Abstract business background with buildings

Banking and Depositories

The banking and depositories sector, which operates within Houlihan Lokey’s Financial Services Group, has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.

The global Houlihan Lokey Financial Services team has more than 40 dedicated financial professionals located in five offices around the world, including New York, Miami, Boston, Los Angeles, and London. We are deeply experienced in advising clients across business models of all types, including advisory, distribution, services, technology, and balance-sheet-driven companies. When our experience is combined with our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics, we are able to more effectively analyze a full range of strategic options, such as mergers, acquisitions, divestitures, capital raising, and asset sale transactions.

2023 M&A Advisory Rankings—Global Financial Services Transactions Under $1 Billion
Source: LSEG (formerly Refinitiv).
Excludes accounting firms and brokers.
Advisor Deals
Houlihan Lokey 41
Rothschild 32
Goldman Sachs 29
UBS 27
Morgan Stanley 26

Subsectors

How We Can Help

Our firm is extremely well equipped to help our clients navigate uncertainty and capitalize on opportunity. We respond quickly to challenging situations and are constantly helping clients analyze, structure, negotiate, and execute the best possible solutions from both strategic and financial perspectives.

Corporate Finance

  • Mergers and Acquisitions
  • Capital Markets
  • Private Funds Advisory
  • Board Advisory Services

Financial Restructuring

  • Company Advisory
  • Creditor Advisory

Financial and Valuation Advisory

  • Portfolio Valuation and Fund Advisory
  • Transaction Opinions
  • Corporate Valuation Advisory Services
  • Transaction Advisory Services
  • Real Estate Valuation and Advisory
  • Dispute Resolution Consulting

Contact Us

Jeffrey Levine Managing Director Global Head of Financial Services
Jeff Levine
Gagan Sawhney Managing Director
Gagan Sawhney
Faiz Vahidy Director
Faiz Vahidy