The blockchain is coming – How banks should prepare for it

It needs no middlemen, has a decentralized structure and makes it possible for anyone to reconstruct a transaction: the blockchain has the potential to torpedo established business models in the finance industry and create turmoil across the sector. 

“By 2025 there will be a blockchain infrastructure for all tradeable assets. Banks have to ready themselves for that”, says expert Dr. Markus Krall, Managing Director at goetzpartners.

Recommendations for banks and financial services providers are summed up in this whitepaper.

DOWNLOAD WHITEPAPER

The future of the blockchain in 100 seconds
Managing Director Dr Markus Krall

TRANSACTIONS

We have successfully advised our clients in numerous Financial Institutions transactions. With over 200 international sell-side and buy-side transactions totaling in excess of 15 billion euros in the last ten years alone, goetzpartners is one of the most successful mid-market M&A firms. This success is founded on our sector expertise and excellent process management, valued by financial investors and corporate clients alike.

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Contact

 Kai Baetge

Kai Baetge Partner
Management Consultants

 Marc Boscheinen

Marc Boscheinen Director
Corporate Finance

 Stefan Homann

Stefan Homann Partner
Management Consultants

Dr Markus Krall

Dr Markus Krall Managing Director
Management Consultants

 Alexander Quack-Grobecker

Alexander Quack-Grobecker Partner
Management Consultants

Dr Ingo Wagner

Dr Ingo Wagner Managing Director
Management Consultants