We are a trusted advisor to high-growth companies and investors within the financial services sector. We advise across a full spectrum of transaction types, including corporate advisory, M&A, and public and private capital raise situations. The financial services industry continues to evolve with technology, new distribution channels, and the convergence of services. Our experience and relationships across the financial services landscape have allowed us to deliver outstanding outcomes for our clients.

We serve clients in a broad range of financial services subsectors, including:

  • Asset managers
  • Independent broker-dealers
  • Insurtech
  • Market infrastructure
  • Property & casualty and benefits insurance brokerage and distribution
  • Property & casualty and benefits managing general agencies
  • Property & casualty and benefits TPAs and claims services
  • Property & casualty insurance carriers
  • Registered investment advisors
  • Retirement services
  • Wealth technology