Smart Money Investing in the Financial Services Industry Q1 2020

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GlobalData’s Smart Money Investing in the Financial Services Industry Q1 2020 report provides detailed analysis of investment activities in financial services industry globally during the first quarter of 2020.

The report provides comprehensive coverage of investment activities including mergers, acquisitions, asset transactions, venture financing and private equity, both in terms of deal value and volume. It also provides a global snapshot of investment trends in sectors including banking, payments, insurance and wealth management, and information on best practices followed by market participants in the form of case studies.

The report brings together GlobalData’s research and analysis expertise to allow stakeholders to identify investment dynamics in North America, Europe, Asia-Pacific and other regions.

The report provides insights into investment activities in the financial services industry around the world in Q1 2020, including –
– A global snapshot of investment trends in the global financial services industry.
– Comprehensive coverage of deal types including mergers, acquisitions, asset transactions, venture financing and private equity.
– Detailed insights into deal activities in sectors including banking, payments, insurance and wealth management.
– Information on the regional dynamics of investments in the financial services industry.


– The number of M&A deals increased at a strong quarter-on-quarter growth rate of 8.8%, up from 714 deals in Q4 2019 to 777 deals in Q1 2020.

– The venture financing deal activity registered a decline in terms of both deal count and deal value. The deal count declined from 389 in Q4 2019 to 361 in Q1 2020. Meanwhile, the total deal value dropped marginally from $7.31bn in Q4 2019 to $7.26bn in Q1 2020.

– Private equity deals recorded sluggish growth in deal count in Q1 2020, growing by just two to 89 deals. Meanwhile, the private equity deal value declined from $10.0bn in Q4 2019 to $9.3bn in Q1 2020.

Reasons to Buy

– Gain insights into emerging areas of investment in the financial services industry.

– Identify products and services that are likely to make an impact on the market.

– Gain information about key investors operating in the financial services industry.

– Understand the best practices followed by market participants in the form of case studies.

Willis Towers Watson
Morgan Stanley
E*TRADE Financial
Ingenico Group
Credit Karma
SDIC Taikang Trust Co.
Serengeti Asset Management
Index Ventures
Ribbit Capital
DST Global
Balderton Capital
London Impact Ventures Limited
Bond Capital Management
Intercontinental Exchange
The Boston Consulting Group
Pantera Capital Management
CMT Digital Ventures
Goldfinch Partners
Duff & Phelps
Goodman North American Partnership
AmeriLife Group
Hermes Transportes Blindados
Evo Payments

Table of Contents

Table of Contents

M&A deals in the global financial services industry

Global M&A deal highlights, Q1 2020

Key takeaways

Examples highlighting investment avenues

Venture capital funding in the global financial services industry

Global venture capital funding highlights, Q1 2020

Key takeaways

Examples highlighting investment avenues

Private equity investments in the global financial services industry

Global private equity investment highlights, Q1 2020

Key takeaways

Examples highlighting investment avenues


Frequently asked questions

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