Financial Services

GLC is dedicated to providing senior-level advice and attention to the Financial Services industry. Our firm and our Financial Services team are committed to building long-term client relationships by providing unparalleled, honest strategic guidance through a comprehensive offering of advisory services. With over 30 years of collective experience, our Financial Services team has completed over 70 M&A and financing transactions exceeding $1.7 billion in transaction value and is regularly ranked as one of the most active M&A groups in the nation according to SNL Financial LC. View Recent Transactions Here

We serve clients in a wide range of financial services firms and institutions including:

  • Asset Managers
  • Community Banks
  • Financial Technology
  • Insurance Brokerage
  • Mortgage Finance
  • SBIC Funds
  • Specialty Finance
Our Investment Banking Services Include:

  • Sell-side Advisory
  • Buy-side Advisory
  • Merger of Equals
  • Divestitures (including divisions, subsidiaries or assets)
  • Valuations and Fairness Opinions
  • Strategic Financial Advisories
  • Private Placement of Equity and Debt
  • Private Equity Transactions
  • Fund Formation