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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
Press Releases
Houlihan Lokey Announces Secondary Offering of HLI Class A Common Stock by Selling Stockholder
July 29, 2019
Press Releases
Houlihan Lokey Announces Pricing of Secondary Offering of HLI Class A Common Stock by Selling Stockholder
July 29, 2019
Press Releases
Houlihan Lokey Reports First Quarter Fiscal 2020 Financial Results
July 25, 2019
Insights
Specialty Finance Summer 2019 Market Update
July 24, 2019
Media Mentions
The Impact of Sports Betting on Sports Media Transactions and Valuation: Chris Russo Authors Guest Commentary for Sports Business Journal
July 9, 2019
Insights
Litigation Finance: The Emergence of an Institutional Asset Class
July 7, 2019
Press Releases
Houlihan Lokey Announces Release Date for First Quarter Results for Fiscal Year 2020
July 3, 2019
Media Mentions
Houlihan Lokey, the SME Challenge: Feature in Affari & Finanza
June 26, 2019
Press Releases
Houlihan Lokey Adds Experienced Senior Hire to Strengthen Global Industrials Group
June 25, 2019
Insights
Show Me the Money – European Bank NPLs (Non-Performing Loans)
June 20, 2019
Media Mentions
Key Considerations in Secondary Trading of Mid-Cap Loans: Debtwire Podcast Hosts Jeff Hammer
June 18, 2019
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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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