Asset/Wealth Management Tech
We cover the entire spectrum of FinTech on a truly global basis. Our coverage is arranged around deep end-market expertise with dedicated senior-level financial professionals across every vertical of FinTech.
We are deeply experienced working with all types of FinTech businesses within each vertical, including software, data, marketplaces, tech-enabled services, transaction processing, and hybrid models.
Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options for our clients. This includes mergers, acquisitions, recapitalizations, divestitures, capital raising, and asset-sale transactions.
| Advisor | Deals |
|---|---|
| Houlihan Lokey | 15 |
| The Goldman Sachs Group | 11 |
| Perella Weinberg Partners | 8 |
| Raymond James Financial | 8 |
| William Blair | 8 |
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
Selected Transactions
Houlihan Lokey is pleased to announce that Web Financial Group, S.A. (WebFG), a European financial technology company and provider of software solutions to the wealth management sector, has been acquired by Allfunds for €145 million. This deal closed 7 June 2022.
Headquartered in Madrid, WebFG provides bespoke digital solutions for the wealth management industry by harnessing sophisticated data management, cutting-edge technology, and industry-leading expertise refined over 20 years. WebFG’s solutions help banks and other financial institutions integrate different data sources, software, and financial content to create tailor-made investment and wealth management platforms.
Allfunds is one of the leading B2B wealthtech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors. Allfunds has built and continues to evolve an ecosystem that covers the entire fund distribution
value chain and investment cycle, with solutions such as dealing and execution, data and analytics tools, regtech, ESG screening, and portfolio monitoring. It remains the sole fully integrated one-stop shop in the industry.
This acquisition
will significantly enhance Allfunds’ customer proposition in digital and software solutions and strengthen its footprint in key European markets. With the integration of WebFG’s technology, Allfunds will further bolster its tailor-made solutions available
for the wealth management industry and progress towards an even more streamlined, efficient fund distribution ecosystem.
Houlihan Lokey served as the exclusive financial advisor to WebFG and its shareholders and assisted in initiating, structuring, and negotiating the transaction on its behalf. This deal highlights Houlihan Lokey’s leading advisory practice in the fintech and data and analytics sectors. Other relevant Houlihan Lokey transactions include Stadion Money Management’s sale to Smart, Actineo’s sale to Riverside, DriveWealth’s $450 million Series D Financing, Broadridge’s acquisition of Itiviti, Colmore’s sale to Preqin, Odessa’s sale to Thomas H. Lee Partners, and RetireUp’s sale to Tegra118/Motive Partners.
