Houlihan Lokey
Associate, Transaction Advisory Services (FDD) - Boston, Chicago, Dallas, or New
Houlihan Lokey, Chicago, Illinois, United States, 60290
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. Business Unit
Financial And Valuation Advisory Industry
Transaction Advisory Services 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. 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 Assess quality of earnings, working capital and net debt considerations Identify potential liabilities and risks which impact valuation and negotiation of the target company Develop operational insights utilizing data & analytics to analyze drivers of profitability and evaluate key risks and opportunities Draft and review tailored transaction advisory reports on issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis Review financial models and database systems Develop professional network and relationships with firm, client, and target professionals Review transaction agreements and contracts to 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 ethic and the ability to work cooperatively with team members and client professionals Demonstrated professional achievement and client service excellence Healthcare transaction advisory experience Strong knowledge of US GAAP 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 PowerPoint Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) Ability and willingness to travel Compensation And Benefits
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: $95,000.00-$160,000.00 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. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits
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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries Investment Banking
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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. Business Unit
Financial And Valuation Advisory Industry
Transaction Advisory Services 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. 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 Assess quality of earnings, working capital and net debt considerations Identify potential liabilities and risks which impact valuation and negotiation of the target company Develop operational insights utilizing data & analytics to analyze drivers of profitability and evaluate key risks and opportunities Draft and review tailored transaction advisory reports on issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis Review financial models and database systems Develop professional network and relationships with firm, client, and target professionals Review transaction agreements and contracts to 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 ethic and the ability to work cooperatively with team members and client professionals Demonstrated professional achievement and client service excellence Healthcare transaction advisory experience Strong knowledge of US GAAP 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 PowerPoint Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) Ability and willingness to travel Compensation And Benefits
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: $95,000.00-$160,000.00 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. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits
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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries Investment Banking
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