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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 financial advisory services.
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

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

Insurance Companies

Life and Annuity

Insurance Brokers and TPAs

Insurance Technology

Pension Consultants

Property Casualty

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

Payday Lenders, Plaintiff Finance Companies, and Structured Settlement

Rent-to-Own

Transactions

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Highlights

Key Considerations in Secondary Trading of Mid-Cap Loans: Debtwire Podcast Hosts Jeff Hammer

The Prevalence, and Possible Risks, of EBITDA Add-Backs: Richard Forgione Speaks With Private Debt Investor

The Transformation of the Private Equity Secondary Market: A Cinderella Story

Houlihan Lokey Continues European Growth With Senior Hire to Consumer, Food & Retail Group

Houlihan Lokey Announces Pricing of Secondary Offering of HLI Class A Common Stock by Selling Stockholder

Houlihan Lokey Announces Secondary Offering of HLI Class A Common Stock by Selling Stockholder

What’s Driving Change and Where’s M&A Activity in the Fintech Sector? Mark Fisher Provides Insights to BankingTech.com

Houlihan Lokey Reports Fiscal Year and Fourth Quarter Fiscal 2019 Financial Results

NRC Handelsblad: ‘The Enthusiasm for Chinese Money Is Already Over’

Houlihan Lokey Announces Release Date for Fourth Quarter and Full Year Results for Fiscal Year 2019

Transport Topics Interviews Industry Expert Kris Hopkins on Trends in Transportation and Logistics

Brexit, Market Volatility, and Direct Lending: Patrick Schoennagel Speaks With Bloomberg

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 >

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