Financial Institutions & Specialty Finance

Increase agility and thrive amid change and uncertainty

Experienced guidance to adapt and thrive

Amid market evolution and shifting consumer expectations, banks and other lenders need to be agile and adaptable to change. 

As digital transformation accelerates, regulatory requirements expand and consolidation increases in the bank and non-bank lending industry, these institutions need deep market knowledge and forward-thinking initiatives to realize long-term success. 

BDO understands this dynamic banking environment, and we have the knowledge, resources and tools to assist leaders across each sector. We provide tailored services that make an impact, whether you need to evaluate credit risk, transform financial reporting, test internal controls over financial reporting (ICFR), navigate M&A or a myriad of other initiatives.  

BDO’s Financial Institutions & Specialty Finance practice offers customized, partner-level engagement with experienced industry professionals to help clients monetize data, generate more revenue and improve customer insights. 

How BDO Can Help

Who We Serve

At BDO, we understand the evolving challenges that financial institutions face and work with clients in navigating the changing landscape across segments. 


More than ever, banks need advisors with the knowledge and experience to guide them through the conditions ahead. BDO provides assistance to navigate these industry dynamics with strategic advice, demonstrated insights and best practices. Our advisory offerings include regulatory compliance, CECL adoption and implementation, raising capital, loan restructurings, purchase accounting and mergers and acquisitions.

Mortgage Brokers

BDO helps mortgage lenders identify opportunities for adapting and continuing to grow. Our professionals have worked closely with the Office of Mortgage Settlement Oversight and maintain a deep knowledge of guidelines and regulations. With an extensive international accounting and consulting network at our disposal, we deliver a tailored service approach for navigating today’s complex financial marketplace.

Specialty Finance

Technology continues to transform financial services as consumers demand more convenience and speed, creating new regulatory and cybersecurity pressures. BDO provides in-depth knowledge and tailored services for regulatory compliance, cybersecurity enhancement and improved performance. Our experienced professionals offer the insights to develop new capital-raising strategies and more effectively evaluate credit risk. 

Stay current with our latest financial institutions & specialty finance insights.

Meet our Financial Institutions & Specialty Finance Industry Leader

  • Professional Headshot of Mark Houston

    Mark Houston

    Managing Director; Financial Institutions & Specialty Finance National Practice Leader

Together, we thrive.

Everything we do is rooted in our core purpose to help people thrive every day. It’s not only the right business thing to do; it’s the right human thing to do. This starts by putting our people at the center of our work and extends to how we treat and value our people, our clients and our communities. With a dedication to quality and a purpose-driven culture, BDO offers a powerful choice both for clients and those seeking rewarding professional careers.