Jump to Navigation


SRR has significant expertise providing financial advisory services to companies in the Financials sector. Our experience spans the banking, investment management, insurance and real estate industries and includes asset valuation of complex financial instruments such as derivatives, CDOs and auction rate securities.


  • Community banks
  • Diversified banks
  • Regional banks
  • Thrifts and mortgage finance

Diversified Financials

  • Asset management and custody banks
  • Consumer finance
  • Diversified capital markets
  • Diversified financial services
  • Investment banking and brokerage


  • Insurance brokers
  • Life and health insurance
  • Multi-line insurance
  • Property and casualty insurance
  • Reinsurance

Real Estate & Other Alternative Investments

  • Real Estate Investment Trusts (REITs)
  • Real estate management and development
  • Hedge funds
  • Private equity funds
  • Family office/wealth managers