Financial Institutions

Financial Institutions

Amid greater demands for transparency and extensive regulatory change, financial institutions must generate growth, minimise risk and diversify their offering in a challenging market. Here at Loizou & Co, we understand the importance of these pressures and provide pragmatic solutions.

Our Coverage

Our professionals have had extensive exposure to the Financial Services sector, working for many years at range of bulge bracket banks and top-tier investment managers. We are able to provide advisory services within insurance, asset management, banks, technology companies and private equity firms. With a deep understanding of financial institutions, our professionals are able to offer a wide range of products such as M&A advisory, risk management, capital advisory, restructuring, financing of both debt and equity, hedging, divestitures, minority investments, lending and structured finance.

  • Diversified Banks

  • Retail Banks

  • Insurance Brokers

  • Life/Non-Life Insurers

  • Private equity

  • Stock Exchanges

What We Do

Financial Advisory

Mergers & Acquisitions


Loizou & Co’s highly seasoned investment banking professionals leverage their exacting analytical and industry expertise to provide clients with innovative and resilient guidance in valuation, complex mergers and acquisitions, due diligence, contracts and negotiation and co-ordination of other professional advisors. More >


Capital Raising


Loizou & Co specializes in demanding, unconventional areas of capital market activity. Our knowledge of the global markets and regulations allows for comprehensive and informed advisory on all aspects of capital allocation, capital valuation, raising and structuring, investor introductions, offer size and pricing. More >


Company Sales & Divestitures


Loizou & Co seeks to minimise business disruptions, accelerate the closing process and realise value for clients. Our advisory services extend to sales and auctions in both distressed and strategic situations. We are also able to provide assistance in unusual divestitures such as carve-outs, recapitalisations, or split-offs. More >


Corporate & Debt Restructuring


Loizou & Co provides complete support and independent advisory in high-complexity distressed, bankruptcy and turnaround scenarios. Working closely with clients, Loizou & Co’s fundamentals-up approach not only highlights multiple strategies for managing liabilities and restructuring executions, but also generates strong outcomes for all stakeholders. More >

Strategic Consulting

Business Strategy


CLoizou & Co helps you raise your ambition in terms of your business strategy, determine your priorities and maximise your potential. And our specialist team works with you to mobilize effectively within your organization, from the boardroom to the front line, so that your transformation journey stays on schedule. More >


Market Analysis


Understanding your customers, competition and marketplace is your key to making effective business decisions and avoiding costly mistakes. Get those answers quickly and easily so you can plan your next move with confidence. Our team consists of experienced market analysts that will help you achieve your end goals. More >


Performance Improvement


We help you to continuously evolve and adapt in the face of a constantly changing and increasingly complex environment. React with agility to opportunities and threats by utilising our expert professionals in delivering ongoing performance improvements to allow them to gain and protect competitive advantage. More >


Digital Transformation


So much more than an IT deployment; people live at the heart of the digital transformation journey, while your customers will search for brands who share their values. The new differentiators that will allow you to evolve include inspired leadership that innovates with digital while promoting skills that embrace agility. More >

Quantitative Analytics

Financial Modeling


Spreadsheet-based modelling can provide flexible tools to help you make informed decisions, but such tools can suffer from a lack of quality, robustness, security and reliability. Loizou & Co’s team empowers your decision-making process by building bespoke financial models that are flexible and robust designed to deliver tangible business benefits. More >


Applied Econometrics


Econometrics can help you to understand what data really tells you about your business, your customers, and the wider market. In today’s world of Big Data, businesses and policymakers have an increasing amount of information at their fingertips. Having all of this data to hand, though, is only as useful as the ability to interpret what it means accurately. More >


Customer Data Science


Customer Knowledge is a solution for business transformation, where retailers can differentiate and revolutionise or create their customer strategy by putting the Customer at the centre of day-to-day operations. Suited for retailers who want to revolutionise the use of data and science to understand and anticipate customer needs. More >


Custom Data Analytics


Engineering accurate and robust data products like visualizations, algorithms and reports are a key step to informing directors and managers so that they can make decisions confidently. These data analytics products often require multiple phases including a data engineering phase, a research phase and a design phase. More >

Select Credentials

Relevant Experience

At Loizou & Co we are proud of our long-standing commitment to quality in the services we provide and in the processes we use to deliver those services. We strive for excellence in all of our business verticals. Our team advised on multi-billion dollar mergers & acquisitions, led several high profile strategic consulting assignments, as well as, constructed advanced quantitative analytics.

Indicative Projects

  • Advisor to an undisclosed US insurer with regards to an acquisition in Europe, 2018
  • Advisor to an undisclosed bidder with regards to the proposed acquisition of National Bank of Greece’s subsidiary bank in Cyprus, 2017
  • Joint Global Coordinator, Alior Bank, Initial Public Offering, 2012
  • Advisor to EFG Eurobank in disposing its Turkish subsidiary Tekfenbank, 2012
  • Joint Global Coordinator, Piraeus Bank, €807m Rights Issue, 2011
  • Advisor to the private owners of Demir Sigorta and Demir Hayat in selling their businesses in Turkey, 2012
  • Advisor to EFG Eurobank in disposing its Turkish subsidiary Tekfenbank, 2012
  • Joint Global Coordinator, Piraeus Bank, €807m Rights Issue, 2011
  • Advisor on the sale of Barclays Plc’s retail and commercial banking operations in Russia, 2011
  • Joint Bookrunner, International Personal Finance, Inaugural Bond Issue €225 million, 2009
  • Proposed acquisition of London Stock Exchange Plc by Deutsche Börse AG, 2005

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