2024年第四季度 市场更新

Q4 2024 Leading Independent, Global Advisory Firm Houlihan Lokey is the trusted advisor to more top decision-makers than any other independent global investment bank. $12.18BMarketCap(1) 36LocationsWorldwide $2.1BRevenue(2) ~25%Employee-Owned 2,600+GlobalEmployees FINANCIAL SPONSORS COVERAGE CORPORATE FINANCE No. 1 No. 1Global M&A Advisor No. 1Global Private Equity M&AAdvisor No. 1 Global Restructuring Advisor Global M&A Fairness OpinionAdvisor Over the Past25 Years 1,300+Sponsors Covered Globally 1,700+Transactions Completed Valued atMore Than$3.5 TrillionCollectively 2,000+ LeadingCapital Markets Advisor Annual Valuation Engagements Global, Market-Leading FinTech Group Complementary Industry Coverageand Broad Product Capabilities Houlihan Lokey’s FinTechSpecialty Houlihan Lokey’s dedicated FinTech Group builds on the firm’sleading technology and financial services expertise and underscoresits belief in and commitment to the future of FinTech. Our coverage isarranged around deep end-market expertisewith dedicated senior-level financial professionals across everyvertical of FinTech. Global, specialized FinTechpractice within a newlydedicated industry group. Technology 2023 M&A Advisory RankingsAll Global Technology Transactions(1) 140+Total technology financeprofessionals. 125+Dedicated FinTech/financialservices finance professionals. Financial Services 100+FinTech transactions signedor closed since January 2021. 2023 M&A Advisory RankingsGlobal Financial Services Transactions Under $1B(1) Fully integrated teamacross the world based in New York and London with additionalfinancial professionals on the ground inFrankfurt, Atlanta, Los Angeles, and SanFrancisco. Product Capabilities 22Countries represented byparties in FinTech transactionssince 2021. ‒M&A Advisory (Sellside and Buyside)‒Private Capital Markets (Equity and Debt)‒Board and Special Committee Advisory‒Fairness Opinions and Valuation Services‒Financial Restructuring and Special Situations FinTech IndustryCoverage Houlihan Lokey’sIntegrated TeamBuilt to Advise Modern FinTech Platforms FinTechLeadership Team Tobias SchultheissManaging DirectorTobias.Schultheiss@HL.comTim ShortlandManaging DirectorTShortland@HL.com Chris PedoneManaging DirectorCPedone@HL.com Scott KirkbyManaging DirectorScott.Kirkby@HL.com Kartik SudeepManaging DirectorKartik.Sudeep@HL.com Andrew AthertonManaging DirectorAndrew.Atherton@HL.com Alec EllisonGlobal Head of FinTechAlec.Ellison@HL.com Mark FisherManaging DirectorMFisher@HL.com Matt CapozziSenior Vice PresidentMCapozzi@HL.com Aaron SolomonDirectorASolomon@HL.com Callum PirieSenior Vice PresidentCPirie@HL.com Alfie PikeSenior Vice PresidentAlfie.Pike@HL.com Elliot ReaderSenior Vice PresidentEReader@HL.com Paul TraceyManaging DirectorPTracey@HL.com Mike CapocciDirectorMichael.Capocci@HL.com Additional Senior Officers With End-Market and Business-Model Expertise FinancialServices Technology Sascha PfeifferHead of EuropeanTechnology Phil AdamsGlobal Head ofTechnology Todd CarterChairman ofGlobal Technology David HelmsManaging DirectorInsurance, InvestmentServices James AndersonGlobal Co-Head ofFinancial Services Jennifer FullerManaging DirectorMortgage Ryan LundCo-Head of GlobalSoftware & U.S. Tech Brent FerrinManaging DirectorSpecialty Finance Jeff LevineGlobal Co-Head ofFinancial Services John LambrosCo-Head of U.S.Technology Gagan SawhneyManaging DirectorCapital Markets John WallerManaging DirectorInsurance Mike McMahonManaging DirectorAsset Management LuizGrecaManaging DirectorHealthcare IT Chris GoughManaging DirectorPropTech Keith SkirbeManaging DirectorCybersecurity Geoff RhizorManaging DirectorVertical Software Shane KaiserManaging DirectorTransportation Tech James PageManaging DirectorInsurance Recent Transaction Spotlight Recent Transaction Spotlight(cont.) Recent Transaction Spotlight(cont.) Featured Waller HelmsInsurance SectorAdvisory Engagements Houlihan Lokey Acquires Waller Helms Acquisition Substantially Enhances Houlihan Lokey’s CoverageCapabilities in the Insurance and Wealth ManagementSectors, Doubling the Size of the Financial Services Group The transaction solidifies Houlihan Lokey as the premier investment bankingadvisor in these sectors and underlines the firm’s leadership across the globalfinancial services sector. No. 1Global InsuranceSector M&A Advisor(1) …Worth More Than$40Bof Aggregate Value Advised on230+Deals… Founded in2014 FinTech Subsector Reports Property andInsuranceTechnologyMarket Update Office of the CFOSoftware MarketUpdate Industry Events and Conferences ONE Houlihan Lokey GlobalConference FIA Boca50 Fintech Meetup May13–15, 2025New York, New YorkSee Following Pages for Details March 9–12, 2025Boca Raton, Florida March 10–13, 2025Las Vegas, Nevada ITC VegasOctober 14–16, 2025Las Vegas, Nevada Money20/20 USA Money20/20 Europe October 26–29, 2025Las Vegas, Nevada June 3–5, 2025Amsterdam, N