Houlihan Lokey

Houlihan Lokey is an investment banking firm established in 1972 and headquartered in Los Angeles, California. The firm specializes in a range of financial services, including mergers and acquisitions, financial restructuring, and capital markets advisory. It provides comprehensive support to corporations, institutions, and governments globally, assisting with divestitures, acquisition financing, and mezzanine financing. Additionally, Houlihan Lokey offers expertise in portfolio valuation, transaction opinions, intellectual property assessments, financial reporting, real estate valuation, and dispute resolution. The firm serves a diverse array of industries, including aerospace, defense, construction, engineering, and logistics, leveraging its strong relationships with various capital providers such as commercial banks and asset managers.

Oscar Aarts

Managing Director

Scott Beiser

Co-Chairman

Michael Bett

Director

Gregory Van Beuren

Managing Director

Blaise Brunda

Vice President

Matthew Capozzi

Senior Vice President

Christina Carroll

Senior Vice President

Eric Cartier

Managing Director, Aerospace, Defense and Government

Randolph Chao

Managing Director, Consumer, Food and Retail Group

Jonathan Cleveland

Managing Director

Tripp Davis III

Managing Director

Daniel East

Managing Director

Jack Elliot

Senior Vice President, Transaction Services

Anthony Forshaw

Managing Director and Head of Capital Markets Europe

Timothy Frye

Director

Susan Gabay

Managing Director

Gary Gordon

Managing Director

Vieri Betti Guaraldi

Managing Director

Jonathan Harrison

Managing Director

Richard Hoh

Managing Director, Industrials Group

Andrew Koecher

Managing Director and Global Co-Head of Financial and Valuation Advisory

Drew Koecher

Managing Director - Global Co-Head of Financial Valuation and Advisory

Kenny Kraft

Managing Director

Rob Louv

Managing Director and Chairman of US Technology

Andrew Lund

Managing Director and Global Co-Head of Private Funds Group

George Mavredakis

Director, Financial Sponsors Group

Joseph Mooney

Managing Director

Dennis Moore

Vice President

Jennifer Muller

Managing Director and Co-Head, Board and Special Committee Advisory

Sejal Patel

Vice President

Julia Perroni

Managing Director

Sandy Purcell

Senior Managing Director

Michael Roberts

Managing Director, Oil and Gas Group

Robert Rosenberg

Managing Director and Co-Head, Transaction Opinions

Kristina Sergueeva

Director

Maria Singer

COO, Corporate Finance

Austin Smith

Senior Vice President, Healthcare Group

Todd Strassman

Managing Director

Jeffrey Tarbell

Director, Financial and Valuation Advisory

Fredrick Vescio

Managing Director

Nicolas Zintl

Managing Director, Industrials Group

R.B. McCutcheon

Director, Business Services Group

16 past transactions

Prytania Solutions

Acquisition in 2024
PSL provides automated valuation services for financial institutions, including investment banks, insurance companies, asset managers, financial data platforms, central banks, governments, pension funds, deal originators, and regulatory institutions.

Waller Helms Advisors

Acquisition in 2024
Waller Helms Advisors is an independent financing advisory firm established in 2014 and headquartered in Chicago, Illinois. The firm specializes in the insurance and healthcare services sectors, offering a range of advisory services that include mergers and acquisitions, fairness opinions, initial public offerings, divestitures, and private capital raising. Waller Helms Advisors serves a diverse clientele, including closely held businesses, sponsor-backed firms, and publicly traded companies, accommodating organizations of various sizes from start-ups to Fortune 500 enterprises. In addition to its primary focus on insurance and healthcare, the firm also supports clients in industries such as software, capital markets, health technology, fintech, and e-commerce.

Triago

Acquisition in 2023
Triago, founded in 1992 and headquartered in Paris, France, has been a key player in the private equity sector for over 30 years, offering a range of advisory services tailored to the needs of general and limited partners. The firm employs a team of 54 professionals across five offices and has successfully raised and advised on $50 billion in capital. Triago specializes in fundraising and capital raising for various private equity structures, secondary transaction advisory, and strategic solutions. Its diverse client base spans multiple industries, including healthcare, information technology, cleantech, manufacturing, and software as a service, reflecting the firm's commitment to aligning with client interests while maintaining independence and confidentiality.

7 Mile Advisors

Acquisition in 2023
7 Mile Advisors is a boutique investment banking firm based in Charlotte, North Carolina, founded in 2008. The firm specializes in providing full-lifecycle investment banking and corporate advisory services to middle-market clients, both private and public. Their offerings include mergers and acquisitions, private equity, capital raising, market assessments, valuations, divestitures, corporate development, recapitalizations, and debt services. 7 Mile Advisors serves a diverse range of industries, including business products, outsourcing, industrial services, transportation, energy, healthcare, life sciences, insurance, and information technology. With a strong focus on addressing the transactional and strategic needs of companies, boards, and financial sponsors, the firm leverages its extensive industry experience and network to enhance enterprise value for its clients.

Oakley Advisory

Acquisition in 2022
Oakley Advisory Limited is a corporate finance advisory firm based in London, established in 2016. It specializes in providing a variety of advisory services, including mergers and acquisitions, equity capital markets, debt financing, fundraising, and initial public offerings. Oakley Advisory primarily serves clients in the digital infrastructure, communications services, and cloud sectors, as well as in telecom, technology, online media, hosting, and data centers. The firm was acquired by Houlihan Lokey, enhancing its capabilities and reach within the industry.

GCA Altium

Acquisition in 2021
GCA Altium operates a Private Funds team that acts as a fundraising advisor, agent, and advocate for a select group of private investment fund managers. This team specializes in raising capital for a variety of fund types, including domestic and international buyout, venture capital, mezzanine, restructuring, turnaround, growth capital, and real asset funds. By leveraging its expertise and network, GCA Altium supports fund managers in successfully attracting the necessary capital to fuel their investment strategies.

Baylor Klein

Acquisition in 2021
Baylor Klein is a merger and acquisition advisory firm established in 2008 and headquartered in London, United Kingdom. The firm specializes in providing expert advisory services for both sell-side and buy-side transactions, focusing on clients in the Beauty, Personal Care, and Household sectors globally. With a strong track record of delivering successful M&A outcomes, Baylor Klein is recognized for its strategic insights and commitment to client success in these industries.

MVP Capital

Acquisition in 2020
MVP Capital Partners is a private equity firm based in Radnor, Pennsylvania, founded in 1985. The firm specializes in making equity investments in later-stage and lower middle-market companies, focusing on sectors such as aviation, healthcare, pharmaceuticals, biotechnology, niche manufacturing, publishing, media, specialty retail, consumer products, and telecommunications. MVP Capital Partners typically invests between $5 million and $20 million in companies with sales ranging from $25 million to $200 million and an enterprise value of around $100 million. The firm primarily targets companies located in the Central and Eastern United States, aiming to support growth capital, industry consolidation, buyouts, and equity financing for acquisitions and recapitalizations.

Freeman

Acquisition in 2019
Freeman & Co., founded in 1991 and headquartered in New York City, is a prominent boutique advisory firm specializing in financial services. The firm offers a range of independent financial services advice, including mergers and acquisitions, capital raising, underwriting, fairness opinions, restructuring advice, and private company valuations. Catering to a diverse clientele that includes investment banks, commercial banks, asset management firms, insurance companies, and trust companies, Freeman & Co. has established itself as a leading provider of strategic management consulting and competitor benchmarking data analysis within the financial sector. In December 2019, Freeman & Co. was acquired by Houlihan Lokey, further expanding its reach and capabilities in the industry.

BearTooth Advisors

Acquisition in 2018
BearTooth Advisors is an independent advisory firm that specializes in providing strategic advisory and placement agency services to alternative investment managers. With offices in London and New York, the firm focuses on delivering customized solutions for capital acquisition. BearTooth Advisors leverages its extensive in-house and agency experience to assist alternative investment management firms and traditional placement agents in exploring strategic alternatives to conventional agency methods. The firm's boutique approach enables it to tailor its services to meet the specific needs of its clients, enhancing their ability to navigate the complexities of fundraising and investment strategies.

Quayle Munro

Acquisition in 2018
Quayle Munro Holdings Limited is an independent advisory firm based in London, United Kingdom, with an additional office in Edinburgh. Established in 1983, the firm specializes in providing corporate finance advisory services, including mergers and acquisitions, equity and debt financings, management buyouts, restructurings, and project financing. Quayle Munro serves a diverse clientele that includes private and public companies, entrepreneurs, private equity investors, and public sector bodies across Continental Europe, North America, and Asia. The firm's expertise spans various sectors such as consumer and retail, education, energy and renewables, infrastructure, and media and technology. Quayle Munro is recognized for its relationship-based approach and deep understanding of clients' business models and market environments, delivering tailored advice that leads to successful outcomes. As of April 2018, Quayle Munro operates as a subsidiary of Qmm Holdings Ltd.

Leonardo

Acquisition in 2015
Leonardo & Co. AG is a boutique investment banking firm based in Zurich, Switzerland, specializing in financial advisory services. Formerly known as Sal. Oppenheim jr & Cie. Corporate Finance (Switzerland) Ltd., it adopted its current name in February 2011. The firm offers a comprehensive range of services, including mergers and acquisitions, corporate finance, financial restructuring, and transaction advisory, catering to clients across various industries such as automotive, engineering, consumer goods, energy, healthcare, and telecommunications. As a subsidiary of Gruppo Banca Leonardo S.p.A., Leonardo & Co. AG operates independently within the European financial advisory landscape.

McQueen

Acquisition in 2015
McQueen Limited is an independent corporate finance advisory firm based in London, founded in 2002. The firm specializes in providing a range of services, including mergers and acquisitions, public offers, disposals, joint ventures, debt advisory, and restructuring. McQueen focuses on sectors such as food and beverages, gaming, leisure, retail, and consumer services. Its diverse clientele includes notable companies from various industries, reflecting its broad expertise in the global consumer sector. As of September 2015, McQueen operates as a subsidiary of Houlihan Lokey, Inc.

Milestone Merchant Partners

Acquisition in 2013
Milestone Merchant Partners is a financial advisory firm based in Washington, DC, with additional offices in Newport Beach, CA, and Miami, FL. The firm specializes in providing investment banking services to institutions and companies in the financial services sector, including banks, insurance firms, and asset managers. Milestone's expertise encompasses mergers and acquisitions, corporate finance solutions, restructuring services, and merchant banking. The firm has a proven track record, with its principals completing over $16 billion in M&A and corporate finance transactions across approximately 270 engagements. By offering strategic alternatives and tailored financial advice, Milestone aims to support its clients in navigating complex financial landscapes.

Red Pine Advisors

Acquisition in 2010
Red Pine Advisors LLC specializes in financial consulting and advisory services. The firm focuses on providing valuation opinions, validation, and evaluations of illiquid structured debt investments. Additionally, it offers expertise in the valuation and pricing of illiquid structured product portfolios, assisting clients in navigating complex financial environments. Through its comprehensive range of services, Red Pine Advisors aims to deliver informed and reliable financial insights to its clientele.

Media Connect Partners

Acquisition in 2003
Media Connect Partners is a investment banking and financial advisory firm focusing on media, entertainment, sports, and communications companies.
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