Our financial services team has a strong track record of providing high-quality advisory and investment banking services to our clients. With deep industry knowledge and extensive transaction experience, our financial services team advises owners and boards of directors of middle-market private and public companies on a variety of M&A transactions, equity and debt financings, and financial advisory assignments across a range of financial verticals.
Sectors served:
- Wealth management
- Insurance brokerage
- Accounting firms
- Broker-dealers
- Investment banking
- SPACs
- Specialty lending
- Commercial banking