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.

David Hanson has no position in any stocks mentioned. Matt Koppenheffer owns shares of Bank of America and The Blackstone Group L.P.. The Motley Fool recommends Bank of America. The Motley Fool owns shares of Bank of America. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.