‘Escape From Private Equity Through the Back Door’

Matt Swain, Head of Direct Placements and Secondaries at Houlihan Lokey, spoke with Börsen-Zeitung about the growth of the secondaries market, which provides LPs with an alternative form of exit.

‘Corporates Are Taking Centre Stage as Food and Drink M&A Ramps Up’

In The Grocer, James Scallan, Managing Director in Houlihan Lokey’s Consumer Group, explores the recent rise in M&A activity within the food and beverage sector, highlighting the growing role of corporate buyers aiming to expand and diversify.

Houlihan Lokey Bolsters Capital Markets Team With Senior Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Brad Boggess has joined as a Managing Director in its Capital Markets Group. Based in Atlanta, Mr. Boggess will leverage his deep finance and operational expertise as well as his senior-level relationships with countless private equity and private credit managers for the benefit of the firm.

Houlihan Lokey Further Expands Its Software Coverage Capabilities With Senior Hire

Nana Kyei has joined Houlihan Lokey as a Managing Director in its global Technology group. Based in New York, Mr. Kyei will focus on education technology within the Software practice, partnering with the firm’s Training & Education practice to further enhance client service across the sector.

‘Europe May Swerve Rise in Creditor-on-Creditor Violence’

Creditor-on-creditor violence has come under the spotlight over the past year, with lenders being pitted against each other, essentially competing to get a better claim on a borrower’s assets at the expense of others.

Houlihan Lokey Acquires PSL

Houlihan Lokey has acquired Prytania Solutions Ltd. (PSL), a leading provider of technology-driven valuation and analytic services, as it continues to strengthen its market-leading Financial and Valuation Advisory business and offer clients a differentiated experience using data-driven deliverables.

Houlihan Lokey Reports Second Quarter Fiscal 2025 Financial Results

LOS ANGELES and NEW YORK - October 30, 2024 - Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its second quarter ended September 30, 2024.

‘Recent Developments in the Payment Industry’

Kartik Sudeep, Managing Director in Houlihan Lokey’s FinTech Group, joins Mayer Brown’s podcast.

‘Bankers Play Matchmaker for Sponsors, Tech Companies at Houlihan Lokey Conference’

Houlihan Lokey’s 2024 Global Tech Conference was covered by Bloomberg in its Deals newsletter.

Behind the Buyouts: Nate Pund on Outdoor, Active Lifestyle Rebound

Nate Pund, Managing Director in Houlihan Lokey’s Consumer Group, joins the Behind the Buyouts podcast by The Deal to discuss his expectations for M&A in the outdoor, active lifestyle, and tactical industries in 2025.

‘All to Play’

Teddy Shaw, Managing Director in Houlihan Lokey’s Consumer Group, gave his thoughts on the state of the out-of-home entertainment industry in an opinion piece for Propel.

What to Make of 2024 in the Restaurant Business

Kenny Kraft, Managing Director, and Tyler Martinez, Vice President, join the A Deeper Dive podcast by Restaurant Business Magazine.

Houlihan Lokey Grows Capital Markets Team With Seasoned Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Clinton Miyazono has joined as a Managing Director in its Capital Markets Group.

‘Payments Players Tap M&A to Build Tech Stacks’

Kartik Sudeep, Managing Director in Houlihan Lokey’s FinTech Group, spoke with Payments Dive on the appetite for M&A in the payments sector.

BDC Loan Valuations: Chris Cessna Speaks With CreditSights

Chris Cessna, who co-leads the private credit valuation practice at Houlihan Lokey, recently spoke with CreditSights about the complexities and challenges around BDC loan valuations, noting the wide variance in different valuation methodologies and highlighting Houlihan Lokey’s Private Performing Credit Index report.

‘Automation M&A Heats Up’

Samrat Karnik, Managing Director in Houlihan Lokey’s Industrials Group, spoke with The Deal on opportunities within the industrial technology space.

Secondaries Momentum in 2024: Matt Swain Speaks With the Financial Times

Matt Swain, Head of Direct Placements and Secondaries at Houlihan Lokey, recently spoke with the Financial Times about secondary sales of private equity stakes, predicting that secondaries volume could reach a record $150 billion this year.

‘The Market for Performance Supplements and Specialized Products Is Set to Expand Even Further’

Jorge Granados, Senior Vice President in Houlihan Lokey’s Consumer Group, was quoted in Investors in Healthcare.

Houlihan Lokey Announces Release Date for Second Quarter Results for Fiscal Year 2025

LOS ANGELES and NEW YORK – October 17, 2024 – Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its second quarter results for the 2025 fiscal year on Wednesday, October 30, 2024, after the close of trading on the New York Stock Exchange. Houlihan Lokey will host a conference call at 5:00 p.m. (ET) that same day to review the results.

‘Fortune Will Favor the Flexible’

Tomasz Stefanowski, Managing Director, and Harsh Talikoti, Senior Vice President in Houlihan Lokey’s Financial and Valuation Advisory business, examine the potential impact of the ECJ’s “Bosman Mark II” Diarra ruling on the private equity sector in City A.M.

Private Equity Fundraising and the Road Ahead

Matt Swain, Head of Direct Placements and Secondaries at Houlihan Lokey, spoke with Bloomberg about the private equity landscape, covering the fundraising environment as well as the markets for direct placements and secondaries.

‘Streamers Must Leverage Their Tech Capabilities to Provide Experiences Traditional Broadcasters Can’t Match’

John Lambros, Co-Head of Houlihan Lokey’s U.S. Technology Group and Head of Digital Media and Entertainment, spoke with City A.M. about how Big Tech is disrupting the live sports streaming market, an area long dominated by traditional broadcasters.

‘Private Equity’s Data Transparency Revolution’

Justin Abelow, Managing Director in Houlihan Lokey’s Financial Sponsors Group, spoke with Mergers & Acquisitions on how the relationship between LPs and GPs has shifted.

Houlihan Lokey Named ‘Corporate Financier of the Year’ at 2024 Mergermarket British Private Equity Awards

Houlihan Lokey was named “Corporate Financier of the Year” at this year’s Mergermarket British Private Equity Awards. This award recognizes the firm’s position as the leading advisor to private equity in the U.K. and its singular focus on its clients’ success.

‘Funding AI’s Built-to-Suit Infrastructure’

Brian Pryor, Managing Director in Houlihan Lokey’s Technology Group, spoke with The Deal on the rise in activity in the hyperscale data center market.

‘Look for Healthcare Fundraising to Increase in 2025’

Tom Donovan, Managing Director and Head of U.S. Primary, spoke with Mergers & Acquisitions on private equity fundraising in the healthcare sector.

‘Investing in Cyber: Should We Follow the Money?’

Mark Smith, a Director in Houlihan Lokey’s Technology Group, appeared on the Security Insights podcast to discuss Europe’s growing cybersecurity market.

‘Amid Crisis, Companies Turn to Protective Tactics in Creditor Talks’

Bruno Baratta, Managing Director and Head of Brazil, spoke with Valor International on the rise of mediation relief injunctions in bankruptcy creditor negotiations and what it means going forward.

Opportunity Available in the Restaurant Industry

Kenny Kraft, Managing Director, spoke with Mergermarket on the opportunity for M&A within the restaurant industry.

Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services Practice Honored With Two Awards

Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice was named the “Best Valuations Firm for Hard to Value Assets” by With Intelligence at its 2024 HFM U.S. Services Awards and “Valuation Service of the Year” by Private Equity Wire at its 2024 U.S. Credit Awards.

Kenny Kraft Speaks With Restaurant Finance Monitor

Kenny Kraft, Managing Director in Houlihan Lokey’s Consumer Group, met with Restaurant Finance Monitor to discuss activity in the restaurant space.

Houlihan Lokey Continues Expansion of Software Coverage Capabilities With Senior European Hire in Technology Group

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Joy Sioufi has joined the firm as a Managing Director in its Technology Group.

Houlihan Lokey Named in 2024 TMA Turnaround/Transaction of the Year Awards

The Turnaround Management Association (TMA) awarded the following Houlihan Lokey officers for their impactful restructuring work in the 2024 Turnaround/Transaction of the Year Awards.

‘Private Equity Refinanced Like Never Before’

Chris Cessna Discusses Spread Compression in the U.S. Direct Lending Market With LSEG Loan Connector

In an interview with LSEG Loan Connector, Chris Cessna, who co-leads the private credit valuation practice at Houlihan Lokey, discussed the impact of and implications for current spread compression in the U.S. direct lending market, noting that a drop in SOFR below 4% may create challenges for funds to meet their hurdle rates.

Private Credit Trends: Chris Cessna Discusses the Private Performing Credit Index With Private Debt Investor

In an interview with Private Debt Investor, Chris Cessna, who co-leads the private credit valuation practice at Houlihan Lokey, discussed the firm’s most recent Private Performing Credit Index report and shared his observations on current activity in the private credit market.

Houlihan Lokey Expands Global Technology Group With Senior Software Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Geoff Rhizor has joined as a Managing Director in its Technology Group.

‘Restructuring Becomes Pit Stop to Bankruptcy for Risky Borrowers’

Surbhi Gupta, Managing Director in Houlihan Lokey’s Financial Restructuring Group, spoke with Bloomberg on how liability management exercises have not meaningfully delevered issuers in anticipation of lower interest rates.

‘The Level of Activity Has Definitely Picked Up’

Shaun Browne, Managing Director and Co-Head of Corporate Finance, Europe, at Houlihan Lokey, sat down with Just Food to discuss the current trends and future prospects in food M&A.

‘Pet Food Companies Drive Value Despite Challenges’

Tim Larsen, Global Co-Head of Houlihan Lokey’s Consumer Group, met with FeedNavigator to discuss his views on the opportunities ahead in the pet food sector.

‘With Over 25 Private Equity-Backed Wealth Management Firms in the U.K., This Move Isn’t Surprising’

Following the news of Hargreaves Lansdown’s takeover agreement, Christian Kent, Co-Lead of the European Financial Services & Technology team at Houlihan Lokey, discusses private equity’s widespread ownership of U.K. wealth management firms in the Financial Times.

Payment-in-Kind Structures for the Direct Lending Market Participants

Jonathan Sloan, Managing Director in Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice, commented to Bloomberg on the value of payment-in-kind structures for direct lending market participants during periods of market turbulence.

‘What Are the Challenges for Reckitt’s Sell-Off Strategy?’

Following the news that Reckitt Benckiser is planning to sell noncore brands and focus on Essential Home, Tim Leach, Managing Director in Houlihan Lokey’s Global Consumer Group, spoke to The Grocer about why global brands in the home and personal care industries pursue this strategy.

‘Market Tremors Throw a Wrench in Busy Summer for Share Sales’

Daniel Klausner, Managing Director who leads Houlihan Lokey’s U.S. Equity Capital Markets Advisory practice, spoke with Bloomberg about the recent bout of stock-market turbulence that threatens to put the brakes on what has been a brisk summer for U.S. share sales.

Houlihan Lokey to Acquire Waller Helms Advisors

Houlihan Lokey has agreed to acquire Waller Helms Advisors, an independent advisory firm that provides investment banking services to clients in the insurance and wealth management sectors.

Houlihan Lokey Continues Expansion of Global FinTech Platform With Key Hire

Andrew Atherton has joined Houlihan Lokey as a Managing Director in our global FinTech Group. Based in San Francisco, Mr. Atherton will cover multiple FinTech sectors as well as FinTech-adjacent enterprise software companies, working closely with his colleagues in both the FinTech and Technology groups to ensure seamless coverage across the firm’s client base.

Houlihan Lokey Publishes Fourth Annual Sustainability Report

Houlihan Lokey (NYSE:HLI), the global investment bank, announced today the release of its fourth annual Sustainability Report.

‘The Evolution of the European LME Market in 2024’

Joe Swanson, Senior Managing Director and Co-Head of Financial Restructuring, EMEA and Asia, appeared on CreditSights’ ‘LFI Levered Lines’ podcast to discuss the European LME market in the current distressed cycle.

‘Now Is the Time for Private Equity to Shine, Say Analysts’

Justin Abelow, Managing Director in Houlihan Lokey’s Financial Sponsors Group, spoke with Mergers & Acquisitions on the current state of the private equity market.

Houlihan Lokey Reports First Quarter Fiscal 2025 Financial Results

Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its first quarter ended June 30, 2024.

Fiber Companies Change Funding Gears; Eye Preferred Equity and Structured Capital

Jason Hill, Co-Head of U.S. Technology, was interviewed by The Deal on the state of fiber markets and how market conditions have prompted companies to change funding gears to preferred equity and other forms of structured capital.

‘The Rise of PIK Sparks Concerns’

Chris Cessna and Timothy Kang, Directors in Houlihan Lokey’s Financial and Valuation Advisory business, met with Private Debt Investor to discuss the rise in PIK interest and how it is becoming more prevalent in the market today.

North America TMT Trendspotter: Dealmakers Eye Late-Year M&A Rebound After 1H24 Volume Surge’

Keith Skirbe, Managing Director in Houlihan Lokey’s Technology Group, spoke with Mergermarket on the increased activity in the cybersecurity sector in 2024.

Optical Industry Shake-Up: VF’s Sale of Supreme to EssilorLuxottica

Nate Pund, Managing Director in Houlihan Lokey’s Consumer Group, met with Shop Eat Surf to discuss the latest sale of Supreme to the sunglass conglomerate EssilorLuxottica and what it could mean for the outdoor market.

‘The U.K. Drastically Needs a Coherent and Long-Term-Focused Industrial Strategy’

Adam Sivner, Managing Director in Houlihan Lokey’s Industrials Group, was quoted in Health & Safety International discussing the importance of the government establishing a coherent and long-term-focused industrial strategy in the U.K.

‘What’s Driving the Resurgent M&A Interest in the Travel Sector?’

Writing for TTG, Tom Barnard, a Director in Houlihan Lokey’s Consumer Group, explores the factors driving the resurgence of M&A interest in the travel sector post-pandemic.

‘Unlocking Efficiency: The Power of Warehouse Management Tech’

Tim Macholz, Director at Houlihan Lokey, spoke with Supply Chain Digital on how warehouse management systems are allowing firms to take efficiency to the next level.

Houlihan Lokey Announces Release Date for First Quarter Results for Fiscal Year 2025

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its first quarter results for the 2025 fiscal year on Tuesday, July 30, 2024, after the close of trading on the New York Stock Exchange.

‘Private Equity Reaps Benefits From Pet Humanisation Trend’

Robert Ober, Senior Vice President in Houlihan Lokey’s Consumer Group, was quoted in PE Hub Europe discussing some of the key trends shaping the pet health industry.

‘Within the PE Sector, There Is Optimism About the U.K.’s Return to Growth’

Andy Lund, Global Co-Head of Houlihan Lokey’s Private Funds Group, was quoted in Private Equity News discussing the private equity industry’s optimism regarding the U.K.’s return to growth and the crucial role the sector will play in driving the economy forward.

“Scale Is Really Important”: Daniel Klausner Speaks With Law360 on IPOs Leading the Capital Markets Rebound

Daniel Klausner, Managing Director who leads Houlihan Lokey’s U.S. Equity Capital Markets Advisory practice, recently spoke with Law360 about the mid-year recovery in the capital markets, with IPOs leading the charge.

Houlihan Lokey Named ‘Best Valuations Firm’ at the 2024 HFM Asia Services Awards

Houlihan Lokey has been named “Best Valuations Firm” at the 2024 HFM Asia Services Awards. This marks the fifth consecutive year the firm has won this accolade.

Houlihan Lokey Named ‘Investment Bank of the Year for Restructuring’

Houlihan Lokey has been named “Investment Bank of the Year for Restructuring” at The Banker’s Investment Banking Awards 2024.

‘Equipment-as-a-Service Model Drives Rental Industry Boom’

Matthew Hudson, Managing Director and Head of Equipment-as-a-Service, spoke with Equipment Finance News on the growth and outlook of the equipment rental industry as the “as-a-service” model drives industry growth.

Aki Watanabe Speaks With Nikkei on the Trend of Going-Private Transactions in Japan

Aki Watanabe, Chairman of Asia Corporate Finance at Houlihan Lokey, spoke with Nikkei about the trend of going-private transactions in Japan.

Houlihan Lokey Strengthens Retail and Multi-Unit Coverage Capabilities With Senior Hire

Kenny Kraft has joined as a Managing Director in our Consumer, Food & Retail Group. Based in Atlanta, Mr. Kraft will oversee the firm’s coverage efforts across the retail and multi-unit sector, adding expertise in convenience stores, restaurants, and auto-related multi-unit companies.

‘Valuation Disconnect for Wealth Managers’

Christian Kent, Co-Lead of the European Financial Services and Technology team at Houlihan Lokey, is quoted in Citywire Wealth Manager discussing the valuation disconnect between the public and private markets for wealth management firms.

Houlihan Lokey Launches IPL Valuation Study 2024

Houlihan Lokey’s Corporate Valuation Advisory Services team has issued the 2024 IPL Brand Valuation Study, its comprehensive report into the business enterprise and brand values of the Indian Premier League (IPL).

‘GP Stakes Takes Its Share’

Joseph Lombardo, Managing Director and Head of Private Equity General Partner Advisory, spoke with Private Equity International on the rise in sales of GP stakes in private equity funds.

‘Setback for the Mid-Cap Leveraged Finance Market’

The SME-leveraged finance market in Germany suffered a setback in the first quarter of 2024. Compared to the previous quarter, the number of transactions fell by 31%, according to the latest MidCapMonitor published by Houlihan Lokey.

The Sports Sector Offers Compelling Growth Prospects and Stable Cash Flows

Raymund Bareuther, Senior Vice President in the Consumer, Food & Retail Group at Houlihan Lokey, spoke with PE Hub Europe to discuss the drivers of private equity’s increased interest in the fitness and wellness sector, including rising consumer demand, stable cash flows, and technological integration.

Compelling Investment Opportunities in Pharma Services

Paul Tomasic, Managing Director and Head of European Healthcare at Houlihan Lokey, sat down with Investors in Healthcare to discuss the current tailwinds in the pharmaceutical services industry and the underlying factors driving the need for an ever-greater volume and complexity of new drug development.

Houlihan Lokey Expands Capital Markets Team With Senior European Hire

Vieri Betti Guaraldi has joined as a Managing Director in its Capital Markets Group as the firm continues to expand the team in Europe. Based in Milan, Mr. Betti Guaraldi will work alongside senior European capital markets colleagues to deliver bespoke debt advisory services to the firm’s clients in Italy and across the region.

Transferable Tax Credits ‘Will Be a Fact of Life for Corporate Taxpayers’: Howard Steinberg Speaks With the Financial Times

Howard Steinberg, Global Head of Tax Restructuring, recently sat down with the Financial Times to discuss the rapidly growing market for transferable tax credits following the passage of the Inflation Reduction Act, noting the “frenzy” of interest from clients across sectors.

Exploring the Emerging Trends in Team Sports Investing

Nate Pund, Managing Director in Houlihan Lokey’s Consumer, Food & Retail Group, spoke with Team Insight on the improving M&A market in the team sports industry.

The Burden of a $3 Trillion Asset Pile Sparks the Hunt for an IPO Alternative

Sascha Pfeiffer, Managing Director and Head of European Technology, was quoted in Bloomberg discussing his thoughts at the latest Global Tech Conference on the relationship between investors and GPs amid wider challenges in the IPO market.

‘How Long-Term Mortgages Could Help Solve the U.K. Housing Crisis’

Writing in City A.M., Elliot Reader, Senior Vice President in Houlihan Lokey’s FinTech Group, explores the need for new and innovative products to be integrated into the banking system, highlighting the role that long-term mortgages can play in addressing critical challenges in the U.K. housing market.

‘Innovations Are Reshaping the Pharma Services Sector’

Jay Ferguson, a Director in the Healthcare Group at Houlihan Lokey, spoke with BioPharma-Reporter about the rapid growth of the pharma services sector, predicting that a confluence of tailwinds is set to sustain long-term demand in the industry.

Houlihan Lokey Named ‘Mid-Market M&A Bank of the Year in EMEA’ at the GlobalCapital Equity and M&A Awards

Houlihan Lokey has been named “Mid-Market M&A Bank of the Year in EMEA” at this year’s GlobalCapital Equity and M&A Awards.

Houlihan Lokey Strengthens European Financial Services and Technology Team With Experienced Hire

Scott Kirkby has joined the firm as a Managing Director in its European Financial Services and Technology team, which operates as part of the global FinTech Group.

‘Increasing Appetite for GP Stakes’

Joseph Lombardo, Managing Director and Head of Private Equity General Partner Advisory, provided guest commentary to Private Equity International on the increasing interest of GP stake funds.

Houlihan Lokey Reports Fiscal Year and Fourth Quarter 2024 Financial Results

LOS ANGELES and NEW YORK - May 8, 2024 - Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its fiscal year and fourth quarter ended March 31, 2024.

Triago Is Now Part of Houlihan Lokey

With the acquisition of Triago now complete, we are delighted to welcome our new colleagues to Houlihan Lokey. As a result of the acquisition, Houlihan Lokey’s Private Funds Group is one of the few truly fully integrated advisory platforms that can offer clients primary, secondary, direct, and GP advisory services on a global basis.

Houlihan Lokey Healthcare Group Adds Experienced Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Erik Kistler has joined the firm’s Healthcare Group as a Managing Director.

Are We Headed for an Uptick in Natural Gas M&A? Dan Crowley Speaks With Hart Energy on Dealmaking in Appalachia

Dan Crowley, Managing Director in Houlihan Lokey’s Oil & Gas Group, recently spoke with Hart Energy regarding the potential for consolidation in Appalachia, noting that conditions are shaping up for “a significant increase in A&D activity.”

‘Now, There Are the Right Conditions for These Listings to Happen’: Daniel Klausner Discusses the Acceleration of IPO Tracks Amid Hospitable Market Conditions

Daniel Klausner, Managing Director who leads Houlihan Lokey’s Equity Capital Markets Advisory practice in the U.S., discussed IPO candidates accelerating their processes as IPO market conditions improve and a string of successful IPOs signals a more constructive backdrop.

Houlihan Lokey Named ‘Best Valuations Firm for Hard to Value Assets’ at the 2024 HFM European Services Awards

Houlihan Lokey has been named “Best Valuations Firm for Hard to Value Assets” at the 2024 HFM European Services Awards. This marks the fifth consecutive year the firm’s European Portfolio Valuation and Fund Advisory Services team has won this accolade and continues to be recognized for its excellence in its field.

‘ECM Explorer North America – Hot Trend: IPO Candidates Flaunt AI Credentials to Investors’

Daniel Klausner, Managing Director at Houlihan Lokey, spoke with Mergermarket on the potential for IPOs in the AI sector.

Houlihan Lokey Broadens Software Coverage Capabilities With Senior Hires in Technology Group

Ryan Lund has joined the firm’s global Technology Group as a Managing Director, and Vikram Kaushik and Ted Sullivan also have joined as directors.

Houlihan Lokey Announces Release Date for Fourth Quarter and Full Year Results for Fiscal Year 2024

Houlihan Lokey announces release date for fourth quarter and full year results for fiscal year 2024.

Houlihan Lokey Named ‘European Corporate Finance House of the Year’ at the 2024 Real Deals Private Equity Awards

Houlihan Lokey has been recognised as “European Corporate Finance House of the Year” at this year’s Real Deals Private Equity Awards.

Ritsuko Nonomiya Speaks to Capital Eye on Japanese M&A Trends for 2024

Ritsuko Nonomiya, Managing Director and Head of Asia Corporate Finance at Houlihan Lokey, spoke with Capital Eye about Japanese M&A trends and the outlook for 2024.

Bridging the Tech Gap: An Imperative for Wealth Management in the Digital Age

Mark Fisher, Managing Director in Houlihan Lokey’s FinTech Group, explores the challenges faced by wealth managers in meeting customer experience expectations, underscoring the pivotal role of technology and data to address the issue and advocating for innovation and transformation to remain competitive and thrive in an increasingly digitalized world.

‘New Concepts for Mobility’

Switzerland, known for its pioneering role in terms of quality of life and sustainability, is on the threshold of a new era of mobility.

Houlihan Lokey’s Financial Restructuring Group Launches Sovereign Advisory Practice

David-Alexandre Gadmer joins as a Managing Director and Head of Sovereign Advisory.

Houlihan Lokey Further Expands Equity Private Placement Offering With Senior Hire

Dr. Ashish Patel joins as a Managing Director.

Houlihan Lokey Continues Expansion of Its Capital Markets Group With Senior Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Michael Schwartz has joined as a Managing Director in its Capital Markets Group.

Houlihan Lokey Announces 2024 Promotions to Managing Director

We are delighted to announce the following promotions to Managing Director across the firm, effective April 1.

Houlihan Lokey Continues Expansion of Private Funds Advisory Capabilities With Senior Hires for U.S. Primary Practice

Team of Four Managing Directors, Led by Industry Veteran Tom Donovan, Join From Greenhill & Co. to Drive U.S. Primary Practice

Houlihan Lokey Continues to Strengthen Transaction Advisory Services With Seasoned Hire

Abhishek Jain joins as a Managing Director to further enhance the firm’s industrials due diligence capabilities.

‘Exploring the Surge of Private Equity Activity in UK Wealth Management’

In an op-ed published in Professional Adviser, Christian Kent, Co-Lead of the European Financial Services & Technology team at Houlihan Lokey, explores the increase of private equity interest in UK wealth management, driven by regulatory shifts and a focus on sustainable profitability. Anticipating continued M&A activity, he foresees mid-tier consolidation providing fresh investment prospects.

Houlihan Lokey Expands Financial Sponsors Coverage Capabilities with Experienced Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Val Shapiro has joined the firm’s Financial Sponsors Group as a Managing Director.

Fee Concessions in Private Credit Amid Fundraising Challenges: Jonathan Sloan Speaks With Bloomberg

Jonathan Sloan, Managing Director and Head of Structured Products at Houlihan Lokey, recently spoke with Bloomberg for a story on how private credit funds are making concessions on management fees to maintain investor interest amid a waning fundraising environment.

‘Cybersecurity Deals to Rise as Tech M&A Returns, Houlihan Lokey Says’

In an interview with Bloomberg following the Global Tech Conference, Phil Adams, Managing Director and Global Head of Technology at Houlihan Lokey, discusses his thoughts on the growing demand for cybersecurity companies in light of AI-driven threats and its implications for the tech M&A landscape.

‘Deals Pulled as Investors Weigh Generative AI Impact’

Sascha Pfeiffer, Managing Director and Head of European Technology, recently spoke with PE Hub Europe about the growing concerns surrounding generative AI’s impact on sales processes.

‘Investors Dig Deep for Underground Infrastructure Opportunity’

The Infrastructure Investment and Jobs Act in 2021 provided new opportunities for middle-market private equity investors. Now, three years later, investors remain bullish about underground infrastructure developments.

‘Private Credit Ties to Banks Deepen in Europe as Default Risk Rises’

Peter Marshall, Managing Director and Co-Head of Financial Restructuring, EMEA and Asia, at Houlihan Lokey, commented on the corporate restructuring market in Reuters.

Houlihan Lokey Appoints Rafael Pereira as a Senior Advisor

Experienced Technology Leader and Entrepreneur to Assist Firm’s Technology Clients in Brazil

‘WealthTech and Changing Regulation Present Opportunities for PE Firms in 2024’

Following the FCA’s introduction of consumer duty regulations, IFAs face mounting pressure to demonstrate adherence to customer-centric practices.

Houlihan Lokey Expands Healthcare Capital Markets Capabilities With Experienced Hire

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Brent Shepherd has joined as a Managing Director in its Capital Markets Group.

Key Trends in Secondaries: SecondaryLink Interviews Sameer Shamsi

In a recent Q&A with SecondaryLink, Sameer Shamsi, Head of Secondaries at Houlihan Lokey, commented on trends to watch and current drivers of activity in the secondary market, including the emergence of new buyers whose participation will help more mid-cap fund managers access the GP-led secondary market for trophy assets.

Could Flawed Valuations Threaten the Boom in Private Credit? Tim Kang Speaks With Bloomberg

In a recent Bloomberg article on the apparent disparity among valuations of private credit funds’ holdings and the potential threat to the booming private credit market, Tim Kang, a Director in Houlihan Lokey’s Financial and Valuation Advisory business, offered his unique insights.

‘As Spring Arrives, Lenders Adjust to a Changing Marketplace’

While rates and prices remain higher than what many consumers would prefer, aspiring buyers are still searching, home lenders and realtors say.

‘Debt Funds Lure With Lower Margins’

The middle-market leveraged finance sector is competitive again, according to the latest edition of Houlihan Lokey’s MidCapMonitor. Speaking to Borsen-Zeitung, Managing Director Thorsten Weber commented: “Towards the end of the year, debt funds, in particular, wanted to successfully complete transactions and were therefore extremely competitive,” with margins of less than 6% in some of the unitranche financings, some 75 to 100 basis points less than in the first half of the year.

‘A Look at Telecom Investment Trends With Jason Hill’

Jason Hill, Co-Head of U.S. Technology and Global Head of Digital Infrastructure for Houlihan Lokey, joined The Five Nine podcast by Fierce Wireless to discuss the key trends in the telecommunications industry for 2024 from a technology and an investment perspective.

Houlihan Lokey Announces Senior Leadership Changes

Scott Adelson Appointed Chief Executive Officer, to Succeed Scott Beiser

The Distressed Landscape in Brazil—What’s Different in 2024?: Bruno Baratta Speaks With Valor International

Bruno Baratta, Managing Director and Head of Brazil at Houlihan Lokey, recently spoke with Valor International about the expected wave of restructurings in 2024, noting that several factors are contributing to more favorable market conditions, including the expectation of a continued drop in interest rates, an improving economy, and greater access to capital markets financing opportunities for debt-laden companies.

What’s on Tap for Dealmaking in 2024

With the new year underway, the outlook for the M&A market is beginning to take shape. Houlihan Lokey Senior Vice President Jeremy Hirsch joined the Franchise Times webinar series to discuss 2024’s outlook.

HR Entices Acquirers with Diverse, Fragmented Market.

A tight labor market and dramatic shifts in employee behavior have shot human resources services and technology to the top of operators’ priority lists in recent years.

‘Private Equity Turns to New Fundraising Tactics in Tough Market’

Private equity firms are increasingly raising money to buy individual companies on a deal-by-deal basis as they struggle with a downturn in the market and investors look for ways to cut management fees. Andy Lund, Global Co-Head of the Private Funds Group at Houlihan Lokey, which recently announced the acquisition of Triago, one of the leading advisors for these “direct” transactions, comments to the Financial Times on this burgeoning area of activity.

‘Private Credit Can Help Fill Asia's Growing Financing Gap’

Ee Beng Soh, Singapore-based Senior Advisor to Houlihan Lokey, writes an article for Nikkei Asia on the opportunity for the private credit market to flourish in the region. While globally private credit assets have quintupled over the past decade, Asia accounts for just 6% of global private credit under management.

‘Interview: Phil Adams of Houlihan Lokey on a Strong Community Spirit’

In an interview with The Business Desk, Phil Adams, Managing Director and Global Head of Technology at Houlihan Lokey, shares his thoughts on the development of the regional M&A advisory market in the UK, how a strong sector focus and international platform enable Houlihan Lokey to stand out from its peers, and his views on M&A activity in the current climate.

What’s Behind the Uptick in PIK Interest Among BDC’s Loan Portfolios?: Timothy Kang and Chris Cessna Speak With LevFin Insights

In an interview with LevFin Insights, Timothy Kang and Chris Cessna, Directors and co-leads of Houlihan Lokey’s private credit valuation services, discussed the recent increase in payment-in-kind (PIK) interest for BDCs’ underlying loan assets, the market conditions behind this increase, and whether the shift away from cash interest to PIK interest is a cause for concern among investors.

‘EMEA Data Centres to Receive Dealmaking Boost in 2024—Snapshot’

Appetite for data centre assets in Europe is expected to surge in 2024 against a backdrop of growing demand to store and host digital information. Anthony Yaneza, Director in Houlihan Lokey’s Digital Infrastructure team, shares his thoughts with Mergermarket on why these assets are so in demand from both strategics and private equity alike.

Middle-Market Single-Asset Continuation Funds: Sameer Shamsi Discusses the ‘Sweet Spot’ for Investors With PitchBook

Sameer Shamsi, Managing Director and Head of Secondaries at Houlihan Lokey, recently spoke with PitchBook on why investors are increasingly seeking to buy into mid-cap single-asset continuation funds, a strategy that allows them to wisely deploy capital in high-quality assets and maintain their diversification profile.

The Labor Force, Profitability, and Just Transition: Charlotte Peyraud Joins Nasdaq TradeTalks Panel

Charlotte Peyraud, Director and Co-Head of Houlihan Lokey’s Sustainability Advisory Services practice, recently joined Nasdaq TradeTalks alongside host Jill Malandrino and other panelists to discuss the importance of the labor force to a company’s bottom line and how current market trends, particularly related to the low-carbon transition, are affecting employers and employees, leading to both challenges and opportunities for success.

‘PE Gets Creative to Combat Muted Market’

Private equity firms have been using creative deal structures to tackle the pressure of elongated holding periods that developed thanks to the soft M&A and initial public offering markets.

‘M&A Mega-Deals Down, but 2024 Targets Healthcare and Industrial’

The Italian M&A market, like others across Europe, faced a challenging year in 2023, with statistics showing a 70% decline in transaction values.

The Outlook for India’s Private Capital Market in 2024: Rittik Chakrabarti Speaks With Preqin

Rittik Chakrabarti, Managing Director and Co-Head of Houlihan Lokey’s U.S. Portfolio Valuation and Fund Advisory Services practice, recently joined Vikram Gupta, Founder of IvyCap Ventures, for a Q&A with Preqin on the market and opportunities for private capital investment in India and their outlooks for 2024.

‘People Are Willing to Make Larger Investments on Data Centers’: Brian Pryor Comments on Investment in Data Centers

Brian Pryor, Managing Director in Houlihan Lokey’s Technology Group, recently commented to Bloomberg for a story on Blackstone’s data center push, noting that while investor interest in data centers is increasing, opposition to these efforts can emerge if there are not “clear and direct benefits to the local community.”

Houlihan Lokey Reports Third Quarter Fiscal 2024 Financial Results

LOS ANGELES and NEW YORK - February 1, 2024 - Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its third quarter ended December 31, 2023

“The Silent PE Crisis”

In Germany, the SME private equity market slumped again in 2023. Some are even talking about a real crisis in the sector. How can private equity get out of it? Houlihan Lokey Managing Directors Christian Keller and Thorsten Weber share their thoughts on the year ahead for German middle-market private equity with FINANCE Magazin.

‘The Days of the Independent Placement Agent Boutique Dominating Are Gone’

Houlihan Lokey’s acquisition of Triago creates a major force in private capital advisory. Andy Lund, Global Co-Head of Houlihan Lokey’s Private Funds Group, spoke to AltAssets about the reasons behind the acquisition, the future of placement agents, and his optimistic outlook on the 2024 fundraising market.

Houlihan Lokey Adds to Capital Markets Team With Veteran Hire

NEW YORK — January 22, 2024 — Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Michael Hommeyer has joined as a Managing Director in its Capital Markets Group.

Daniel Klausner Speaks to Global Finance on Expectations for the IPO Market in 2024

Daniel Klausner, a Managing Director who heads Houlihan Lokey’s Equity Capital Markets Advisory practice in the U.S., spoke with Global Finance about the expectations for the IPO market in 2024 and what investors need to see among IPO prospects—growth and a path to profitability.

‘Navigating Industrial Software Investment’

Despite prevailing macroeconomic headwinds in the first half of 2023, the industrial software sector has seen a slight uptick in mergers, acquisitions, and financing—a trend that is set to accelerate alongside stabilizing conditions.

‘Placement Agent 2.0: Houlihan Lokey’s Acquisition of Triago Will Reshape Private Capital Advisory Unit’

Andy Lund, Global Co-Head of Houlihan Lokey's Private Funds Group, and Matt Swain, CEO of Triago, speak to Private Equity International (PEI) about the rationale for Houlihan Lokey’s acquisition of Triago and the benefits to clients of both organizations.

‘What Is Ahead for Private Equity?’

Alongside other senior figures in the industry, Andy Lund, Global Co-Head of Houlihan Lokey’s Private Funds Group, shares his views with Private Equity News on what 2024 could hold for private equity.

‘Chemical Industry Sifts Through Its Portfolio’

Martin Bastian, Managing Director and Head of Chemicals, Europe at Houlihan Lokey, speaks to Börsen-Zeitung about the outlook for M&A in the German chemical industry, which has been hit hard recently by the energy cost crisis and economic downturn, significantly impacting competitiveness.

Susan Roddy Named to Mergers & Acquisitions’ “2024 Most Influential Women in Mid-Market M&A”

Susan Roddy, a Managing Director who leads Houlihan Lokey’s Consumer Health and Beauty practice within the firm’s Consumer, Food & Retail Group, was recently named one of Mergers & Acquisitions’ “Most Influential Women in M&A” in its annual feature.

Houlihan Lokey Announces Release Date for Third Quarter Results for Fiscal Year 2024

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its third quarter results for the 2024 fiscal year on Thursday, February 1, 2024, after the close of trading on the New York Stock Exchange.

‘Leading the Way on Tech M&A’

The world’s league-table-topping advisory team on technology mergers and acquisitions by number of deals can be found at Houlihan Lokey.

‘Deutsche, Houlihan Lokey, and Alantra Bet on More M&A and IPOs in 2024’

While no one expects investment banking to reach the record-breaking levels of activity experienced in 2021, in Spain, the consensus is a bet on a recovery in 2024 after two years of drought.

Houlihan Lokey to Acquire Triago: Andy Lund Chats With Mergers & Acquisitions

In a recent interview with Mergers & Acquisitions, Andy Lund, Global Co-Head of the Private Funds Group, discussed the firm’s intention to acquire Triago.

‘M&A Poised to Bounce Back in 2024’

Larry DeAngelo, Global Co-Head of Houlihan Lokey’s Business Services Group, spoke with Reorg on the outlook for the M&A market in 2024.

Houlihan Lokey Expands Healthcare Group With Two Senior Hires

Houlihan Lokey announced today that both Dudley Baker and Kerr Robertson have joined the firm’s Healthcare Group as Managing Directors.

Active Lifestyle M&A in 2024: Nate Pund Speaks With SGB Media

Nate Pund, a Managing Director in Houlihan Lokey’s Consumer, Food & Retail Group, recently spoke with SGB Media for its annual outlook piece on M&A activity in the active lifestyle sector.

In Major Expansion of Private Funds Group, Houlihan Lokey Creates Best-in-Class Private Capital Advisory Platform With Acquisition of Triago

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced a major expansion of its Private Funds Group to establish the group as one of the preeminent global private capital advisory platforms.

‘Cautious Optimism Oozes Around Food M&A Outlook in 2024 as Risks Fester’

ChanChan Wang, Director in Houlihan Lokey’s European Consumer, Food & Retail Group, shares her thoughts with Just Food Magazine on the outlook for food M&A as we head into 2024.

‘Forecasting HealthTech Investment Trends in 2024’

Paul Tomasic, Head of European Healthcare at Houlihan Lokey, speaks to HealthInvestor on the M&A outlook for the sector in 2024.

Houlihan Lokey Expands Transaction Opinions and Board Advisory Capabilities With Senior Hires

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Keith Kushin has joined the firm as a Managing Director in its Transaction Opinions and Board Advisory practices. Mr. Kushin is based in New York and will expand the firm’s transaction opinions services for its clients in North America.

‘Healthcare Continues to Attract Investors as NHS Struggles to Increase Activity’

“According to a new report published by Houlihan Lokey, initiatives such as the NHS Workforce Plan, alongside programs to build new hospitals, surgical hubs, and community diagnostics centers, will take time to deliver better outcomes and could be cut in the face of budget constraints, increasing the NHS’ reliance on the independent sector to address productivity challenges.”

Houlihan Lokey Adds Veteran Banker to Industrials Group

Rob Kordas joins as a Managing Director to cover the energy field services and equipment sector.

‘Everyone Wants to Be More Like Salesforce’

The M&A lull in the technology sector is likely to come to an end in 2024. Sascha Pfeiffer, Managing Director and Head of European Technology at Houlihan Lokey, has observed a strong increase in interest in M&A transactions again since the middle of the year, especially from strategic investors.

7 Mile Advisors Is Now Part of Houlihan Lokey

With the acquisition of 7 Mile Advisors now complete, we are delighted to welcome our new colleagues to Houlihan Lokey.

German Leveraged Finance Market Stops Negative Run

The mid-cap leveraged finance market in Germany is showing the first signs of recovery according to the latest edition of Houlihan Lokey’s MidCapMonitor.

'Expensive Misunderstandings'

In a conversation with Automobilwoche, Houlihan Lokey Managing Director Nicolas Zintl explains that several Asian automotive suppliers are currently reviewing their portfolios as many of their acquisitions, especially from German companies, have been unsuccessful.

Houlihan Lokey to Present at the Goldman Sachs 2023 US Financial Services Conference

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that Scott Beiser, Chief Executive Officer, and Gregg Newman, Managing Director and Global Co-Head of Capital Markets, will present at Goldman Sachs’ 2023 US Financial Services Conference on Tuesday, December 5, 2023 at 4:20 p.m. Eastern Time.

Continued Recognition of Excellence in Valuation: Houlihan Lokey Voted ‘Best CLO Valuation Service’ in Creditflux’s 2023 CLO Census

In this year’s CLO Census published annually by Creditflux, respondents voted Houlihan Lokey “Best CLO Valuation Service” in a survey of more than 500 Creditflux readers, adding to the firm’s accolades for its Portfolio Valuation and Fund Advisory Services practice and underscoring its leadership in valuation services.

Houlihan Lokey Named ‘Germany Financial Adviser of the Year’

Houlihan Lokey has been named “Germany Financial Adviser of the Year” at this year’s Mergermarket European M&A Awards. These awards recognize financial and legal advisory excellence in the region and are based on an analysis of Mergermarket’s league table data, with input from an independent judging panel.

Pharma Commercialization M&A in 2024: Mark Martin Speaks With MM+M

Mark Martin, Managing Director and leader of Houlihan Lokey’s pharma commercialization practice, recently spoke with MM+M about the numerous factors that are likely to catalyze a significant uptick in pharma commercialization M&A activity in the sector—most notably a continued increase in 2024 and 2025 pharma budget visibility, improving comfort with the macroeconomic landscape and the desire for PE investors to start posting returns from their existing portfolio holdings.

“The acquisitive businesses have remained acquisitive”: Scott Sergeant Speaks with Waste Dive on M&A Activity in the Waste Sector

In a recent conversation with Cole Rosengren of Waste Dive, Scott Sergeant commented on the current drivers of M&A activity, noting that high-quality assets are continuing to attract high valuations in M&A transactions while smaller operators face headwinds from competition and more difficult operating conditions.