Financial Services Transaction Advisory

Leading complex transactions across the financial services sector.
A&M’s financial services transaction advisory practice focuses on deals spanning the breadth of the financial services sector:

  • Specialty finance, including: financial technology, consumer finance, commercial finance, sub-prime lending, leasing, factoring, capital markets
  • Banking, including: global banks, regional banks, community banks, private banks, mortgage companies
  • Insurance, including: insurance brokers, insurance underwriters
  • Asset management, including: wealth managers, alternative investment managers, hedge funds, private equity funds

A&M’s financial services transaction advisory professionals have deep functional expertise and help financial services businesses with complex issues:

  • M&A deals, including: buy-side and sell-side financial diligence / quality of earnings analyses, loan portfolio analysis, credit diligence, tax diligence and structuring, information technology diligence, operations diligence, human capital diligence and regulatory diligence services
  • Post-transaction support, including: merger integration services, performance improvement and cost-takeout services, restructuring and wind-down support, interim management
  • Consulting services, including: technical accounting advisory, loss allowance and credit risk assessments, loan portfolio performance and credit analytics, loan file reviews, internal controls reviews, and financial consulting services

With senior-level financial services deal professionals involved in every aspect of your transaction, expect real-time communication of critical issues, and an intense focus on the root causes of key deal issues.

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