Houlihan Capital

Financial Planning and Analysis

• Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
• Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents.
• Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses.
• Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses.
• Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives.
• Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions.
• Effectively prioritize tasks across multiple, simultaneous engagements, ensuring tight deadlines are consistently met without compromising quality.
• Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress with team members and clients.

Valuation & Financial Advisory Associate

• Lead day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
• Serve as a primary day-to-day contact for clients, counterparties, and transaction advisors.
• Manage transaction workstreams and oversee execution timelines across active engagements.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Draft, review, and refine CIMs, management presentations, and offering materials
• Manage data room organization, due diligence trackers, and third-party advisor coordination
• Supervise and quality-check the work product of Analysts and Associates on active engagements
• Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
• Begin contributing to client relationship management and pitch processes with increasing independence

Senior Investment Banking Associate

• Build and maintain detailed financial models including discounted cash flow, leveraged buyout, and comparable company analyses.
• Prepare initial drafts of Confidential Information Memoranda (CIMs), pitch books, and client presentations.
• Conduct market research and industry analysis to support transaction origination and execution.
• Coordinate data room management and due diligence processes across buyer, seller, and legal teams.
• Support senior bankers in preparing meeting materials, managing buyer outreach lists, and tracking deal timelines.
• Draft internal memos and key transaction documents under supervision.
• Research and compile precedent transaction analyses, including sourcing deal data, benchmarking TEV/EBITDA multiples by sector and size tier, and synthesizing findings into presentation-ready outputs.
• Assist in the development of comprehensive valuation models integrating multiple methodologies — including precedent transactions, public comparables, and intrinsic value analyses — to support fairness opinions and sell-side advisory work.

Investment Banking Analyst

• Support day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Draft, review, and refine CIMs, management presentations, and offering materials
• Manage data room organization, due diligence trackers, and third-party advisor coordination
• Review and provide guidance on Analyst work product of active engagements
• Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities