Associate - Financial And Valuation Advisory (Board & Special Committee Advisory / Transaction Opinions)

Business Unit

Financial and Valuation Advisory

Industry

TO - Transaction Opinions

Overview

Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global M&A fairness opinion advisor over the past 20 years, and the No. 1 global restructuring advisor, according to Refinitiv (formerly known as Thomson Reuters).

Scope

Our Board & Special Committee Advisory group provides advice to board of directors and special committees in valuing complex businesses and securities, understanding and structuring critical transaction issues, advising on alternatives, and rendering transaction opinions. The group primarily focuses on complex situations, related-party transactions, and other corporate governance issues for board of directors and special committees.

As the No. 1 global M&A fairness opinion advisor over the past 20 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions. Our dedicated Transaction Opinions group delivers fairness, solvency, and valuation advisory services across a variety of situations, including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.

We are looking for an Associate to be part of a dedicated team that focuses on complex analytics, financial models, and valuation – and works hand-in-hand with other teams within our firm (i.e., M&A, industry groups, etc.) to deliver investment banking services to clients. Our Associates also work on stand-alone fairness, solvency, and transaction-based valuation opinions. Associates support engagements and new business development by:

• Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);
• Valuing companies, businesses, and securities;
• Performing business and financial due diligence;
• Helping pitch engagements and participating in business development initiatives; and
• Analyzing and explaining historical and projected financial information;
• Preparing board/special committee presentations supporting advice and opinions;
• Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

• The ideal candidate would possess the following qualities and background:
• Excellent oral and written communication skills
• Have a very strong work ethic, organizational skills, and ability to multi-task
• Experience managing analysts or other personnel
• Advanced accounting, finance, financial modeling, and analytical abilities
• Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
• COVID vaccination required, subject to applicable state and federal law
• Prior investment banking, valuation, or related experience

Additional Consideration Will Be Given To Candidates Who Possess

• An undergraduate degree with academic distinction and/or a graduate degree;
• At least three years of experience in financial services with at least one year of investment banking, valuation, or related experience;
• A demonstrated ability to work cooperatively with all levels of staff

Salary Range

Role

The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation.

$100,000.00-$160,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.