Investment Banking

Houlihan Lokey buys boutique adviser Waller Helms

Mid-market investment bank looks to bolster insurance and wealth management offering with bolt-on deal

Houlihan Lokey turns to a Chicago-based investment bank for the latest in its string of purchases
Houlihan Lokey turns to a Chicago-based investment bank for the latest in its string of purchases Photo: Getty Images

Houlihan Lokey has continued its ambitious growth drive with another acquisition as it looks to move up the mid-tier rankings.

Houlihan has agreed to buy Waller Helms Advisors, an independent investment bank focused on insurance and wealth management.

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