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Investor RelationsWealth Management:  CA  |  UK  |  AU

Sector focus.
Global perspective. Cross-border capabilities.


Changes in regulation, capital availability and yield present challenges and opportunities. Our global reach, in-depth sector expertise and agility to respond to new perspectives enable us to help discover opportunities for our clients.

As a leading independent global investment bank, we offer a wide range of advisory and capital raising services as well as complex cross-border expertise to both emerging and established companies. Our idea-driven M&A & Financial Advisory, Equity Capital Markets, Debt Advisory & Restructuring and Financial Sponsors services are tailored to helping our clients achieve their strategic and financial goals.

We have proven experience of valuing, combining, financing and advising in this sector for banks, insurers, asset managers and wealth managers.

We focus particularly on Credit & Specialty Finance and Payments, as well as the following sub-sectors:

  • Banks
  • Insurance
  • Asset managers

We are focused on growth

That is why we launched a newly organized special purpose acquisition corporation, Canaccord Genuity Acquisition Corp (CGAC). in August 2017. With US$30 million raised in CGAC’s initial public offering, our purpose is to effect a qualifying acquisition of one or more businesses or assets. CGAC will take advantage of the Canaccord Genuity group of companies’ broad platform to source and originate potential acquisitions.

Our Financials transactions

We have executed a number of deals over the last few years, particularly across credit & specialty finance and payments. See some of our recent transactions below:

More like this

Pending Completion


Financial Adviser (Buy side)
View transaction detail
Global Reach Group
January 2023

Global Reach Group

Sole Financial Adviser (Sell side)
View transaction detail
Corsair Capital and Note Machine
October 2022

Corsair Capital and Note Machine

Sole Financial Adviser (Sell side)
View transaction detail

Meet our Financials team

We believe in developing and nurturing long term client partnerships. Our Financials sector team is ready to explore new opportunities, drawing on a wealth of experience and insight. We offer our clients access to global capital markets and relationships across the sector, tailored to each specific requirement. Please get in touch if you’d like to find out more.


Photo of Daniel Sharp

Daniel Sharp

Executive Director, Corporate Finance


Photo of Michael Shuh

Michael Shuh

Managing Director, Head of Financial Institutions Group

UK & Europe

Investment Banking

We have the independence and agility to offer clients sector-focused and idea-driven M&A Advisory, Equity Capital Markets, Debt Advisory and Restructuring and Financial Sponsors services.

Global locations

We have extensive operations in Asia, Australia, Canada, the Middle-East, the UK & Europe and the US. 

Our events

Discover our upcoming events around the world.

Our analysts have in-depth knowledge and offer unique, informed insights that clients can access through our research portal.

Our sector coverage includes:

  • Asset Managers
  • Banks
  • Diversified Financials
  • General Financials
  • Insurance
  • Private Equity
  • Specialist Lenders
  • Wealth Managers

Sales & Trading

We provide access to global capital markets, connecting the right idea with the right client at the right time through our experienced team.

Corporate Access & Conferences

We have the contacts and expertise to help you find the right investors to speak to.


Enjoy key investment insights from Quest®, our innovative online platform or get help, advice and support directly from our research and sales teams.


Our dedicated team ensured that all of our business areas that were affected by MiFID II / MiFIR were prepared for the 3rd of January.

How can we help?

If you would like to find out more about Canaccord Genuity or any of our services, please get in touch.