BearTooth Advisors

Houlihan Lokey Has Acquired BearTooth Advisors

The transaction, which closed on May 21, 2018, establishes the Private Funds Group within Houlihan Lokey to provide strategic advisory and placement agency services to alternative investment managers. Through a unique combination of extensive fundraising and in-house operating experience, the Private Funds Group seeks 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. The group comprises 17 professionals based in New York and London.

“When forming BearTooth, we set out to provide general partners with a more strategic alternative to legacy fundraising options, believing that certain industry dynamics had created a unique opportunity to do so. Since then, we have found the opportunity itself to be more significant, growing more rapidly than originally thought. As such, we look forward to joining Houlihan Lokey to further enhance our service offering and unique value proposition to both new and existing clients.” 
– Bob Brown,
Managing Partner, BearTooth Advisors

Read the Press Release
Visit our Private Funds Group

   
BearTooth Advisors

“The establishment of the Private Funds Group both underscores and takes advantage of two of Houlihan Lokey’s key strengths: a breadth and depth of financial sponsor relationships that is perhaps unmatched in financial services and our prescient recognition of the prevalence and increasing importance of alternative sources of capital. The new group is a logical extension of that expertise and market knowledge, and combined with our other successful services such as Illiquid Financial Assets and Capital Markets, we are positioning ourselves to be the leader in client service in this important and growing asset class.”
– Scott Adelson, 
Co-President and Co-Head of Corporate Finance

Selected Recent Transactions

We seek to provide customized solutions to fit our clients’ needs. We have the capability to provide a range of services, from selective distribution-only mandates to full-service, multi-cycle, combined fundraising and advisory mandates.

Revelstoke Capital Riverstone Riverstone
ParkerGale Vespa Capital Verdane Capital 
EQT    
 

Private Funds Group Contacts

Clients of both firms benefit from a combination of deep sector expertise and a global platform.

   
Bob Brown
Managing Director
Co-Head of Private Funds Group

Andy Lund
Managing Director
Co-Head of Private Funds Group

Jim McGee
Managing Director
Co-Head of Private Funds Group
Cristina Forcina Westermann
Managing Director
Maggie Littlefield Sahlman
Managing Director
Cynthia Liu
Senior Vice President
Greg Pupo
Senior Vice President
Tom Carlyle
Vice President
Ed Stubbings
Vice President


Learn more about the acquisition in the Press Release | Visit our Private Funds Group