Leadership and Expertise in a Rapidly Changing Industry

Houlihan Lokey's Financial Institutions Group combines extensive industry relationships with substantial experience to offer a broad array of M&A, corporate finance, financial advisory, restructuring, and valuation services to the financial services industry. Our team has closed over 500 transactions valued at more than $100 billion since 2001. Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options, including mergers, acquisitions, divestitures, capital raising, and asset sale transactions. As a leading M&A advisor—we are ranked No.1 in All U.S. Specialty Finance M&A transactions cumulatively since 2006 by SNL Financial—we cover virtually every segment of the industry, including:

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Contact the Financial Institutions Group

Jeffrey Levine
Managing Director
Co-Head, Financial Institutions Group
Lawrence Guthrie
Managing Director

Reinhard Koester
Managing Director
Co-Head, Financial Institutions Group
Christian Kent
Managing Director

Asset and Wealth Management

  • Broker-Dealers
  • Business Development Companies
  • Discretionary Fund Management
  • IFAs
  • Investment Managers

Banks, Thrifts, and Building Societies

  • Challenger/Specialist Banks
  • Community Banks
  • Regional and Super-Regional Banks
  • Divestitures and Portfolio Sales (including Mortgage Servicing Rights)

Financial Technology

  • Marketplace/Online Lending Platforms
  • Markets and Trading Technologies
  • Payments and Transaction Processing
  • Insurance Processing Technologies
  • Mortgage Loan Servicing Technologies
  • Payroll and HR Outsourcing
  • Foreign Exchange
  • Credit Data and Information

Insurance Companies

  • Life and Health
  • Property Casualty
  • Insurance Brokers and TPAs
  • Warranty
  • Insurance Technology
  • Pension Consultants

Mortgage Finance Companies

  • Single-Family Lenders and Servicers
  • Multifamily and Commercial Real Estate Lenders and Servicers
  • Specialty Servicers
  • Distressed Real Estate Loan Investors
  • MSR Aggregators
  • Equity Release/Reverse Mortgages

Specialty Commercial and Consumer Finance Companies

  • Asset-Based Lenders and Factoring Companies
  • Equipment Lending and Leasing Companies
  • Bank and Non-Bank SBA 7(a) and SBA 504 Lenders
  • Insurance Premium Finance Companies
  • Installment Lenders, Auto Finance Companies, Student Lenders, and Credit Card Companies
  • Payday Lenders, Plaintiff Finance Companies, Structured Settlements, and Lottery Originators
  • Pawn Broking and Rent-to-Own
  • Credit Broking
  • Receivables Management
  • Debt Purchase Companies
  • Debt Collection Agencies

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