Financial Institutions

Providing Strategic Advisory to Financial Services Clients in a Highly Complex and Diverse Industry Landscape

The Solomon Partners Financial Institutions group provides strategic advisory services to a variety of public and private clients across the financial services landscape, ranging from growth-oriented and founder-led companies to multibillion-dollar global enterprises. Led by a senior team of experts with deep industry knowledge and proven deal-making experience, we partner with clients to navigate complex transactions, delivering optimal outcomes across multiple end-markets:

• Asset Management
• Brokers, MGAs & MGUs
• Employee Benefits
• Insurance Agencies, IMOs & FMOs
• Insurance & Insurance Services
• Real Estate & Mortgage Services
• Tech-Enabled Insurance
• Wealth Management & RIAs

Our Partners and Managing Directors are committed to driving successful results for our client base, delivering unmatched service through highly bespoke processes. We pride ourselves on providing end-to-end expertise from initial strategic dialogue to complex transaction structuring and post-deal guidance. Our team leverages the entire Solomon Partners’ platform to provide holistic advisory and executional support. Solomon has extensive experience working with a variety of stakeholders including founders, financial sponsors, boards of directors and management teams helping to successfully navigate an increasingly complex market.