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  • Financial Institutions

  • home > INDUSTRY COVERAGE > Financial Institutions

  • 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

    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

Events
2020 Financial Services Industry Conference
October 29, 2020
Insights / COVID-19
Human Capital Management Newsletters
July 9, 2020
Insights / COVID-19
Efficient Breach
July 9, 2020
Insights
Facility Services Industry Updates
July 8, 2020
Insights
An M&A Primer on the Potential Impact of the Biden Tax Plan: What Every Owner and Investor Needs to Know
July 8, 2020
Press Releases
Houlihan Lokey Announces Release Date for First Quarter Results for Fiscal Year 2021
July 8, 2020
Media Mentions
While M&A Declines During the COVID-19 Pandemic, Boutique Investment Banks Are Faced With a Challenge
July 7, 2020
Media Mentions
Should LPs Take a Longer-Term View When It Comes to Distressed Debt? Alex Odysseos Weighs In
July 2, 2020
Insights
Healthcare Marketing and Medical Communications Market Update
July 2, 2020
Insights
Environmental Services Outlook – Summer 2020
July 2, 2020
Media Mentions
Credit Firms Are Expressing Increased Interest in Distress Experts Post-Pandemic
June 29, 2020
Insights
Shareholder Agreements: A Valuation Perspective
June 26, 2020
VIEW MORE HIGHLIGHTS

Contact Us

Jeffrey Levine

Jeffrey Levine

Managing Director
Global Head of the Financial Institutions Group

305.779.1177 Bio & Contact >

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