Houlihan Lokey Advises DayMark Wealth Partners

Houlihan Lokey is pleased to announce that DayMark Wealth Partners (DayMark), a rapidly growing registered investment advisor, has reached an agreement for a strategic minority growth investment from Constellation Wealth Capital (CWC). The transaction is expected to close in the next 30 days.

DayMark has achieved significant growth since its launch in 2022, expanding from a seven-person team with $1.4 billion in assets under management (AUM) to more than $4.5 billion in AUM today. The firm’s national footprint includes offices in key markets across the country, including Cincinnati, Pepper Pike, and Westlake, Ohio; Chicago, Illinois; Park City, Utah; and Southport, Connecticut. In June 2024, DayMark expanded into Florida (with offices in Fort Lauderdale and Stuart) following the acquisition of an advisory team from Wells Fargo Advisors’ FINET channel, establishing a foothold in one of the nation’s most coveted and dynamic wealth management markets.

The partnership brings together a shared commitment to accelerating DayMark’s growth trajectory while continuing to deliver the unique, independent advice its clients expect and trust. With CWC’s strategic investment, DayMark gains resources to support its growth efforts across existing and future markets.

Houlihan Lokey served as financial advisor to DayMark.

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