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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.

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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

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

Insurance Companies

Life and Annuity

Insurance Brokers and TPAs

Insurance Technology

Pension Consultants

Property Casualty

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

Payday Lenders, Plaintiff Finance Companies, and Structured Settlement

Rent-to-Own
Services

Delivering insight and expertise to help advance your vision

We guide clients through the complex financial and strategic challenges that they face during each stage of their business life cycle. As a leading advisory-focused independent investment bank, we are able to serve as a trusted advocate to our clients across a number of key disciplines.
Corporate Finance
Widely recognized as a leading M&A advisor, Houlihan Lokey has long-standing relationships with capital providers, including commercial banks and other senior credit providers, insurance funds, asset managers, and mezzanine fund investors.

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Mergers & Acquisitions

Capital Markets

Illiquid Financial Assets

Private Funds Advisory

Board Advisory

Financial Restructuring
With nearly 200 professionals worldwide, our team responds quickly in complicated situations. Every assignment is staffed with professionals who facilitate prompt completion of due diligence and analysis.

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Company Advisory

Creditor Advisory

Additional Advisory Services
Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial advisory practices. In 2017, Thomson Reuters ranked us the No. 1 global M&A fairness opinion advisor over the past 20 years.

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Transaction Opinions

Transaction Advisory Services

Tax & Financial Reporting Valuation

Portfolio Valuation & Fund Advisory Services

Real Estate Valuation & Advisory Services

Dispute Resolution Consulting

Tech+IP Advisory

Strategic Consulting

Related Highlights

2019 Consumer, Food & Retail Conference

2019 Financial Services Industry Conference

Recognition for Continued Excellence in Financial Restructuring: Houlihan Lokey Named Restructuring Adviser of the Year by International Financing Review

December 14, 2018

Expert Insight in Specialty Finance M&A: Jeff Levine Comments on Nonbank Mortgage Consolidation in The Wall Street Journal

December 13, 2018

Ask the Experts: Jay Weinberger Participates in a Distressed M&A Roundtable for Financier Worldwide

December 12, 2018

The Growth, and Importance, of Alternative Asset Classes: Euromoney Interviews Scott Adelson

December 11, 2018

Entertainment’s Pactmeisters: Marni Wieshofer Named to Variety’s Annual Dealmakers List

December 11, 2018

Excellence in Active Lifestyle M&A Advisory: Nate Pund Comments on Callaway’s Acquisition of Jack Wolfskin

December 06, 2018

M&A Trends in the Coatings Sector: Lee Harrs Participates in a Q&A Session With Paint & Coatings Industry Magazine

December 06, 2018

Houlihan Lokey Continues Expansion of Its Technology, Media & Telecom Group

December 03, 2018

M&A Insights in the Logistics Sector: Kris Hopkins Speaks with Logistics Management

November 13, 2018

Houlihan Lokey Continues Expansion of Its Global Industrials Group With Experienced Sector Banker Based in Frankfurt

November 05, 2018

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Contact Us

Managing Director
Co-Head, Financial Institutions Group

Jeffrey Levine

305.779.1177 Bio & Contact >

Managing Director
Co-Head, Financial Institutions Group

Reinhard Koester

646.259.7476 Bio & Contact >

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