Business Unit:
Financial And Valuation Advisory
Industry:
Transaction Opinions
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two consecutive years, the No. 1 M&A advisor for the past 10 consecutive years in the U.S., the No. 1 global restructuring advisor for the past 11 consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).
Scope
Our Board & Special Committee Advisory group provides advice to board of directors and special committees in valuing complex businesses and securities, understanding and structuring critical transaction issues, advising on alternatives, and rendering transaction opinions. The group primarily focuses on complex situations, related-party transactions, and other corporate governance issues for board of directors and special committees.
Our Fund Opinions group delivers fairness opinions and valuation advisory services to financial sponsors, including private equity funds, hedge funds, and credit funds. We provide advice to these sponsors across a variety of situations, including mergers, acquisitions, continuation fund and other portfolio company transactions.
The Corporate Valuation and Advisory Services group (CVAS) focuses on complex analytics, business valuations, financial models and other valuation services, frequently teaming with accounting and tax advisory, capital markets and M&A professionals.
As the No. 1 global M&A fairness opinion advisor over the past 25 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions. Our dedicated Transaction Opinions group delivers fairness, solvency, and valuation advisory services across a variety of situations, including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.
Job Description
We are looking for an Associate to be part of an interdisciplinary team that focuses on complex analytics, financial models, and valuation - and works hand-in-hand with other teams within our firm (e.g., M&A, industry groups, etc.) to deliver investment banking services to clients. Our Associates work on corporate fairness, fund fairness, solvency, and transaction-based valuation opinions, as well as a variety of business valuation and intangible asset valuation in connection with mergers and acquisitions, corporate restructurings and financial and tax reporting requirements. Associates support engagements and new business development by:
- Analyzing and explaining historical and projected financial information;
- Performing business and financial due diligence;
- Valuing companies, businesses, and securities;
- Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);
- Preparing board/special committee presentations supporting advice and opinions;
- Supervising and reviewing analyst deliverables on client engagements;
- Communicating project updates and deadlines to analysts; and
- Helping pitch engagements and participating in business development initiatives.
In addition, the current role will have the additional responsibility and opportunity to help build out regional capabilities via hiring and training an expanding team, and being uniquely cross-functional within FVA across Transaction Opinions, Fund Opinions and CVAS.
Qualifications
- The ideal candidate would possess the following qualities and background:
- Minimum 3-4 years of investment banking or valuation experience
- Advanced accounting, finance, financial modeling, and analytical abilities
- Excellent oral and written communication skills
- Experience managing analysts or other personnel
- Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
- Have a very strong work ethic, organizational skills, and ability to multi-task
Additional consideration will be given to candidates who possess:
- Chartered Accountant or MBA preferable, with CFA being an added advantage
- At least three years of experience in financial services with at least one year of investment banking, valuation, or related experience
A demonstrated ability to work cooperatively with all levels of staff
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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