Financial Services

MPA advises clients on Financial Services M&A, loan portfolio transactions, equity transactions, real estate portfolio transactions, and a range of other services including equity capital markets, strategic analysis, and valuations. Our team is highly experienced across the Financial Services and offers clients direct access to that community.

Coverage Team

Brent Walker
Benjamin Kinder
Alexander Singh
James Werry

Related Transactions

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Our Expertise

  • Advisor to the Callidus Capital’s Special Commitee of the Board and provided Fairness Opinion

  • Advisor to Trez Capital on various mandates
  • Advisor to Economical Insurance on first demutualization of a Canadian P&C Insurance Company

  • Provided Fairness Opinion to the Special Committee of Aston Hill
  • Advisor to Promerita Grup on $75M Debt Raise for Acquisition and Recapitalization of St. Elizabeth Retirement Residence