Financial Services

RBI Advisors offers a broad range of investment banking and corporate finance services to insurance industry, broker dealers and specialty finance firms.

Our team of senior professionals, combine in-depth analysis with transactional experience to understand the dynamic forces impacting the financial services industry including consolidation, an increased regulatory environment and the need for creative capital solutions. Our ability to raise funding across the entire capital structure make RBI Advisors a strong partner with our financial services clients.

From sell-side and buy-side M&A transactions, to growth capital raises, recapitalizations and exit plans, the RBI Advisors Financial Services Group stands ready to help you execute your plans and meet your goals.

Sub-Sectors Served:

  • Insurance & Re-insurance
  • FinTech, Payment Platforms, Virtual Advisors
  • Mortgage, Lending Companies