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Asset and Wealth Management

The asset and wealth management sector, which operates within 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. We are deeply experienced in advising clients across business models of all types, including advisory, distribution, services, technology, and balance-sheet-driven companies. When our experience is combined with our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics, we are able to more effectively analyze a full range of strategic options, such as mergers, acquisitions, divestitures, capital raising, and asset sale transactions.

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

Subsectors

How We Can Help

Our firm is extremely well equipped to help our clients navigate uncertainty and capitalize on opportunity. We respond quickly to challenging situations and are constantly helping clients analyze, structure, negotiate, and execute the best possible solutions from both strategic and financial perspectives.

Corporate Finance

  • Mergers and Acquisitions
  • Capital Markets
  • Private Funds Advisory
  • Board Advisory Services

Financial Restructuring

  • Company Advisory
  • Creditor Advisory

Financial and Valuation Advisory

  • Portfolio Valuation and Fund Advisory
  • Transaction Opinions
  • Corporate Valuation Advisory Services
  • Transaction Advisory Services
  • Real Estate Valuation and Advisory
  • Dispute Resolution Consulting

Contact Us

Dan Erichson, CFA Managing Director
Dan Erichson
John Eubanks, CFP Managing Director
John Eubanks
Matthew Gelber Managing Director
Matt Gelber
Steven Levitt Managing Director
Steven Levitt
Michael McMahon Managing Director Head of Asset Management
Headshot of Michael McMahon
James Page Managing Director
James Page
Louis Trimble, CFA Managing Director
Louis Trimble
Matt Kempler Director
Matt Kempler
Alain Nono Director
Alain Nono
Don Schipf, CFA Director
Don Schipf

Transaction Alerts

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