Deep knowledge of regulatory matters and business trends in the financial institutions sector enables me to provide quality advice to my clients.
As a co-head of Lincoln’s U.S. Financial Institutions Group, Jay is a strategic advisor to owners of financial services companies with a focus on insurance services, asset and wealth management and specialty lending companies. Jay has nearly 25 years of M&A, capital raising and capital formation experience working on transactions for private equity owners, family and entrepreneur owners and corporations in the U.S. as well as Europe, Latin America and Asia. Jay’s experience includes sell-side and buy-side transactions, cross-border advisory and recapitalizations, raising public and private capital as well as buying and investing in a wide range of financial services companies. In addition, Jay has worked with investors to raise capital in a wide variety of formats including retail and insurance dedicated funds as well as fund mergers and recapitalizations.
Throughout his career, Jay has worked on a wide range of financial services transactions including in the broker dealer, financial payments, commodity trading, regulated depository, regulated insurance and other types of companies. He has developed deep expertise in the regulatory matters facing asset and wealth managers as well as insurance companies in the U.S., Europe and other offshore jurisdictions. Recent representative transactions include advising Altamont on the investment in Horizon Investments, P10 on their initial public offering, Benefit Street Partners on their sale to Franklin Resources, Invesco on the acquisition of Oppenheimer and Ares Capital on the acquisition of American Capital.
Prior to joining Lincoln International, Jay led the Diversified Financials Investment Banking team with Stephens Inc. Jay started his career at Bank of America Merrill Lynch where he worked for more than 20 years in New York, Frankfurt and London.
Jay earned a Master of Business Administration (with Honors) from the University of Virginia where he is a member of the Raven Society and a Bachelor of Science from Duke University.
Recent Transactions in Financial Institutions
Lincoln International advised RoundShield on the sale of its minority stake to Azimut Alternative Capital Partners, a subsidiary of Azimut Group
Lincoln International has advised Chesnara on its acquisition of Sanlam Life & Pensions.
Lincoln International has advised private shareholders on the sale of their stake in LEBC to Tavistock Investments.
Lincoln International has advised Management of Blue.cloud on the sale of a majority stake to Hudson Hill Capital
Lincoln International advised NinjaTrader, a portfolio company of Long Ridge Equity Partners, on raising financing for the acquisition of Tradovate.
Lincoln International has advised DFW Capital Partners on the sale of ReSource Pro to KELSO Private Equity
Lincoln International has advised Remedy Analytics on its sale to Brown & Brown Insurance
Lincoln International is pleased to announce that it has advised Sovereign Capital Partners on its investment in Skerritts
Related Perspectives featuring Jay Bliley
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Q&A with Lincoln’s Financial Institutions Group Leaders
Lincoln International recently announced the addition of three new Managing Directors, Jay Bliley in New York and Antoine Dupont-Madinier and Max Cornu-Thenard in London, to strengthen and expand the firm’s… Read More
News & Media featuring Jay Bliley
Lincoln International Expands Expertise and Offering for Financial Institutions
Industry Experts Join Firm to Bolster Global M&A Advisory Capabilities Lincoln International, a leading global investment banking advisory firm, today announced the addition of three senior hires to strengthen and… Read More