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Financial Services Industry

Financial Services Investment Banking Group

Our Financial Services Investment Banking Group combines comprehensive industry insights with full-service advisory and capital market capabilities to deliver innovative investment banking solutions to financial services sector businesses.

We understand the complexities and evolving regulatory requirements of operating in today’s constantly shifting financial services landscape. This understanding has enabled us to build and maintain a broad network of client relationships across our sectors of focus. Our specialized coverage team offers nuanced insights into industry trends, historical transaction activity, competitive dynamics, valuation paradigms, expected industry activity and developing balance sheet technologies, among other areas.

Our depth of expertise and broad platform enable us to serve clients effectively across a comprehensive range of advisory, M&A and equity and debt financing, in addition to a complete array of capital markets and investment banking services. We have a proven ability to help your company design and implement corporate development and financing strategies to capitalize on opportunities and challenges in this dynamic landscape.

Industry Coverage

  • Asset Managers
  • Broker Dealers and Investment Advisors
  • Consumer and Commercial Specialty Finance
  • Depository Institutions
  • Insurance Carriers
  • Insurance Brokers and TPAs

Featured Transactions

  • $280,000,000

    Senior Credit Facilities
  • £113,000,000

    Sale to Hoist Finance AB
  • $93,840,000

    Initial Public Offering