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.

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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

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Bank M&A Rebound: The Window Is Open for 2027
Nov. 04, 2026
Bank M&A could rebound in 2027 as excess capital meets a narrowing regulatory window. Explore the forces shaping deal activity and our list of 38 potential sellers.
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Two people in suits having a conversation in an office. Two people in suits having a conversation in an office.
Transforming Two Asset Managers into a Global Powerhouse
Oct. 20, 2026
An underdog mindset now backs US$280 billion in combined assets. See where DGAM and Guardian find the strongest opportunities for investors.
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Close-up of the stitched stars and stripes of a United States flag.
What Does the Midterm Election Mean for Financials?
Oct. 08, 2026
The U.S. midterms could reshape housing, bank M&A and crypto policy through 2028. Listen to hear what the outcome could mean for the financial sector.
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