With the acquisition of Waller Helms Advisors and Park Sutton Advisors now complete, we are delighted to welcome our new colleagues to Houlihan Lokey. As a result of the acquisition, Houlihan Lokey’s Financial Services Group is now the leading investment banking advisor to clients in the insurance and wealth management sectors. On a pro forma basis, and according to data from LSEG (formerly Refinitiv), the new combined group now ranks as the No. 1 advisor for all global M&A transactions in 2023 in the insurance sector; the asset management sector, including wealth management; and the financial services sector, excluding depositories.
With the addition of our new partners, the global Financial Services team now comprises more than 90 financial professionals with senior officers in Atlanta, Boston, Chicago, London, Los Angeles, Miami, New York, and Tokyo. Read more about our Financial Services Group.