Lincoln International’s financial institutions sector is led by senior investment banking professionals with extensive transaction and sector-related experience globally.
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.
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.
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.
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.
Related Perspectives in Financial Institutions
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
Scale your Career: What Makes a Good Investment Banker Great?
For new analysts and associates, communication, collaboration and coordination are essential components of a successful investment banking career. Individuals who can communicate and collaborate effectively with colleagues across title levels… Read More
Career Path Options for Prospective Investment Bankers
If you are seeking an opportunity in a fast-paced environment where you can learn a wide variety of skills and advise clients on mergers and acquisitions as well as raising… Read More
Recent Transactions in Financial Institutions
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 is pleased to announce that it has advised Sovereign Capital Partners on its investment in Skerritts
Lincoln International is pleased to announce that it has represented Bancsource, a portfolio company of CapitalWorks, in its sale to Cennox, a portfolio company of York Capital Management
Lincoln advised York Capital Management on the capital raise to acquire and merge Cennox and Bancsource
Lincoln International advised HWF Partners on its sale of a majority stake to The Ardonagh Group, a portfolio company of HPS Investment and Madison Dearborn
Lincoln International advised ASSEPRO on its sale to EMZ Partners
Meet Our Senior Team with Financial Institutions Expertise
I am enthusiastic about creating sustainable growth and the highest value for our clients, and strive to leave a positive footprint beyond any successful M&A transaction.
Managing Director | Management Board MemberFrankfurt
I enjoy leading clients and realizing their objectives, while structuring solutions to issues that are both intriguing and challenging.
Managing Director | Head of SwitzerlandZurich
My goal is to inspire and motivate our people to make a true impact with their clients, their colleagues and their communities.
Managing Director | Global CEO | GP-DirectorChicago
Building long-term relationships is key for me personally – I want to be the advisor of trust for my clients.
Dr. Michael Drill
Managing Director | CEO Germany | Chairman of the Management BoardFrankfurt
My approach to building a relationship with each and every client begins and ends with trust. I want to be viewed as a true advisor, focused on our client’s long-term success.
Managing Director | CEO North AmericaChicago