Houlihan

Houlihan Lokey Announces Senior Leadership Changes

Retrieved on: 
Monday, March 4, 2024

Mr. Beiser will remain an executive officer of the firm as a Co-Chairman of Houlihan Lokey.

Key Points: 
  • Mr. Beiser will remain an executive officer of the firm as a Co-Chairman of Houlihan Lokey.
  • The changes were approved by Houlihan Lokey’s Board of Directors on March 1, 2024 and will be effective June 10, 2024.
  • “Leading Houlihan Lokey for the past two decades, and working alongside my talented and dedicated partners, has been one of the most gratifying experiences of my career,” said Mr. Beiser.
  • I have no doubt that Houlihan Lokey will continue to grow and thrive under Scott’s leadership, and we will continue to deliver our clients the superior outcomes on which the firm prides itself.”
    Mr. Adelson said, “I am honored to assume the role of CEO of Houlihan Lokey.

Rockefeller Capital Management Welcomes Alexandra Lebenthal to Strategic Advisory

Retrieved on: 
Wednesday, January 3, 2024

Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.

Key Points: 
  • Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.
  • In her new position, Lebenthal will lead efforts within Rockefeller Strategic Advisory, the firm’s investment banking arm, to connect with and serve financial sponsor clients as well as women led and owned businesses.
  • “I’ve known and worked with Alex Lebenthal for many years,” said Gregory J. Fleming, President and CEO of Rockefeller Capital Management.
  • Lebenthal’s appointment is the latest in a series over the past year expanding the firm’s Strategic Advisory division and building out its business advisory, financing, and transaction capabilities.

Finch AI Names Mark Goldman to Board of Directors

Retrieved on: 
Wednesday, November 29, 2023

RESTON, Va., Nov. 29, 2023 /PRNewswire/ -- Finch AI, a leading developer of trusted AI-enabled solutions for government and commercial enterprises, announced today the addition of Mark Goldman to the company's board of directors.

Key Points: 
  • RESTON, Va., Nov. 29, 2023 /PRNewswire/ -- Finch AI, a leading developer of trusted AI-enabled solutions for government and commercial enterprises, announced today the addition of Mark Goldman to the company's board of directors.
  • "Mark is widely recognized for his keen eye in identifying high-potential companies and his long track record of guiding and nurturing their growth," said Finch AI CEO and Chairman Steve Baldwin.
  • "His business partnerships and technology relationships will immediately benefit Finch AI and will enhance our success during this pivotal period of growth."
  • Goldman is a Managing Director at global investment bank Houlihan Lokey serving as co-head of its Financial Sponsors Coverage Group, a member of the firm's Management Committee.

Solomon Partners to Expand Healthcare Group with Hiring of Karan Garg (KG) and Brad Hildebrand

Retrieved on: 
Monday, October 2, 2023

NEW YORK and CHICAGO, Oct. 02, 2023 (GLOBE NEWSWIRE) -- Solomon Partners , a leading financial advisory firm, announced that it has appointed Karan Garg (KG) as Head of Healthcare Services in the firm’s Healthcare Group and has also hired Brad Hildebrand as a Managing Director focused on Healthcare Services.

Key Points: 
  • NEW YORK and CHICAGO, Oct. 02, 2023 (GLOBE NEWSWIRE) -- Solomon Partners , a leading financial advisory firm, announced that it has appointed Karan Garg (KG) as Head of Healthcare Services in the firm’s Healthcare Group and has also hired Brad Hildebrand as a Managing Director focused on Healthcare Services.
  • Mr. Hildebrand also has deep experience advising clients in multisite retail healthcare and physician practice management among a variety of other subsectors within healthcare services.
  • Prior to joining Solomon Partners, Mr. Garg was a Managing Director and a senior member in Houlihan Lokey’s Healthcare group where he spent over 15 years expanding the firm’s healthcare services practice.
  • Mr. Hildebrand also worked at Houlihan Lokey in the Healthcare Group, and he joins Solomon from Bridgeway Capital Partners where he led the firm’s efforts in the Healthcare Services vertical.

HamptonRock Launches Transaction Advisory and CFO Services Practice

Retrieved on: 
Tuesday, September 12, 2023

HamptonRock Partners, LLC (“HamptonRock”), a boutique investment bank and advisory firm, announces the launch of a Transaction Advisory & CFO Services practice and the opening of an office in Houston.

Key Points: 
  • HamptonRock Partners, LLC (“HamptonRock”), a boutique investment bank and advisory firm, announces the launch of a Transaction Advisory & CFO Services practice and the opening of an office in Houston.
  • The firm’s Transaction Advisory and CFO Services offerings are provided through HamptonRock Financial Advisory, LLC, a newly formed affiliate of HamptonRock.
  • Mr. Villarreal will lead Transaction Advisory and CFO Services as a Managing Director and brings substantial experience, having most recently served as the diligence leader for Houlihan Lokey’s Houston office.
  • Prior to joining HamptonRock, Mr. Fritsche served as an officer in Houlihan Lokey’s transaction advisory services practice in Houston.

Houlihan Lokey Strengthens Private Funds Group With Senior Hire

Retrieved on: 
Wednesday, July 19, 2023

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Jonathan Jameson has joined as a Managing Director in the firm’s Private Funds Group.

Key Points: 
  • Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Jonathan Jameson has joined as a Managing Director in the firm’s Private Funds Group.
  • Previous experience includes serving as a Managing Director in the Private Funds Group at GCA Advisors, which was acquired by Houlihan Lokey, and as a Managing Director at Cogent Partners, a Dallas-based private equity secondary advisory firm.
  • In addition, his deep expertise in distribution has enabled him to develop strong, long-standing relationships with a wide range of institutional investors,” said Cristina Forcina Westermann, Global Co-Head of Houlihan Lokey’s Private Funds Group.
  • To date, the Group has contributed to the organization and raising of 172 funds, aggregating more than $210 billion.

Houlihan Lokey Expands Consumer, Food & Retail Group With Senior Hire

Retrieved on: 
Monday, July 17, 2023

Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Nick Pavlidis has joined the firm as a Managing Director in its Consumer, Food & Retail Group.

Key Points: 
  • Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Nick Pavlidis has joined the firm as a Managing Director in its Consumer, Food & Retail Group.
  • Mr. Pavlidis joins Houlihan Lokey with more than two decades of experience in the financial services industry.
  • “We are thrilled to welcome Nick to the firm,” said Jay Novak, Global Head of Houlihan Lokey’s Consumer, Food & Retail Group.
  • *
    Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.

Houlihan Lokey to Acquire 7 Mile Advisors

Retrieved on: 
Monday, July 10, 2023

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, has agreed to acquire 7 Mile Advisors (7MA), an independent advisory firm that provides a range of investment banking services to clients across the IT services sector.

Key Points: 
  • Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, has agreed to acquire 7 Mile Advisors (7MA), an independent advisory firm that provides a range of investment banking services to clients across the IT services sector.
  • The transaction, signed July 7, further enhances Houlihan Lokey’s deep industry expertise in IT services and expands the firm’s geographic footprint.
  • 7MA’s approximately 30 financial professionals, including five Managing Directors, will join the existing IT Services team in Houlihan Lokey’s Business Services Group.
  • We’re thrilled that they are joining Houlihan Lokey,” said Scott Adelson, Co-President and Global Co-Head of Corporate Finance.

Houlihan Lokey Strengthens Capital Placement Capabilities With New Senior Hire

Retrieved on: 
Monday, April 24, 2023

Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Mario Manna has joined the firm as a Managing Director in its Capital Markets Group.

Key Points: 
  • Houlihan Lokey (NYSE:HLI), the global investment bank, announced today that Mario Manna has joined the firm as a Managing Director in its Capital Markets Group.
  • This addition strengthens the firm’s capital placement capabilities for its corporate and financial-sponsor-backed clients focused on sectors that are real-asset intensive.
  • Manna joins Houlihan Lokey with more than two decades of experience in the financial services industry.
  • “Mario joins the firm at a time of rapid growth within our practice,” said Anthony Martino, Global Co-Head of Houlihan Lokey’s Capital Markets Group.

Houlihan Lokey Deepens Equity Private Placement Expertise With Senior European Hire

Retrieved on: 
Wednesday, April 12, 2023

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that David Kelnar has joined as a Managing Director in the firm’s Capital Markets Group to spearhead its equity private placement capability in Europe.

Key Points: 
  • Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that David Kelnar has joined as a Managing Director in the firm’s Capital Markets Group to spearhead its equity private placement capability in Europe.
  • “We are excited to be deepening our private placement capability in Europe, enhancing our offering to high-growth companies in the region.
  • With 30 transactions completed by the Equity Private Placements team globally in 2022, Houlihan Lokey has compelling momentum on which to build.
  • In calendar 2022, Houlihan Lokey’s Equity Private Placements team raised $2 billion across 30 deals.