Houlihan Lokey acquires Waller Helms Advisors, adding 50 financial experts and expanding insurance & asset management M&A capabilities.

Investment bank Houlihan Lokey agrees to acquire Waller Helms Advisors, a specialized investment bank in insurance & asset management, adding 50 financial pros & aiding mid-market M&A. Waller's CEO, James Anderson, becomes Houlihan's global co-head of financial services. Acquisition prepares for rebound in M&As, with insurance & asset management sectors offering consistent deal flow.

August 08, 2024
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