Transportation & Logistics Quarterly Newsletters

We have included important news stories, transaction announcements, a public markets overview, and industry insights to help you stay ahead in our dynamic and constantly evolving industry.

Power and Utilities Market Snapshot

Houlihan Lokey is pleased to present its Power & Utilities Market Snapshot for the quarter ending on September 30, 2018.

Modifying Your Due Diligence Approach as a Result of the New Revenue Recognition Standard

The new revenue recognition rules have been in effect for public companies throughout 2018, and the impacts on revenue, income, and EBITDA for certain companies and industries are now transparent, giving a leg up for sponsors and private companies to better assess the impacts on their deals.

Innovation in Fixed Indexed Annuities: A Catalyst for Disruption in the Retirement Market

Houlihan Lokey's Financial Institutions Group is pleased to share with you an overview of the FIA market.

Chemicals Update – Summer 2018

Houlihan Lokey is pleased to present its Chemicals industry update for summer 2018.

The REVU: The Real Estate Valuation Update

We are pleased to present back issues of The REVU: The Real Estate Valuation Update, featuring the latest market trends, industry insights, and recent Houlihan Lokey case studies to help you stay ahead in our dynamic and constantly evolving industry.

A CEO's Guide to the Changing Face of the Credit Information Sector – July 2018

Houlihan Lokey is pleased to share its Data & Analytics Insights piece in which we focus on the factors driving M&A activity in the credit information sector, including a high-level overview of M&A activity in the sector between 2011 and 2017 and commentary on the key industry trends influencing the market.

Packaging & Processing Machinery Industry Update

Houlihan Lokey is pleased to present its Packaging & Processing industry update for spring 2018.

Show Me the Money – European Bank NPLs (Non-Performing Loans)

Houlihan Lokey discusses the factors impacting the forward-looking valuation of NPLs, the components required for implementing a successful and resilient deleveraging program, and the key ingredients for forging an ecosystem that prioritizes standardization and resilience to macro stress.

Valuation Tax-Tics: General and Industry-Specific Valuation Implications of U.S. Tax Reform

On the heels of our recent tax reform seminar, we have created a series of videos from the event containing our insights on the valuation implications of U.S. tax reform. These videos feature individual breakout sessions for the energy, financial services, healthcare, real estate, and technology industries.

The Perfect Storm – Government Services 2017 Year in Review

Houlihan Lokey's Government Services Group is pleased to share with you the enclosed report in which we discuss our 2017 year in review.

New Guidance for the Measurement of Minority Equity Investments

Houlihan Lokey is pleased to present its insights on the new guidance for the measurement of minority equity investments.

2016 Transaction Termination Fee Study

Houlihan Lokey is pleased to share with you its 2016 Transaction Termination Fee Study, which summarizes key termination fee metrics for M&A transactions announced from 2012 through 2016.

The Distressed Funds Playbook

Houlihan Lokey is pleased to provide a white paper on distressed funds. Whether your distressed funds are hedge, private equity, real estate, or registered, our Illiquid Financial Assets (IFA) practice will advise you on how to manage and rehabilitate them.

Market Update – Dental Support Organizations

Houlihan Lokey's Healthcare Group is pleased to share with you this market overview covering the industry dynamics surrounding the U.S. dental support organization (DSO) landscape and the attractive investment opportunity that the Midwest region presents.

Flavors/Fragrances and Food Ingredients: Is the Market Peaking?

With compelling insights from our industry experts, we have explored the driving forces behind increasing valuations, the deals affecting the industry, and how the right advisor can help you seize this important moment in market history.

2016 TMT Purchase Price Allocation Study

Houlihan Lokey is pleased to share with you the 2016 Technology•Media•Telecom (TMT) Purchase Price Allocation Study, which is based on our analysis of 446 TMT transactions completed in 2016 and draws comparisons to certain transactions completed in 2015, 2014, and 2013.

2016 Purchase Price Allocation Study

Houlihan Lokey is pleased to share with you its 16th annual Purchase Price Allocation Study, one of the largest, most detailed investigations of its kind, analyzing 1,300 transactions completed in 2016 and drawing comparisons to certain transactions completed in 2015 and 2014.

Determining the Fair Value of Unicorn Securities

The valuation of illiquid, hard-to-value securities in unicorns is complicated and impacted by many factors, including the quality of data, availability of information, use of appropriate valuation techniques, and amount of liquidity.

2016 ADG Purchase Price Allocation Study

Houlihan Lokey is pleased to share with you its 14th annual Purchase Price Allocation Study for the aerospace, defense, and government (ADG) sector, focused on determining the percentages of purchase consideration in transactions that were allocated to intangible assets, in-process research and development (IPR

Trends in the Supplements Sector: William Hood Participates in a Panel Discussion at Natural Products Expo West

William Hood, Managing Director in Houlihan Lokey’s Consumer, Food & Retail Group, recently presented on a panel discussion of recent trends in the supplements sector. Topics included shifting demographics, emerging brands, the dual impact of competition and demand on valuations, and current drivers of increased M&A activity in the sector.

The CFO’s Guide to Choosing a Purchase Price Allocation Advisor

Organizations today are under tremendous pressure toensure that their financial statements accurately reflect their merger andacquisition efforts, including the expected future benefits of such activities.

Choosing a Fairness Opinion Advisor

Corporate directors today operate under the glare of unprecedented scrutiny from institutional shareholders, regulators, and the courts.

The Burgeoning M&A Opportunity in the Equipment Finance Sector

Within the commercial finance sector, M&A activity for equipment finance businesses has been particularly active over the last two years, and two major themes emerged

A CEO's Guide to The Data & Analytics Sector – November 2018

Houlihan Lokey is pleased to release its November 2018 Data & Analytics Insights.

Direct Lending Update – The Evolving BDC Environment Under 2:1 Leverage

Houlihan Lokey is pleased to present insights on how the passage of the BDC Bill in March 2018 will impact BDC fee structures, how BDC portfolios will change, which BDCs have taken action to increase leverage, and why third-party valuation is increasingly important in a 2:1 environment.

Litigation Finance: The Emergence of an Institutional Asset Class

Houlihan Lokey is pleased to share with you an overview of Litigation Finance.

Human Capital Management Industry Update – Fall 2018

In this new issue, we have included industry insights, a public markets overview, a snapshot of relevant macroeconomic indicators, transaction announcements, and related detail.

Oil & Gas Industry Update – Q2 2018

Houlihan Lokey is pleased to present its Oil & Gas industry update for summer 2018.

The Role of Financial Opinions in Managing Fund Conflicts

Houlihan Lokey is pleased to present insights on the role of financial opinions in managing fund conflicts.

Portfolio Acquisition & Divestiture Services

Houlihan Lokey is pleased to present insights on how to maximizereturns and use resources effectively in portfolio transactions.

European Fairness Opinions

Houlihan Lokey is pleased to present insights on the importance of European fairness opinions and the growing demand for transparency and independence.

To Incorporate or Not to Incorporate – Post-Tax Reform

Houlihan Lokey is pleased to present insights on how tax reform’s new corporate tax rate has changed the math.

Financial Institutions Group Mortgage M&A Podcast

Houlihan Lokey’s industry experts participated in a mortgage M&A podcast series with Mayer Brown covering the latest M&A trends in the residential mortgage industry throughout the United States.

Valuation Considerations for Broker-Quoted Positions

Houlihan Lokey is pleased to present insights on how incorporating an external valuation provider can improve the efficacy and transparency of valuation and financial reporting for all of the fund manager’s stakeholders.

The Evolution of an Asset Class: How to Capitalize on Life Settlement Portfolios

Houlihan Lokey discusses the evolution of life settlement portfolios and how to best realize attractive opportunities in the space.

U.S. Tax Reform Modeling Webinar

Now that U.S. tax reform is upon us, it is critical to understand the practical impact on financing/leverage and ROI models.

Information Services Industry Update – Summer 2017

We have included important news stories, transaction announcements, a public markets overview, and industry insights to help you stay ahead in this rapidly evolving and increasingly disruptive sector.

Training Services and Education Update – Fall 2017

We have included important news stories, transaction announcements, a public markets overview, and industry insights to help you stay ahead in our dynamic and constantly evolving industry.

Houlihan Lokey’s Tour de Funds

Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice is a market leader in valuing securities in a range of asset classes as diverse as our clients’ imaginations.

The Emerging U.S. Pet Insurance Market

The U.S. pet insurance market is ripe for expansion. Discover the driving forces behind its expected growth and the role you could potentially play in its future.

New Guidance for the Measurement of Goodwill Impairment

The FASB recently issued ASU 2017-04, which essentially simplifies the goodwill impairment testing process by eliminating the Step 2 portion of the existing guidance.

The ABCs of Transaction Opinions – A Webinar Series

Houlihan Lokey has created a series of webinars to provide an informational overview of the key components of transaction opinion work. We have valued companies and their underlying securities for decades, both in some of the most complex situations and in virtually every type of change of control transaction.

A Valuation Road Map for Fund Executives

Alternative asset managers are facing ever increasing scrutiny from both investors and regulatory bodies. Regulators have continued to shine the spotlight on fund managers with inadequate valuation governance practices, as is seen from recent enforcement actions related to the mispricing of securities.

"IFA: The Liquidity Hunters – Our Illiquid Financial Assets Practice Finds Liquidity for Its Clients

Houlihan Lokey's Illiquid Financial Assets (IFA) practice possesses unique advisory capabilities to address a variety of clients' strategic objectives. IFA created this video to draw you into an adventure that will enlighten you on the many tools at our disposal to aid you in your search for liquidity.

A Mid-Cap CEO/CFO’s Guide to Accessing Private Capital

In a rapidly changing and increasingly complex capital markets environment, Houlihan Lokey’s Capital Markets Group delivers the deep relationships and proven ability to execute financing solutions that are essential for our clients’ growth and success.

New Risk Retention Rules: Insights for Handling CLO Valuations

In light of the recent disruption in the leveraged loan market as well as the new risk retention rules that went into effect in December 2016, Houlihan Lokey's Portfolio Valuation and Fund Advisory Services practice is pleased to share with you the enclosed insights on how to best handle CLO valuations.

You are about to leave
Houlihan Lokey's website

The link below leads to a website that is not
owned by Houlihan Lokey.


Continue to the external website,
or
close the window to remain on HL.com