Houlihan Lokey Advises GreensLedge Holdings

Houlihan Lokey is pleased to announce that its client, GreensLedge Holdings LLC (GreensLedge), has agreed to a majority acquisition by Raymond James. The transaction represents Houlihan Lokey’s second transaction for GreensLedge, after having advised the company on a minority equity investment by Sumitomo Mitsui Trust Group, Inc. (SuMi Trust) in 2017. The closing of the transaction with Raymond James is subject to the satisfaction of customary conditions, including regulatory approvals.

Founded in 2008, GreensLedge is a boutique investment bank known for its leadership in structured credit and securitization. GreensLedge has built a reputation for excellence, combining strategic advisory services with arranging CLOs, CDOs, Rated Feeders, CFOs, ABS, and debt offerings.

The acquisition formalizes a longstanding relationship between the two firms, built on mutual respect, shared values, and a commitment to client success. Raymond James is deepening its capital markets capabilities through the acquisition of a majority stake, while SuMi Trust, a trusted GreensLedge partner, will retain a minority interest.

The partnership opens the door to new synergies across Raymond James’ broader platform, including Raymond James Investment Management, Raymond James Bank, the Private Capital Advisory, Financial Services, and Real Estate investment banking teams, and the Private Client Group’s ultra-high-net-worth offerings. Furthermore, Raymond James will continue to explore collaborative opportunities within capital markets to build on GreensLedge’s strong existing partnership with SuMi Trust.

Houlihan Lokey acted as the financial advisor to GreensLedge in connection with the transaction.

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