Founded in 2008 in the wake of the global financial crisis, NewOak Capital was established by industry veterans to provide expert advisory, valuation, and risk management services for complex financial instruments. The firm catered to institutional clients, including banks, insurance companies, asset managers, and government entities, offering specialized expertise in areas like mortgage-backed securities, derivatives, and structured products. In October 2017, NewOak was acquired by the global investment bank Houlihan Lokey to enhance its Financial and Valuation Advisory business, particularly strengthening its capabilities in valuing and advising on illiquid, complex assets.

Founded in

United States