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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

Insights / COVID-19
Fintech Monthly Market Update
October 14, 2021
Press Releases
Houlihan Lokey Announces Release Date for Second Quarter Results For Fiscal Year 2022
October 13, 2021
Media Mentions
The Latest Trends in Title and Technology M&A
October 12, 2021
Media Mentions
Houlihan Lokey Awarded ‘Investment Bank of the Year for Restructuring’ by The Banker
October 5, 2021
Media Mentions
‘Women on Wall Street in Their Own Words’: Surbhi Gupta Weighs In as a Mother in Finance During the Pandemic
October 5, 2021
Press Releases
Houlihan Lokey Acquires GCA Corporation
October 4, 2021
Media Mentions
Growth in Integrated Payment Technology Sparks Investor Interest
October 1, 2021
Media Mentions
Houlihan Lokey Named ‘Best Valuation Service’ by Alt Credit for Third Consecutive Year
October 1, 2021
Media Mentions
Paul Tomasic Discusses PE Firms’ Growing Use of Sale-and-Reinvestment Strategy
September 29, 2021
Press Releases
Houlihan Lokey Announces Expiration of Tender Offer Period for Outstanding Shares of GCA Corporation
September 27, 2021
Insights
Facility Services Industry Updates
September 24, 2021
Insights
Transaction Termination Fee Study
September 23, 2021
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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

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