William and Henry Associates

Company Details

William and Henry Associates has highly experienced professionals to lead your transaction. This group is supported by a complement of Associates, Analysts and administrative support. Professionals come from diverse backgrounds including investment banking, CFO/Controllers of public/private companies, management consulting, public accounting, Boards of Directors of public/private companies, private equity and restructurings/turnarounds. This breadth of experience provides varied and valuable insights to our clients on their transactions.

The professional group averages over 15 years of experience. Investment banking experience ranges from large, Wall Street Bulge-Bracket firms like Salomon Brothers, large International firms (Schroders and UBS), Medium-sized Wall Street Major Bracket firms like Wertheim and small, local boutique firms like Barrington Associates. The Senior professional group provides the experience to small and medium sized businesses that often are only provided to large corporations with whom our clients often negotiate with/against in their transactions. Do you want the same expertise on your side as those parties you are negotiating with?

The Firms professionals have executed approximately 300 transactions. The Firm's professionals have raised over $6 billion of financing and executed over $20 billion of merger, acquisition and sale transactions.

The Firms professional's educational backgrounds include undergraduate and graduate degrees from schools such as Boston College, Brandeis, Columbia, Duke, Harvard, Notre Dame, University of Michigan, University of Pennsylvania, Stanford, U.C.L.A., U.S.C, U.S. Naval Academy , in disciplines including accounting, finance and management.

The Firms professionals possess a variety of professional accreditations including C.P.A.'s (non practicing), attorneys and licensed real estate brokers.

The Firm's professionals also possess a variety of language skills in order to execute our transactions worldwide including several major European languages and Mandarin Chinese.



1800 Century Park East
Suite 600
Los Angeles, CA 90067
United States

8001 Irvine Center Drive
Suite 400
Irvine, CA 92618
United States

2415 East Camelback Rd.
Suite 700
Phoenix, AZ 85016
United States

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William and Henry Associates