Capital Markets 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 |
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 Alveo, a portfolio company of Sovereign Capital Partners and a leading global provider of data management software to financial institutions, has been acquired by Symphony Technology Group (STG). The transaction closed on 31 January 2023.
Headquartered in London, with operations in the Netherlands, US, and Singapore, Alveo (formerly Asset Control) was founded more than 20 years ago as one of the early entrants into third-party enterprise data management, and has since grown to further develop as a market leader in market and reference data management, servicing a blue-chip set of financial institutions globally. Alveo supports mission-critical access to mastered market and reference datasets for business applications and end users, including trading, portfolio management, risk, and compliance workflows, with average client relationships exceeding 10 years.
Sovereign Capital Partners is a UK private equity buy-and-build specialist that invests in high-quality businesses in targeted sectors to achieve accelerated growth and deliver strong returns. Since 2001 they have grown to a team of 40, managing close to £1 billion of funds, and completing well over 300 transactions.
STG is a US-based private equity partner to market-leading companies in data, software, and analytics. Partnering to build customer-centric, market-winning portfolio companies, STG creates sustainable foundations for growth that bring value to existing and future stakeholders. STG is dedicated to transforming and building outstanding technology companies in partnership with world-class management teams. STG’s expansive portfolio has consisted of more than 50 global companies.
Houlihan Lokey served as the exclusive financial advisor to Alveo and its shareholders and assisted in initiating, structuring, and negotiating the transaction on their behalf. The transaction 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, Web Financial Group’s sale to Allfunds, 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.
