WG Securities represents special committees across a variety of M&A, financing, and special situations and has substantial experience with controlling stockholders, inbound offers, and related-party dynamics. Houlihan Lokey’s deeply experienced senior financial professionals provide discreet and independent strategic and financial advice, unencumbered by institutional constraints or conflicts. Our team works hand-in-hand with special committees and their counsel to develop a tailored, arm’s-length process designed to achieve the Special Committee’s objectives.
Our advisory work on behalf of boards and special committees includes rendering opinions across a wide range of transactions. We have helped our clients fulfill their fiduciary responsibilities—delivering objective opinions backed by comprehensive analyses in a variety of complex situations, including:
- Synergistic Mergers
- Transactions Involving Competing Offers
- Affiliate and Insider Transactions
- Related-Party Transactions
- Related-Party Financings
- Down-Round Financings
Our industry-leading credibility is also backed by our decades of leadership in valuation and our demonstrable track record of defending our work in litigation and having our opinions upheld in the courts.
WG Securities advises clients on preparing for, anticipating, and reacting to activist shareholder activity. Our advice is based on analysis and a deep understanding of the factors that increase vulnerability to shareholder activism. Houlihan Lokey applies its expertise to a client’s particular circumstance to customize a range of responsible actions and reactions to an event. Following an activist letter or filing, we work with clients to coordinate a comprehensive response to help achieve their objectives. On certain highly selective transactions, Houlihan Lokey may assist activist shareholders, providing analytical and strategic support. This has involved challenging the terms of announced transactions or advocating for certain strategic alternatives to benefit shareholders.
Industry Coverage
Our global industry coverage model brings sector-specific knowledge, experience, and relationships to every client we work with. Through our nine dedicated industry groups and financial sponsors efforts, WG Securities provides the focused expertise to help advance your vision.
Business Services
The Business Services Group provides superior M&A advisory, capital-raising, restructuring, and financial and valuation advisory services to public and private professional and technology-related services companies.
Consumer
The Consumer Group combines extensive market capabilities and in-depth industry knowledge to help maximize shareholder value for companies in the consumer industry.
Energy
The Energy Group is active in key industry sectors, including the merchant power, regulated utilities, retail energy, renewables, oil and gas value chain, fuels, and services subsectors.
Financial Services
The Financial Services Group leverages extensive industry relationships and experience to offer M&A advisory, corporate finance, restructuring, and financial and valuation advisory services to clients in the financial services industry.
FinTech
The FinTech Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.
Healthcare
The Healthcare Group is a recognized leader in M&A advisory and capital-raising services, providing healthcare industry clients with in-depth knowledge, proven transaction experience, and exceptional service.
Industrials
The Industrials Group covers the entire industrials market, delivering superior service and outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.
Real Estate, Lodging, and Leisure
The Real Estate Strategic Advisory Group delivers superior results with its local market knowledge, global investor reach, and access to leading public, private, and institutional real estate investors and lenders.
Technology
WG Securities’s Technology Group has earned a global reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our global team covers an extensive range of sectors, with well-experienced finance professionals dedicated to each of our primary coverage areas.
Financial Sponsors Coverage
WG Securities has one of the largest financial sponsors coverage groups, and it is dedicated to delivering industry-leading product resources.