JP Morgan and Houlihan Lokey led the financial advisers ranking for mergers and acquisitions (M&A) value and volume, respectively, in North America for the first quarter (Q1) of 2024, according to GlobalData’s latest financial advisers league table.

GlobalData’s Deals Database showed that JP Morgan secured the top position by value, advising on M&A deals amounting to $135.9bn.

Houlihan Lokey’s financial advisory on 33 transactions in North America placed it at the forefront in terms of volume. 

GlobalData lead analyst Aurojyoti Bose said: “Houlihan Lokey was the top adviser by volume during Q1 2023 and managed to retain its leadership position by this metric in Q1 2024 as well.

“Meanwhile, JP Morgan experienced a significant jump in the total value of deals advised by it during Q1 2024 compared to Q1 2023.

“Resultantly, there was a jump in its ranking by value and it went ahead from occupying the fifth position in Q1 2023 to top the chart by this metric in Q1 2024.

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“During the quarter, JP Morgan advised on $22bn deals (deals valued ≥$1bn), which also included five mega deals valued more than $10bn.

“These big-ticket deals helped JP Morgan to register growth in terms of value and occupy the top position by this metric.” 

Evercore occupied second place in the value category, with $100.7bn in advised M&A deals in Q1 2024.

The third and fourth places were occupied by Goldman Sachs and Citi, with $88.9bn and $88.6bn worth of deals respectively.

Morgan Stanley secured the fifth position after advising on transactions amounting to $74.5bn.

Houlihan Lokey was closely followed by JP Morgan in the volume category, securing the second position with 30 M&A deals in North America in Q1 2024.

Jefferies secured third place with 28 deals, while fourth and fifth place were held by Stifel/KBW and Goldman Sachs respectively.

GlobalData’s league tables are based on the real-time tracking of thousands of company websites, advisory firm websites and other reliable sources available on the secondary domain. A dedicated team of analysts monitors all these sources to gather in-depth details for each deal, including adviser names.

To ensure further robustness to the data, the company also seeks submissions of deals from leading advisers.