Financial Institutions

Offering trusted advice to financial institutions globally

Financial institutions from across the world turn to us to help them achieve their strategic and operational objectives. Our skilled, cross-border professionals leverage our extensive networks, market knowledge and the broader TD platform to deliver trusted solutions to issuers and investment firms globally. With deep expertise in M&A and capital markets origination, as well as a comprehensive understanding of industry trends and regulatory frameworks, we connect our clients with the proper tools, insights and services they need and bring actionable and investable opportunities to light.

Our sector expertise

  • Banks and Other Deposit-taking Institutions
  • Brokers and Exchanges
  • Consumer Finance
  • Financial Technology, including Market Infrastructure, Payments and Services Companies
  • InsurTech, WealthTech and Digital Banking and Lenders
  • Life Insurers
  • Property and Casualty Insurers and Brokers
  • Specialty Finance
  • Traditional and Alternative Asset Managers
  • Wealth Managers

Our capabilities

Financial Institutions Insights

Close-up photo of U.S. $100 bank notes coming off the mint printer.
Feb. 04, 2025
The expectation of potential de-regulation is driving banks to be the best performing sector so far in 2025. Hear us discuss what regulations might change, and which might not.
Mahsa Afghahi and Jim Spencer sitting at a table recording the podcast.
Jan. 28, 2025
Just a few weeks into the year and we're seeing the industry trends that could influence financial services. Listen in as we discuss regulatory shifts and the evolving market.
Martin Gerber and Andres Rincon speaking. Martin Gerber and Andres Rincon speaking.
Jan. 14, 2025
Active trading and management is becoming more imperative, even for traditionally buy-and-hold investors. Hear how CC&L's strategy makes use of these opportunities.