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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

Press Releases
Houlihan Lokey Continues Expansion of Its Global Business Services Group With Senior European Hires
November 23, 2021
Media Mentions
Martin Bastian Weighs In on the Rise of M&A Activity Within the Chemicals Industry
November 23, 2021
Media Mentions
Houlihan Lokey Named ‘Best Valuations Firm’ in HFM Asia Services Awards for the Second Consecutive Year
November 23, 2021
Media Mentions
As Government Aid in Europe Dissipates, a Wave of Restructurings Is Expected
November 23, 2021
Insights / COVID-19
Human Capital Management Newsletters
November 17, 2021
Insights
Oil and Gas Industry Update
November 17, 2021
Insights
Wealth Management Market Updates
November 15, 2021
Insights
Chemicals Industry Updates
November 10, 2021
Insights
Specialty Finance Market Updates
November 8, 2021
Press Releases
Houlihan Lokey Expands Its Chemicals Coverage Capabilities With Senior Hire
November 4, 2021
Insights
The Houlihan Lokey Private Performing Credit Index
November 3, 2021
Press Releases
Houlihan Lokey Launches the Private Performing Credit Index, the First Index to Track Performing Private Credit Loans
November 3, 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.

  • Transaction Alerts

    Subscribe to receive our Financial Institutions transaction alerts via email.

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