Financial Sponsors Coverage
We have one of the largest financial sponsors groups on Wall Street and are dedicated to delivering Houlihan Lokey’s leading industry and product resources.
Houlihan Lokey’s Financial Sponsors Group develops and maintains relationships with the leading financial sponsors and alternative capital players around the world. Our experienced team of senior bankers works closely with our industry and product bankers
to provide creative solutions for our financial sponsor clients. On each engagement, we expend every resource available to provide thoughtful and creative solutions to help achieve optimal outcomes.
Our clients include the world’s leading global alternative asset managers:
- Private Equity
- Credit Managers
- Family Offices
- General Partners
- Hedge Funds
- Pension Funds
- Sovereign Wealth Funds
- Special Situation Investors
Our financial sponsors coverage officers:
- Develop a thorough understanding of a financial sponsor, its investment criteria, and its portfolio companies
- Deliver consistent, high-quality deal flow and actionable proprietary investment ideas
- Introduce bankers with deep industry expertise who can impart value-added, actionable ideas for new platform investments and existing portfolio companies
- Leverage our Capital Markets Group to advise on debt and equity capital needs
- Provide extensive fundraising capabilities with our Private Funds Group
- Offer tested, trustworthy valuation services to financial sponsors
- Provide access to our Financial Restructuring Group, which advises financial sponsors and their portfolio companies undergoing financial distress and creditors looking to take over companies through their unpaid claims
- Deliver our vast network of management and board members
Accomplishments
- No. 1 U.S. private equity M&A advisor since 2015 (Source: PitchBook.com)
- Houlihan Lokey completed 103 M&A transactions for financial sponsor clients in 2020
- Our Capital Markets team raised $10.5 billion for financial sponsor clients in 2020
- Our Financial Restructuring Group worked on 169 restructurings for financial sponsor clients in 2020
- Our Financial and Valuation Advisory business worked on over 950 engagements for financial sponsor clients in 2020