Announced

Houlihan Lokey to acquire Waller Helms Advisors.

Synopsis

Houlihan Lokey, the global investment bank, agreed to acquire Waller Helms Advisors, an independent advisory firm that provides investment banking services to clients in the insurance and wealth management sectors. Financial terms were not disclosed. “As we discussed a possible combination, it became clear that Houlihan Lokey shares our dedication to deep sector expertise and more importantly, a fierce dedication to client success. It is this cultural compatibility and client-first ethos that makes this combination so compelling, and we’re excited to work with our new colleagues at Houlihan Lokey and continue delivering superior outcomes to clients,” James Anderson, Waller Helms CEO.

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