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:
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.
Served as financial advisor to Georgia Banking Company on its acquisition of Tandem Bank
Served as financial advisor to SG Credit on its strategic partnership with Kayne Anderson BDC
Listen & Subscribe Episode Description In this episode of Solomon Connects, Solomon Partners Financial Institutions Partner Tannon Krumpelman and Technology Managing Director James Butcher join M&A Director Chris Moynihan for a mid-year M&A cross-sector outlook. They discuss the divergence between headline-making deal value and mid-market volumes, the evolving impact of AI on transaction dynamics, and…
By Arik Rashkes , Head of the Financial Institutions Group, Solomon Partners Artificial intelligence is no longer just a technology story for financial institutions. It is quickly becoming a valuation story. For years, AI has been framed as a tool to improve efficiency, enhance customer experience and modernize operations. That framing is no longer sufficient.…
Subscribe Episode Description This cross‑industry roundtable from Solomon Partners examines how the M&A landscape evolved in 2025 and the factors expected to shape deal activity in 2026 across healthcare, technology, and financial services. Industry coverage bankers Jon Pritti , James Butcher , and Alex DeOteris join M&A Director Chris Moynihan to discuss key macro and…