Financial Institutions

Offering trusted advice to financial institutions globally

Financial institution clients from across the world turn to our firm to help achieve their strategic and operational objectives. With an integrated team that includes mergers and acquisitions and capital markets professionals specializing in financial institutions, we leverage our comprehensive understanding of industry trends and regulatory frameworks to advise our clients and connect them with the relevant tools and services they require to meet their goals.

Business professionals walking around a glass-walled lobby.


North American leaders with a global reach

Our team has a deep well of experience structuring complex transactions for global issuers and investment firms. Our professionals – from the most junior to senior members – apply a foundation of integrity, professionalism, diligence and judgement to every client we partner with across the industry.

Our expertise encompasses a broad range of sectors, products and services, and an in-depth understanding of how technology impacts business models. We maintain a top-tier network of financial institution clients across key sub-sector verticals worldwide. In addition to our international reach, we have led many of Canada's largest mergers and acquisitions transactions and financings to date.

Our Financial Institutions capabilities

Sector expertise:

  • Banks and other deposit-taking institutions
  • Life insurers
  • Property and casualty insurers and brokers
  • Traditional and alternative asset managers
  • Wealth managers
  • Non-bank providers of consumer and commercial financing
  • Financial technology and services companies
  • Government-sponsored financial institutions

Core products and services:

  • Mergers and acquisitions advisory services
  • Corporate banking and financing solutions
  • Equity and debt capital markets
  • Interest rate, foreign exchange, commodities and equity derivatives
  • Sustainable finance, ESG advisory and ESG hedging solutions
  • Equity research and global strategy
  • Global transaction banking services
  • Asset securitization