Increasing regulatory requirements, declining fee rates, and evolving digital transformation are shaping the future of the financial services industry. Economic volatility is impacting where and how some industry operators do business as well as their profitability and long-term sustainability. Recent market entrants are generating more competition, requiring new and established players alike to contend with consolidation. The unique complexities of each financial services sub-industry—banking and capital markets, insurance, private equity, payments, asset management, and lending, among others—necessitate involving advisors with historical industry experience who have an in-depth understanding of the issues.
Our financial services team understands the challenges facing our clients and is adept at helping them navigate operational obstacles that new customer experiences have created. Having served as CFOs and controllers ourselves, we bring a broad spectrum of expertise including audit and transaction services backgrounds and operational experience. We help the financial services industry navigate strict regulatory guidance, specific accounting issues, distressed situations, and performance improvement initiatives aimed at keeping companies competitive in an evolving landscape.
Riveron shares several relief options for general partners of PE funds to consider when making the right funding decisions for their portfolios.
A PE firm evaluating a new acquisition target needed a comprehensive understanding of the financial, tax, and operational issues underlying the transaction.
When a leading private equity fund acquired a payment processing subsidiary of a public company, Riveron stepped in to prepare the carve-out financial statements and provide audit support.
"Digital currencies make sense today, more than ever, and become a tangible threat to the global financial system and to central banks, which are trying to define the best policy measures " - Aurelio Garcia-Miro (Dinero.com)View More News