Associate, Transaction Advisory Services; FDD - Boston, Chicago, Dallas

Position: Associate, Transaction Advisory Services (FDD) - Boston, Chicago, Dallas
Business Unit:

Financial And Valuation Advisory

Industry:

Transaction Advisory Services

Overview

Houlihan Lokey, Inc. (NYSE:

HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 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 LSEG.

Financial and Valuation Advisory

Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years.

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

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 an associate based in our New York, Dallas, Chicago, or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, financial services, and healthcare). 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.

Responsibilities & Deliverables:

* Drive discussions with senior client executives and target management

* Manage team members (Analysts) on engagements

* 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

* Basic Qualifications:

* Undergraduate degree from an accredited institution

* 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm

* CPA

Preferred Qualifications:

* Highly motivated with an exceptional work…