Press Releases

Waller Helms and Park Sutton Are Now Part of Houlihan Lokey

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.

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

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