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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 valuation.
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

Diversified Alternatives

Credit

Real Estate

Infrastructure and Real Assets

Business Development Companies

REITs

Asset Allocators and Fund-of-Funds

Traditional Asset Managers

Wealth Managers, IFAs, and RIAs

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

Broker-Dealers and Capital Markets Participants

Full-Service Investment Banks

M&A, Fund Placement, and Advisory Firms

Institutional Research, Sales, and Trading

Electronic Execution and Market-Making

Trading Venues and Capital Markets Technology

Retail Brokerage

Financial Technology

Asset and Wealth Management Technology

Capital Markets and Trading Technology

Core Banking Technology

Corporate Finance and Accounting Software

Financial Data and Information

Insurance Technology

Mortgage and Real Estate Technology

Online Lending Platforms/Marketplaces

Payments, Transaction Processing, and ATMs

GP and Fund Advisory

Secondary and Other Liquidity Solutions for Private Equity, Hedge, and Credit Funds

Continuation Vehicles/Fund Recapitalizations for Single Assets and Portfolios

GP Stake Sales

Fund Financing/NAV Loans (preferred equity and debt)

Non-Core Asset Divestitures

Portfolio Strip Sales

Fund Tender

Strategic Fund Advisory

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

2020 Financial Services Industry Conference

October 29, 2020

COVID-19 Pandemic Affects Middle-Market Private Equity M&A

Insights / COVID-19

Human Capital Management Newsletters

Insights / COVID-19

Efficient Breach

Facility Services Industry Updates

An M&A Primer on the Potential Impact of the Biden Tax Plan: What Every Owner and Investor Needs to Know

Houlihan Lokey Announces Release Date for First Quarter Results for Fiscal Year 2021

While M&A Declines During the COVID-19 Pandemic, Boutique Investment Banks Are Faced With a Challenge

Should LPs Take a Longer-Term View When It Comes to Distressed Debt? Alex Odysseos Weighs In

Healthcare Marketing and Medical Communications Market Update

Environmental Services Outlook – Summer 2020

Credit Firms Are Expressing Increased Interest in Distress Experts Post-Pandemic

VIEW MORE HIGHLIGHTS

Contact Us

Jeffrey Levine

Managing Director
Global Head of the Financial Institutions Group

305.779.1177 Bio & Contact >

Transaction Alerts
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