Forging excellence in a dynamic industry

Houlihan Lokey's Financial Institutions Group combines extensive industry relationships with its collective experience to offer a broad array of M&A and financial advisory, valuation and financial restructuring services to the financial industry. Our team has closed nearly 500 transactions valued at more than $100 billion since 2001. As a leading M&A advisor, we cover virtually every segment of the industry, including:

  • Bank processing
  • Broker-dealers
  • Depositories
  • Finance companies
  • Financial information services
  • Insurance brokers and TPAs
  • Insurance companies
  • Investment managers
  • Insurance processing and technology
  • Markets and trading technology
  • Payments and transaction processing
  • Payroll and HR outsourcing
  • Specialty finance companies

Our comprehensive understanding of the industry’s financial, regulatory and competitive dynamics helps us analyse a full range of strategic options, from mergers, acquisitions and divestitures to capital raising and specialty transactions:

  • Public and private M&A advisory services
  • Private financing and capital raising
  • Access to senior, junior and hybrid financing
  • Private equity coverage
  • Financial and strategic advisory services
  • Privatisations
  • Financial restructuring services
  • Fairness, solvency, valuation and other financial opinions
  • Advisory services to special committees
  • Advisory services to regulatory authorities
  • Asset valuation and sales

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Contact the Financial Institutions Group

Stephen Winningham
Managing Director