Financial Institutions

Financial Institutions, Inc. is a financial holding company that operates primarily in Western and Central New York. It serves as the parent company for Five Star Bank, a community bank chartered in New York State, and Five Star Investment Services, Inc., a brokerage subsidiary. The company provides a comprehensive range of consumer and commercial banking services tailored for individuals, municipalities, and businesses. Its operations are concentrated in 15 contiguous counties, allowing it to effectively address the financial needs of the local communities it serves. Through its banking segment, Financial Institutions, Inc. delivers retail and commercial banking solutions, positioning itself as a key player in the regional financial landscape.

Christopher Ong

HNW Senior Financial Services Director

4 past transactions

North Woods Capital Benefits

Acquisition in 2021
North Woods is a Buffalo-based employee benefits and human resources advisory firm with a mission of helping clients of all sizes navigate the complexities of employee benefits.

Landmark Group

Acquisition in 2020
Landmark is an independent insurance brokerage firm delivering insurance, surety and risk management solutions across many business sectors including construction, manufacturing, real estate and technology, as well as individual personal insurance.

Flexiloans

Debt Financing in 2017
FlexiLoans is a Mumbai-based lending platform that provides small and medium-sized enterprises (SMEs) with quick and flexible access to funding. Established in 2016, the platform addresses the challenge faced by many SMEs, as over 80% of loan applications are rejected by traditional financial institutions due to insufficient credit history or collateral. By leveraging data analytics and technology, FlexiLoans offers a unique online marketplace that facilitates customized loans and financing options tailored to the specific needs of businesses. The platform connects loan seekers with investors, enabling SMEs to secure funds for various purposes, including business expansion and seasonal inventory. FlexiLoans aims to revolutionize the lending landscape in India by utilizing alternative scoring methods, thereby tapping into the significant demand from underserved SMEs.

Courier Capita

Acquisition in 2015
Courier Capital Corporation has provided premier independent investment advice and financial counsel to a diverse client base.
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