Contact Us
Contact Us
Overlay
Mobile Overlay

Financial Institutions

What we do

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.

Financial Institutions Transactions

View All Transactions
Skip to end of carousel

Meet the Team

Financial Institutions Insights

View All Insights

M&A Momentum: Cross Sector Outlook for 2026

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…

Read More

Unlocking Value & Navigating Conflicts in Tax Receivable Agreements

Subscribe Episode Description Solomon Partners’ Managing Director Matthew Cornish from our Financial Institutions Group joins M&A Director Chris Moynihan to unpack the evolving market for illiquid financial assets, with a particular focus on tax receivable agreements (TRAs). They discuss the rise in interest for TRAs, navigating conflicts these agreements create for boards and shareholders, and…

Read More

Lifecycle of a Claim: From First Notice of Loss to Subrogation

By Matthew Cornish The property and casualty (P&C) claims process is more than an operational necessity — it’s a strategic lever for profitability and customer experience. Rising loss costs and market volatility are pushing carriers to rethink claims as a source of competitive advantage, leveraging technology, automation, and disciplined recovery to protect margins and create…

Read More