Diversified Financial

Sandler O’Neill is deeply committed to serving non-depository sectors of the financial services industry. Our senior principals, many of whom pioneered institutional advisory services within these areas, provide capital markets, strategic merger and acquisition and financial restructuring and capital markets advisory services to companies in the following sectors:

  • Securities Firms
  • Exchange & Market Structure
  • Financial Business Services
  • Specialty Finance
  • Financial Technology
  • Asset Management
  • Real Estate Investment Trusts
  • Business Development Companies

Because of our expertise in these sectors and long track record, we are increasingly sought after as an advisor by leading financial sponsors who are active in these sectors as well. We provide our financial sponsor clients with strategic and financing advice regarding new investments, as well as strategic and capital markets advice related to the timing and execution of portfolio investments.