Financial Institutions
Lincoln International’s financial institutions sector is led by senior investment banking professionals with extensive transaction and sector-related experience globally.
>30%
financial institutions M&A transactions with private equity acquirers in 2023
100%
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.
Insurance
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
Recent Transactions in Financial Institutions
Meet Our Senior Team with Financial Institutions Expertise
Global Leadership
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.
Friedrich Bieselt
Managing Director & Head of Business Services, Europe
Frankfurt
I enjoy leading clients and realizing their objectives, while structuring solutions to issues that are both intriguing and challenging.
Øyvind Bjordal
Managing Director | Head of Switzerland
Zurich
My goal is to inspire and motivate our people to make a true impact with their clients, their colleagues and their communities.
Robert Brown
CEO | Managing Director | GP-Director
Chicago
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 | Head of Germany
Frankfurt
I enjoy the opportunity to provide clients with insightful and unbiased advice that will help them make the most informed decisions possible.
Ron Kahn
Managing Director & Co-head of Valuations & Opinions
Chicago
