Houlihan Lokey

Financial Planning and Analysis

• Prepare, analyze, and help explain historical and projected financial information
• Perform valuations of companies and businesses
• Coordinate and perform business due diligence and execute M&A transactions
• Prepare confidential memoranda, management presentations, marketing pitches, and other presentations
• Assist in the marketing and execution of existing engagements
• Build relationships and maintain direct contact with clients, prospective clients and professional advisors

Senior Investment Banking Analyst – Industrials

• Work with senior professionals covering Software and Digital Media clients
• Learn about a range of end-markets: supply chain software, proptech, education technology, HCM software, semiconductors, sports tech, etc.
• Support teams working on M&A as well as equity / debt capital raises
• Research economic and industry-specific developments
• Analyze financial statements and other investment attributes of publicly traded as well as private companies
• Help prepare marketing materials and other presentations

Investment Banking Analyst – Technology

• Lead the preparation and analysis of historical and projected financial information
• Oversee financial modeling, valuation analyses, and transaction structuring
• Manage due diligence processes and coordinate transaction execution teams
• Prepare confidential information memoranda, management presentations, and marketing materials
• Support new business development initiatives, including pitch creation and client strategy development
• Maintain active communication with clients, prospective clients, and professional advisors
• Mentor and supervise junior team members while ensuring high-quality analytical output

Investment Banking Vice President – Industrials

• Prepare, analyze, and explain historical and projected financial information
• Coordinate and perform business due diligence and execute M&A transactions
• Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed
• Perform valuation and ad hoc financial analyses
• Assist in the marketing and execution of existing engagements
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
• Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members

Investment Banking Associate – IT Services

• prepare, analyze, and help explain historical and projected financial information
• perform valuations of companies and businesses
• coordinate and perform business due diligence and execute M&A transactions
• prepare confidential memoranda, management presentations, marketing pitches, and other presentations
• assist in the marketing and execution of existing engagements
• build relationships and maintain direct contact with clients

Senior Investment Banking Analyst, Healthcare

Vice President

• Leading business and financial due diligence sessions with clients
• Providing leadership and guidance towards valuing companies, businesses, and securities
• Leading the valuation review process
• Directing the efforts of Associates and Financial Analysts
• Presenting valuation analyses and conclusions internally and externally
• Managing client deliverables
• Assisting in building and reviewing complex financial models
• Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform
• Preparing fee proposals to clients
• Pitching engagements and leading in business development initiatives
• Building relationships and maintaining direct contact with current and prospective clients.

Vice President, Portfolio Valuation and Fund Advisory Services, FIG – Multiple Locations

• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing structured and asset-backed investments;
• Leading the valuation review process;
• Directing the efforts of Associates and Financial Analysts;
• Presenting valuation analyses and conclusions internally and externally;
• Managing client deliverables;
• The ability to lead the building and reviewing of complex financial models (e.g., to value specific securities or transaction structures);
• Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform;
• Develop creative content, thought leadership and collaboration across service lines;
• Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda;
• Pitching engagements and leading in business development initiatives;
• Building relationships and maintaining direct contact with current and prospective clients.