Regulators are cracking down on big banks, like Bank of America, and what kind of deals they can participate in – which may spell opportunity for specialty lenders like Fifth Street Finance (NASDAQ:FSC).

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the outlook for big banks and how Fifth Street Finance can potentially step its game up.