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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 valuation. 

  • 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

Insights / COVID-19
Financial Services Market Update – COVID-19
April 1, 2020
Media Mentions
As COVID-19 Continues to Disrupt the Economy, What Lies Ahead? Irwin Gold Speaks With Bloomberg
April 1, 2020
Insights / COVID-19
Global Industrials Group Guidelines and Checklist Market Update – COVID-19
March 31, 2020
Insights / COVID-19
Casino Gaming Market Update – COVID-19
March 31, 2020
Insights / COVID-19
Specialty Consulting and Risk Services Sector Perspectives – COVID-19
March 31, 2020
Insights / COVID-19
Perspectives on the Impact of COVID-19: Software Sector
March 30, 2020
Insights / COVID-19
Considerations for the Food and Beverage Industry Amid the COVID-19 Outbreak
March 26, 2020
Insights / COVID-19
Entertainment Industry Market Update
March 26, 2020
Insights / COVID-19
Environmental Services Sector Update – COVID-19
March 26, 2020
Insights / COVID-19
Restaurant Industry Update – COVID-19
March 24, 2020
Insights / COVID-19
Liquidity Could Be Your Best Asset During the COVID-19 Pandemic: Top Considerations for Your Management Teams and Boards
March 24, 2020
Insights / COVID-19
Key Valuation Issues in Distressed Credit
March 24, 2020
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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