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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
Learn more
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
Learn more
Insurance
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  • 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: Houlihan Lokey Advises Torreya
Transaction: Houlihan Lokey Advises Saltus Group
Transaction: Houlihan Lokey Advises Guardian Life
Transaction: Houlihan Lokey Advises Mortgage Network
Transaction: Houlihan Lokey Advises Cascadia Capital
Transaction: Reorg - Permira - FinDox
Transaction: Houlihan Lokey Advises Säkra
Transaction: Houlihan Lokey Advises Enra Specialist Finance
Transaction: Houlihan Lokey Advises Annexus
Transaction: Houlihan Lokey Advises Napier Park Global Capital
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

Contact Us

James Anderson Managing Director Global Co-Head of Financial Services
+1 312.319.4402 Bio & Contact
James Anderson
Jeffrey Levine Managing Director Global Co-Head of Financial Services
+1 305.779.1177 Bio & Contact
Jeff Levine