Financial Services

Industry Overview

Regions' Financial Services Group is comprised of corporate and investment bankers with significant experience in structuring and executing credit, capital markets and strategic transactions for companies and private equity sponsors active in the financial services industry. We support our clients' growth initiatives with both advice and capital, and our team members have participated in over $300 billion in capital formation for clients and over 50 completed merger and acquisition assignments.


  • Property and Casualty Insurance
  • Life, Annuity and Disability Insurance
  • Insurance Brokerage
  • Managing General Agencies and Program Administrators
  • Loss Adjusting Services and Third Party Administration Services
  • Warranty Administration
  • Asset and Wealth Management
  • Broker-Dealers
  • Capital Markets
  • Equipment Finance and Leasing Companies
  • Commercial Lenders
  • Consumer Lenders

For more information, please contact:

Leo Loughead
Head of Financial Services Group
Regions Securities LLC