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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
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
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Insurance
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  • Employee Benefits Distribution
  • Insurance Distribution
  • 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: Procyon Partners - Constellation Wealth Capital
Transaction: Nsm Insurance - Carlyle - New Mountain Capital
Transaction: Alphamark - EP Wealth Advisors
Transaction: West Coast Financial - Cerity Partners
Transaction: D. Scott Neal - Mercer Advisors
Transaction: Peninsula Wealth - ep Wealth Advisors
Transaction: Vishria Bird Financial Group - Mercer Advisors
Transaction: Risk Transfer Partners - Crc Group - Stone Point Capital - Cd&R
Transaction: Sugarloaf Wealth Management - Prime Capital Financial
Transaction: Healthcare Funding Partners
Transaction: Tiptree Inc
Transaction: Brycer - Ta Associates
Transaction: Bishop Street Underwriters - Redbird Capital Partners - Landmark (1)
Transaction: Winged Keel Group - GTCR
Transaction: Northwest Investment Counselors - Wealth Enhancement
    View More Transactions

    Selected Highlights

    Insights The Takeaway: A Q&A With James Anderson on the Insurance and Wealth Management Sectors
    Media Mentions ‘M&A Activity in the RIA Industry Surging to New Heights’
    Press Releases Houlihan Lokey to Acquire Waller Helms Advisors
    Insights U.S. Mortgage and Mortgage REIT Sector Updates
    Insights MidCapMonitor
    Insights Insurance Distribution Market Updates
    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

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