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 worldwide.
It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory.
The Corporate Finance 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 advise financial sponsors on various transactions.
The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions.
It 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 Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property.
It 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.
In addition, this segment offers dispute resolution services. It serves corporations, financial sponsors, and government agencies.
The company 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 | 2,610 |
| CEO | Scott Lee Beiser |
Contact Details
Address: Houlihan Lokey, Inc., 10250 Constellation Blvd., 5th Floor Los Angeles, California 90067 United States | |
| Phone | 310.553.8871 |
| 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 |
|---|---|
| Irwin N. Gold | Executive Chairman |
| Scott Lee Beiser | Chief Executive Officer and Director |
| David A. Preiser | Co-President, Senior MD of Financial Restructuring Group and Director |
| Scott Joseph Adelson | Co-President, Senior MD of Corporate Finance Group and Director |
| J. Lindsey Alley | MD and Chief Financial Officer |
| 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 |
| James Francis Lavelle | MD and Head of Corporate Coverage and Industrials |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 3, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Mar 4, 2024 | 8-K | Current Report |
| Mar 1, 2024 | 144 | Filing |
| Feb 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 8, 2024 | 10-Q | Quarterly Report |
| Feb 2, 2024 | 8-K | Current Report |
| Jan 8, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |