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  • Financial Institutions

  • home > INDUSTRY COVERAGE > Financial Institutions

  • Financial Institutions

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

    The global Houlihan Lokey FIG team has more than 60 bankers located in four offices around the world, including New York, Los Angeles, Miami, and London.

  • 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

    • 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

Media Mentions
Houlihan Lokey Named in 2021 TMA Turnaround/Transaction of the Year Awards
September 16, 2021
Insights / COVID-19
Fintech Monthly Market Update
September 14, 2021
Insights
Financial Information, Data & Analytics Market Updates
September 13, 2021
Press Releases
Houlihan Lokey Launches Technology and Cybersecurity Practice Within Transaction Advisory Services; Stephen Lee Joins as a Managing Director to Lead New Service Offerings
September 13, 2021
Media Mentions
Private Equity Firms Find New Interest in Military Technology
September 13, 2021
Press Releases
Houlihan Lokey Continues Expansion of Its Oil & Gas Group With Key Hire
September 8, 2021
Press Releases
Houlihan Lokey Announces Increase in Tender Offer Price for Outstanding Shares of GCA Corporation
September 8, 2021
Insights
Wealth Management Market Updates
September 7, 2021
Press Releases
Houlihan Lokey Further Expands Its Transaction Advisory Services Practice With Technology Sector Leader
September 7, 2021
Insights
Specialty Finance Market Updates
August 30, 2021
Insights
Oil and Gas Industry Update
August 30, 2021
Insights
Customer Journey Technology Sector Update—Q2 2021
August 25, 2021
VIEW MORE HIGHLIGHTS

Contact Us

Jeffrey Levine

Jeffrey Levine

Managing Director
Global Head of the Financial Institutions Group

305.779.1177+44 (0) 20 7907 4243 Bio & Contact >

  • To contact our UK office, call +44 (0) 20 7907 4243.

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