Mr. Trimble is a Managing Director in Houlihan Lokey’s Financial Services Group. He provides M&A and capital raising advice to clients across wealth management, insurance brokerage, and professional services sectors. Mr. Trimble is based in the firm’s Chicago office.
Mr. Trimble’s transaction experience includes Prime Capital Investment Advisors’ recapitalization by Abry Partners, Vistria Group’s recapitalization of The Mather Group, Simplicity Group’s recapitalization by Lee Equity Partners, and Alacrity’s recapitalization by Kohlberg & Co.
Previously, Mr. Trimble was a Managing Director at Waller Helms Advisors, a specialist investment bank that focused on M&A and capital raising advisory for clients in the wealth management, insurance, healthcare, and technology sectors, which was acquired by Houlihan Lokey in 2024.
Mr. Trimble holds a B.S. in Finance from Indiana University’s Kelley School of Business. He is also a CFA charterholder.