Mergers & Acquisitions

Lido Advisors

05/25
lido
HPS

Transaction Summary 

On May 21, 2025, Lido Advisors (“Lido”), a wealth advisory firm headquartered in Los Angeles, California, announced a strategic investment from HPS Investment Partners (“HPS”).

Press Release

Lido Advisors

Founded in 1999, Lido is a wealth advisory firm with over $30.0 billion in assets under management. Lido delivers a personalized, family office-style experience to high-net-worth individuals, families, and institutions. Headquartered in Los Angeles and with 36 other offices throughout the United States, Lido offers holistic investment management, comprehensive trust services, tax consulting and preparation, and financial and estate planning to its clients.

HPS Investment Partners

HPS Investment Partners, LLC is a leading global, credit-focused alternative investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate.

Sub-Type
Sell-Side
Sub-Sector
Asset & Wealth Management