Houlihan Lokey is pleased to present its Wealth Management Market Updates.
Our dedicated team has an extensive level of experience in the wealth and asset management sectors, specializing in M&A for wealth managers, their assets, and manager contracts. In the past five years, we have transacted or transferred more than $125 billion in assets under management.
We hope these reports will spark new ideas and new conversations, and we would welcome the opportunity to discuss these themes with you in more depth. Please reach out to any of the contacts below to discuss.
Fall 2021
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Summer 2021
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Spring 2021
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Contacts
Eric WeberManaging Director
Christian KentManaging Director
Alexandra LebenthalSenior Advisor
Charles HibbsSenior Vice President
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Houlihan Lokey Inc. published this content on 15 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 November 2021 21:15:03 UTC.
Houlihan Lokey, Inc. is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The Company's segments include Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment provides general financial advisory services in addition to advice on mergers and acquisitions and capital markets offerings. The FR segment provides advice to debtors, creditors and other parties-in-interest in connection with recapitalization/deleveraging transactions implemented both through bankruptcy proceedings and through out-of-court exchanges, consent solicitations or other mechanisms, as well as in distressed mergers and acquisitions and capital markets activities. The FVA segment primarily provides valuations of various assets, including companies, illiquid debt and equity securities, and intellectual property (among other assets and liabilities).