FINANCIAL SERVICES

We Deliver a
DATA-DRIVEN APPROACH

Through our experience in mortgage banking and specialty finance, we have developed a data-driven approach to deliver comprehensive solutions to our clients, including M&A, capital raises, valuations, strategic analyses and other financial advisory services. Our financial institutions team has advised a broad range of specialty finance companies, including:

MORTGAGE BANKING

icon-mortgage

ASSET-BASED LENDING

icon-asset-based-lending

A/R FINANCE & FACTORING

icon-ar-factoring

AUTO FINANCE

icon-exterior

CONSUMER FINANCE

icon-consumer-credit

TRUST & RIAs

icon-pie-chart

OUR EXPERIENCE ALLOWS US TO PROVIDE IMPACTFUL ADVICE

We are able to leverage our experience, proprietary relationships, and access to data to provide unique insights in the financial service markets.

Selected Recent
FINANCIAL SERVICES TRANSACTIONS