Financial Services

Top Global Financial Services M&A Advisor

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.

  • Alternative Asset Managers
  • Asset Allocators and Fund of Funds
  • BDCs, REITs, and Permanent Capital Vehicles
  • GP Stakes
  • Traditional Asset Managers
  • Wealth Managers, IFAs, and RIAs
  • Assisted Sales and Loss-Share Transaction
  • Capital Relief Trades (CRTs)
  • Line of Business and Portfolio Divestitures
  • Mergers and Acquisitions
  • Electronic Execution and Market-Making
  • Full-Service Investment Banks
  • Institutional Research, Sales, and Trading Brokerages
  • M&A, Fund Placement, and Advisory Firms
  • Retail Brokerages
  • Insurance Services
  • Life and Health
  • Life Settlements
  • Property and Casualty
  • Reinsurance
  • Title
  • Warranty
  • Commercial Real Estate Lenders
  • MSRs and Portfolio Divestitures
  • Originators
  • Real Estate Service Providers
  • Servicers and Subservicers
  • Alternative/Marketplace Lending
  • Challenger Banks
  • Commercial Finance
  • Consumer Finance

Highlights

Uncategorized

Best upcoming IPOs in 2025 for traders to watch

This year could stand out, with several high-profile companies set to enter the public market. From fast-growing fintech startups to...
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Uncategorized

6 IPOs to Watch for in 2025

Investors could have a host of newly minted stocks to choose from in 2025 with the market for initial public...
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Uncategorized

8 Upcoming IPOs to Watch in 2025

The initial public offering market got back on its feet in 2024 and looks as if it will take some...
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