Business Unit: Financial and Valuation Advisory
Industry: TAS - Transaction Advisory Services
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
Transaction Advisory Services
Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.
Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Job Purpose:
The open position is for a director based in our New York, Dallas, Chicago or Boston office within the Healthcare Transaction Advisory Services practice. As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.
The environment at Houlihan Lokey is collaborative and entrepreneurial. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge and prior experience in M&A financial due diligence.
We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts.
Responsibilities:
- Primary activities will include executing buy-side and sell-side transaction advisory engagements; business development; and overall engagement management.
- Lead go to market outreach to win work with private equity clients making Healthcare investments.
- Act as the lead professional on engagements—managing the day-to-day tasks of projects and serving as a principal contact with client personnel; managing client deliverables.
- Lead diligence meetings, draft and review tailored due diligence reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and working capital analysis.
- Direct the efforts of Vice Presidents, Associates and Financial Analysts, providing guidance with an apprenticeship approach.
- Review transaction documents.
- Network with prospects to build revenue producing relationships.
- Drive business development events and initiatives in the region and in some cases, outside the New York area.
- Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues.
Basic Qualifications:
- The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated track record of client development (private equity client experience preferred).
- 10+ years of professional experience, including extensive financial due diligence experience at a Big 4 firm or big 10 accounting firms.
- Undergraduate degree from an accredited institution.
Preferred Qualifications:
- Demonstrated professional achievement and client service excellence.
- CPA required.
- Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues.
- Strong analytical abilities.
- Exceptional verbal and written communication skills.
- Strong command of Microsoft Excel, PowerPoint and common database systems. Experience with data analytics tools (Alteryx, Tableau, etc.) preferred.
- Ability and desired willingness to travel.
Salary Range:
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $225,000.00-$275,000.00. Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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