Continued Success for Houlihan Lokey’s Financial Services Group

2024 Year in Review

Houlihan Lokey’s Financial Services Group is pleased to showcase these 2024 accomplishments, illustrating the dynamic efforts and global scope of its team as it looks forward to continued strong momentum in the new year.

In December 2024, we were delighted to welcome our new colleagues following the acquisitions of Waller Helms and Park Sutton. Houlihan Lokey’s Financial Services Group is now the leading investment banking advisor to clients in the insurance and wealth management sectors.

Our 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. Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options.

Click on selected transactions below for more details.

*Selected transactions were executed by Houlihan Lokey professionals while at other firms acquired by Houlihan Lokey or by professionals from a Houlihan Lokey joint venture company.

“With a newly combined team approaching 90 strong and market-leading capabilities in subsectors including insurance, asset and wealth management, specialty finance, and mortgage services, we are well-positioned to assist a broad range of financial services clients.”

James Anderson & Jeffrey Levine

ONE Houlihan Lokey Global Conference

Our 2025 multi-industry conference will be held over three days in both New York and London. We will be spotlighting the financial services industry on Thursday, May 15, in New York and on Thursday, November 20, in London. Please reach out to your Houlihan Lokey contact for more information.

Global Financial Services Group Contacts

James Anderson
Managing Director
Global Co-Head of Financial Services

Jeff Levine
Managing Director
Global Co-Head of Financial Services

Andrew Cochran
Managing Director

Dan Erichson
Managing Director

John Eubanks
Managing Director

Brent Ferrin
Managing Director

Ryuta Fujino
Managing Director

Jennifer Fuller
Managing Director

Matthew Gelber
Managing Director

Rocky Golem
Managing Director

David Helms
Managing Director

Steven Levitt
Managing Director

Michael McMahon
Managing Director

Peter Nero
Managing Director

Jimmy Page
Managing Director

Jay Poorman
Managing Director

Gagan Sawhney
Managing Director

Michio Suzuki
Managing Director

Louis Trimble
Managing Director

John Waller
Managing Director

Alex Weiss
Managing Director

Eri Yamaguchi
Executive Director

Ethan Gundry
Director

Matt Kempler
Director

Alain Nono
Director

Bryan Pyne
Director

Don Schipf
Director

About Houlihan Lokey

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.