Vice President, Transaction Advisory Services; FDD

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data‑driven perspectives that help our clients achieve their most critical goals.

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Financial and Valuation Advisory

Transaction Advisory Services

The open position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, and financial services). 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.

• Lead buy‑side and sell‑side transaction advisory engagements
• Drive discussions with senior client executives and target management
• Manage team members (Analysts and Associates) on engagements
• Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives
• Review target company financial information and other data to identify:
• Historical and projected financial and operating and commercial trends
• Quality of earnings
• Working capital and net debt considerations, and
• Potential liabilities and risks which impact valuation and negotiation of the target company
• Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
• Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post‑transaction working capital analysis
• Review financial models including database systems
• Develop professional network and relationships with firm, client and target professionals
• Review transaction agreements, customer and supplier contracts and develop valuation considerations
• Collaborate closely with corporate finance, valuation and financial restructuring colleagues

• Undergraduate degree from an accredited institution
• 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm
• CPA

• Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Demonstrated professional achievement and client service excellence
• Healthcare transaction advisory experience
• 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 Word, Excel, and Power Point
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Ability and desired willingness to travel

Houlihan Lokey is committed to providing its employees with an exciting career…