Milestone Advisors

Houlihan Lokey Has Acquired Milestone Advisors

The transaction which closed on December 31, 2012, will leverage both firms’ existing relationships in the depository, specialty finance, insurance, broker-dealer, asset management and government sectors, including ongoing mandates for the FDIC and GSEs. Milestone’s team has been combined with Houlihan Lokey’s existing Financial Institutions Group (FIG). Together, both companies have closed nearly 500 transactions valued at more than $100 billion since 2001. On a combined basis Houlihan Lokey is the No. 1 ranked advisor for specialty finance transactions in 2012 and over the past five years, according to SNL Financial.

   
We’re extremely excited to join Houlihan Lokey as we enter what we expect will be a robust period in financial services M&A and capital formation activity,”
~ Mr. Weil, Co-Founder and CEO
of Milestone

Learn more about the acquisition in the Press Release | Visit our Financial Institutions Group

Selected Recent Transactions

Together, both companies have closed nearly 500 transactions valued at more than $100 billion since 2001.

VIEW ALL FIG TRANSACTIONS

Officers Who Have Joined Our FIG Team

Both firms benefit from a combination of deep sector expertise and a global platform.

   
Jeffrey M. Levine
Managing Director


Timothy A. Kruse
Director


Eric B. Schweizer
Vice President-Administration
Katherine Lynch
Director
Thomas J. Humes
Vice President


Learn more about the acquisition in the Press Release | Visit our Financial Institutions Group

* Transactions completed by Houlihan Lokey professionals while at previous employer.