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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.

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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
Services

Delivering insight and expertise to help advance your vision

We guide clients through the complex financial and strategic challenges that they face during each stage of their business life cycle. As a leading advisory-focused independent investment bank, we are able to serve as a trusted advocate to our clients across a number of key disciplines.
Corporate Finance
Widely recognized as a leading M&A advisor, Houlihan Lokey has long-standing relationships with capital providers, including commercial banks and other senior credit providers, insurance funds, asset managers, and mezzanine fund investors.

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Mergers & Acquisitions

Capital Markets

Illiquid Financial Assets

Private Funds Advisory

Board Advisory

Financial Restructuring
With nearly 200 professionals worldwide, our team responds quickly in complicated situations. Every assignment is staffed with professionals who facilitate prompt completion of due diligence and analysis.

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Company Advisory

Creditor Advisory

Additional Advisory Services
Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial advisory practices. In 2017, Thomson Reuters ranked us the No. 1 global M&A fairness opinion advisor over the past 20 years.

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Transaction Opinions

Transaction Advisory Services

Tax & Financial Reporting Valuation

Portfolio Valuation & Fund Advisory Services

Real Estate Valuation & Advisory Services

Dispute Resolution Consulting

Tech+IP Advisory

Strategic Consulting

Related Highlights

2018 Alternative Asset Valuation Symposium

November 15, 2018

M&A Trends Among US Regional Banks: Houlihan Lokey’s Financial Institutions Group Co-Heads Speak With Euromoney

October 15, 2018

M&A Consolidation Trends in Asset Management: Michael McMahon Speaks With Institutional Investor

August 17, 2018

Houlihan Lokey Launches Syndicated Leveraged Finance Platform

When Will the Markets Turn? Irwin Gold Comments on the Potential for a Restructuring Cycle With Bloomberg TV

‘A Great Training Ground for Young People’: Irwin Gold Speaks With Bloomberg About Houlihan Lokey’s Human Capital Management and the Challenges of Retaining Talent

Houlihan Lokey Acquires Beartooth Advisors, Establishing a New Global Private Funds Group

Houlihan Lokey Honored for Its Continued Leadership in Portfolio Valuation, Winning 'Best Valuations Firm for Hard to Value Assets' in HFM Week’s European Hedge Fund Services Awards 2018

Continued Leadership in Financial Services: Houlihan Lokey Ranked #1 in 2017 Across Multiple Categories

February 06, 2018

Houlihan Lokey Acquires Quayle Munro Limited and Establishes a New Global Data & Analytics Group

January 16, 2018

Houlihan Lokey Adds Experienced Industrials Banker to Its Corporate Finance Business in Germany

January 10, 2018

Houlihan Lokey Named Global Restructuring Adviser of the Year by International Financing Review

January 03, 2018

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Contact Us

Managing Director
Co-Head, Financial Institutions Group

Jeffrey Levine

305.779.1177 Bio & Contact >

Managing Director
Co-Head, Financial Institutions Group

Reinhard Koester

646.259.7476 Bio & Contact >

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