Avondale Partners of Nashville, TN, Joins Hilliard Lyons

Wealth Management, Investment Banking Functions Will Align

LOUISVILLE, Ky.--()--Hilliard Lyons announced today that Avondale Partners, a Nashville, Tennessee-based wealth management and investment banking firm, has joined forces with Hilliard Lyons.

Wealth Management: Hilliard Lyons will be combining its existing Nashville-based wealth management team with Avondale’s experienced wealth management unit. They will operate in Nashville under the Hilliard Lyons name, from Avondale’s current office location. Both Hilliard Lyons and Avondale support clients with a wide range of complementary wealth management services, including investment, education, and retirement planning; access to trust and estate services; business succession planning; and advice to retirement plans.

Investment Banking: Avondale’s Investment Banking group will complement Hilliard Lyons’ existing Investment Banking division. Avondale’s healthcare-focused investment banking unit will remain in Nashville, while Hilliard Lyons’ Investment Banking division will remain at the firm’s headquarters in Louisville and in Cincinnati. The two divisions will operate as tandem business units, referring business opportunities to each other and leveraging their respective expertise.

Avondale Partners and Hilliard Lyons have complementary cultures and have enjoyed mutual respect for many years. Avondale Partners has earned a reputation as a firm that provides clients with superior service with high integrity. Hilliard Lyons, as one of the nation’s oldest wealth management firms, has thrived by focusing on supporting communities across its 12-state footprint through its advisor teams, who often volunteer in and support their own communities.

About Hilliard Lyons: Founded in 1854 and operating over 70 offices in 12 Midwestern and Southeastern states, Hilliard Lyons (www.hilliard.com) focuses on creating, preserving, and distributing its clients’ wealth. With over $52 billion in assets under management, the firm specializes in planning issues that include education funding, business succession, retirement, and trusts and estates – to advise clients through life’s financial challenges. J.J.B. Hilliard, W.L. Lyons, LLC is a member of the New York Stock Exchange, FINRA, and SIPC.

Hilliard Lyons Investment Banking provides M&A, capital raising, business valuation, and business succession planning to middle-market and emerging growth companies and their owners.

About Avondale Partners: Nashville-based Avondale Partners (www.avondalepartnersllc.com) was founded in June 2001 and executed its first client transactions on September 4 – one week before 9/11. The fact that the firm not only survived but flourished since then attests to its focused, client-centered approach.

Avondale is an independent, employee-owned partnership that specializes in a select group of industries and provides independent advice and strategies to clients. Strengths include:

  • Investment Banking – Mergers and acquisitions advisory services and capital-raising execution for public and private companies with a particular focus on the healthcare industry. The Avondale team has completed more than 200 transactions and assignments totaling approximately $40 billion in value.
  • Wealth Management – Financial management strategies for institutional, corporate, and individual clients, with over $2.2 billion in assets under management.

Contacts

Hilliard Lyons
Garrison Cox, 502-314-9174
GarrisonCox@hilliard.com

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