Company Description
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally.
It operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA).
The CF segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as financial sponsors on various transactions.
The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions.
This segment also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing.
The FVA segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property; and dispute resolution services.
This segment also provides fairness opinions in connection with M&A and other transactions, solvency opinions in connection with corporate spin-offs and dividend recapitalizations, and other types of financial opinions.
The company serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.
| Country | United States |
| Founded | 1972 |
| IPO Date | Aug 13, 2015 |
| Industry | Capital Markets |
| Sector | Financials |
| Employees | 2,601 |
| CEO | Scott Adelson |
Contact Details
Address: 10250 Constellation Boulevard, 5th Floor Los Angeles, California 90067 United States | |
| Phone | 310 788 5200 |
| Website | hl.com |
Stock Details
| Ticker Symbol | HLI |
| Exchange | NYSE |
| Fiscal Year | April - March |
| Reporting Currency | USD |
| CIK Code | 0001302215 |
| CUSIP Number | 441593100 |
| ISIN Number | US4415931009 |
| Employer ID | 95-2770395 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Scott Joseph Adelson | Chief Executive Officer and Director |
| Irwin N. Gold | Co-Chairman and Chairman of the Board |
| Scott Lee Beiser | Co-Chairman and Director |
| J. Lindsey Alley | MD and Chief Financial Officer |
| Todd John Carter Esq. | MD and Director |
| Paul Eric Siegert | Co-Chairman, Global Co-Head of Financial Restructuring and Director |
| Jacques Cornet | Investor Relations Professional |
| Christopher M. Crain | MD, General Counsel and Secretary |
| Charles A. Yamarone | Chief Corporate Governance and Compliance Officer |
| Jeffrey Werbalowsky | Senior Managing Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Oct 31, 2024 | 8-K | Current Report |
| Oct 28, 2024 | 8-K | Current Report |
| Oct 25, 2024 | 8-K/A | [Amend] Current report |
| Oct 15, 2024 | 144 | Filing |
| Sep 24, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Sep 23, 2024 | 8-K | Current Report |
| Sep 13, 2024 | 144 | Filing |
| Sep 3, 2024 | 144 | Filing |
| Aug 23, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Aug 20, 2024 | 144 | Filing |