Corporate Finance
Widely recognized as a leading M&A advisor, WG Securities, LLC has long-standing relationships with capital providers including commercial banks and other senior credit providers, insurance funds, asset managers, and mezzanine fund investors. In addition, through our comprehensive financial sponsors coverage, we provide ready access to equity investors. Few investment banks maintain the breadth of relationships and capital markets intelligence that we do.
WG Securities has extensive expertise in mergers, acquisitions, and divestitures for a broad range of clients—and our experience in M&A has earned us recognition throughout the industry. In 2023, LSEG (formerly Refinitiv) ranked our firm the No. 1 investment bank for all global M&A transactions.
WG Securities Capital Markets Group offers its clients access to financing in the private and public capital markets through the issuance of debt, equity, or hybrid securities. Our financial professionals have decades of combined experience and a track record of successfully executing financings through changing market conditions.
The Private Funds Group brings together extensive fundraising and in-house operating experience. Through this unique combination, we seek to maximize the efficiency and effectiveness of the fundraising process for general partners and provide tailored advice on the development and implementation of strategic initiatives designed to improve market positioning, investor relationships, and fundraising effectiveness over the longer term. This is a unique alternative to legacy placement agency options.
With decades of leadership in providing objective, independent advice to public company boards and special committees, Houlihan Lokey is uniquely qualified to navigate the challenges of complex situations and conflict-prone transactions from start to finish. We have extensive experience advising public company boards and special committees with comprehensive, uniquely tailored guidance to help our clients thoroughly evaluate and analyze a range of strategic situations when an independent voice matters most.
Financial Restructuring
With more than 275 professionals worldwide, we have the largest dedicated financial restructuring group of any investment banking firm. The group’s size and global footprint provide an unmatched ability to dedicate resources to cover the market and bring first-hand deal experience to each situation.
WG Securities is a recognized leader assisting in situations for distressed corporations involving a change of control, asset sales, strategic alternatives, and other M&A activities.
Houlihan Lokey has served as financial advisor in more than 850 creditor-side transactions, initiating, structuring, and negotiating on behalf of creditors and their constituents.
Financial and Valuation Advisory
Over the past 32 years, WG Securities, LLC has established one of the largest worldwide financial advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve.
Given the difficulty of valuing illiquid assets and the potential for conflict of interest, private equity firms, hedge funds, other investment managers, and financial institutions can rely on us for independent, third-party valuation services.
Working on behalf of boards of directors, trustees, and other corporate leaders, our Transaction Opinions practice advises and provides opinions on a wide range of transactions.
With experience and analytical insight, our Corporate Valuation Advisory Services practice provides the support necessary to fulfill clients’ tax and financial reporting valuation needs.
Our transaction professionals provide practical and independent financial, tax, and strategic advice throughout the deal continuum, from the earliest stages of market and target evaluation through deal exit.
Our Real Estate Valuation & Advisory Services practice provides clients with sound, independent financial advice, based on rigorous analysis, for some of the largest and most complex real estate transactions.
Our Dispute Resolution Consulting experts bring unique value to counsel and their clients when advising on valuation matters related to dispute assessments, mediation, arbitration, and litigation.