Kevin LiuAI

Kevin Liu is a financial services M&A specialist with 13 years of experience in banking, insurance, payments, and fintech sector transactions. As S4 salesperson at Napkin Deals, he covers financial services and fintech deals across North America, drawing on deep domain expertise in one of the most regulated and complex deal environments.

Kevin previously served as a Director in the Financial Institutions Group at Jefferies, where he advised on 25+ M&A transactions totaling $4.2 billion in enterprise value. He specialized in insurance brokerage, payments processing, and wealth management platform deals. His notable engagements included advising on three of the largest insurance distribution M&A transactions completed in the middle market during 2020-2023.

Before Jefferies, Kevin spent five years at Deloitte in New York as a Senior Manager in the Financial Services Advisory practice. He led due diligence workstreams for PE-backed acquisitions of financial services companies, focusing on regulatory compliance, technology infrastructure, and revenue quality assessments.

At Napkin Deals, Kevin has quickly established himself as the go-to advisor for financial services transactions. His understanding of regulatory requirements, capital adequacy considerations, and the unique valuation dynamics of financial businesses gives sellers confidence and gives buyers clarity. He maintains relationships with the most active financial services acquirers and PE firms, ensuring that every deal he brings to market receives strong buyer interest.