A Brief History of Houlihan Lokey, Inc. (HLI)

Houlihan Lokey, Inc. (HLI) is a global investment bank and financial services company that specializes in mergers and acquisitions, capital markets, valuation, and restructuring. The company was founded in 1972 by Owrin Houlihan and Richard Lokey in Los Angeles, California.

Here are some important milestones in the history of Houlihan Lokey, Inc.:

• 1972: Owrin Houlihan and Richard Lokey found Houlihan Lokey in Los Angeles, California, initially focusing on valuing and selling small businesses.
• 1986: The company expands its services to include investment banking, capital markets, and financial restructuring.
• 1996: Houlihan Lokey opens its first international office in London, marking the beginning of its global expansion.
• 2006: The company goes public, trading on the New York Stock Exchange under the ticker symbol "HLI."
• 2010: Houlihan Lokey acquires the investment banking division of McLean Partners, expanding its presence in the aerospace and defense sector.
• 2015: The company is named the No. 1 M&A advisor for U.S. transactions under $1 billion by Thomson Reuters.
• 2020: Houlihan Lokey is ranked as the No. 1 restructuring advisor globally by Refinitiv.

As of September 2021, Houlihan Lokey, Inc. is a publicly traded company listed on the New York Stock Exchange under the ticker symbol HLI. This means that the company is owned by its shareholders, who can buy and sell shares of the company on the open market.

Some of the largest institutional shareholders of Houlihan Lokey, Inc. include Vanguard Group Inc., BlackRock Inc., and T. Rowe Price Associates, Inc. These institutional investors hold significant stakes in the company and play a crucial role in shaping its direction and performance.

• Vanguard Group Inc.
• BlackRock Inc.
• T. Rowe Price Associates, Inc.

Overall, Houlihan Lokey, Inc. is owned by a diverse group of institutional and individual investors who have a stake in the company's success and growth. As a publicly traded company, ownership of Houlihan Lokey, Inc. is constantly changing as investors buy and sell shares in the company.

Houlihan Lokey, Inc. (HLI) Mission Statement

Houlihan Lokey, Inc. (HLI) is a global investment bank that is committed to providing superior financial advisory services to our clients. Our mission statement reflects our core values and guides our interactions with clients, employees, and the community.

Our mission at Houlihan Lokey, Inc. is:

• To deliver exceptional results for our clients by providing innovative and strategic financial solutions
• To act with integrity and uphold the highest ethical standards in all of our dealings
• To foster a collaborative and inclusive work environment that promotes diversity and teamwork
• To invest in our employees by providing opportunities for growth, development, and advancement
• To give back to the community through philanthropic efforts and volunteerism

How Houlihan Lokey, Inc. (HLI) Works

Houlihan Lokey, Inc. (HLI) is a global investment bank that provides a wide range of advisory services to clients in various sectors including technology, healthcare, energy, and financial services. The company is known for its expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.

One of the key aspects of how HLI works is its client-centric approach. The company strives to understand the unique needs and goals of each client and tailor its services accordingly. This personalized approach has helped HLI build long-term relationships with its clients and establish itself as a trusted advisor in the industry.

When a client engages HLI for advisory services, the company assembles a team of experienced professionals who have specific expertise in the client’s industry. This team works closely with the client to develop a customized strategy that addresses their specific needs and objectives.

HLI offers a range of services including mergers and acquisitions advisory, capital raising, financial restructuring, and valuation. The company’s deep industry knowledge and extensive network of contacts enable it to provide clients with access to opportunities and resources that may not be available elsewhere.

• Mergers and Acquisitions Advisory: HLI helps clients navigate the complex process of mergers and acquisitions by providing strategic advice, conducting due diligence, and negotiating with potential buyers or sellers.
• Capital Markets: The company assists clients in raising capital through public offerings, private placements, and debt financing. HLI helps clients optimize their capital structure and access the capital they need to support their growth objectives.
• Financial Restructuring: HLI helps distressed companies restructure their debt, improve liquidity, and develop turnaround strategies. The company’s expertise in financial restructuring has helped many clients successfully navigate challenging situations and emerge stronger.
• Valuation: HLI provides clients with independent and objective valuation services to support strategic decision-making, financial reporting, and tax compliance. The company’s valuation experts use sophisticated methodologies and market data to deliver accurate and reliable valuations.

Overall, Houlihan Lokey, Inc. (HLI) works by combining industry expertise, personalized service, and a comprehensive range of advisory services to help clients achieve their strategic and financial objectives.

How Houlihan Lokey, Inc. (HLI) Makes Money

Houlihan Lokey, Inc. (HLI) is a global investment bank that provides a wide range of financial advisory services to corporations, financial sponsors, and other institutions. The company generates revenue through various channels, including:

• Financial Advisory Services: HLI earns fees for providing mergers and acquisitions (M&A) advisory, capital raising, restructuring, and other financial advisory services to its clients. These services are typically performed on a success fee basis, meaning that the company only receives payment if a transaction is successfully completed.
• Capital Markets: HLI also generates revenue by underwriting debt and equity securities for its clients. This involves helping companies raise capital by issuing new securities, such as bonds or stocks, and earning fees for facilitating these transactions.
• Financial Restructuring: The company provides restructuring advisory services to clients who are facing financial distress. HLI assists these clients in developing and executing turnaround strategies, negotiating with creditors, and restructuring their balance sheets. The company earns fees for these services based on the complexity and size of the restructuring.
• Asset Management: HLI manages various investment funds that invest in distressed debt, real estate, and other alternative assets. The company earns management fees and performance fees from these funds, based on the assets under management and the investment performance.