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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
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

Broker-Dealers

Business Development Companies

Discretionary Fund Management

IFAs and RIAs

Investment Managers

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

Financial Technology

Credit Data and Information

Foreign Exchange

Insurance Processing Technologies

Marketplace/Online Lending Platforms

Markets and Trading Technologies

Mortgage Loan Servicing Technologies

Payments, Transaction Processing, and ATMs

Payroll and HR Outsourcing

GP and Fund Advisory

Fund Recapitalizations

Noncore Asset Divestitures

Portfolio Strip Sales

Preferred and Minority Equity Investments

Secondary Market Advisory and Liquidity Solutions for Private Equity, Hedge, and Credit Funds

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

Insights / COVID-19

Marketing Services Industry Updates

Insights / COVID-19

Weathering the COVID-19 Crisis

Insights / COVID-19

Valuation Considerations for Private Credit Fund Managers

Insights / COVID-19

The Impact of COVID-19 on the Valuation of Contingent Consideration

Insights / COVID-19

Training and Education Newsletters

Insights / COVID-19

Human Capital Management Newsletters

Insights / COVID-19

Global Chemicals Market Update – COVID-19

Insights / COVID-19

Digital Media Market Update – COVID-19

Insights / COVID-19

Financial Services Market Update – COVID-19

As COVID-19 Continues to Disrupt the Economy, What Lies Ahead? Irwin Gold Speaks With Bloomberg

Insights / COVID-19

Energy Services: Challenges and Opportunities

Insights / COVID-19

Global Industrials Group Guidelines and Checklist Market Update – COVID-19

VIEW MORE HIGHLIGHTS

Contact Us

Jeffrey Levine

Managing Director
Co-Head, Financial Institutions Group

305.779.1177 Bio & Contact >

Reinhard Koester

Managing Director
Co-Head, Financial Institutions Group

646.259.7476 Bio & Contact >

Transaction Alerts
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