Houlihan Lokey

Global investment bank in mergers and acquisitions, capital markets, restructuring, and strategic consulting

In 1972, Houlihan Lokey opened its doors with the purpose of providing independent ideas and trusted advice.Recognizing an underserved market for business and securities valuation, O. Kit Lokey and Richard Houlihan left Price Waterhouse to form Houlihan Lokey, a financial consulting firm that provides valuation, accounting and financial services to privately held companies, including financially distressed companies. In 1977, Richard Houlihan departed from the firm to pursue outside interests. James H. Zukin joined the firm from Marshall & Stevens in 1976. In 1974, Robert F. Howard joined the firm from INA Corporation. The firm moved its headquarters to Century City, Calif., where it emerged as one of a growing number of firms that would establish Los Angeles as a major financial market. The Employee Retirement Income Security Act was signed into law by President Gerald Ford, and Houlihan Lokey began to specialize in the valuation of businesses and securities for ESOP transactions, becoming one of the nation’s preeminent providers of ESOP-related financial advisory services.

Relationships Interlocks Giving Data

Leadership & Staff

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William Hardie Managing director in Houlihan Lokey’s financial restructuring group

• Managing Director

Steven Tishman Investment banker, Global Head of Houlihan Lokey’s Mergers and Acquisitions Group

• Global Head, Mergers and Acquisitions Group

Stephen Spencer Managing Director, Houlihan Lokey

• Managing Director ('01→?)

Antonio Buehler Founder of Peaceful Streets Project of Austin, TX

• Position

Samir Patel IRA Capital

• Position (past)

Richard Chesley Attorney, Co US Managing Partner; DLA Piper

• SVP, General Counsel - Restructuring (past)

Andrew Weinstock Monarch Alternative Capital

• Analyst (Jul '13→Mar '15)

Jess M Ravich Group Managing Director and Head of Alternative Products, Trust Company of the West

• Managing Director (Nov '09→Dec 12 '12)

David Voyticky President and CFO, Miller Energy Resources

• Position

George Jikovski

• Position (past)*

Board Members

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John Mavredakis

• Senior Managing Director

Scott Beiser

• Co-CEO

James Zukin

• Senior Managing Director

Andrew Miller Investment banker

• Senior Managing Director

Irwin Gold

• Senior Managing Director

Jack Berka

• Senior Managing Director

Anita Antenucci Senior Managing Director, Houlihan Lokey

• Senior Managing Director

Scott Adelson

• Senior Managing Director

Jeffrey Werbalowsky

• Co-CEO

Lorry I Lokey

• Senior Managing Director

Services & Transactions

HSBC Holdings plc The parent company of the HSBC Group, headquartered in London.

• client

Blackstone Group Private equity, investment banking, alternative asset management and financial services

• client

Ad Hoc Group of PREPA Bondholders Bondholders of the Puerto Rico Electric Power Authority

• Client