Increasing regulatory requirements, improvements in technology, declining fee rates and consolidation will shape the future of the financial services industry. The unique complexities of each financial services sub-sector make it imperative to involve advisors with historical industry experience who have an in-depth understanding of the issues.
Riveron’s financial services team brings a broad spectrum of expertise including audit and transaction services backgrounds and operational experience from having served as CFO and controllers ourselves. We help you navigate strict regulatory guidance, specific accounting issues and performance improvement initiatives aimed at keeping companies competitive in an evolving landscape.
Key financial services areas we serve include:
- Banking and capital markets
- Asset management
- Insurance (Life and P&C) and insurance services
- Insurance brokers
- Specialty lending
- Financial technology
A PE firm evaluating a new acquisition target needed a comprehensive understanding of the financial, tax, and operational issues underlying the transaction.