Financial Sponsors Coverage

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Financial Sponsors Coverage

2024 Most Active Advisor to Private Equity—Globally

Source: The Deal.
Advisor	Deals
Houlihan Lokey	232
Rothschild	189
Jefferies	175
William Blair	150
Morgan Stanley	147

Houlihan Lokey is among the leading advisors to alternative capital providers, with our Financial Sponsors Group being one of the largest dedicated teams of any investment bank.

Our Financial Sponsors team of around 30 professionals is headed up by 20 Managing Directors across the Houlihan Lokey network and now manages approximately 1,900 relationships around the world, from private equity to credit funds and family offices to sovereign wealth funds.

We get to know them, their businesses, their strategies, and their portfolios inside out—and we deliver the firm, advising them on more transactions of importance than any other investment bank.

As the most active global M&A advisory firm, we provide a wealth of unique investment ideas and opportunities through the deep domain expertise of our corporate finance sector teams, which cover more than 170 industry subsectors. Last year, we closed more than 300 M&A transactions globally, of which over 200 involved private equity—more than any other firm. For alternative capital providers, we are not just in the flow; we are the flow.

Our Clients Include the World’s Leading Global Alternative Asset Managers

As a firm, our focus is providing superior outcomes for clients, and our unrivaled industry knowledge and access to alternative capital providers is a key part of how we achieve this for our corporate clients.

Private Equity
Credit Managers
Family Offices
General Partners
Hedge Funds
Pension Funds
Sovereign Wealth Funds
Special Situation Investors

What This Means for You

Our expertise is a fundamental and integrated element of our advisory offering, working hand in glove with the deal teams to equip them with the knowledge they need about the alternative capital universe to offer the highest-quality, bespoke advice.

Through our extensive relationships, we have access to key decision-makers. We understand the strategic priorities of each investor, we have detailed knowledge of their investment processes, and we have extensive information on their buying behavior.

As such, we can ensure that only those investors that would be outstanding acquirers or partners for your company are involved in any transaction that you may undertake. And, throughout a transaction, we work alongside the deal team, monitoring and liaising with bidding investors.

We take pride in having the most active financial sponsors coverage team. Through this, we can offer a quality of advice no other advisor can, and that makes us different.

Accomplishments

No. 1 most active advisor to private equity globally (Source: The Deal)
Houlihan Lokey completed 210 M&A transactions for financial sponsor clients in 2024
Our Capital Markets team raised approximately $10 billion for financial sponsor clients in 2024
Our Financial Restructuring Group closed 81 restructuring transactions for financial sponsor clients in 2024
Our Financial and Valuation Advisory business worked on 950 transactions involving sponsor clients in 2024