Mr. Klausner is a Managing Director in Houlihan Lokey’s Capital Solutions Group, focusing on advising companies on equity capital market alternatives, investor sentiment, structuring, investment bank and equity research selection, and the IPO/equity raising process in general. He advises companies as an “independent advisor” to provide clients with independent and objective advice on equity capital markets decisions that are critical to navigating and positioning the company for success in the capital markets. Mr. Klausner is based in the firm’s New York office.
Mr. Klausner has advised 100+ clients on more than $150 billion of financings across a wide array of strategic financing activities, including IPOs, follow-on offerings, carve-outs, spin-offs, block trades, and equity-linked and private placements. He brings broad expertise across a range of industries, including technology, fintech, internet-enabled, healthcare/biotech, consumer and retail, financial institutions, industrials, and media.
Prior to joining Houlihan Lokey, Mr. Klausner was the Capital Markets Advisory Leader at PwC, where he advised private and public companies in their monetization efforts. Before that, he was Head of Equity Corporate Finance, Americas, in Equity Capital Markets Origination at UBS Investment Bank, where he led the origination and execution of lead-managed equity products. While there, Mr. Klausner was a permanent member of the Equity Commitment Committee, which approved all equity transactions. Previously, he worked as a senior member of the Corporate Finance Group in Investment Banking at Morgan Stanley, advising clients on equity, high-yield, and M&A; in global industries investment banking coverage at Lehman Brothers; and as an investment banker in industrial coverage at Merrill Lynch.
Mr. Klausner is frequently quoted in The Wall Street Journal, Bloomberg, PitchBook, Institutional Investor, Reuters, and The Information on capital market topics and market activity.
Mr. Klausner graduated magna cum laude with a B.S. in Economics from The Wharton School at the University of Pennsylvania and holds an MBA from The Tuck School of Business at Dartmouth College.