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Financial Services

Financial institutions today are struggling to maintain revenue growth and attractive returns on capital while addressing the twin challenges of regulatory compliance and technological change.


We help clients through the mire of regulatory, performance improvement, restructuring, transaction advisory, disputes and litigation, and valuation issues.

In today’s insurance environment, change is accelerating. We’re ready to work with organizations and regulators across the industry to improve performance, meet financial and operational targets and navigate compliance issues.
As your institution is looking for ways to achieve financial success in the midst of change in regulation, technology, and other business disrupters, our professionals will work with you to evaluate options and execute strategy for results.
Financial services companies are increasingly seeking ways to increase their top line while differentiating themselves from competition, meeting regulatory expectations and addressing customer demands. Our expertise in transactions, regulation, and performance improvement can assist.
Alvarez & Marsal (A&M) - Wealth Management

Wealth Management

We partner with you to solve complex challenges in a rapidly changing wealth management environment. We identify options and drive effective change within your wealth management business through the experience of our seasoned operators.
Alvarez & Marsal (A&M) - Private Equity Services

Private Equity Services

We provide independent analysis and end-to-end services across the investment lifecycle that deliver results in every economic cycle. Our one-of-a-kind, integrated approach serves clients well in buy- and sell-side situations.
Alvarez & Marsal (A&M) - Transaction Advisory Diligence

Financial Services Transaction Advisory

The increasingly complex nature of financial services deals necessitates deep industry, accounting and transaction experience. A&M’s dedicated global financial services deal professionals have executed hundreds of transactions spanning the banking, asset management, insurance and specialty finance subsectors.
LeaseSCRE - Estimate Your Incremental Borrowing Rate

Estimate Incremental Borrowing Rate

LeaseSCRE is a compliant, Machine Learning based lease accounting tool that estimates your Incremental Borrowing Rate for ASC 842, saving thousands of dollars in a few minutes.