Pickwick Capital Partners
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Financial Institutions & Services

Advisory in the changing face of the financial industry.

Our Financial Institutions Group is a highly-experienced, highly-skilled team of strategic advisors focusing exclusively on financial institutions, from national and community banks to mortgage providers, financial technology companies, and asset managers.  We partner with the senior management and Boards of Directors of these institutions to help them determine optimal long-term strategic options.  Once major strategies are agreed upon, our team helps implement those key initiatives.

Working with senior management and directors, our team performs an in-depth analysis of the institution to determine the best strategic options, including:
•    Strategic advisory for institutions  to maximize ROE and ROA;
•    Acquisition advisory in order to improve economies of scale, new market opportunities or improve business product mix;
•    Exploration of potential mergers of equals;
•    Potential sale of the institution and recommendations on potential suitors and optimal timing

Helping to determine a strategy, our team remains involved in its implementation, execution, and follow up.  Above all, Pickwick's FIG team focuses on helping management and Boards determine the best medium- and long-term strategies, regardless of whether it involves M&A activity. 


Expertise


  • Asset Management
  • Banks & Thrifts
  • Broker Dealers
  • Financial Technology
  • Insurance Companies
  • Non-depository trusts
  • REITs & Real Estate Services
  • Wealth Management 

Professionals

Martin Leclerc
Managing Director
Armando Ramirez
Managing Director

Steve Crowley
Managing Director

Partners


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Pickwick Capital Partners, LLC - Member ​FINRA and SIPC
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  • About Us
    • Our Difference
    • News
  • Capabilities
    • Investment Banking >
      • Overview
      • Services
    • Fund Placement >
      • Overview
      • Services
    • Select Transactions
  • People
    • Executive Team
    • Investment Banking
    • Fund Placement
    • Our Partners
  • Join Us
  • Contact Us