Caurus Partners provides strategic, corporate and M&A advice to the financial services sector - with a particular focus on private banks, asset managers and insurers. The work we have undertaken since our founding is testimony to our relationship orientated approach and differentiated capabilities. We offer a unique proposition to financial institutions, based on:

CLEAR FOCUS

A clear and unequivocal focus: financial services, and in particular private banking, asset management and insurance.

Free from potential conflicts of interest arising in an integrated multi-product-environment.

SENIOR INDUSTRY EXPERIENCE

Principal partners with extensive senior experience at leading financial institutions.

Hands-on experience of M&A, from strategy through to execution, both as industry practitioners and external advisors.

INDUSTRY UNDERSTANDING

Deep understanding of the underlying industry's characteristics and dynamics.

Transaction work always put in strategic context, ever mindful of operational and cultural practicalities.

INTERNATIONAL

Principal partners and senior advisors of different nationalities, providing complementary insights and a world view.

Industry, strategic and transactional experience encompassing virtually every continent.

PARTNERSHIP APPROACH

Committed to building strong partnerships with clients.

Clients always dealing with a principal partner - from conception to final execution, and all stages in-between.

HIGH QUALITY EXECUTION

Flexible and responsive in approach, with execution of the highest quality.

A winning and can-do mindset; never me-too or just going through the motions.