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Richard Forgione
Director
T 212.497.4171
Contact by E-mail

Mr. Forgione is a Director in Houlihan Lokey’s Transaction Advisory Services practice, focusing on financial due diligence and advisory services for strategics and financial sponsors. He is based in the firm’s New York office.

Before joining Houlihan Lokey, he was a Senior Manager in Ernst & Young’s Transaction Advisory Services practice. Mr. Forgione led transaction and advisory projects relating to mergers and acquisitions, carve-outs, strategy, regulatory matters, IPO readiness, and resolution planning. He specializes in identifying and assessing transaction risks, including integration and separation issues. Mr. Forgione has transaction experience across industry verticals and is specialized in the financial services space.

Over the last few years, Mr. Forgione has led some of the financial services industry’s largest and most transformative transactions and had leadership roles in the FRBNY’s involvement in Bear Stearns and AIG. Mr. Forgione advised various large global investment banks on preparation of their “living will” and led several capital markets front-office teams in determining their resolution plans and developing their strategic analysis. He advised a global investment bank on a substantial U.S. Congressional Committee request for sensitive, proprietary information.

Previously, Mr. Forgione was a member of Ernst & Young’s Structured Finance Advisory Services practice, where he worked with investment banks in their issuances of securitized products and performed cash flow modeling and collateral analysis of ABS, RMBS, and CMBS transactions. Mr. Forgione began his career at Deloitte, where he primarily focused on auditing banks and broker-dealers.

Mr. Forgione received a B.S. in Accounting from Fordham University and is a Certified Public Accountant in the State of New York. He is a member in the American Institute of Certified Public Accountants (AICPA).