Investment Banking Analyst | Equity Private Placements

Business Unit

Corporate Finance

Industry

CM - Capital Markets Group

Overview

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide, with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, capital raising, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2022, we were ranked the No. 1 M&A advisor for all U.S. transactions and completed more equity private placements than any other firm.

Capital Markets

Our Capital Markets Group provides capital-raising services for a wide variety of clients, from large, publicly held, multinational corporations to privately held companies either sponsor-backed or founded and run by entrepreneurs. In partnership with our Industry Coverage teams and Financial Sponsors Group, we combine superior sector knowledge and relationships with significant expertise in structuring and syndicating financings.

We are one of the largest and most active private capital markets teams on Wall Street, with approximately 90 dedicated finance professionals across 11 offices in 5 countries.

We approach each transaction with the goal of creating a solution that enables our clients to achieve their strategic objectives with the best terms available in the market. Houlihan Lokey has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as public offerings of common stock, equity-linked securities, and high-yield bonds. In a capital markets environment that is rapidly changing and increasingly complex, it is critical to have a trusted investment bank with the experience and proven ability to deliver a tailored financing solution—not just capital.

Over the past two fiscal years, we raised approximately $26 billion of capital across approximately 250 transactions for private equity and corporate clients worldwide. Given our large volume of financing transactions, we believe that we have an unparalleled ability to fully understand and adapt to the ever-changing capital markets to achieve optimal outcomes for our clients.

Our Equity Private Placements team within the Capital Markets Group originates, structures, and executes private financings on behalf of the firm’s corporate and financial sponsor clients across numerous industries. Members of the Equity Private Placements team work closely with a range of sponsor-backed, family-owned, public, and privately-owned clients, as well as with Houlihan Lokey’s industry coverage, M&A, and financial restructuring teams.

The team executes on a variety of private financing transactions, such as growth equity, structured equity, Private Investments in Public Equities (PIPEs), co-invest equity and growth / venture debt placements for a variety of situations, including growth capital, acquisition financings, refinancings, dividend recapitalizations, leveraged buyouts (LBOs) and special situations.

The Equity Private Placements team is seeking to recruit an Analyst to join the team in New York or Dallas. The Analyst will be responsible for supporting Associates and senior bankers on the day-to-day aspects of transaction and marketing efforts, and conducting broader administrative tasks required to facilitate the efficient running of the team.

You will

• Interact with a variety of investors, including venture capital funds, growth equity funds, private equity funds, hybrid capital funds, co-investment funds, insurance companies, hedge funds, asset managers, and family offices, as well as growth / venture debt providers;
• Broaden your corporate finance and valuation skills relevant to raising capital, while building a detailed understanding of key developments in both the private and public capital markets; and
• Build relationships with other sector teams across Houlihan Lokey to ensure close engagement between the Equity Private Placements Practice and the broader firm; and
• Interact with a broad range of businesses across different industries at different points in their corporate lifecycles, all with unique capital needs;
• Assist with evaluating and structuring customized financing alternatives for a range of clients, including modeling, preparing marketing materials, and preparing structuring analysis, among other activities;
• Gain hands-on transaction experience by playing an integral role on deal teams from the initial pitch through closing;
• Play a key role in preserving and fostering our strong positive culture, including mentoring and training junior professionals.
• Work side-by-side with a talented, dedicated staff of seasoned capital raising professionals who will provide broad exposure to the many different considerations affecting private placement transactions;

The environment at Houlihan Lokey is collegial and entrepreneurial, and, as such, rewards our Analysts with substantial responsibility and interaction with senior-level professionals.

Qualifications

The ideal candidate would possess the following qualities and background:

• Series 7, 63, and 79 securities licenses, or the ability to quickly obtain
• Two years of relevant work experience in similar roles within equity or debt capital markets, investment banking, and/or private equity
• Proven accounting, finance, 3-statement financial modeling, and analytical abilities
• Undergraduate degree
• Top academic performer and a quick learner capable of performing in an unstructured environment
• Excellent work ethic and careful attention to detail
• Outstanding organizational skills and a proven self-starter
• Excellent verbal and written communication skills
• Demonstrated leadership qualities that are team-oriented and collegial, including the ability to work cooperatively and constructively 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.

$105,000.00-$125,000.00

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 and the 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.