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Financial Services

Top Global Financial Services M&A Advisor

Financial Services

2024 M&A Advisory Rankings—All Global Financial Services Transactions
Source: LSEG (formerly Refinitiv).
Excludes accounting firms and brokers. Excludes banks.
Advisor Deals
Houlihan Lokey 56
Goldman Sachs 46
JP Morgan 41
Rothschild 40
Morgan Stanley 36

Houlihan Lokey’s Financial Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.

The global Houlihan Lokey Financial Services team has more than 80 dedicated financial services professionals with senior officers located in five offices around the world, including Atlanta, Chicago, Miami, New York, and Tokyo.

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Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options.

This includes mergers, acquisitions, divestitures, capital raising, and asset sale transactions. As a leading M&A advisor, we cover virtually every segment of the industry, including the following sectors.

Asset and Wealth Management
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  • Alternative Asset Managers
  • Asset Allocators and Fund of Funds
  • BDCs, REITs, and Permanent Capital Vehicles
  • GP Stakes
  • Traditional Asset Managers
  • Wealth Managers, IFAs, and RIAs
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Banking and Depositories
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  • Assisted Sales and Loss-Share Transaction
  • Capital Relief Trades (CRTs)
  • Line of Business and Portfolio Divestitures
  • Mergers and Acquisitions
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Broker-Dealers and Capital Markets
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  • Electronic Execution and Market-Making
  • Full-Service Investment Banks
  • Institutional Research, Sales, and Trading Brokerages
  • M&A, Fund Placement, and Advisory Firms
  • Retail Brokerages
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Insurance
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  • Insurance Services
  • Life and Health
  • Life Settlements
  • Property and Casualty
  • Reinsurance
  • Title
  • Warranty
Learn more
Specialty Finance and Challenger Banks
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  • Alternative/Marketplace Lending
  • Challenger Banks
  • Commercial Finance
  • Consumer Finance
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Contact Us

James Anderson Managing Director Global Co-Head of Financial Services
James Anderson
Jeffrey Levine Managing Director Global Co-Head of Financial Services
Jeff Levine