Serving banks and thrifts has always been at our core. We work closely with management teams to understand their goals and challenges, and we craft solutions to help them reach their objectives. We build long-term relationships and have grown alongside many of our clients to expand our services, which include capital raising through issuing equity, debt or preferred securities, and whole bank and branch M&A transactions.

Capital fuels growth and provides flexibility. Our longstanding relationships with financial institutions and their investors, combined with carefully tailored offering structures, are the right formula to achieve successful capital planning. We work with our clients to analyze capital structures, review alternatives and select the optimal mix of capital offerings.

Our asset & wealth management group provides financial advisory and capital raising services to asset & wealth managers and related companies globally. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives.

Our financial technology team has a track record of leading the most complex and demanding deals across subsectors including capital markets technology, market infrastructure, wealth management technology and payments.

Our insurance group provides comprehensive financial advisory and capital raising services for insurance companies in the life, property/casualty, insurance brokerage and insurance services sectors. Our clients range in size from small and mid-sized privately held companies to some of the largest publicly traded and mutual insurance companies in the U.S.

Our real estate group provides financial advisory and capital raising services to companies that own and invest in real estate. We have earned clients’ trust by offering sound, value-added advice to both mortgage and property REITs on a variety of strategic and financial objectives.

Our experienced team of investment bankers is deeply committed to serving non-depository sectors of the financial services industry. Our managing directors provide advisory services in strategic M&A and capital raising to companies such as electronic trading platforms, specialty finance companies, business development companies, special purpose acquisition companies and financial consultancies.

Mutual institutions and mutual holding companies face unique issues when seeking to access the capital markets, requiring specialized expertise from their financial advisor. Our team has completed over 100 conversions and demutualizations for thrifts and insurance companies, making the firm one of the most experienced in providing these services.