Financial Services

Trends toward convergence, consolidation and globalization have redefined the entire financial services industry. MAGI’s Financial Services Practice has been at the forefront of leadership trends since the firm was established. We are a tenacious, high-caliber team of professionals and devote to serving all sectors of the financial services industry.

• We focus on:

  Asset Management
  Endowments and Foundations

  Fund-of-fund Management

  Hedge Funds

  Mutual Fund

  Pension Plans

  Private Equity Firms

  Sovereign Wealth Funds
• Consumer Financial Services
  Consumer Lending

  Credit Card

  Electronic Commerce

  Mass-affluent and Affluent Banking

  Payments

  Retail Banking
• Financial Technology
  Payments/Processing

  Business Process Outsourcing

  IT Services

  Consortia/Exchanges

  SaaS/IaaS/Cloud

  Security Solutions

  Trading Tools

  Business Intelligence/Analytics
• Banking and Securities
  Industry Coverage/Relationship Management

  Leveraged Finance

  Mergers and Acquisitions

  Private Placements

  Structured Finance

  Infrastructure

  Restructuring

  Equities

  Fixed Income, Currency and Commodities

  Prime Brokerage

  Sales and Trading

  Research
• Insurance
  Brokers

  Life

  Property-casualty

  Reinsurance
• Private Wealth Management
  Boutique Wealth Management Firms

  Family Offices and Multi-Family Offices

  Private Banks

  Traditional Trust Companies