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
- Insurance brokerage and distribution
- Insurance carriers
- Insurance services
- Insurtech
- Market infrastructure
- Managing general agencies
- Registered investment advisors
- Retirement services
- TPAs and claims services
- Wealthtech
