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Financial Institutions

Deloitte Corporate Finance LLC

Our financial institutions investment banking specialists have focused their careers in the financial services industry. We have the experience to help you evaluate your options and help you determine the most effective strategy for your business.

We have executed transactions for financial institutions businesses ranging from large publicly-traded insurance companies to highly specialized finance companies, from diversified money-center banks to single-solution financial technology firms. DCF together with our US affiliates and the global network of the Deloitte Touche Tohmatsu Limited member firms and their affiliates have strong relationships with and access to the decision makers at many of the world’s largest financial institutions.

DCF has the talent, knowledge and industry relationships necessary to help you execute your strategic M&A transactions.

Industry Insight

Financial institutions industries are some of the most dynamic and competitive business sectors in the world. Today, many financial institutions must be global businesses to compete effectively, but much of that competition happens on a very local level. The diversity of financial institutions businesses means a diverse array of challenges such as:

  • Insurance companies facing the challenge of deploying excess capital while managing through a soft market
  • Insurance brokers experiencing accelerating industry consolidation and M&A transactions priced at record multiples
  • The mortgage sector experiencing an extended period of contraction as the industry works through the excesses of the last few years
  • Specialty finance companies facing increasing competition from large diversified financial institutions seeking new markets for growth
  • Consolidation in the financial technology sector increasing pressure to provide one-stop shopping by offering a full suite of well-integrated services and solutions
  • Asset managers addressing the constant pursuit of above-market and uncorrelated returns while managing through increasing regulation and changes to traditional compensation arrangements

Regardless of whether the strategy for your business involves building scale, pursuing diversification, eliminating distractions, focusing on core competencies, seeking liquidity, or something else in response to these or other challenges, we can help.

Contact our Financial Institutions industry leader: Sharon Weinstein.

Your Deal

  • Financial Institutions Transactions
    Discover why so many financial services companies trust us as their investment banker when they need merger and acquisition, capital raising or strategic advisory services.

Learn more about Deloitte's coverage of the Banking and Securities, Insurance and Private Equity, Hedge Funds & Mutual Funds industries.

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