Houlihan Lokey Adds Asset Management Veteran from Moelis
Event summary
- Jane Ma joins Houlihan Lokey as Managing Director in Financial Services Group after 16 years at Moelis & Company.
- Ma's focus areas include alternative asset managers, wealth management, and asset/wealth technology sectors.
- Houlihan Lokey's Financial Services Group ranked No. 1 M&A advisor for global financial services transactions under $5B in 2025.
The big picture
The hire underscores Houlihan Lokey's push to strengthen its Financial Services Group amid heightened competition in the asset management advisory space. With Ma's deep sector experience, the firm aims to bolster its advisory capabilities for alternative asset managers and wealth management clients. The move comes as M&A activity in financial services remains robust, particularly for transactions under $5 billion.
What we're watching
- Talent Retention
- Whether Houlihan Lokey can sustain its competitive edge in the asset management sector through strategic hires.
- Market Share
- How Ma's expertise will impact Houlihan Lokey's market share in M&A advisory for alternative asset managers.
- Sector Expansion
- The pace at which Houlihan Lokey integrates wealth management technology advisory into its service offerings.