On August 8, 2024, Houlihan Lokey, Inc. announced that it will acquire Waller Helms Advisors.
Houlihan Lokey, Inc. (“Houlihan Lokey”) announced, on August 8, 2024, that it agreed to acquire Waller Helms Advisors (“Waller Helms”). Under the terms of the transaction, Waller Helms’ financial professionals and managing directors (including those at Park Sutton Advisors) will join Houlihan Lokey’s Financial Services Group. James Anderson, Chief Executive Officer of Waller Helms, will join as a Managing Director and Global Co-Head of the Financial Services Group alongside Jeffrey Levine, Global Head of Financial Services. The deal is expected to close this year. Further terms of the transaction were not disclosed.
Houlihan Lokey (NYSE: HLI), based in Los Angeles, is an investment bank specializing in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
Waller Helms, based in Chicago, is an advisory firm that provides advisory services related to mergers and acquisitions, private capital raising, and valuation services, advising clients primarily in the insurance and wealth management sectors.
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