Seth Lloyd has spent his career working with financial services firms on key strategic, operational, and financial matters, including strategic planning, mergers & acquisitions, capital raising, investor communications, and activist defense. He has advised banks, financial technology firms, asset and wealth managers, and specialty finance companies.

Mr. Lloyd has advised Capital One on its announced $35 billion acquisition of Discover and on the sale of its wealth management businesses to E*TRADE, Advisor Group, Hancock Whitney and SageView; FIS on its $43 billion merger with Worldpay and the sale of a 55% stake in Worldpay to GTCR; Eaton Vance on its $7 billion sale to Morgan Stanley; Royal Bank of Canada on its $5.4 billion acquisition of City National and sale of its Swiss private bank to the Syz Group; Canadian Imperial Bank of Commerce on its $5.0 billion acquisition of PrivateBancorp; Credit Suisse on the sale of its Securitized Products Group to Apollo; Anchor Bancorp Wisconsin on its $461 million sale to Old National; Bread on its $450 million sale to Alliance Data Systems; LPL on its $1.7 billion acquisition of Waddell & Reed in partnership with Macquarie; Pinnacle Financial Partners on the common equity offering used to finance its $2.0 billion acquisition of Bank of North Carolina; and Flagstar Bancorp on the repayment of TARP funds and its associated capital raise. Mr. Lloyd advised Celsius Network on its reorganization under chapter 11 (including the sale of GK8, a self-custody technology solution, to Galaxy Digital) and is advising SVB Financial Group and Silvergate Capital Corporation on their ongoing restructurings. He has advised multiple other financial institutions on public and private capital raises and on activist defense, among other topics.

Prior to becoming an investment banker, Mr. Lloyd was a member of JPMorgan Chase’s Corporate Strategy team, where he was particularly involved in post-crisis business rationalization as well as helping set JPMorgan Chase’s strategic approach to the new regulatory and operating environment. Mr. Lloyd also held management roles in J.P. Morgan’s global Transaction Services business. Mr. Lloyd began his career at McKinsey & Co. advising financial institutions on strategy and operational performance and also worked for the senior executives of Ford Motor Company.

Mr. Lloyd received a J.D. from Yale Law School and an A.B. (summa cum laude) from Princeton University. He lives in New York City with his wife and three children.