Our financial services industry practice is built upon the fundamentals of providing extraordinary client service and timely and open communication with our clients. We bring an understanding of the nuances in every area of your industry, including accounting and reporting, finance, regulatory compliance, information technology, and risk management

Our full range of professional services include audit/assurance, tax advisory & compliance, business risk, consulting & transaction due diligence services.

Specialty Finance

  • Consumer/commercial finance companies (utilizing Wall Street funding and managing liquidity through securitization)
  • REITs
  • Leasing companies
  • Credit card companies (front-end merchant acquirers)
  • Student lenders
  • Auto finance
  • Other opportunistic finance companies
Asset Management

  • Alternative investment funds
  • Hedge funds
  • Private equity
  • Broker-dealers
  • Registered investment advisors
Banking

  • Commercial banks
  • Mortgage banks
  • Community banks

Adam Bullock
Financial Services Industry Leader

949.222.2999
4100 Newport Place Drive
Suite 600
Newport Beach, CA
abullock@squarmilner.com

Take advantage of our full portfolio of services!