Professional Profile
I am an Investment Advisor at Houlihan Lokey, focusing on M&A advisory and capital structure services. My work centers on helping clients evaluate transaction opportunities, develop strategic plans, build financial models, and execute deals from start to finish.
Current Role
Position: Investment Advisor
Company: Houlihan Lokey
Location: Los Angeles, CA (Headquarters)
I specialize in providing advisory services related to mergers, acquisitions, and capital operations. My expertise includes assisting clients in evaluating transaction opportunities, developing strategic plans, building financial models, and participating in the entire transaction execution process.
Daily Responsibilities
Strategic Assessment
Helping companies evaluate their current market positioning and financial status, proposing viable investment or M&A strategies
Due Diligence
Participating in project due diligence, conducting market analysis, financial modeling, and valuation
Client Communication
Engaging with clients including C-suite executives, board members, and private equity funds to understand their strategic goals and assist in critical capital allocation decisions
Deal Execution
Following through on transaction processes, including creating pitch books, assisting with term negotiations, and coordinating with legal and financial advisors
Market Intelligence
Understanding industry trends, identifying potential M&A opportunities, and providing forward-looking advice to clients
About Houlihan Lokey
Houlihan Lokey specializes in M&A advisory, capital structure advisory, financing arrangements, and valuation services, with particular expertise in providing customized financial advisory solutions for mid-market companies. Unlike traditional investment banks, Houlihan Lokey does not engage in securities trading or proprietary investments. This "independence" allows us to provide more objective advice and better represent our clients' interests.
Our client base includes public companies, private equity funds, family businesses, and high-growth companies across industries such as consumer goods, healthcare, technology, and industrial sectors.
Global Presence
- Los Angeles, CA (Headquarters)
- Shanghai, China
- Beijing, China
- Hong Kong