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Financial Institutions

Long-standing experience. Objective guidance.

Financial institutions form the literal foundation of the global economy.

Oppenheimer’s Financial Institutions Team is committed to delivering tailored investment banking products and services to our clients throughout their lifecycle. Our dedicated senior bankers, each with an average of 15 years of industry experience, offer objective guidance on everything from initial public offerings and mergers and acquisitions to equity and debt capital markets.

Our team offers clients extensive financial advisory and execution experience across the following industry sub-sectors:

  • Asset managers
  • Broker development companies
  • Broker-dealers
  • Commercial banks and thrifts
  • Closed end funds
  • Financial technology companies
  • Insurance companies
  • Investment banks and advisory firms
  • Mortgage REITs and REITs
  • Specialty lenders
  • Real estate firms
  • Wealth managers and investment advice