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  • Financial Institutions

  • home > INDUSTRY COVERAGE > Financial Institutions

  • Financial Institutions

    Houlihan Lokey’s Financial Institutions Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial advisory services. 

  • Sectors

    Financial Institutions sectors

    Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options.

    This includes mergers, acquisitions, divestitures, capital raising, and asset sale transactions. As a leading M&A advisor, we cover virtually every segment of the industry, including the following sectors.

  • Asset and Wealth Management

    • Broker-Dealers
    • Business Development Companies
    • Discretionary Fund Management
    • IFAs and RIAs
    • Investment Managers

    Banks, Thrifts, and Building Societies

    • Challenger/Specialist Banks
    • Community Banks
    • Divestitures and Portfolio Sales (Including Mortgage Servicing Rights)
    • Regional and Super-Regional Banks

      Portfolio and Capital Advisory Services

    • Financial Derivatives
    • MSRs, NPLs, and Sub-Performing Portfolios
    • Securitization and Regulatory Capital Trades
    • Strategic Joint Ventures

    Financial Technology

    • Credit Data and Information
    • Foreign Exchange
    • Insurance Processing Technologies
    • Marketplace/Online Lending Platforms
    • Markets and Trading Technologies
    • Mortgage Loan Servicing Technologies
    • Payments, Transaction Processing, and ATMs
    • Payroll and HR Outsourcing

    GP and Fund Advisory

    • Fund Recapitalizations
    • Noncore Asset Divestitures
    • Portfolio Strip Sales
    • Preferred and Minority Equity Investments
    • Secondary Market Advisory and Liquidity Solutions for Private Equity, Hedge, and Credit Funds

    Insurance Companies

    • Life and Annuity
    • Life Settlements
    • Insurance Brokers and TPAs
    • Insurance Joint Ventures
    • Insurance Technology
    • Pension Consultants
    • Property Casualty
    • Regulatory Capital Transactions
    • Reinsurance and Risk Transfer
    • Title Insurance
    • Warranty

    Mortgage Finance Companies

    • Distressed Real Estate Loan Investors
    • Equity Release/Reverse Mortgages
    • MSR Aggregators
    • Multifamily and Commercial Real Estate Lenders and Servicers
    • Non-Bank Residential Lenders and Servicers
    • Specialty Servicers

    Specialty Commercial and Consumer Finance Companies

    • Bank and Non-Bank SBA 7(a) and 504 Lenders
    • Commercial Cash Flow Lenders
    • Debt Purchase and Collections Companies
    • Equipment Lending and Leasing Companies
    • Installment Lenders, Auto Finance Companies, Student Lenders, and Credit Card Companies
    • Insurance Premium Finance Companies
    • Litigation Finance Companies and Structured Settlement
    • Payday Lenders and Rent-to-Own

Transactions

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Highlights

Events
2020 Financial Services Industry Conference
April 2, 2020
Media Mentions
From LIBOR to SOFR: How the Impending Transition May Affect U.S. Regional Banks’ Ability to Set Viable Lending Rates for Both Borrower and Lender
December 4, 2019
Media Mentions
What’s Driving Big Food’s Pursuit of the Direct-to-Consumer Market, and What Is the Best Strategy for Large Manufacturers? Just-Food Interviews Houlihan Lokey’s Garyth Stone
December 4, 2019
Insights
Optimising Risk-Adjusted Returns From Investing in European Banks
November 18, 2019
Press Releases
Houlihan Lokey Expands Board With Appointment of Gillian Zucker
November 18, 2019
Insights
Registered Investment Advisory – Industry Update Fall 2019
November 15, 2019
Media Mentions
Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services Practice Earns Industry Accolades for Second Time in 2019
November 12, 2019
Press Releases
Houlihan Lokey Acquires Fidentiis Capital to Continue European Expansion
November 5, 2019
Insights
Strong Momentum in the Wealth and Pension Sectors
October 30, 2019
Press Releases
Houlihan Lokey Reports Second Quarter Fiscal 2020 Financial Results
October 24, 2019
Press Releases
Houlihan Lokey to Acquire Freeman & Co.
October 23, 2019
Media Mentions
‘It’s Time We Faced the Fact That Banks and Shipping Don’t Mix’: Zam Khan and Thomas Chambers Co-Author Article for TradeWinds
October 17, 2019
VIEW MORE HIGHLIGHTS

Contact Us

Jeffrey Levine

Jeffrey Levine

Managing Director
Co-Head, Financial Institutions Group

305.779.1177 Bio & Contact >
Reinhard Koester

Reinhard Koester

Managing Director
Co-Head, Financial Institutions Group

646.259.7476 Bio & Contact >

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