Financial Institutions Group

As a full-service banking partner to non-bank financial institutions (NBFIs), we apply broad experience, deep data sets, strong relationships and investor network and integrity to your business goals.

Customized financing solutions from a Top Commercial Bank1 with a portfolio of more than $17B2

Work with our team of experienced professionals, who bring advisory, structuring and execution expertise to specialty finance companies with consumer and commercial assets.

Unlock powerful industry expertise and resources to meet your long-term goals

With an extensive track record arranging billions in financing, we can help you manage acquisitions, working capital, refinancing—anything your business needs.

  • Asset-based lending and factoring
  • Equipment finance
  • Floor plan finance
  • Leveraged loans and private credit
  • Security finance
  • Small business finance
  • Subscription and fund finance

Our team of experts

Head shot of John Robuck

John Robuck

Senior Managing Director

Head of Financial Institutions

Head shot of Saam Parsa

Saam Parsa

Managing Director

Head of Security Finance and Co-Head of Fund Finance

Head shot of Patrick McShane

Patrick McShane

Managing Director

Head of Consumer Finance

Head shot of Nancy Beebe

Nancy Beebe

Managing Director

Head of Financial Institutions Investment Research

Additional Banking Solutions

Capital Markets & Investment Banking

Our experts can help advise and structure financing and hedging solutions through traditional investment banking products as well as acquisition finance, derivatives, loan syndications and foreign exchange products.

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Treasury Management

Get more done with technology-driven solutions that can help unlock more value, streamline processes and strategically manage your payables and receivables.

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