
Houlihan Lokey Inc
HLI · NYSE · Financial Services / Capital Markets
Price History
Full chartMarket Stats
About
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets, and other corporate finance transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; liability management transactions; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment provides valuation services to companies; debt and equity interests comprising illiquid investments; and other assets and liabilities. This segment also offers fairness opinions in connection with mergers and acquisitions and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; other types of financial opinions; and diligence, tax, transaction accounting, and other financial advisory services, as well as dispute resolution services. It serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.
Company Details
- SectorFinancial Services
- IndustryCapital Markets
- CEOMr. Scott Joseph Adelson
- Employees2.80K
- Headquarters10250 Constellation Boulevard, Los Angeles, CA, United States, 90067, USA
- Websitehttps://hl.com
Leadership
- Mr. Paul Eric SiegertCo-Chairman & Global Co-Head of Financial Restructuring Group · b. 1966
- Mr. Scott Joseph AdelsonCEO & Director · b. 1961
- Mr. J. Lindsey AlleyMD & CFO · b. 1967
- Mr. Jeffrey WerbalowskySenior Managing Director
- Mr. James Francis LavelleMD & Head of Corporate Coverage and Industrials · b. 1964
- Mr. Matthew R. NiemannManaging Director · b. 1964
- Mr. Jay NovakMD and Head of The Consumer, Food & Retail Group
- Mr. Ranon KentMD & Global Head of Business Services Group
- Mr. John George MavredakisGlobal Head of the Financial Sponsors Group & Senior MD · b. 1958
- Mr. John-Paul HansonMD, Head of Oil & Gas Group and Co-Head of the Energy Group
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy2
- Buy2
- Hold4
- Strong Sell1
Ownership Breakdown
- Institutions
- 105.46%
- Insiders
- 0.20%
- Retail / Other
- 0.00%
Top Institutional Holders
- BlackRock Inc5.28M7.56%
- Vanguard Portfolio Management, LLC2.78M3.98%
- Kayne Anderson Rudnick Investment Management LLC2.64M3.78%
- Vanguard Capital Management, LLC2.42M3.46%
- Earnest Partners LLC2.23M3.19%
- Royal Bank of Canada1.75M2.51%
- State Street Corp1.69M2.42%
- Morgan Stanley - Brokerage Accounts1.59M2.28%
- Geode Capital Management, LLC1.35M1.93%
- Bank of Montreal1.30M1.86%
- Citadel Advisors Llc1.23M1.76%
- BMO Capital Markets Corp.1.15M1.65%
- Mayflower Financial Advisors, LLC1.12M1.61%
- BAMCO Inc1.06M1.52%
- Bank of America Corp950.87K1.36%
- Fiduciary Management, Inc. of Milwaukee938.41K1.34%
- Wellington Management Company LLP929.76K1.33%
Top Fund Holders
- iShares Core S&P Mid-Cap ETF1.90M2.72%
- Vanguard MStar Total Stk Mkt Idx Invest1.72M2.47%
- Vanguard Small Cap Index1.25M1.79%