Financial Services

In the wake of new and increasing regulatory pressures, reporting requirements, technological improvements, product/service innovation and challenges related to attracting and retaining talent, the Financial Services Industry is rethinking many of its traditional growth strategies. DealSource’s Financial Services group delivers M & A, restructuring, and capital sourcing advisory services to meet your growth and liquidity objectives.

We cover several segments in this dynamic industry including:

  • Insurance

  • Mortgage Companies

  • Depositories

  • Asset Management

  • Broker-Dealers