Financial Services

The Financial Services practice within Carillon Capital Partners was originally created to offer clients hands-on advisory services in strategic and tactical business development as well as providing companies access to capital required to navigate today's difficult economic times.  Our merchant banking endeavors continue to be a major part of the strategic vision of Carillon. Opportunities to invest capital in operating entities where our team can add significant value is a priority.

Within the Financial Services practice our core capabilities revolve around banking, asset management, mortgage and consumer lending and fixed income trading. With our partners, other aspects of financial services such as broker/dealer operations, insurance, and financial services related technology are important parts of our business.  Our experience in both large and small firms from major wall street investment banks to start-up financial allows us to be extremely nimble and relevant to a variety of situations. it is common, during a given period of time, for members of our team to be working on a billion dollar asset purchase program for a major bank while at the same time evaluating the merits of an upstart institutional asset manager or de-novo residential special servicer. 

As a current example of the broad depth and relevance to today's market dynamics we have recently been involved in evaluating strategies and advising clients and industry representatives on the impact of the TALF (Term Asset-Backed Securities Loan Facility) on their respective businesses. More information on each of these practice areas can be found throughout this website. In addition, a select list of recent and past engagements is available on this site.