Financial Services
Valuation and Advisory for Financial Services Companies Across Banking, Insurance, Asset Management, and Specialty Finance
Financial services companies face a distinctive set of valuation and transaction challenges. From regulatory capital requirements and intangible-heavy balance sheets to complex transaction structures and heightened governance standards. Houlihan Capital provides independent valuation and advisory support for financial services businesses navigating transactions, financial reporting obligations, and strategic decisions.
Our team brings experience across banking, insurance, asset management, and specialty finance. Delivering rigorous, well-documented analyses that meet the demands of regulators, auditors, and counterparties.
What We Do
Advisory Services for Financial Services Companies
Business Valuations
Independent enterprise valuations for financial services companies, supporting financial reporting, strategic planning, and transaction advisory purposes.
Capital Advisory
Capital raising support for financial services companies across the capital structure, including debt and equity placements.
M&A Advisory
Buy-side and sell-side advisory for financial services transactions, including target identification, due diligence, and deal structuring.
Fairness Opinions
Independent fairness opinions for financial services transactions involving related parties or potential conflicts of interest.
Solvency Opinions
Independent solvency analysis supporting leveraged transactions, dividend recapitalizations, and distributions involving financial services companies.
SPAC Opinions
Independent fairness and valuation opinions supporting SPAC transactions involving financial services targets.
Who We Serve
Serving the Financial Services Sector
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