Prytania Solutions
Acquisition in 2024
Prytania Solutions offers automated valuation services to various financial institutions, including investment banks, insurance companies, asset managers, and regulatory bodies. Utilizing quantitative analysis and machine learning, the company provides transparent, independent, and justifiable valuations across diverse asset classes, enabling clients to make informed decisions.
Waller Helms Advisors
Acquisition in 2024
Waller Helms Advisors is an independent financing advisory firm established in 2014 and headquartered in Chicago, Illinois. The firm specializes in the insurance and healthcare services sectors, offering a range of advisory services that include mergers and acquisitions, fairness opinions, initial public offerings, divestitures, and private capital raising. Waller Helms Advisors serves a diverse clientele, including closely held businesses, sponsor-backed firms, and publicly traded companies, accommodating organizations of various sizes from start-ups to Fortune 500 enterprises. In addition to its primary focus on insurance and healthcare, the firm also supports clients in industries such as software, capital markets, health technology, fintech, and e-commerce.
Triago
Acquisition in 2023
Triago is a Paris-based advisory firm established in 1992 that specializes in serving the private equity community. With a team of 54 professionals and a wealth of experience spanning over three decades, Triago offers a range of comprehensive services, including fundraising and capital raising for various private equity structures, secondary transaction advisory, and strategic solutions for both general partners and limited partners. The firm is known for its commitment to aligning with client interests while maintaining independence, creativity, and confidentiality. Triago serves a diverse clientele across multiple sectors, including healthcare, information technology, cleantech, manufacturing, and software as a service, and has successfully raised and advised on approximately $50 billion in capital.
7 Mile Advisors
Acquisition in 2023
7 Mile Advisors is a boutique investment banking firm based in Charlotte, North Carolina, founded in 2008. The firm specializes in providing full-lifecycle investment banking and corporate advisory services to middle-market private and public clients. Its offerings encompass a range of services, including mergers and acquisitions, private equity, capital raising, market assessments, valuations, divestitures, corporate development, recapitalizations, and debt financing. Serving a diverse array of industries, 7 Mile Advisors leverages its extensive experience, network, and credentials to help clients navigate transactional and strategic opportunities, thereby enhancing and unlocking enterprise value.
Oakley Advisory
Acquisition in 2022
Oakley Advisory Limited is a corporate finance advisory firm based in London, United Kingdom, established in 2016. The firm specializes in providing a comprehensive range of advisory services, including mergers and acquisitions, equity capital markets, debt fundraising, and initial public offerings. Oakley Advisory focuses on sectors such as digital infrastructure, communications services, telecom, technology, online media, and data centers. In addition to its expertise in financing advisory, the firm has built a reputation for guiding clients through complex financial transactions. Oakley Advisory was acquired by Houlihan Lokey, expanding its capabilities and reach within the industry.
GCA Altium
Acquisition in 2021
GCA Altium operates a Private Funds team that acts as a fundraising advisor, agent, and advocate for a select group of private investment fund managers. This team specializes in raising capital for a variety of fund types, including domestic and international buyout, venture capital, mezzanine, restructuring, turnaround, growth capital, and real asset funds. By leveraging its expertise and network, GCA Altium supports fund managers in successfully attracting the necessary capital to fuel their investment strategies.
Baylor Klein
Acquisition in 2021
Baylor Klein is a merger and acquisition advisory firm established in 2008 and headquartered in London, United Kingdom. The firm specializes in providing expert advisory services for both sell-side and buy-side transactions, with a focus on the Beauty, Personal Care, and Household sectors. Baylor Klein has built a strong reputation for delivering exceptional M&A outcomes for its clients, leveraging its comprehensive industry knowledge and experience to offer strategic advice tailored to the unique needs of each client.
MVP Capital
Acquisition in 2020
MVP Capital, LLC, established in 1987, is an investment banking advisory firm headquartered in San Francisco, California, with additional offices across the U.S. It provides services in mergers and acquisitions, capital formation, restructuring, and valuations and appraisals, serving clients in sectors such as media, renewables, technology, telecom, and towers. As of 2020, it operates as a subsidiary of Houlihan Lokey, Inc.
Freeman
Acquisition in 2019
Freeman & Co., founded in 1991 and headquartered in New York City, is a prominent advisory firm specializing in the financial services industry. The firm offers a range of independent financial services, including mergers and acquisitions, capital raising, underwriting, and fairness opinions. Additionally, it provides restructuring advice and private company valuations. Serving a diverse clientele that includes investment banks, commercial banks, asset management firms, and insurance companies, Freeman & Co. has established itself as a trusted advisor in the sector. In December 2019, the firm was acquired by Houlihan Lokey, further enhancing its capabilities and reach within the financial advisory landscape.
BearTooth Advisors
Acquisition in 2018
BearTooth Advisors is an independent advisory firm that specializes in offering strategic advisory and placement agency services tailored for alternative investment managers. The company leverages its extensive experience to develop customized solutions for clients seeking strategic capital acquisition. With offices in London and New York, BearTooth Advisors assists both alternative investment management firms and traditional placement agents by providing alternatives to conventional agency options.
Quayle Munro
Acquisition in 2018
Quayle Munro Holdings Limited is an independent advisory firm based in London, United Kingdom, with an additional office in Edinburgh. Established in 1983, the firm specializes in providing corporate finance advisory services, including mergers and acquisitions, equity and debt financings, management buyouts, restructurings, and project financing. Quayle Munro serves a diverse clientele that includes private and public companies, entrepreneurs, private equity investors, and public sector bodies across Continental Europe, North America, and Asia. The firm's expertise spans various sectors such as consumer and retail, education, energy and renewables, infrastructure, and media and technology. Quayle Munro is recognized for its relationship-based approach and deep understanding of clients' business models and market environments, delivering tailored advice that leads to successful outcomes. As of April 2018, Quayle Munro operates as a subsidiary of Qmm Holdings Ltd.
Leonardo
Acquisition in 2015
Leonardo & Co. AG is an independent investment banking firm based in Zurich, Switzerland, specializing in financial advisory services. Formed in 2006 and previously known as Sal. Oppenheim jr & Cie. Corporate Finance (Switzerland) Ltd., it rebranded to its current name in February 2011. The firm offers a comprehensive range of services, including mergers and acquisitions, corporate finance, financial restructuring, and strategic advisory, catering to clients across various sectors such as automotive, healthcare, and telecommunications. Leonardo & Co. AG operates as a subsidiary of Gruppo Banca Leonardo S.p.A., leveraging its expertise to support clients in navigating complex financial transactions and achieving their strategic objectives.
McQueen
Acquisition in 2015
McQueen Limited is an established corporate finance advisory firm based in London, United Kingdom, founded in 2002. The firm specializes in providing a wide range of advisory services, including mergers and acquisitions, public offers, disposals, debt advisory, and capital reconstruction. McQueen primarily serves clients in the global consumer sector, focusing on industries such as food and beverages, gaming, leisure, retail, and consumer services. The firm has built a diverse clientele, which includes notable names like The Blackstone Group and Wm Morrison Supermarkets. As of 2015, McQueen operates as a subsidiary of Houlihan Lokey, Inc.
Milestone Merchant Partners
Acquisition in 2013
Milestone Merchant Partners is a financial advisory firm based in Washington, DC, with additional offices in Newport Beach, CA, and Miami, FL. The firm specializes in providing investment banking services to institutions and companies in the financial services sector, including banks, insurance firms, and asset managers. Milestone's expertise encompasses mergers and acquisitions, corporate finance solutions, restructuring services, and merchant banking. The firm has a proven track record, with its principals completing over $16 billion in M&A and corporate finance transactions across approximately 270 engagements. By offering strategic alternatives and tailored financial advice, Milestone aims to support its clients in navigating complex financial landscapes.
Red Pine Advisors
Acquisition in 2010
Red Pine Advisors LLC is a financial consulting and advisory firm that specializes in providing a range of services to its clients. The company focuses on offering valuation opinions and validation, as well as evaluating illiquid structured debt investments. Additionally, Red Pine Advisors assists clients in the valuation and pricing of illiquid structured product portfolios. Through these services, the firm aims to support clients in navigating complex financial decisions and enhancing their investment strategies.
Media Connect Partners
Acquisition in 2003
Media Connect Partners is a investment banking and financial advisory firm focusing on media, entertainment, sports, and communications companies.