Houlihan Lokey
Associate, Transaction Advisory Services (FDD) - Boston, Chicago, Dallas, or New
Houlihan Lokey, Boston, Massachusetts, us, 02298
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 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. 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. 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; 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 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 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 PowerPoint Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) Ability and desired 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 Referrals increase your chances of interviewing at Houlihan Lokey by 2x
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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 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. 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. 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; 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 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 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 PowerPoint Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) Ability and desired 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 Referrals increase your chances of interviewing at Houlihan Lokey by 2x
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