Houlihan Lokey Advises Sugarloaf Wealth Management

Houlihan Lokey is pleased to announce that Sugarloaf Wealth Management, LLC (Sugarloaf), an independent registered investment advisor, has entered into a definitive agreement to be acquired by Prime Capital Financial (Prime), a leading wealth management firm. The transaction is expected to close in early March.

Sugarloaf, headquartered in metropolitan Atlanta, was founded as an independent advisory firm that provides investment management and financial planning services using a highly collaborative and innovative approach. Sugarloaf, with a rich 35-year history, has been a trusted partner to its clients, including high-net-worth individuals, professional athletes/coaches, and families. Sugarloaf will strengthen Prime’s presence in the Southeast and reinforce its position as a leading provider of full-spectrum financial planning solutions across the U.S. Sugarloaf, in turn, will tap into Prime’s platform and wealth of expertise to support the client experience and individualized service that have defined its success.

Prime currently has 70 locations throughout the U.S., with investment advisor representatives serving clients across the nation. The partnership with Sugarloaf marks Prime’s first expansion into metropolitan Atlanta, adding nearly $1 billion in assets under management/advisement. This latest partnership comes as Prime expands into key markets by aligning with high-quality firms that prioritize client success.

Houlihan Lokey served as the exclusive financial advisor to Sugarloaf and assisted in marketing, structuring, and negotiating the transaction.

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