Houlihan Lokey Advises The H Group and FocusPoint Solutions

Houlihan Lokey is pleased to announce that The H Group, Inc., and FocusPoint Solutions, Inc. (FocusPoint), with $6.7 billion in combined assets under management (AUM), have been acquired by Wealth Enhancement, a national independent wealth management firm. The transaction closed on February 27, 2026.

Headquartered in Portland, Oregon, The H Group is a registered investment advisor (RIA) and FocusPoint is a turnkey asset management platform (TAMP). The H Group is a planning-first, fee-only RIA that provides high-net-worth households with sophisticated financial planning services, including cash flow analysis, tax and estate planning, and retirement strategies. FocusPoint acts as a provider of outsourced RIA services, delivering back-office functions, investment management, trading, reporting, and practice development to approximately 40 independent RIAs and breakaway advisors nationwide.

Headquartered in Plymouth, Minnesota, and founded in 1997, Wealth Enhancement is an independent wealth management firm with more than $142.6 billion in client assets. Serving clients nationwide through more than 182 offices, Wealth Enhancement proudly provides tailored financial plans and investment management services to serve the unique needs of its clients.

This acquisition marks Wealth Enhancement’s first publicly announced deal in 2026, bringing its total assets to more than $142.6 billion.

Houlihan Lokey acted as the exclusive financial advisor to The H Group and FocusPoint.

RELATED: Asset and Wealth Management, Mergers & Acquisitions