Houlihan Lokey Advises Procyon Partners

Houlihan Lokey is pleased to announce that Procyon Partners, a fast-growing registered investment advisory (RIA) firm, has received a strategic minority investment from Constellation Wealth Capital (CWC). The transaction closed on April 16, 2025.

Procyon Partners, a fast-growing RIA firm known for delivering personalized, fiduciary-driven wealth management solutions, received a strategic minority investment from CWC, an alternative asset management platform. The strategic investment marks a new chapter of growth and opportunity for Procyon Partners, enabling it to scale operations, attract top-tier talent, and expand its geographic presence.

The minority investment from CWC represents a strong vote of confidence in Procyon Partners’ differentiated model and future potential. The capital and strategic resources provided by CWC will allow Procyon Partners to broaden its capabilities, enhance advisor resources, and open new offices in key markets across the country.

Procyon Partners remains independently operated and committed to maintaining its entrepreneurial culture, fiduciary focus, and deep relationships with clients and is further supported by its back-office partner, Dynasty Financial Partners. The partnership with CWC reflects a shared belief in the value of long-term collaboration and innovation in serving the next generation of investors.

Houlihan Lokey served as the financial advisor to Procyon Partners for this transaction.

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