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Financial Services

Top Global Financial Services M&A Advisor

Financial Services

2023 M&A Advisory Rankings—Global Financial Services Transactions Under $1 Billion
Source: LSEG (formerly Refinitiv).
Excludes accounting firms and brokers.
Advisor Deals
Houlihan Lokey 41
Rothschild 32
Goldman Sachs 29
UBS 27
Morgan Stanley 26

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 90 dedicated financial services professionals with senior officers located in eight offices around the world, including Atlanta, Boston, Chicago, London, Los Angeles, 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
Learn More >
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
Learn More >
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
Learn More >
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
Learn More >

Selected Transactions

Transaction: Houlihan Lokey Advises Torreya
Transaction: Houlihan Lokey Advises Saltus Group
Transaction: Houlihan Lokey Advises Guardian Life
Transaction: Houlihan Lokey Advises Mortgage Network
Transaction: Houlihan Lokey Advises Cascadia Capital
Transaction: Reorg - Permira - FinDox
Transaction: Houlihan Lokey Advises Säkra
Transaction: Houlihan Lokey Advises Enra Specialist Finance
Transaction: Houlihan Lokey Advises Annexus
Transaction: Houlihan Lokey Advises Napier Park Global Capital
View More Transactions

Selected Highlights

Press Releases Houlihan Lokey to Acquire Waller Helms Advisors
Insights U.S. Mortgage and Mortgage REIT Sector Updates
Insights MidCapMonitor
Insights Insurance Distribution—Market Update
Insights Engineering, Industrial, and Infrastructure Services Market Updates
Insights Human Capital Management Market Updates
Insights Automotive Aftermarket—Latest Update
Insights The Takeaway: A Q&A With Juan Guzman on the Title Insurance Sector
Media Mentions ‘2023 Bank Sector Dislocation and the Impact on the Financial Services Sector’ Published in AIRA Journal
Insights Beauty and Personal Care: Change is Constant
Media Mentions Sam Scanlan Speaks With the Los Angeles Business Journal on Adversities in the Cannabis Industry
Press Releases Houlihan Lokey Launches Sustainability Advisory Services Practice and Announces Senior Hire
Media Mentions A ‘$50 Billion Spending Spree in the Gulf’: Andy Cairns Speaks With Bloomberg on the Pace and Drivers of Middle East Investment
Insights The SEC Focuses on Advisor-Led Secondary Transactions in New Private Fund Reforms
View More Highlights

Contact Us

Jeffrey Levine Managing Director Global Co-Head of Financial Services
+1 305.779.1177 +44 (0) 20 7907 4243 Bio & Contact
Jeff Levine

To contact our UK office, call +44 (0) 20 7907 4243.