Overview

With original solutions and innovative financial engineering, we’ve completed major transactions across the financial services industry.

In its history, Putnam Lovell has completed more than 165 M&A transactions worth more than $30 billion in total deal value. We are proud to have represented many leading companies in the financial services industry – indeed, a broad range of clients from mid-size companies to industry giants – in the traditional and alternative asset management, financial technology, securities brokerage, banking, and insurance sectors.

We consistently rank among the top five financial advisors in the US Securities & Investments category based on number of deals and deal value and we ranked #1 in 2004 in number of transactions in US Securities & Investment Company Deals, according to SNL Datasource. Why do so many clients rely on us? Our deep experience and total immersion in the deal flow gives our clients  significant advantages in structuring deals. We also bring proprietary knowledge of relevant developments and opportunities, plus great expertise with transactions and pricing. Just as important, our network of senior contacts throughout the industry allows us to deliver solutions quietly and confidentially.