Financial Institutions

Lincoln International’s financial institutions sector is led by senior investment banking professionals with extensive transaction and sector-related experience globally.

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financial institutions M&A transactions with private equity acquirers in 2023


of financial institutions sell-side M&A transactions with private equity clients in 2023

Full Suite of Capabilities Driving Superior Outcomes

Our Financial Institutions Group partners with private equity firms, privately owned companies and corporate clients looking for customized advice and deep experience across a range of sectors in the financial services market. With decades of transaction and sector experience, we offer highly specialized guidance on M&A and capital raising solutions to help our clients meet their strategic objectives.


Global Team Provides Enhanced Insight and Transaction Capabilities

With senior bankers in both the U.S. and Europe, the Lincoln’s financial institutions professionals leverage deep relationships in the global financial capitals. The team delivers clients seamless execution as a highly integrated part of the broader Lincoln International platform.

Sector Focus

Asset & Wealth Management

As the evolution of the asset and wealth management sector continues, Lincoln’s broad expertise can help our clients unlock the next stage of growth.

Asset Servicing

As consolidation of fund administration, corporate trust and private client services continues, Lincoln is uniquely positioned to advise clients on capitalizing on opportunities

Financial Technology & Payments

Lincoln’s deep technology expertise benefits financial services clients as they navigate the global digital transformation that is driving change.


Our bankers advise clients across the insurance sector from P&C, life and other specialty insurers to brokers & MGA/ MGUs, third-party administrators and IFAs.

Specialty Finance

From the growth of non-bank lenders to the proliferation of new financing platforms, Lincoln is well positioned to advise investors in the specialty finance sector.

Traditional Banking Products & Services

Lincoln bankers have long-standing expertise in the traditional banking and mortgage sectors and advises clients on capitalizing on a variety of growth opportunities.

Perspectives & Publications in Financial Institutions

“Leader to Leader” Series

The Leader to Leader video series turns up the dial on rich conversations with prominent leaders – from business owners and entrepreneurs to investors and CEOs – highlighting their stories… Read More

Succeeding in the Fast Lane: Strategically Navigating GP M&A

  In today’s high-stakes market, successful general partners (GPs) in private markets are at the forefront of a thriving M&A landscape characterized by a growing number of deals and rapidly… Read More

Lincoln’s Latest

Lincoln’s Latest video series features experts from across industries, services and geographies, sharing perspectives on current trends, recent observations and future outlooks.

Mergermarket | Dealspeak EMEA – Slice of Pie: New Entrants Gobble Up GP Stakes in Europe

Originally posted by Mergermarket on April 24, 2023. Historically, North American investors were the main players that acquire stakes in private equity (PE), credit and infrastructure general partners (GPs) in… Read More

Meet Our Senior Team with Financial Institutions Expertise

Global Leadership