Houlihan Capital

Financial Planning and Analysis

• 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

Investment Banking Associate