• 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

    • 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

Contact Us

Jeffrey Levine

Jeffrey Levine

Managing Director
Global Head of the Financial Institutions Group

  • Transaction Alerts

    Subscribe to receive our Financial Institutions transaction alerts via email.

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