Houlihan Lokey, Inc. is a leading global independent investment bank that provides advisory services in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm operates through offices in the Americas, Europe, Asia, Australia, and the Middle East, serving corporations, financial sponsors, and government agencies worldwide.

The company generates revenue primarily through fees earned for advisory engagements, including sell side and buy side mergers and acquisitions advice, capital raising and financing solutions, out of court and in court restructuring assignments, and valuation and opinion services. Its clients range from closely held businesses to Fortune Global 500 corporations, as well as private equity funds and public sector entities.

The company operates through the following segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory.

• The Corporate Finance segment advises clients on mergers and acquisitions, including sell side and buy side transactions, and provides capital solutions for raising debt and equity. The segment emphasizes mid cap transactions, leverages deep industry expertise across sectors such as business services, consumer, energy, financial services, fintech, healthcare, industrials, real estate, lodging and leisure, and technology, and utilizes a global platform to deliver advice. Capital solutions professionals help clients design optimal capital structures and access traditional and non traditional sources of financing.

• The Financial Restructuring segment provides advisory services for out of court and in court restructurings, liability management, and distressed M&A transactions. The team works with companies, creditor groups, and other stakeholders in the United States, Canada, Europe, Asia, Australia, the Middle East, Latin America, and Africa to develop and execute restructuring plans. FR professionals also support asset sales, changes of control, and financing needs during periods of financial stress.

• The Financial and Valuation Advisory segment delivers valuation opinions, financial analysis, tax and diligence services, and dispute resolution support for mergers and acquisitions, divestitures, recapitalizations, and other transactions. Professionals in this segment produce independent studies that withstand legal and regulatory scrutiny and assist boards, special committees, and investors with complex valuation and accounting matters.

Houlihan Lokey, Inc. holds a strong position as one of the largest independent investment banks, competing with bulge bracket firms such as Goldman Sachs and Morgan Stanley, as well as boutique advisors like Jefferies, Lazard, Moelis & Company, and Evercore. Its competitive advantages stem from a culture of senior level involvement, deep industry expertise, an entrepreneurial approach, and broad employee ownership that aligns interests of staff and shareholders. The firm’s independence from lending and trading activities reduces conflicts of interest and allows it to provide objective advice across its three core practices.

The company serves a diverse client base that includes privately held companies, publicly traded corporations, private equity firms, venture capital investors, and government agencies. Over recent years it has advised more than two thousand clients annually, ranging from small family owned businesses to Fortune Global 500 enterprises.