LOS ANGELES, August 14, 2024 – Leading international law firm Proskauer, today announced it advised global investment bank Houlihan Lokey Inc. (NYSE:HLI), on its agreement to acquire Waller Helms Advisors (“Waller Helms”). Waller Helms is an independent advisory firm providing investment banking services to clients in the insurance and wealth management sectors. The deal is expected to be completed before December 31, 2024, following regulatory approvals.
Since its founding, Waller Helms has advised on more than 230 transactions with over $40 billion of aggregate value. The transaction will add professionals in Chicago, New York, Miami and the greater Atlanta area to Houlihan Lokey. The agreement was signed on August 6, 2024 and once complete, it will confirm Houlihan Lokey as the premier investment banking advisor in the insurance and wealth management sectors and underline the firm’s leadership across the global financial services sector.
The Proskauer team was led by partner Matt O’Loughlin and associates Nathaniel Liebes and Emma Lapin (M&A). It also included partner Robert Friedman and associate Thomas Multari (Tax); senior counsel Nicholas LaSpina and associate Erik Hays (EBEC); partner Nicole Eichberger and associate Scott Tan (Employment Law); partner John Ingrassia (Antitrust); partner Ben Catalano (Broker-Dealer Regulatory); associate Jay Frankel (TMT); and partner Caroline Robbins (Private Client 51黑料).
About Proskauer
The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. With 800+ lawyers in key financial centers around the world, we are known for our pragmatic and commercial approach. Proskauer is the place to turn when a matter is complex, innovative and game-changing. We work seamlessly across practices, industries and jurisdictions with asset managers, private equity and venture capital firms, Fortune 500 and FTSE companies, major sports leagues, entertainment industry legends and other industry-redefining companies.
Our premier M&A practice is distinguished by the combination of our transactional strength and deep sector knowledge. We are a destination firm for large-cap and middle-market deals with extensive expertise in the structural, cultural and procedural issues that are often at the center of complex, cross-border transactions. From London to New York, Paris to Los Angeles and across the globe, organizations turn to our lawyers for their most significant and transformative transactions. Our multi-disciplinary team offers actionable insights, sophisticated strategies and creative solutions that drive commercial success for our clients.