Houlihan Lokey Howard & Zukin, Inc.

Houlihan Lokey Howard & Zukin, Inc.

Houlihan Lokey Howard & Zukin, Inc.

Overview
Date Founded

2015

Headquarters

10250 CONSTELLATION BOULEVARD, LOS ANGELES, CA, 90067

Type of Company

Public

Employees (Worldwide)

1,354

Industries

Investment Banking & Brokerage
Accounting & Financial Services
Consumer Finance
Investment Services & Portfolio Management

Company Description

Houlihan Lokey is an international, advisory-focused investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices throughout the United States, Europe and Asia. We’re dedicated to serving as your advocate, providing strategic insights and resources to help you realize your business objectives. Founded in 1972, Houlihan Lokey is solely owned by over 250 of its employees and ORIX USA Corporation, a wholly owned subsidiary of ORIX Corporation of Japan.

Contact Data
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Executives & Employees

Chief Financial & Accounting Officer

Secretary & General Counsel

Founding Partner

Chief Executive Officer & Director

Executive Chairman & Director

Co-President & Director, Chairman, Houlihan Lokey (Europe) Limited

President & Director of the Toronto Office

Managing Director & Co-Head of Financial Restructuring, Asia

Managing Director & Global Co-Head of Technology, Media & Telecom Group

Co-Head, Private Equity Practice

Board of Directors

Executive Chairman & Director at Houlihan Lokey Howard & Zukin, Inc.

Co-President & Director, Chairman, Houlihan Lokey (Europe) Limited at Houlihan Lokey Howard & Zukin, Inc.

Managing Partner at Moriah Partners LLC

Co-President & Co-Head of Corporate Finance at Houlihan Lokey Howard & Zukin, Inc.

Chief Executive Officer & Director at Houlihan Lokey Howard & Zukin, Inc.

Former Chief Financial Officer & Executive Vice President at Sears Holdings Corporation

Operating Partner at Thoma Bravo LLC

Managing Executive Officer at ORIX Corp.

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Houlihan Lokey Howard & Zukin, Inc.
Owners & Shareholders
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Van Berkom & Associates (VBA) manages small-cap stock portfolios for large Canadian and U.S. pension funds, corporations, foundations and high-net worth clients on a segregated basis. The firm specializes in managing portfolios of U.S. and Canadian Small-Cap Equities. They look for companies with strong management with a significant ownership position, several years of consistent growth in revenues and earnings, a clearly defined strategy for long-term growth and conservative accounting methods. VBA also looks for companies with an important franchise, a significant market share, a global reach and a unique product or service. Companies should be gaining market share in a fragmented industry. Additional financial criteria include: projected long-term EPS growth greater than 15%, high return on equity, a strong balance sheet, adequate size and strong cash flow generation. While the firm generally prefers to invest in non-cyclical industries, they may also consider investments in companies that can grow their asset base in the resource and cyclical sectors and generate a reasonable return on invested capital and shareholders' equity.VBA's research process focuses on fundamental analysis. Part of their research effort considers the economic cycle and the identification of the secular trends of the future. Most of their efforts center on the identification and analysis of individual companies that are prepared for the economic and secular trends of the future. The firm emphasizes bottom-up analysis to identify high-quality, undervalued companies.

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EARNEST Partners is an institutional investment firm with a global network that we believe enables us to see and to seize opportunities that other investors overlook or cannot access. The firm manages approximately $20 billion in assets for clients around the world, including corporate pension plans, state and municipal pension plans, jointly-trusteed plans, foundations, endowments and sovereign wealth funds. We also manage portfolios for high net worth individuals through the platforms of some of the largest broker dealers in the world. In addition to our separate account business, EARNEST Partners is the sole subadvisor for the Hancock Horizon Diversified International Fund, the Touchstone Total Return Bond Fund and the Harbor Small Cap Value Fund. The Firm manages Approximately $20 Billion in assets for clients around the world. Local Touch We are fundamental, bottom-up investors; our investment decisions focus on the merits of individual securities. We believe the best investment decisions are thoughtfully distilled from a pool of expertise, and we are pleased to offer our clients a team with the experience and the network to assess the relevant geopolitical issues, demographic trends and cultural considerations impacting our investments. As a component of our due diligence process, investment team members regularly perform company visits across the Americas, the Asia Pacific region, Western and Eastern Europe, the Middle East and the Sub-continent. Collectively, EARNEST Partners' stakeholders have lived and worked in dozens of countries, and are fluent in the language, commerce and culture of diverse economies that represent a significant portion of the world's economic value and future growth. We believe that identifying the most attractive investment opportunities takes the proper focus: a global focus.

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Ariel utilizes a bottom-up, fundamental analysis to select quality company stocks. The firm has three investment strategy approaches offered: traditional value, deep value and global. They use different research processes for each strategies. For traditional value, they monitor a proprietary watch list which is comprised of current, former and potential new investments. The research process of deep value begins with the screening of companies on size, valuation and industry parameters. Lastly, for global strategies, they first seek to reduce the risk of large investment losses by quantitatively and qualitatively identifying and eliminating businesses that have the highest propensity to fail, based on their judgment. The firm's investment decisions will primarily be derived from bottom-up fundamental research and stock picking and are made by the portfolio manager.

Recent Transactions
Details Hidden

Sterling Construction Co., Inc. purchases Plateau Excavation, Inc.

Details Hidden

KPS Capital Partners LP purchases Esterline Interface Technologies Ltd. from TransDigm Group, Inc.

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NexPhase Capital LP, Gulf Coast Pain Institute purchase Pain Management Solutions LLC from New Harbor Capital Management LLC

Transaction Clients
Investment Advisor

Advised on The Ensign Group, Inc., Northshore Healthcare Holdings LLC purchase Golden Gate National Senior Care LLC /8 Wisconsin Facilities from Pearl Senior Care, Inc.

Investment Advisor

Advised on Greencore Group Plc purchases Peacock Foods LLC from Charlesbank Capital Partners LLC

Investment Advisor

Advised on Skyline Healthcare LLC purchases Golden Living Centers, Inc. /South Dakota Facilities from Pearl Senior Care, Inc.

Insider Transactions
Details Hidden
Details Hidden
Transaction Advisors
Legal Advisor

Advised onColony Capital LLC, Fertitta Colony Partners LLC purchase Station Casinos, Inc.

Legal Advisor

Advised onWindstream Services LLC purchases PAETEC Holding LLC

Legal Advisor

Advised onNestlé SA purchases Kraft Foods, Inc. /North American Frozen Pizza Bus from Mondelez International, Inc.

Legal Advisor

Advised onSITE Centers Corp. purchases Inland Retail Real Estate Trust, Inc.

Legal Advisor

Advised onNestlé SA purchases Kraft Foods, Inc. /North American Frozen Pizza Bus from Mondelez International, Inc.

Legal Advisor

Advised onVeritas Capital Fund Management LLC purchases Anaren, Inc.

Advisors & Consultants
Legal Advisor

Partner at Proskauer Rose LLP

Legal Advisor

Partner at Baker & McKenzie LLP

Legal Advisor

Partner at DLA Piper

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. Their Investment Committee's objectives are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

THE ORGANIZATION PROVIDED SUPPORT AND MANAGEMENT SERVICES FOR ITS SUBSIDIARIES.

Forum Health provides hospital healthcare services. Its services include cardiology, cancer care, and emergency medical services. The company was founded in 1881 and is headquartered in Austintown, OH.

Key Stats and Financials As of 2019
Market Capitalization
$2.99B
Total Enterprise Value
$2.65B
Earnings Per Share
$2.42
Revenue
$1.08B
Net Profit
$159M
EBITDA
$234M
Total Debt
$8.66M
Total Equity
$891M
EBITDAMargin
21.58%
Enterprise Value Sales
2.44x
TEVNet Income
16.63x
Debt TEV
0x
Enterprise Value EBITDAOperating
11.31x
Three Year Compounded Annual Growth Rate Of Revenue
16.05%
Five Year Compounded Annual Growth Rate Of Revenue
12.85%
Non-Profit Donations & Grants
Political Donations
$2,000
2001
Investors
Details Hidden

Managing Director at The Carlyle Group LP (Corporate Private Equity)

Suppliers
Interpublic Group of Companies, Inc. Computer Software | New York, New York

Interpublic Group of Cos., Inc. engages in the provision of advertising and marketing services. The company specializes in consumer advertising, digital marketing, communications planning and media buying, public relations, and specialized communications disciplines. It operates through the following segments: Integrated Agency Network (IAN), Constituency Management Group (CMG), and Corporate and Other. The IAN segment includes advertising and media services, as well as a comprehensive array of global communications and marketing services. The CMG segment offers events and public relations services as well as sports and entertainment marketing, corporate and brand identity, and strategic marketing consulting. The Corporate and Other segment refers to the Acxiom activities. The company was founded on September 18, 1930 and is headquartered in New York, NY.

Morningstar, Inc. Investment Services & Portfolio Management | Chicago, Illinois

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

AL Group Ltd. Holding Companies

AL Group Ltd. operates as investment holding company, which engages in the design, manufacture, and trade of furniture. Its services include fit out, project management, interior design, repair, and maintenance. The company was founded by Mr. Yau Chung Ping and Ms. Sz Kit on February 1, 2016 and is Headquartered in Hong Kong.

Competitors
Stifel Financial Corp. Investment Banking & Brokerage - St. Louis, MO

Stifel Financial Corp. is a full-service regional brokerage and investment banking firm, established in 1890 and based in St. Louis, Missouri. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries, primarily Stifel, Nicolaus & Company, Incorporated, to individual investors, professional money managers, businesses, and municipalities.

Evercore, Inc. Investment Services & Portfolio Management - New York, NY

Evercore, Inc. is an independent investment banking advisory company. It operates through the Investment Banking and Investment Management business segments. The Investment Banking segment includes the global advisory business of the company through, which the firm deliver strategic corporate advisory, capital markets advisory and institutional equities services. The Investment Management segment is comprised of wealth management and trust services through Evercore Wealth Management L.L.C. and investment management in Mexico through Evercore Casa de Bolsa, S.A. de C.V., as well as private equity through investments in entities that manage private equity funds. The company was founded by Roger C. Altman in 1995 and is headquartered in New York, NY.

Moelis & Co. Investment Services & Portfolio Management - New York, NY

Moelis & Company is a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments.

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