Houlihan Lokey
Industry: Investment banking company
DescriptionHoulihan Lokey, Inc., is American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. CEO: Scott Beiser (17 Apr 2013–) Headquarters: Los Angeles, California, United States Number of employees: 1,328 (May 2018) Founded: 1972, Los Angeles, California, United States Subsidiaries: Quayle Munro, BearTooth Advisors LLC,
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Houlihan Lokey Employees
Employee
Years
Job
Industry
Ryan Shuwarger Ryan Shuwarger's Houlihan Lokey Experience July 2007 - July 2009
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Paramount Pictures January 2011 - June 2012
Paramount Pictures October 2009 - December 2010
Houlihan Lokey July 2007 - July 2009
City National Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Mergers, Business Strategy, Digital Media, Investment Banking, Management Consulting, Entertainment, Business Development, Mergers & Acquisitions, Executive Management, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business Administration
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Paramount Pictures January 2011 - June 2012
Paramount Pictures October 2009 - December 2010
Houlihan Lokey July 2007 - July 2009
City National Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Strategy, Financial Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Mergers, Business Strategy, Digital Media, Investment Banking, Management Consulting, Entertainment, Business Development, Mergers & Acquisitions, Executive Management, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business Administration
Parker Steele Parker Steele's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Houlihan Lokey December 2014 - May 2015
Wells Fargo May 2014 - August 2014
Joule Africa November 2010 - September 2013
Cerule June 2013 - August 2013
Skills
Financial Modeling, financial analysis /..., Business Development, Market Research, Due Diligence, Competitive Analysis, Management
Education
Haas School of Business, UC Berkeley 2013 — 2015
Bachelor of Business Administration (B.B.A.)
Diablo Valley College 2009 — 2013
Houlihan Lokey June 2015 - Present
Houlihan Lokey December 2014 - May 2015
Wells Fargo May 2014 - August 2014
Joule Africa November 2010 - September 2013
Cerule June 2013 - August 2013
Skills
Financial Modeling, financial analysis /..., Business Development, Market Research, Due Diligence, Competitive Analysis, Management
Education
Haas School of Business, UC Berkeley 2013 — 2015
Bachelor of Business Administration (B.B.A.)
Diablo Valley College 2009 — 2013
Ryan Aprill Ryan Aprill's Houlihan Lokey Experience 2011 - 2013
Job Vice President at Chaifetz Group
Industry Venture Capital & Private Equity
Experience
Chaifetz Group January 2014 - Present
LS Software, Inc. (Acquired 2013) 2012 - 2014
Houlihan Lokey 2011 - 2013
Ernst & Young 2010 - 2011
Merrill Lynch May 2009 - August 2009
Skills
LBO, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Entrepreneurship, Restructuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Accounting, Entrepreneurship
Northwestern University School of Law 2010 — 2011
LLM, Tax
DePaul University College of Law 2007 — 2010
JD cum laude
Michigan State University
BA, Economics with Honors
Chaifetz Group January 2014 - Present
LS Software, Inc. (Acquired 2013) 2012 - 2014
Houlihan Lokey 2011 - 2013
Ernst & Young 2010 - 2011
Merrill Lynch May 2009 - August 2009
Skills
LBO, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Entrepreneurship, Restructuring
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Accounting, Entrepreneurship
Northwestern University School of Law 2010 — 2011
LLM, Tax
DePaul University College of Law 2007 — 2010
JD cum laude
Michigan State University
BA, Economics with Honors
Daniel Rudyak Daniel Rudyak's Houlihan Lokey Experience October 2013 - April 2014
Job CoFounder, Cortex Composites
Industry Investment Banking
Experience
Cortex Composites, LLC June 2011 - Present
Ginadan Capital April 2014 - Present
Houlihan Lokey October 2013 - April 2014
Frazier Capital February 2013 - April 2013
Ernst & Young June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Mergers & Acquisitions, Valuation, Finance, Consulting, Entrepreneurship, Financial Modeling, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
USC Marshall School of Business 2010 — 2013
BSBA, Finance, General
Harvard-Westlake
Cortex Composites, LLC June 2011 - Present
Ginadan Capital April 2014 - Present
Houlihan Lokey October 2013 - April 2014
Frazier Capital February 2013 - April 2013
Ernst & Young June 2012 - August 2012
UBS Wealth Management July 2011 - August 2011
Skills
Mergers & Acquisitions, Valuation, Finance, Consulting, Entrepreneurship, Financial Modeling, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
USC Marshall School of Business 2010 — 2013
BSBA, Finance, General
Harvard-Westlake
Vincent Tsai Vincent Tsai's Houlihan Lokey Experience 2004 - 2006
Job VP of Operations & Chief Financial Officer at Leeo, Inc.
Industry Venture Capital & Private Equity
Experience
Leeo June 2014 - Present
Hercules Technology Growth Capital 2012 - May 2014
TEN: The Enthusiast Network 2012 - 2012
Macquarie Capital 2009 - 2011
Deutsche Bank 2006 - 2009
Houlihan Lokey 2004 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Mergers, Due Diligence, Venture Capital, Equities, Financial Analysis, LBO, Capital Markets, M&A experience, Hedge Funds, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, SaaS
Education
Princeton University
Bachelor of Arts (B.A.), Economics, Politics
Columbia University - Columbia Business School
Management & Entrepreneurship
St. Francis High School
Leeo June 2014 - Present
Hercules Technology Growth Capital 2012 - May 2014
TEN: The Enthusiast Network 2012 - 2012
Macquarie Capital 2009 - 2011
Deutsche Bank 2006 - 2009
Houlihan Lokey 2004 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Mergers, Due Diligence, Venture Capital, Equities, Financial Analysis, LBO, Capital Markets, M&A experience, Hedge Funds, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, SaaS
Education
Princeton University
Bachelor of Arts (B.A.), Economics, Politics
Columbia University - Columbia Business School
Management & Entrepreneurship
St. Francis High School
Todd Merkle Todd Merkle's Houlihan Lokey Experience 2003 - 2004
Job Managing Principal at Cascadilla Capital Partners, LLC
Industry Real Estate
Experience
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Bethany Seidler Bethany Seidler's Houlihan Lokey Experience June 2006 - December 2010
Job Director of Operations & Marketing, Clearsight Advisors, Inc.
Industry Investment Banking
Experience
Clearsight Advisors June 2011 - Present
Annual Mulligans for MANNA Golf Tournament - MANNA Worldwide/Image Church 2012 - 2014
InfoReliance December 2010 - July 2011
Houlihan Lokey June 2006 - December 2010
Updata Capital, Inc March 2003 - June 2006
Pecaro, Inc February 2000 - February 2003
U.S. House of Representatives November 1999 - February 2000
Colorado State Senate 1997 - 1999
Skills
Project Management, Event Planning, Logistics, Client Liaison, Sage, Program Management, Visio, SharePoint, Investment Banking, Strategic Planning, Process Improvement, Strategic Communications, Team Building, Microsoft Office, Project Planning, Management, Marketing, Human Resources, CRM, Executive Management
Education
Colorado State University-Pueblo 1995 — 1999
Bachelor of Science, Political Science/Mass Communications
Springfield High School 1992 — 1995
Campo Elementary
Clearsight Advisors June 2011 - Present
Annual Mulligans for MANNA Golf Tournament - MANNA Worldwide/Image Church 2012 - 2014
InfoReliance December 2010 - July 2011
Houlihan Lokey June 2006 - December 2010
Updata Capital, Inc March 2003 - June 2006
Pecaro, Inc February 2000 - February 2003
U.S. House of Representatives November 1999 - February 2000
Colorado State Senate 1997 - 1999
Skills
Project Management, Event Planning, Logistics, Client Liaison, Sage, Program Management, Visio, SharePoint, Investment Banking, Strategic Planning, Process Improvement, Strategic Communications, Team Building, Microsoft Office, Project Planning, Management, Marketing, Human Resources, CRM, Executive Management
Education
Colorado State University-Pueblo 1995 — 1999
Bachelor of Science, Political Science/Mass Communications
Springfield High School 1992 — 1995
Campo Elementary
John Schumacher, CFA, CPA John Schumacher, CFA, CPA's Houlihan Lokey Experience August 2004 - August 2008
Job Valuation Specialist
Industry Financial Services
Experience
FV & FMV Valuation, Inc. December 2014 - Present
Stout Risius Ross December 2012 - November 2014
ValueKnowledge LLC November 2008 - December 2012
Houlihan Lokey August 2004 - August 2008
KPMG LLP April 2003 - August 2004
BearingPoint July 2002 - March 2003
Arthur Andersen 1994 - 2002
UBS Investment Bank May 2001 - July 2001
Skills
Valuation, Financial Modeling, Fair Value, Financial Reporting, ESOP, Fairness Opinions, Intangible Assets, Intellectual Property..., Capital Adequacy, Litigation Support, Shareholder Disputes, Enterprise Valuation, Investment Banking, Purchase Price..., Fair Market Value, Shareholder, International Tax, Estate Tax Planning, Fiduciary, Mergers, Financial Analysis, Due Diligence, Private Equity, Corporate Finance, Corporate Financial..., Mergers & Acquisitions, Strategy, Investments, Equities, Management Consulting
Education
Drake University
BSBA
University of Michigan - Stephen M. Ross School of Business
MBA
Westside High School
FV & FMV Valuation, Inc. December 2014 - Present
Stout Risius Ross December 2012 - November 2014
ValueKnowledge LLC November 2008 - December 2012
Houlihan Lokey August 2004 - August 2008
KPMG LLP April 2003 - August 2004
BearingPoint July 2002 - March 2003
Arthur Andersen 1994 - 2002
UBS Investment Bank May 2001 - July 2001
Skills
Valuation, Financial Modeling, Fair Value, Financial Reporting, ESOP, Fairness Opinions, Intangible Assets, Intellectual Property..., Capital Adequacy, Litigation Support, Shareholder Disputes, Enterprise Valuation, Investment Banking, Purchase Price..., Fair Market Value, Shareholder, International Tax, Estate Tax Planning, Fiduciary, Mergers, Financial Analysis, Due Diligence, Private Equity, Corporate Finance, Corporate Financial..., Mergers & Acquisitions, Strategy, Investments, Equities, Management Consulting
Education
Drake University
BSBA
University of Michigan - Stephen M. Ross School of Business
MBA
Westside High School
Kit Hickey Kit Hickey's Houlihan Lokey Experience 2007 - July 2010
Job CoFounder at Ministry of Supply
Industry Retail
Experience
Ministry of Supply September 2011 - Present
BiD Network USA January 2010 - August 2011
Green Manning & Bunch February 2010 - February 2011
Houlihan Lokey 2007 - July 2010
Houlihan Lokey Howard and Zukin June 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Strategy, Business Strategy, Start-ups, Management, Funding, Valuation, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Strategy, Entrepreneurship and Innovation, MBA
Colby College
BA
Milton Academy
Ministry of Supply September 2011 - Present
BiD Network USA January 2010 - August 2011
Green Manning & Bunch February 2010 - February 2011
Houlihan Lokey 2007 - July 2010
Houlihan Lokey Howard and Zukin June 2006 - November 2007
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Strategy, Business Strategy, Start-ups, Management, Funding, Valuation, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Strategy, Entrepreneurship and Innovation, MBA
Colby College
BA
Milton Academy
Eli Greenspan Eli Greenspan's Houlihan Lokey Experience October 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey October 2014 - Present
Green Manning & Bunch July 2014 - October 2014
Colorado College Investment Club September 2012 - May 2014
Green Manning & Bunch June 2013 - August 2013
Avant-Garde Advisors June 2011 - August 2011
Skills
Stata, Economics, Econometrics, Mathematica, Statistics, Data Analysis, Research, Financial Modeling, Policy Analysis, Statistical Modeling
Education
Colorado College 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
The London School of Economics and Political Science (LSE)
Corporate Finance and Financial Risk
Houlihan Lokey October 2014 - Present
Green Manning & Bunch July 2014 - October 2014
Colorado College Investment Club September 2012 - May 2014
Green Manning & Bunch June 2013 - August 2013
Avant-Garde Advisors June 2011 - August 2011
Skills
Stata, Economics, Econometrics, Mathematica, Statistics, Data Analysis, Research, Financial Modeling, Policy Analysis, Statistical Modeling
Education
Colorado College 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
The London School of Economics and Political Science (LSE)
Corporate Finance and Financial Risk
Rachel Doehr Rachel Doehr's Houlihan Lokey Experience August 2014 - Present
Job Investment Banking Intern, Part Time, at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2014 - Present
Robert Day School of Economics and Finance August 2013 - Present
Goldman Sachs May 2015 - August 2015
Houlihan Lokey June 2014 - August 2014
First Allied Securities May 2013 - August 2013
Sage Capital Advisors LLC May 2012 - August 2012
Skills
Equities, Financial Modeling, Bloomberg, Risk Management, Investments, Fixed Income
Education
Claremont McKenna College 2012 — 2016
Bachelor's degree, Economics with Finance
Houlihan Lokey August 2014 - Present
Robert Day School of Economics and Finance August 2013 - Present
Goldman Sachs May 2015 - August 2015
Houlihan Lokey June 2014 - August 2014
First Allied Securities May 2013 - August 2013
Sage Capital Advisors LLC May 2012 - August 2012
Skills
Equities, Financial Modeling, Bloomberg, Risk Management, Investments, Fixed Income
Education
Claremont McKenna College 2012 — 2016
Bachelor's degree, Economics with Finance
Calvin Liu's Houlihan Lokey Experience September 2009 - October 2011
Job Product Manager at Dot & Bo, Fellow at Fact0ry, Founder at Outpour
Industry Internet
Experience
Dot & Bo June 2015 - Present
Fact0ry April 2015 - Present
Outpour March 2014 - Present
Transmedia Capital September 2014 - May 2015
Music Makes Me... January 2013 - June 2014
Promontory Financial Group, LLC November 2011 - June 2014
Houlihan Lokey September 2009 - October 2011
Education
Cornell University 2005 — 2009
BA, Economics, Philosophy
Hive Global Leaders Program 2015 — 2015
Seth Godin’s Agenda Seminar 2014 — 2014
Harvard CS50, Introduction to Computer Science 2014 — 2014
Dot & Bo June 2015 - Present
Fact0ry April 2015 - Present
Outpour March 2014 - Present
Transmedia Capital September 2014 - May 2015
Music Makes Me... January 2013 - June 2014
Promontory Financial Group, LLC November 2011 - June 2014
Houlihan Lokey September 2009 - October 2011
Education
Cornell University 2005 — 2009
BA, Economics, Philosophy
Hive Global Leaders Program 2015 — 2015
Seth Godin’s Agenda Seminar 2014 — 2014
Harvard CS50, Introduction to Computer Science 2014 — 2014
Carter Wilkinson's Houlihan Lokey Experience May 2012 - August 2012
Job Client Solutions Manager at Addepar
Industry Financial Services
Experience
Addepar April 2015 - Present
Addepar July 2014 - April 2015
Addepar May 2013 - August 2013
Houlihan Lokey May 2012 - August 2012
Asia Pacific Investment Partners (APIP) June 2011 - August 2011
Southridge Capital LLC May 2010 - July 2010
Skills
Financial Accounting, DCF Valuation, Microsoft Office, Joomla, Wordpress, Bloomberg Terminal, Adobe Creative Suite, Financial Modeling, Financial Analysis, Valuation, Addepar, ACT CRM, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Entrepreneurship, WordPress, Crushing, Fractional Ownership, Computational..., Motivational Speaking, Data Analysis
Education
Claremont McKenna College 2010 — 2014
BA, Economics and Accounting (Honors) Financial Economics
Addepar April 2015 - Present
Addepar July 2014 - April 2015
Addepar May 2013 - August 2013
Houlihan Lokey May 2012 - August 2012
Asia Pacific Investment Partners (APIP) June 2011 - August 2011
Southridge Capital LLC May 2010 - July 2010
Skills
Financial Accounting, DCF Valuation, Microsoft Office, Joomla, Wordpress, Bloomberg Terminal, Adobe Creative Suite, Financial Modeling, Financial Analysis, Valuation, Addepar, ACT CRM, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Entrepreneurship, WordPress, Crushing, Fractional Ownership, Computational..., Motivational Speaking, Data Analysis
Education
Claremont McKenna College 2010 — 2014
BA, Economics and Accounting (Honors) Financial Economics
David Foulke's Houlihan Lokey Experience 2001 - 2001
Job Director of Strategy Education at Alpha Architect, LLC
Industry Financial Services
Experience
Alpha Architect, LLC 2013 - Present
Pardee Resources Company 2003 - 2013
StoneLocator.com 2002 - 2003
Houlihan Lokey 2001 - 2001
E-Lingo 1998 - 2000
GE Capital 1997 - 1998
Burnham Securities Inc. 1995 - 1997
Skills
Investment Banking, Capital Markets, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Services, Equities, Private Equity, Corporate Development, Venture Capital, Alternative Investments
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA)
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.)
St. Paul's School 1981 — 1985
Germantown Friends School
Alpha Architect, LLC 2013 - Present
Pardee Resources Company 2003 - 2013
StoneLocator.com 2002 - 2003
Houlihan Lokey 2001 - 2001
E-Lingo 1998 - 2000
GE Capital 1997 - 1998
Burnham Securities Inc. 1995 - 1997
Skills
Investment Banking, Capital Markets, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Services, Equities, Private Equity, Corporate Development, Venture Capital, Alternative Investments
Education
Wharton School, University of Pennsylvania 1993 — 1995
Master of Business Administration (MBA)
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.)
St. Paul's School 1981 — 1985
Germantown Friends School
Sarah Roffman Sarah Roffman's Houlihan Lokey Experience September 2014 - Present
Job Associate Consumer, Food & Retail Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey September 2014 - Present
Credit Suisse July 2013 - September 2014
Credit Suisse June 2012 - September 2012
The Baupost Group January 2009 - July 2011
KPMG Advisory June 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Reporting, Internal Controls, Financial Accounting, Capital Markets, Hedge Funds, Bloomberg, Equities, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration
Boston College 2003 — 2007
Bachelor of Arts, Economics, Hispanic Studies
Houlihan Lokey September 2014 - Present
Credit Suisse July 2013 - September 2014
Credit Suisse June 2012 - September 2012
The Baupost Group January 2009 - July 2011
KPMG Advisory June 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Reporting, Internal Controls, Financial Accounting, Capital Markets, Hedge Funds, Bloomberg, Equities, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration
Boston College 2003 — 2007
Bachelor of Arts, Economics, Hispanic Studies
Natalie Henderson Natalie Henderson's Houlihan Lokey Experience April 2009 - January 2014
Job at Deloitte Services LP
Industry Investment Banking
Experience
Deloitte February 2014 - Present
Houlihan Lokey April 2009 - January 2014
Houlihan Lokey July 2007 - March 2009
NanoTechnologies-America June 2005 - June 2007
Natalie Henderson Photography 1998 - 2003
Skills
Customer Relations, Problem Solving, Office Management, Administration, Scheduling, Event Management, Event Planning, Telephone Skills, Word, Research, Customer Service, Expense Reports, Social Media, Accounting, Outlook, Adobe Acrobat, Data Entry, PowerPoint, Budgets, Microsoft Office, Administrative..., Microsoft Excel, Microsoft Word, Team Building, Photography, Photoshop, Invoicing, Administrative Support, Logistics, Extensity, Excel, Expense Management, Writing, Conferences, Budgeting, Office Administration, Account Reconciliation, Database Administration, Bookkeeping, Expenses, Social Networking, Meeting Planning, Process Scheduler, Administrative...
Education
Dallas County Community College 2006 — 2009
Associate of Science (A.S.), Physical Sciences
Colorado State University
Bachelor of Business Administration (B.B.A.), Psychology
Deloitte February 2014 - Present
Houlihan Lokey April 2009 - January 2014
Houlihan Lokey July 2007 - March 2009
NanoTechnologies-America June 2005 - June 2007
Natalie Henderson Photography 1998 - 2003
Skills
Customer Relations, Problem Solving, Office Management, Administration, Scheduling, Event Management, Event Planning, Telephone Skills, Word, Research, Customer Service, Expense Reports, Social Media, Accounting, Outlook, Adobe Acrobat, Data Entry, PowerPoint, Budgets, Microsoft Office, Administrative..., Microsoft Excel, Microsoft Word, Team Building, Photography, Photoshop, Invoicing, Administrative Support, Logistics, Extensity, Excel, Expense Management, Writing, Conferences, Budgeting, Office Administration, Account Reconciliation, Database Administration, Bookkeeping, Expenses, Social Networking, Meeting Planning, Process Scheduler, Administrative...
Education
Dallas County Community College 2006 — 2009
Associate of Science (A.S.), Physical Sciences
Colorado State University
Bachelor of Business Administration (B.B.A.), Psychology
Seth Hochhauser's Houlihan Lokey Experience March 2014 - June 2014
Job Business Analyst at A.T. Kearney
Industry Financial Services
Experience
A.T. Kearney 2015 - Present
Infosys Consulting, Inc. June 2014 - August 2014
Houlihan Lokey March 2014 - June 2014
Norfolk Markets July 2013 - August 2013
Shutzman and Associates June 2013 - July 2013
Amana Tools June 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2015
Bachelor of Science (B.S.), Operations Research
City University of New York-Queens College 2010 — 2012
Bachelor of Arts (B.A.), Economics
HANC
A.T. Kearney 2015 - Present
Infosys Consulting, Inc. June 2014 - August 2014
Houlihan Lokey March 2014 - June 2014
Norfolk Markets July 2013 - August 2013
Shutzman and Associates June 2013 - July 2013
Amana Tools June 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2015
Bachelor of Science (B.S.), Operations Research
City University of New York-Queens College 2010 — 2012
Bachelor of Arts (B.A.), Economics
HANC
Dan Kashman Dan Kashman's Houlihan Lokey Experience 1996 - 1997
Job Managing Director, Marketing Innovation at R/GA Leader, Maker, Quant, Marketer, & Investor
Industry Marketing and Advertising
Experience
R/GA November 2012 - Present
Cinchcast 2010 - 2012
BlogTalkRadio 2010 - 2012
Reprise Media 2006 - 2010
ROOT Markets 2005 - 2006
Precision Loyalty 2002 - 2006
American Skiing Company 1997 - 2001
Houlihan Lokey 1996 - 1997
Skills
Start-ups, Digital Media, Entrepreneurship, Social Media Marketing, Strategy, Digital Marketing, E-commerce, Online Advertising, Marketing, SEM, Leadership, SEO, Lead Generation, Venture Capital, Customer Acquisition, Product Marketing, Strategic Planning, Strategic Leadership, Corporate Development, Monetization, SaaS, Enterprise Software, Growing Revenue, Strategic Brand..., Customer Experience..., New Venture Creation
Education
Dartmouth College 1992 — 1996
BA
R/GA November 2012 - Present
Cinchcast 2010 - 2012
BlogTalkRadio 2010 - 2012
Reprise Media 2006 - 2010
ROOT Markets 2005 - 2006
Precision Loyalty 2002 - 2006
American Skiing Company 1997 - 2001
Houlihan Lokey 1996 - 1997
Skills
Start-ups, Digital Media, Entrepreneurship, Social Media Marketing, Strategy, Digital Marketing, E-commerce, Online Advertising, Marketing, SEM, Leadership, SEO, Lead Generation, Venture Capital, Customer Acquisition, Product Marketing, Strategic Planning, Strategic Leadership, Corporate Development, Monetization, SaaS, Enterprise Software, Growing Revenue, Strategic Brand..., Customer Experience..., New Venture Creation
Education
Dartmouth College 1992 — 1996
BA
Chris DiMauro Chris DiMauro's Houlihan Lokey Experience 1997 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 1997 - Present
O'Melveny & Myers LLP 1994 - 1996
Skills
Special Situations, Restructuring, Investment Banking
Education
Dartmouth College
Bachelor of Arts (BA)
Punahou School
USC Law School
JD
Houlihan Lokey 1997 - Present
O'Melveny & Myers LLP 1994 - 1996
Skills
Special Situations, Restructuring, Investment Banking
Education
Dartmouth College
Bachelor of Arts (BA)
Punahou School
USC Law School
JD
Cassel Lessinger Cassel Lessinger's Houlihan Lokey Experience July 2009 - August 2010
Job Private Equity Summer Intern at Apollo Global Management LLC
Industry Venture Capital & Private Equity
Experience
Apollo Management L.P. May 2015 - August 2015
J.H. Whitney Capital Partners September 2012 - July 2014
Citi August 2010 - June 2012
Houlihan Lokey July 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Private Equity, Investment Banking, Capital, Mergers, Asset Based Lending, Recapitalizations, Asset Allocation, Mergers & Acquisitions, Buyouts, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
BS, Mathematical Economics, Honors
Apollo Management L.P. May 2015 - August 2015
J.H. Whitney Capital Partners September 2012 - July 2014
Citi August 2010 - June 2012
Houlihan Lokey July 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Private Equity, Investment Banking, Capital, Mergers, Asset Based Lending, Recapitalizations, Asset Allocation, Mergers & Acquisitions, Buyouts, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
BS, Mathematical Economics, Honors
Denise Robinson Denise Robinson's Houlihan Lokey Experience December 2003 - July 2012
Job Domestic Violence Outreach Clerk
Industry Individual & Family Services
Experience
Kings County District Attorney's Office March 2014 - Present
Affinity Health Plan May 2013 - June 2013
Jeanne d'Arc Residence August 2012 - February 2013
Staffmark August 2012 - January 2013
Houlihan Lokey December 2003 - July 2012
Skills
Customer Service, Administration, Customer Relations, Microsoft Office, Outlook, Switchboard, Multi Tasking, Mailroom Operations, Office Support, Conference Rooms, Dog Walking, Mail Merge, Facilities Operations, Non-profit Volunteer, Animal Welfare, Packaging, People Skills, Confidentiality, Team Leadership, Front-end, Maconomy, Route Optix, (Sharps Waste-Bio..., Accounts..., Invoice Processing, Verifier, System Administration, Accounts Payable, Facets, Accounts Receivable, Health Insurance, Image Processing, Microsoft Excel, Office Management, Invoicing, Take Temperature,..., Microsoft Word, Data Entry, Receptionist Duties, Medical Records, Postage Meter, Medical Terminology, Scanners
Education
CUNY Bronx Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Office Assistant/Specialist
CUNY Hostos Community College 2013 — 2013
Certified Nursing Assistant, Allied Health Career Pipeline Program
Grace Institute 2011 — 2012
Certificate, Business Administration Certificate, 3.17
Kings County District Attorney's Office March 2014 - Present
Affinity Health Plan May 2013 - June 2013
Jeanne d'Arc Residence August 2012 - February 2013
Staffmark August 2012 - January 2013
Houlihan Lokey December 2003 - July 2012
Skills
Customer Service, Administration, Customer Relations, Microsoft Office, Outlook, Switchboard, Multi Tasking, Mailroom Operations, Office Support, Conference Rooms, Dog Walking, Mail Merge, Facilities Operations, Non-profit Volunteer, Animal Welfare, Packaging, People Skills, Confidentiality, Team Leadership, Front-end, Maconomy, Route Optix, (Sharps Waste-Bio..., Accounts..., Invoice Processing, Verifier, System Administration, Accounts Payable, Facets, Accounts Receivable, Health Insurance, Image Processing, Microsoft Excel, Office Management, Invoicing, Take Temperature,..., Microsoft Word, Data Entry, Receptionist Duties, Medical Records, Postage Meter, Medical Terminology, Scanners
Education
CUNY Bronx Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Office Assistant/Specialist
CUNY Hostos Community College 2013 — 2013
Certified Nursing Assistant, Allied Health Career Pipeline Program
Grace Institute 2011 — 2012
Certificate, Business Administration Certificate, 3.17
Bob Musur Bob Musur's Houlihan Lokey Experience May 2015 - Present
Job Managing Director at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey May 2015 - Present
Navigant Consulting June 2013 - Present
KPMG November 1993 - October 2012
Economic and Valuation Services Practice, KPMG LLP 1993 - October 2012
PwC 1985 - 1988
Coopers & Lybrand Consulting 1983 - 1988
Skills
SEC filings, Tax, Financial Reporting, Internal Controls, Transfer Pricing, CPA, Corporate Tax, Auditing, Sarbanes-Oxley Act, Accounting, International Tax, Due Diligence, Forensic Accounting, US GAAP, Big 4, GAAP, Tax Accounting, Tax Advisory, Income Tax, Valuation, Financial Analysis, Risk Management, IFRS, Financial Modeling, Restructuring, External Audit, Corporate Finance, Private Equity, Economics, Financial Accounting, Mergers & Acquisitions, Revenue Recognition
Education
DePaul University 1976 — 1979
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's degree, Engineering
St. Laurence High School
St. Laurence High School
Houlihan Lokey May 2015 - Present
Navigant Consulting June 2013 - Present
KPMG November 1993 - October 2012
Economic and Valuation Services Practice, KPMG LLP 1993 - October 2012
PwC 1985 - 1988
Coopers & Lybrand Consulting 1983 - 1988
Skills
SEC filings, Tax, Financial Reporting, Internal Controls, Transfer Pricing, CPA, Corporate Tax, Auditing, Sarbanes-Oxley Act, Accounting, International Tax, Due Diligence, Forensic Accounting, US GAAP, Big 4, GAAP, Tax Accounting, Tax Advisory, Income Tax, Valuation, Financial Analysis, Risk Management, IFRS, Financial Modeling, Restructuring, External Audit, Corporate Finance, Private Equity, Economics, Financial Accounting, Mergers & Acquisitions, Revenue Recognition
Education
DePaul University 1976 — 1979
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's degree, Engineering
St. Laurence High School
St. Laurence High School
Artin Sedighan Artin Sedighan's Houlihan Lokey Experience June 2007 - August 2008
Job Senior Vice President at Cappello Group, Inc.
Industry Financial Services
Experience
Cappello Group, Inc. October 2011 - Present
Bank of America Merrill Lynch July 2010 - September 2011
Houlihan Lokey June 2007 - August 2008
Chanin Capital Partners June 2006 - June 2007
HSBC June 2004 - June 2006
Skills
Mergers, Investment Banking, Private Equity, Real Estate, Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Capital Markets, Restructuring, LBO, Leveraged Finance, Debt, Business Valuation, Corporate Development, Investments, M, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Private Equity, Entrepreneurship, Real Estate
University of California, Berkeley 2000 — 2003
B.S., Business Administration
Cappello Group, Inc. October 2011 - Present
Bank of America Merrill Lynch July 2010 - September 2011
Houlihan Lokey June 2007 - August 2008
Chanin Capital Partners June 2006 - June 2007
HSBC June 2004 - June 2006
Skills
Mergers, Investment Banking, Private Equity, Real Estate, Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Capital Markets, Restructuring, LBO, Leveraged Finance, Debt, Business Valuation, Corporate Development, Investments, M, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Private Equity, Entrepreneurship, Real Estate
University of California, Berkeley 2000 — 2003
B.S., Business Administration
Idil Samantar's Houlihan Lokey Experience January 2008 - January 2009
Job Health Policy, Center on Budget and Policy Priorities
Industry Public Policy
Experience
Center on Budget and Policy Priorities May 2015 - Present
Federal Reserve Board March 2015 - May 2015
EngagePoint, Inc. July 2014 - September 2014
Matt Martin Real Estate Management April 2013 - July 2014
Phelps Stokes January 2012 - February 2013
Phelps Stokes April 2009 - January 2012
Houlihan Lokey January 2008 - January 2009
American Red Cross August 2005 - January 2008
American Red Cross November 2002 - February 2005
American Red Cross November 2001 - November 2002
Skills
Board Relations, Community Outreach, Strategic Planning, Task Management, Program Management, Problem Solving, Human Resources, Editing, Executive Support, Microsoft Office, Adobe Creative Suite, QuickBooks, Windows, Conference Coordination, Youth Leadership, NGOs, Program Coordination, International Relations, Nonprofits, Fundraising, Event Planning, Volunteer Management, Management, Customer Service, Budgets, Program Development, Administration, Recruiting
Education
De Montfort University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Center on Budget and Policy Priorities May 2015 - Present
Federal Reserve Board March 2015 - May 2015
EngagePoint, Inc. July 2014 - September 2014
Matt Martin Real Estate Management April 2013 - July 2014
Phelps Stokes January 2012 - February 2013
Phelps Stokes April 2009 - January 2012
Houlihan Lokey January 2008 - January 2009
American Red Cross August 2005 - January 2008
American Red Cross November 2002 - February 2005
American Red Cross November 2001 - November 2002
Skills
Board Relations, Community Outreach, Strategic Planning, Task Management, Program Management, Problem Solving, Human Resources, Editing, Executive Support, Microsoft Office, Adobe Creative Suite, QuickBooks, Windows, Conference Coordination, Youth Leadership, NGOs, Program Coordination, International Relations, Nonprofits, Fundraising, Event Planning, Volunteer Management, Management, Customer Service, Budgets, Program Development, Administration, Recruiting
Education
De Montfort University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Marjorie Bowen Marjorie Bowen's Houlihan Lokey Experience May 1989 - January 2008
Job Independent Director at Hansen Medical
Industry Investment Banking
Experience
Illinois Power Holdings (a subsidiary of Dynegy) December 2013 - Present
Hansen Medical July 2013 - Present
OmniForce LLC June 2013 - Present
Dune Energy Inc March 2013 - April 2015
Global Aviation Holdings April 2008 - April 2014
The Talbots, Inc. March 2010 - August 2012
Euramax Holdings, Inc. July 2009 - March 2012
Vertis Holdings September 2008 - December 2010
Texas Industries, Inc. October 2009 - August 2010
Houlihan Lokey May 1989 - January 2008
Skills
Corporate Governance, Mergers, Financial Analysis, Risk Management, Forecasting, Strategic Planning, Financial Reporting, Accounting, Corporate Finance, Budgets, Negotiation, Managerial Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Governance, Finance, Investment Banking
Education
University of Chicago 1987 — 1989
Masters Business Administration, Finance, General
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Illinois Power Holdings (a subsidiary of Dynegy) December 2013 - Present
Hansen Medical July 2013 - Present
OmniForce LLC June 2013 - Present
Dune Energy Inc March 2013 - April 2015
Global Aviation Holdings April 2008 - April 2014
The Talbots, Inc. March 2010 - August 2012
Euramax Holdings, Inc. July 2009 - March 2012
Vertis Holdings September 2008 - December 2010
Texas Industries, Inc. October 2009 - August 2010
Houlihan Lokey May 1989 - January 2008
Skills
Corporate Governance, Mergers, Financial Analysis, Risk Management, Forecasting, Strategic Planning, Financial Reporting, Accounting, Corporate Finance, Budgets, Negotiation, Managerial Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Governance, Finance, Investment Banking
Education
University of Chicago 1987 — 1989
Masters Business Administration, Finance, General
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
James Kacergis James Kacergis's Houlihan Lokey Experience 2008 - 2013
Job Executive Director at Ernst & Young LLP
Industry Investment Banking
Experience
Ernst & Young LLP 2013 - Present
Houlihan Lokey 2008 - 2013
Morgan Stanley 2003 - 2008
Barclays Capital 1999 - 2003
Bankers Trust Co 1992 - 1999
Skills
Mergers & Acquisitions, Equities, Structured Products, Hedge Funds, Valuation, Financial Modeling, Business Valuation, Financial Analysis, Alternative Investments, Private Equity, Due Diligence, Derivatives, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, M&A experience
Education
Duke University
MBA, Finance and Accounting
University of Delaware
Bachelor of Arts, Biology
Ernst & Young LLP 2013 - Present
Houlihan Lokey 2008 - 2013
Morgan Stanley 2003 - 2008
Barclays Capital 1999 - 2003
Bankers Trust Co 1992 - 1999
Skills
Mergers & Acquisitions, Equities, Structured Products, Hedge Funds, Valuation, Financial Modeling, Business Valuation, Financial Analysis, Alternative Investments, Private Equity, Due Diligence, Derivatives, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, M&A experience
Education
Duke University
MBA, Finance and Accounting
University of Delaware
Bachelor of Arts, Biology
Kalpesh Patel Kalpesh Patel's Houlihan Lokey Experience March 2015 - Present
Job Investment Banking Analyst Industrials at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
Deutsche Bank June 2013 - February 2015
Bentley Associates February 2013 - June 2013
Novus Partners May 2012 - August 2012
Columbia Business School May 2012 - August 2012
Columbia University January 2012 - May 2012
Oberon Securities, LLC November 2011 - May 2012
LAJ Consulting September 2011 - May 2012
Laj Foundation January 2009 - September 2011
Sagicor Life Inc May 2011 - July 2011
Skills
Valuation, Research, Modeling, Financial Modeling, Bloomberg, Hedge Funds, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Investment Banking, Investments, Financial Analysis, Private Equity, Equities, Portfolio Management, Equity Research, Capital Markets, VBA, Due Diligence, DCF
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Management Science and Engineering
University of Miami - School of Business 2006 — 2010
BA, Finance Concentration in Mathematics
Campion College 1999 — 2006
Houlihan Lokey March 2015 - Present
Deutsche Bank June 2013 - February 2015
Bentley Associates February 2013 - June 2013
Novus Partners May 2012 - August 2012
Columbia Business School May 2012 - August 2012
Columbia University January 2012 - May 2012
Oberon Securities, LLC November 2011 - May 2012
LAJ Consulting September 2011 - May 2012
Laj Foundation January 2009 - September 2011
Sagicor Life Inc May 2011 - July 2011
Skills
Valuation, Research, Modeling, Financial Modeling, Bloomberg, Hedge Funds, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Investment Banking, Investments, Financial Analysis, Private Equity, Equities, Portfolio Management, Equity Research, Capital Markets, VBA, Due Diligence, DCF
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Management Science and Engineering
University of Miami - School of Business 2006 — 2010
BA, Finance Concentration in Mathematics
Campion College 1999 — 2006
Jordan Bryk Jordan Bryk's Houlihan Lokey Experience December 2006 - June 2007
Job Associate at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners April 2014 - Present
Weil Gotshal and Manges January 2012 - March 2014
Triax Capital Advisors, LLC January 2011 - May 2011
WL Ross & Co. LLC May 2010 - November 2010
Houlihan Lokey December 2006 - June 2007
Education
Columbia Business School 2010 — 2011
M.B.A.
Columbia Law School 2007 — 2011
J.D.
Columbia College (NY) 2003 — 2007
B.A.
Centerview Partners April 2014 - Present
Weil Gotshal and Manges January 2012 - March 2014
Triax Capital Advisors, LLC January 2011 - May 2011
WL Ross & Co. LLC May 2010 - November 2010
Houlihan Lokey December 2006 - June 2007
Education
Columbia Business School 2010 — 2011
M.B.A.
Columbia Law School 2007 — 2011
J.D.
Columbia College (NY) 2003 — 2007
B.A.
Michael Tringali Michael Tringali's Houlihan Lokey Experience July 2013 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2013 - Present
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Due Diligence, Mergers & Acquisitions, Private Equity, M&A experience, Breakfast
Education
Duke University 2009 — 2013
Bachelor of Science (BS), Economics
Houlihan Lokey July 2013 - Present
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Due Diligence, Mergers & Acquisitions, Private Equity, M&A experience, Breakfast
Education
Duke University 2009 — 2013
Bachelor of Science (BS), Economics
Christopher J. Belcher Christopher J. Belcher's Houlihan Lokey Experience 2003 - 2005
Job Vice President, Investment Banking – Leveraged Finance
Industry Financial Services
Experience
Deutsche Bank 2010 - 2012
Jefferies 2009 - 2010
Credit Suisse 2007 - 2008
Houlihan Lokey 2003 - 2005
Skills
Private Equity, Leveraged Finance, Investment Banking, Valuation, Recapitalizations, LBO, Restructuring, M&A execution, IPO, Due Diligence, Mergers & Acquisitions, Corporate Finance, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
M.B.A.
Lehigh University - College of Business and Economics
BS
London School of Economics and Political Science
Episcopal High School
Deutsche Bank 2010 - 2012
Jefferies 2009 - 2010
Credit Suisse 2007 - 2008
Houlihan Lokey 2003 - 2005
Skills
Private Equity, Leveraged Finance, Investment Banking, Valuation, Recapitalizations, LBO, Restructuring, M&A execution, IPO, Due Diligence, Mergers & Acquisitions, Corporate Finance, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
M.B.A.
Lehigh University - College of Business and Economics
BS
London School of Economics and Political Science
Episcopal High School
Alexander Felsberg Alexander Felsberg's Houlihan Lokey Experience July 2015 - Present
Job Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Sigma Phi Epsilon December 2013 - December 2014
Houlihan Lokey June 2014 - August 2014
Sigma Phi Epsilon December 2012 - November 2013
Squire Patton Boggs August 2013 - August 2013
Butler Library, Columbia University September 2012 - May 2013
Florestal Santa Maria July 2012 - August 2012
Skills
English, PowerPoint, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Editing, Microsoft Word, Economics, Photography, Teamwork, Market Research, Capital IQ, Bloomberg Terminal, Factiva, Fundraising, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Sociology and Economics
Graded School 1994 — 2011
International Baccalaureate, American, and Brazilian Diplomas
St. Paul's School - The British School of São Paulo 2008 — 2009
Houlihan Lokey July 2015 - Present
Sigma Phi Epsilon December 2013 - December 2014
Houlihan Lokey June 2014 - August 2014
Sigma Phi Epsilon December 2012 - November 2013
Squire Patton Boggs August 2013 - August 2013
Butler Library, Columbia University September 2012 - May 2013
Florestal Santa Maria July 2012 - August 2012
Skills
English, PowerPoint, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Editing, Microsoft Word, Economics, Photography, Teamwork, Market Research, Capital IQ, Bloomberg Terminal, Factiva, Fundraising, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Sociology and Economics
Graded School 1994 — 2011
International Baccalaureate, American, and Brazilian Diplomas
St. Paul's School - The British School of São Paulo 2008 — 2009
Syrie Bianco Syrie Bianco's Houlihan Lokey Experience May 2012 - August 2012
Job 2014 Corps Member at Teach For America
Industry Management Consulting
Experience
Teach For America May 2014 - Present
Houlihan Lokey May 2012 - August 2012
Narang Strategic Group June 2011 - August 2011
Stillwater Capital Partners May 2010 - August 2010
New Yorker's for Thompson June 2008 - November 2009
Skills
Capital IQ, Bloomberg, Bloomberg Terminal, Financial Analysis, Economics, Factiva, Morningstar, PACER
Education
Columbia University in the City of New York 2009 — 2013
B.A., Chemistry, Art History
St. Paul's School 2005 — 2009
Teach For America May 2014 - Present
Houlihan Lokey May 2012 - August 2012
Narang Strategic Group June 2011 - August 2011
Stillwater Capital Partners May 2010 - August 2010
New Yorker's for Thompson June 2008 - November 2009
Skills
Capital IQ, Bloomberg, Bloomberg Terminal, Financial Analysis, Economics, Factiva, Morningstar, PACER
Education
Columbia University in the City of New York 2009 — 2013
B.A., Chemistry, Art History
St. Paul's School 2005 — 2009
Rahima Mamdani Rusch Rahima Mamdani Rusch's Houlihan Lokey Experience 2004 - 2006
Job Home Maker
Industry Investment Banking
Experience
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
Mamdani Rusch Inc. July 2006 - Present
Houlihan Lokey Howard and Zukin Inc. July 2004 - July 2006
Houlihan Lokey 2004 - 2006
Merrill Lynch May 1999 - July 2001
JPMorgan Chase 1997 - 1999
Skills
Special Situations, Corporate Development, Valuation, Entrepreneurship, Financial Modeling, Mergers, Emerging Markets, Leveraged Finance, M&A experience, Start-ups, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, International Relations
David Lerman David Lerman's Houlihan Lokey Experience March 2006 - December 2008
Job Technology Investor and StartUp Advisor
Industry Venture Capital & Private Equity
Experience
Shake, Inc. July 2013 - Present
Contour Venture Partners January 2013 - May 2013
InSITE January 2012 - May 2013
Columbia Business School August 2011 - May 2013
Tracks June 2012 - August 2012
Divide™ June 2012 - August 2012
High Peaks Venture Partners October 2011 - February 2012
Spectrum Equity Investors May 2009 - April 2011
Houlihan Lokey March 2006 - December 2008
Rosetta August 2004 - March 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Strategy, Valuation, Financial Modeling, Corporate Finance, Business Strategy, Due Diligence, Strategic Partnerships, Analysis, Growth Capital, Angel Investing, Finance, Competitive Analysis, Corporate Development, Portfolio Management, Investments, Marketing, Financial Analysis, Economics, Mergers, LBO, Capital Markets, Business Valuation, Mergers & Acquisitions, Investment Banking, Management Consulting, Analytics, M&A experience, Leveraged Finance, Photography
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance & Entrepreneurship
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelors of Science, Economics (Dual concentration in Finance and Management); Minor in Psychology
Shake, Inc. July 2013 - Present
Contour Venture Partners January 2013 - May 2013
InSITE January 2012 - May 2013
Columbia Business School August 2011 - May 2013
Tracks June 2012 - August 2012
Divide™ June 2012 - August 2012
High Peaks Venture Partners October 2011 - February 2012
Spectrum Equity Investors May 2009 - April 2011
Houlihan Lokey March 2006 - December 2008
Rosetta August 2004 - March 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Strategy, Valuation, Financial Modeling, Corporate Finance, Business Strategy, Due Diligence, Strategic Partnerships, Analysis, Growth Capital, Angel Investing, Finance, Competitive Analysis, Corporate Development, Portfolio Management, Investments, Marketing, Financial Analysis, Economics, Mergers, LBO, Capital Markets, Business Valuation, Mergers & Acquisitions, Investment Banking, Management Consulting, Analytics, M&A experience, Leveraged Finance, Photography
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance & Entrepreneurship
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelors of Science, Economics (Dual concentration in Finance and Management); Minor in Psychology
Joseph Bernabucci Joseph Bernabucci's Houlihan Lokey Experience November 2011 - April 2012
Job Associate at Renaissance Strategic Advisors
Industry Banking
Experience
Renaissance Strategic Advisors May 2013 - Present
Houlihan Lokey November 2011 - April 2012
The Chertoff Group September 2009 - December 2011
Lazard 2008 - 2008
Lazard 2008 - 2008
US Department of Defense 2005 - 2007
Bush-Cheney '04 2004 - 2005
Goldman Sachs July 2002 - March 2004
Skills
Valuation, Financial Modeling, Strategic Planning, Due Diligence, Financial Analysis, Management, Budgets, Mergers & Acquisitions, Equity Research, Leadership, Business Valuation, Portfolio Management, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Analysis, Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
M.B.A., Finance
Columbia University in the City of New York 1998 — 2002
BA, Economics
Saint Albans School 1994 — 1998
St. Agnes
Renaissance Strategic Advisors May 2013 - Present
Houlihan Lokey November 2011 - April 2012
The Chertoff Group September 2009 - December 2011
Lazard 2008 - 2008
Lazard 2008 - 2008
US Department of Defense 2005 - 2007
Bush-Cheney '04 2004 - 2005
Goldman Sachs July 2002 - March 2004
Skills
Valuation, Financial Modeling, Strategic Planning, Due Diligence, Financial Analysis, Management, Budgets, Mergers & Acquisitions, Equity Research, Leadership, Business Valuation, Portfolio Management, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Analysis, Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
M.B.A., Finance
Columbia University in the City of New York 1998 — 2002
BA, Economics
Saint Albans School 1994 — 1998
St. Agnes
Jonathan Schwarz's Houlihan Lokey Experience 2003 - 2005
Job Vice President, Corporate Development at Danaher
Industry Electrical/Electronic Manufacturing
Experience
Danaher 2010 - Present
Danaher 2005 - 2010
Houlihan Lokey 2003 - 2005
J.P. Morgan 2000 - 2002
The Beacon Group 2000 - 2000
Reboul MacMurray 1997 - 2000
Skills
Mergers, Divestitures, Licensing, Strategic Partnerships, Corporate Development, Investments, Due Diligence, Negotiation, Mergers & Acquisitions, Joint Ventures, Business Development, Strategy, Business Strategy
Education
Columbia University School of Law 1994 — 1997
J.D., Law
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Relations
The Johns Hopkins University 1989 — 1993
B.A., International Studies
Danaher 2010 - Present
Danaher 2005 - 2010
Houlihan Lokey 2003 - 2005
J.P. Morgan 2000 - 2002
The Beacon Group 2000 - 2000
Reboul MacMurray 1997 - 2000
Skills
Mergers, Divestitures, Licensing, Strategic Partnerships, Corporate Development, Investments, Due Diligence, Negotiation, Mergers & Acquisitions, Joint Ventures, Business Development, Strategy, Business Strategy
Education
Columbia University School of Law 1994 — 1997
J.D., Law
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Relations
The Johns Hopkins University 1989 — 1993
B.A., International Studies
Nathan Ritsko Nathan Ritsko's Houlihan Lokey Experience 2010 - 2010
Job Asset Allocation Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Andrew Carlson Andrew Carlson's Houlihan Lokey Experience 2010 - 2011
Job Adviser to entrepreneurs, tech startups, and new ventures
Industry Law Practice
Experience
New Counsel, PLC September 2012 - Present
Saint John’s University Alumni Board January 2012 - Present
Brookridge Investments 2009 - Present
Houlihan Lokey 2010 - 2011
Deutsche Bank 2008 - 2010
Deutsche Bank May 2007 - August 2007
Weil, Gotshal & Manges May 2006 - August 2006
U.S. Bankruptcy Court for the Southern District of New York May 2005 - August 2005
Freddie Mac 2002 - 2004
Board of Governors of the Federal Reserve System 2000 - 2002
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Entrepreneurship, M&A experience, Start-ups, Investment Banking, Restructuring, Investments, Credit, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Private Placements, Venture Capital, Leveraged Finance, Distressed Debt, Mergers, Loans, Private Equity, Debt, Bankruptcy, Economics, Excel, Capital Structure, Research, LBO, Contract Negotiation, Private Equity/Venture..., Bloomberg, Capital IQ, Technology, Angel Investing, Finance, Portfolio Management, Securities, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance and Accounting
New York University School of Law 2004 — 2008
JD, Corporate Law, Bankruptcy, Restructuring
New York University School of Law / Leonard N. Stern School of Business 2004 — 2008
MBA/JD, Banking, Finance, and Law
College of St. Benedict 1996 — 2000
Bachelor of Arts (BA), Mathematics
Saint John's University 1996 — 2000
B.A., Mathematics
New Counsel, PLC September 2012 - Present
Saint John’s University Alumni Board January 2012 - Present
Brookridge Investments 2009 - Present
Houlihan Lokey 2010 - 2011
Deutsche Bank 2008 - 2010
Deutsche Bank May 2007 - August 2007
Weil, Gotshal & Manges May 2006 - August 2006
U.S. Bankruptcy Court for the Southern District of New York May 2005 - August 2005
Freddie Mac 2002 - 2004
Board of Governors of the Federal Reserve System 2000 - 2002
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Entrepreneurship, M&A experience, Start-ups, Investment Banking, Restructuring, Investments, Credit, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Private Placements, Venture Capital, Leveraged Finance, Distressed Debt, Mergers, Loans, Private Equity, Debt, Bankruptcy, Economics, Excel, Capital Structure, Research, LBO, Contract Negotiation, Private Equity/Venture..., Bloomberg, Capital IQ, Technology, Angel Investing, Finance, Portfolio Management, Securities, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance and Accounting
New York University School of Law 2004 — 2008
JD, Corporate Law, Bankruptcy, Restructuring
New York University School of Law / Leonard N. Stern School of Business 2004 — 2008
MBA/JD, Banking, Finance, and Law
College of St. Benedict 1996 — 2000
Bachelor of Arts (BA), Mathematics
Saint John's University 1996 — 2000
B.A., Mathematics
Chad Burns's Houlihan Lokey Experience 2010 - 2012
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps, LLC 2012 - Present
Houlihan Lokey 2010 - 2012
KPMG LLP Advisory 2003 - 2010
Salesforce.com, Inc. 2001 - 2003
NBC Internet, Inc. 2000 - 2001
KPMG LLP 1996 - 2000
Skills
Investment Banking, Mergers, Divestitures, Strategic Advisory, Valuation, Due Diligence, Financial Modeling, Corporate Finance, IPO, Capital Markets, Private Placements, Leveraged Finance, LBO, Private Equity, Accounting, TMT, Technology, Digital Media, Start-ups, Mergers & Acquisitions, Strategy, Strategic Financial..., Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Berkeley, Haas School of Business
Masters, Strategic Management
San Diego State University
BS, Accountancy, with Distinction
Torrey Pines High School
Duff & Phelps, LLC 2012 - Present
Houlihan Lokey 2010 - 2012
KPMG LLP Advisory 2003 - 2010
Salesforce.com, Inc. 2001 - 2003
NBC Internet, Inc. 2000 - 2001
KPMG LLP 1996 - 2000
Skills
Investment Banking, Mergers, Divestitures, Strategic Advisory, Valuation, Due Diligence, Financial Modeling, Corporate Finance, IPO, Capital Markets, Private Placements, Leveraged Finance, LBO, Private Equity, Accounting, TMT, Technology, Digital Media, Start-ups, Mergers & Acquisitions, Strategy, Strategic Financial..., Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Berkeley, Haas School of Business
Masters, Strategic Management
San Diego State University
BS, Accountancy, with Distinction
Torrey Pines High School
Joseph DiTomaso Joseph DiTomaso's Houlihan Lokey Experience February 2008 - January 2010
Job cofounder and CEO
Industry Financial Services
Experience
AllTheRooms August 2013 - Present
Macquarie Group February 2010 - August 2013
Houlihan Lokey February 2008 - January 2010
Morgan Stanley November 2002 - November 2007
Morgan Stanley November 2001 - November 2002
Morgan Stanley June 1998 - November 2001
Morgan Stanley June 1997 - June 1998
Skills
Leveraged Finance, Private Equity, Hedge Funds, Debt, Distressed Debt, Restructuring, M&A, Spanish, Trading, Structured Finance, Capital Markets, Mergers & Acquisitions, Mergers, Derivatives, Risk Management, Valuation, Financial Modeling, Investments, Financial Risk, Loans, Bloomberg, Investment Banking, Credit, Bonds, Equities, CDS, Emerging Markets, Finance, High Yield, Fixed Income, Portfolio Management, LBO, Credit Analysis, FX Options, Hedging, Commodity, Market Risk, Financial Structuring, Funding, Alternative Investments, Capital, Corporate Finance, Venture Capital, Asset Management, Securities, Corporate Development, Equity Research, Capital Structure, IPO, M&A experience
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Colgate University 1993 — 1997
BA, Major in Physics and Philosophy
AllTheRooms August 2013 - Present
Macquarie Group February 2010 - August 2013
Houlihan Lokey February 2008 - January 2010
Morgan Stanley November 2002 - November 2007
Morgan Stanley November 2001 - November 2002
Morgan Stanley June 1998 - November 2001
Morgan Stanley June 1997 - June 1998
Skills
Leveraged Finance, Private Equity, Hedge Funds, Debt, Distressed Debt, Restructuring, M&A, Spanish, Trading, Structured Finance, Capital Markets, Mergers & Acquisitions, Mergers, Derivatives, Risk Management, Valuation, Financial Modeling, Investments, Financial Risk, Loans, Bloomberg, Investment Banking, Credit, Bonds, Equities, CDS, Emerging Markets, Finance, High Yield, Fixed Income, Portfolio Management, LBO, Credit Analysis, FX Options, Hedging, Commodity, Market Risk, Financial Structuring, Funding, Alternative Investments, Capital, Corporate Finance, Venture Capital, Asset Management, Securities, Corporate Development, Equity Research, Capital Structure, IPO, M&A experience
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Colgate University 1993 — 1997
BA, Major in Physics and Philosophy
Reyhaneh Fathieh's Houlihan Lokey Experience September 2015 - Present
Job Associate at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey September 2015 - Present
Mitsubishi UFJ Financial Group, Inc. March 2014 - September 2015
Distributed Sun LLC July 2013 - February 2014
ExxonMobil May 2012 - August 2012
The Oil and Gas Year October 2010 - August 2011
Sanford Wittels & Heisler LLP January 2010 - June 2010
Gannett/USA TODAY - USA WEEKEND Magazine October 2007 - December 2009
The Washington Post May 2006 - August 2006
Skills
International Relations, Economics, Policy Analysis, Research, Politics, Corporate Communications, Editing, Public Policy, Strategic Communications, Project Finance, Copy Editing, Social Media, Public Speaking, Stata, Journalism, Energy Policy, Foreign Policy, Market Research, Business Development, Editorial, Ap Style, International Economics, Renewable Energy, Quantitative Research, International..., Project Management, Emerging Markets
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Energy Management Policy, AND International Finance and Economic Policy
University of Virginia 2003 — 2007
Bachelor of Arts, Foreign Affairs, English Language, Middle East
Houlihan Lokey September 2015 - Present
Mitsubishi UFJ Financial Group, Inc. March 2014 - September 2015
Distributed Sun LLC July 2013 - February 2014
ExxonMobil May 2012 - August 2012
The Oil and Gas Year October 2010 - August 2011
Sanford Wittels & Heisler LLP January 2010 - June 2010
Gannett/USA TODAY - USA WEEKEND Magazine October 2007 - December 2009
The Washington Post May 2006 - August 2006
Skills
International Relations, Economics, Policy Analysis, Research, Politics, Corporate Communications, Editing, Public Policy, Strategic Communications, Project Finance, Copy Editing, Social Media, Public Speaking, Stata, Journalism, Energy Policy, Foreign Policy, Market Research, Business Development, Editorial, Ap Style, International Economics, Renewable Energy, Quantitative Research, International..., Project Management, Emerging Markets
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Energy Management Policy, AND International Finance and Economic Policy
University of Virginia 2003 — 2007
Bachelor of Arts, Foreign Affairs, English Language, Middle East
Justin Abelow Justin Abelow's Houlihan Lokey Experience January 2002 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2002 - Present
Deutsche Bank April 2007 - June 2009
J.P. Morgan March 1999 - November 1999
Davis Polk & Wardwell LLP August 1995 - December 1996
The First Boston Corporation 1990 - 1992
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Restructuring, Finance, Management, Capital Markets, Public Speaking, M&A experience
Education
Columbia College (NY)
A.B.
Columbia University School of Law
Doctor of Law (JD)
The Buckley School
The Hotchkiss School
Houlihan Lokey January 2002 - Present
Deutsche Bank April 2007 - June 2009
J.P. Morgan March 1999 - November 1999
Davis Polk & Wardwell LLP August 1995 - December 1996
The First Boston Corporation 1990 - 1992
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Restructuring, Finance, Management, Capital Markets, Public Speaking, M&A experience
Education
Columbia College (NY)
A.B.
Columbia University School of Law
Doctor of Law (JD)
The Buckley School
The Hotchkiss School
Alex Heikali Alex Heikali's Houlihan Lokey Experience July 2013 - Present
Job Investment Banking Analyst Industrials Mergers & Acquisitions at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2013 - Present
Houlihan Lokey May 2012 - August 2012
Park Lane Investment Bank May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, DCF, Corporate Finance, Economics, Bloomberg Terminal, LBO, Equities, Financial Analysis, Investment Banking, Equity Research, Private Equity, Mergers & Acquisitions, Business Valuation
Education
Cornell University 2009 — 2013
B.A., Economics
Milken Community High School 2005 — 2009
Houlihan Lokey July 2013 - Present
Houlihan Lokey May 2012 - August 2012
Park Lane Investment Bank May 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, DCF, Corporate Finance, Economics, Bloomberg Terminal, LBO, Equities, Financial Analysis, Investment Banking, Equity Research, Private Equity, Mergers & Acquisitions, Business Valuation
Education
Cornell University 2009 — 2013
B.A., Economics
Milken Community High School 2005 — 2009
Peter Holst-Grubbe's Houlihan Lokey Experience July 2012 - July 2015
Job Private Equity Investment Analyst at Partners Group
Industry Financial Services
Experience
Partners Group August 2015 - Present
Houlihan Lokey July 2012 - July 2015
Rialto Capital Management May 2011 - July 2012
Skills
Valuation, Corporate Finance, Data Analysis, Loans, Securities, Financial Modeling, Financial Analysis, Investments, Bloomberg, Investment Banking, Due Diligence, Microsoft Excel, Acquisitions
Education
Columbia University in the City of New York 2008 — 2012
BA, Political Science and Government
Avon Old Farms 2004 — 2008
Partners Group August 2015 - Present
Houlihan Lokey July 2012 - July 2015
Rialto Capital Management May 2011 - July 2012
Skills
Valuation, Corporate Finance, Data Analysis, Loans, Securities, Financial Modeling, Financial Analysis, Investments, Bloomberg, Investment Banking, Due Diligence, Microsoft Excel, Acquisitions
Education
Columbia University in the City of New York 2008 — 2012
BA, Political Science and Government
Avon Old Farms 2004 — 2008
Kylie Davis Kylie Davis's Houlihan Lokey Experience July 2007 - October 2009
Job Strategy & Structuring
Industry Venture Capital & Private Equity
Experience
Urban Cowboy B&B December 2014 - Present
Broadhaven Capital Partners January 2014 - Present
The Blackstone Group June 2012 - January 2014
Benchmark Real Estate Group, LLC November 2009 - January 2011
Houlihan Lokey July 2007 - October 2009
Houlihan Lokey Howard and Zukin June 2006 - August 2006
Mellon HBV Alternative Strategies LLC June 2005 - August 2005
Starfish Brand Experience Design June 2004 - July 2004
Starfish Brand Experience Design February 2003 - July 2003
Education
New York University 2010 — 2011
M.S. Real Estate
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts
Solomon Schechter 1999 — 2003
Urban Cowboy B&B December 2014 - Present
Broadhaven Capital Partners January 2014 - Present
The Blackstone Group June 2012 - January 2014
Benchmark Real Estate Group, LLC November 2009 - January 2011
Houlihan Lokey July 2007 - October 2009
Houlihan Lokey Howard and Zukin June 2006 - August 2006
Mellon HBV Alternative Strategies LLC June 2005 - August 2005
Starfish Brand Experience Design June 2004 - July 2004
Starfish Brand Experience Design February 2003 - July 2003
Education
New York University 2010 — 2011
M.S. Real Estate
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts
Solomon Schechter 1999 — 2003
Hideto Nishitani Hideto Nishitani's Houlihan Lokey Experience October 2012 - Present
Job Chairman, President & CEO at ORIX USA Corporation
Industry Financial Services
Experience
Houlihan Lokey October 2012 - Present
ORIX USA Corporation April 2015 - August 2015
ORIX USA Corporation October 2012 - May 2015
ORIX USA Corporation September 2006 - September 2012
ORIX Corporation April 1983 - August 2006
AIESEC December 1981 - August 1982
AIESEC December 1980 - August 1981
Skills
Corporate Finance, Capital Markets, Treasury Management, Asset Management, Investment Management, Investment Banking, Mergers & Acquisitions, Private Equity, Strategic Planning, Turn Around Management, Financial Services, Commercial Lending, Aircraft Leasing, Commercial Leasing
Education
London School of Economics and Political Science 1988 — 1990
Master of Science (MS), Economics
Kwansei Gakuin University 1979 — 1983
Bachelor of Arts (BA), Economics
Japan Management Association (JMA)
Certificate, Global Business Leader Course, (Executive Education Course)
Columbia University - Columbia Business School
Course Certificate, Finance and Accounting for the Nonfinancial Executive, (Executive Education Course)
International Education Center in Tokyo (Nichibei Kaiwa Gakuin)
Course Certificate, English Language
Houlihan Lokey October 2012 - Present
ORIX USA Corporation April 2015 - August 2015
ORIX USA Corporation October 2012 - May 2015
ORIX USA Corporation September 2006 - September 2012
ORIX Corporation April 1983 - August 2006
AIESEC December 1981 - August 1982
AIESEC December 1980 - August 1981
Skills
Corporate Finance, Capital Markets, Treasury Management, Asset Management, Investment Management, Investment Banking, Mergers & Acquisitions, Private Equity, Strategic Planning, Turn Around Management, Financial Services, Commercial Lending, Aircraft Leasing, Commercial Leasing
Education
London School of Economics and Political Science 1988 — 1990
Master of Science (MS), Economics
Kwansei Gakuin University 1979 — 1983
Bachelor of Arts (BA), Economics
Japan Management Association (JMA)
Certificate, Global Business Leader Course, (Executive Education Course)
Columbia University - Columbia Business School
Course Certificate, Finance and Accounting for the Nonfinancial Executive, (Executive Education Course)
International Education Center in Tokyo (Nichibei Kaiwa Gakuin)
Course Certificate, English Language
Kushveer Jadeja Kushveer Jadeja's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Colby College August 2013 - June 2014
MBA Lazard June 2013 - August 2013
Colby College September 2012 - May 2013
The Urban Institute January 2013 - March 2013
Walker & Dunlop May 2012 - July 2012
National Institutes of Health June 2010 - August 2010
Skills
Investment Banking, Research, Mergers & Acquisitions, Analysis, Economics
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics with a Concentration in Financial Markets, Environmental Science
Saint Albans School 2008 — 2011
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Colby College August 2013 - June 2014
MBA Lazard June 2013 - August 2013
Colby College September 2012 - May 2013
The Urban Institute January 2013 - March 2013
Walker & Dunlop May 2012 - July 2012
National Institutes of Health June 2010 - August 2010
Skills
Investment Banking, Research, Mergers & Acquisitions, Analysis, Economics
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics with a Concentration in Financial Markets, Environmental Science
Saint Albans School 2008 — 2011
Tim Park's Houlihan Lokey Experience August 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2014 - Present
OneWest Bank July 2013 - August 2014
Prudential Capital Group June 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Economics, Microsoft Excel, Leveraged Finance, Leveraged Lending, Java, Stata, Statistics, PowerPoint, Valuation, Microsoft Word, Corporate Finance, Bloomberg, Capital IQ, Financial Statement..., Financial Modeling, LBO
Education
Claremont McKenna College
BA, Economics-Accounting
Claremont McKenna College
Bachelor of Arts (B.A.)
Houlihan Lokey August 2014 - Present
OneWest Bank July 2013 - August 2014
Prudential Capital Group June 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Economics, Microsoft Excel, Leveraged Finance, Leveraged Lending, Java, Stata, Statistics, PowerPoint, Valuation, Microsoft Word, Corporate Finance, Bloomberg, Capital IQ, Financial Statement..., Financial Modeling, LBO
Education
Claremont McKenna College
BA, Economics-Accounting
Claremont McKenna College
Bachelor of Arts (B.A.)
Kyle Rhee Kyle Rhee's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Digital Capital Advisors June 2013 - August 2013
KPMG May 2012 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
TOG Squash January 2011 - May 2011
Skills
Economics, English, Bloomberg Terminal, Project Management, Microsoft Excel, Corporate Finance, Equities, Bloomberg, Qualitative Research, Data Analysis, Creative Writing, PowerPoint, Valuation, Editing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sustainable Development
Phillips Academy 2006 — 2010
High School Diploma
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Digital Capital Advisors June 2013 - August 2013
KPMG May 2012 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
TOG Squash January 2011 - May 2011
Skills
Economics, English, Bloomberg Terminal, Project Management, Microsoft Excel, Corporate Finance, Equities, Bloomberg, Qualitative Research, Data Analysis, Creative Writing, PowerPoint, Valuation, Editing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sustainable Development
Phillips Academy 2006 — 2010
High School Diploma
Caroline Perrier Caroline Perrier's Houlihan Lokey Experience January 2015 - Present
Job Administrative AssistantFinancial Advisory Services practice
Industry Investment Banking
Experience
Houlihan Lokey January 2015 - Present
Cardinal's Sports Center September 2014 - December 2014
Cardinal's Sports Center April 2014 - September 2014
LA Fitness May 2013 - January 2014
Collin College October 2010 - May 2012
ANN INC. May 2011 - August 2011
Racquet & Jog April 2010 - August 2010
Education
Texas Tech University 2012 — 2014
General Studies, English, Exercise Science, Communication Studies
Collin County Community College 2010 — 2012
Associate of Science (A.S.), Kinesiology and Exercise Science
Houlihan Lokey January 2015 - Present
Cardinal's Sports Center September 2014 - December 2014
Cardinal's Sports Center April 2014 - September 2014
LA Fitness May 2013 - January 2014
Collin College October 2010 - May 2012
ANN INC. May 2011 - August 2011
Racquet & Jog April 2010 - August 2010
Education
Texas Tech University 2012 — 2014
General Studies, English, Exercise Science, Communication Studies
Collin County Community College 2010 — 2012
Associate of Science (A.S.), Kinesiology and Exercise Science
Ross Rosenstein's Houlihan Lokey Experience June 2015 - August 2015
Job JD/MBA Candidate University of Virginia
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) 2014 - 2014
Clarksons Platou 2010 - 2012
Clarksons Platou 2008 - 2010
Wells Fargo Securities 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Business Development, Due Diligence, Emerging Markets, Financial Analysis, Equity Research, Capital Markets, Investments, Bloomberg, Strategy, Business Strategy, Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Management Consulting, Management, Equities
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2012 — 2016
Business Administration and Management, General
Davidson College 2003 — 2007
B.A., Economics with Spanish Minor
The Lawrenceville School 2000 — 2003
Diploma
The Lexington School 1988 — 2000
Houlihan Lokey June 2015 - August 2015
Financial Industry Regulatory Authority (FINRA) 2014 - 2014
Clarksons Platou 2010 - 2012
Clarksons Platou 2008 - 2010
Wells Fargo Securities 2007 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Business Development, Due Diligence, Emerging Markets, Financial Analysis, Equity Research, Capital Markets, Investments, Bloomberg, Strategy, Business Strategy, Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Management Consulting, Management, Equities
Education
University of Virginia School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Virginia - Darden Graduate School of Business Administration 2012 — 2016
Business Administration and Management, General
Davidson College 2003 — 2007
B.A., Economics with Spanish Minor
The Lawrenceville School 2000 — 2003
Diploma
The Lexington School 1988 — 2000
Jake Becker Jake Becker's Houlihan Lokey Experience July 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
UPVENTURES June 2012 - September 2012
Stratton Mountain Resort November 2010 - March 2011
Horizons National June 2007 - August 2010
Skills
Research, Fitness, Coaching, Experience Working with..., Social Media, Microsoft Office, Stata
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Government
Greens Farms Academy 1999 — 2011
Stratton Mountain School 2009 — 2010
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
UPVENTURES June 2012 - September 2012
Stratton Mountain Resort November 2010 - March 2011
Horizons National June 2007 - August 2010
Skills
Research, Fitness, Coaching, Experience Working with..., Social Media, Microsoft Office, Stata
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Government
Greens Farms Academy 1999 — 2011
Stratton Mountain School 2009 — 2010
Raphael Journo Raphael Journo's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Higher Education
Experience
Houlihan Lokey June 2015 - Present
Sumitomo Mitsui Banking Corporation June 2014 - August 2014
Nestor Advisors January 2014 - May 2014
PlaNet Finance June 2013 - August 2013
Columbia University Strive April 2012 - June 2013
EMT Service October 2010 - August 2011
National Institute of Applied Optics September 2009 - June 2010
Community High School September 2008 - May 2009
Skills
Corporate Governance, Italian, French, Social Networking, Microsoft Office, R statistical..., Excel, Mentoring
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Political Science
London School of Economics and Political Science 2013 — 2014
Junior Year Abroad, Accounting and Finance, International Relations and Government
International High School Machiavelli Capponi 2005 — 2010
Diploma di Maturita, Liceo Scientifico
Community High School 2008 — 2009
Study Abroad Program, 12th grade
Houlihan Lokey June 2015 - Present
Sumitomo Mitsui Banking Corporation June 2014 - August 2014
Nestor Advisors January 2014 - May 2014
PlaNet Finance June 2013 - August 2013
Columbia University Strive April 2012 - June 2013
EMT Service October 2010 - August 2011
National Institute of Applied Optics September 2009 - June 2010
Community High School September 2008 - May 2009
Skills
Corporate Governance, Italian, French, Social Networking, Microsoft Office, R statistical..., Excel, Mentoring
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Political Science
London School of Economics and Political Science 2013 — 2014
Junior Year Abroad, Accounting and Finance, International Relations and Government
International High School Machiavelli Capponi 2005 — 2010
Diploma di Maturita, Liceo Scientifico
Community High School 2008 — 2009
Study Abroad Program, 12th grade
Matt Dorsey, CFA's Houlihan Lokey Experience July 2010 - August 2012
Job BizOps at Grovo
Industry Venture Capital & Private Equity
Experience
Grovo August 2015 - Present
I Forgot It's Wednesday (IFIW) January 2014 - Present
Uber July 2014 - July 2015
Columbia Business School August 2012 - May 2014
Turtle Bay Partners, LLC September 2013 - February 2014
Falconhead Capital September 2013 - December 2013
Rothschild June 2013 - August 2013
Houlihan Lokey July 2010 - August 2012
Ernst & Young March 2008 - June 2010
Skills
Financial Modeling, DCF, Valuation, LBO, Fairness Opinions, M&A experience, Finance, Financial Analysis, Private Equity, Leadership Development, Coaching, Leadership, Mergers & Acquisitions, Management Consulting
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Private Equity
Duke University 2004 — 2007
BS, Economics
Grovo August 2015 - Present
I Forgot It's Wednesday (IFIW) January 2014 - Present
Uber July 2014 - July 2015
Columbia Business School August 2012 - May 2014
Turtle Bay Partners, LLC September 2013 - February 2014
Falconhead Capital September 2013 - December 2013
Rothschild June 2013 - August 2013
Houlihan Lokey July 2010 - August 2012
Ernst & Young March 2008 - June 2010
Skills
Financial Modeling, DCF, Valuation, LBO, Fairness Opinions, M&A experience, Finance, Financial Analysis, Private Equity, Leadership Development, Coaching, Leadership, Mergers & Acquisitions, Management Consulting
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Private Equity
Duke University 2004 — 2007
BS, Economics
CJ Wang's Houlihan Lokey Experience August 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Columbia University in the City of New York October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Columbia University in the City of New York September 2013 - January 2014
Houlihan Lokey August 2013 - August 2013
CITIC Securities June 2013 - July 2013
China Daily June 2012 - August 2012
Baha'i International Community (BIC) June 2010 - July 2010
Skills
Research
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Economics-Mathematics
J.P. Morgan June 2015 - Present
Columbia University in the City of New York October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Columbia University in the City of New York September 2013 - January 2014
Houlihan Lokey August 2013 - August 2013
CITIC Securities June 2013 - July 2013
China Daily June 2012 - August 2012
Baha'i International Community (BIC) June 2010 - July 2010
Skills
Research
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Economics-Mathematics
Owais Singapuri Owais Singapuri's Houlihan Lokey Experience June 2012 - July 2014
Job Associate at Frazier Healthcare Partners
Industry Venture Capital & Private Equity
Experience
Frazier Healthcare Partners July 2014 - Present
Houlihan Lokey June 2012 - July 2014
Citigroup June 2011 - August 2011
Ernst & Young January 2011 - March 2011
Education
DePaul University 2009 — 2012
Bachelor of Science (BS), Accountancy
Frazier Healthcare Partners July 2014 - Present
Houlihan Lokey June 2012 - July 2014
Citigroup June 2011 - August 2011
Ernst & Young January 2011 - March 2011
Education
DePaul University 2009 — 2012
Bachelor of Science (BS), Accountancy
Ruyin (Rebecca) Wang Ruyin (Rebecca) Wang's Houlihan Lokey Experience August 2013 - May 2014
Job Candidate for MBA, Class of 2016 at Fuqua School of Business
Industry Management Consulting
Experience
Fuqua School of Business July 2014 - Present
EY June 2015 - August 2015
Houlihan Lokey August 2013 - May 2014
Liolios Group, Inc. June 2013 - July 2013
ROTH Capital Partners September 2008 - May 2013
ISPI LA 2007 - 2010
China Global Ventures October 2007 - August 2008
Asia Pacific-USA Chamber of Commerce September 2006 - October 2007
Skills
Public Relations, Marketing Strategy, Strategic Planning, Competitive Analysis, Marketing, Business Development, Mandarin, Marketing Communications, Mergers, Corporate Communications, Market Research, Investment Banking, Mergers & Acquisitions, Email Marketing, Strategic Partnerships, Project Management, Corporate Access, MS Excel Pivot Tables, Emerging Market Entry, Sponsorship Outreach, Social Media, Website SEO, Management, Lead Generation, Salesforce.com, Analysis, Media Relations, Entrepreneurship, Product Development, SEO, Sales, Corporate Branding
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, 3.67 out of 4.0
University of Southern California 2004 — 2006
Master's, Instructional Technology, GPA: 3.8
East China Normal University 2000 — 2004
Bachelor's degree, Educational Information and Technology, Minor in Finance
Fuqua School of Business July 2014 - Present
EY June 2015 - August 2015
Houlihan Lokey August 2013 - May 2014
Liolios Group, Inc. June 2013 - July 2013
ROTH Capital Partners September 2008 - May 2013
ISPI LA 2007 - 2010
China Global Ventures October 2007 - August 2008
Asia Pacific-USA Chamber of Commerce September 2006 - October 2007
Skills
Public Relations, Marketing Strategy, Strategic Planning, Competitive Analysis, Marketing, Business Development, Mandarin, Marketing Communications, Mergers, Corporate Communications, Market Research, Investment Banking, Mergers & Acquisitions, Email Marketing, Strategic Partnerships, Project Management, Corporate Access, MS Excel Pivot Tables, Emerging Market Entry, Sponsorship Outreach, Social Media, Website SEO, Management, Lead Generation, Salesforce.com, Analysis, Media Relations, Entrepreneurship, Product Development, SEO, Sales, Corporate Branding
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, 3.67 out of 4.0
University of Southern California 2004 — 2006
Master's, Instructional Technology, GPA: 3.8
East China Normal University 2000 — 2004
Bachelor's degree, Educational Information and Technology, Minor in Finance
Hartadinata Harianto's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
CO-OP Financial Services June 2014 - August 2014
Nth Degree Innovation August 2013 - May 2014
Central Bank of Indonesia March 2013 - August 2013
Skills
Economics, Financial Analysis, Macroeconomics, Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Research, Corporate Finance, Valuation, Statistics, Investment Banking, Finance, Mergers & Acquisitions, Presentation Skills
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
Stony Brook University 2012 — 2014
Bachelor's Degree, Economics, Magna Cum Laude
BHSEC
Houlihan Lokey June 2015 - Present
CO-OP Financial Services June 2014 - August 2014
Nth Degree Innovation August 2013 - May 2014
Central Bank of Indonesia March 2013 - August 2013
Skills
Economics, Financial Analysis, Macroeconomics, Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Research, Corporate Finance, Valuation, Statistics, Investment Banking, Finance, Mergers & Acquisitions, Presentation Skills
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
Stony Brook University 2012 — 2014
Bachelor's Degree, Economics, Magna Cum Laude
BHSEC
Erin Duffy Erin Duffy's Houlihan Lokey Experience April 2014 - Present
Job Associate, Investment Banking at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2014 - Present
Dominick & Dominick LLC July 2013 - April 2014
Dominick & Dominick LLC June 2010 - June 2013
Dominick & Dominick LLC October 2009 - July 2010
Fry's Electronics April 2006 - August 2007
Ballet San Jose September 2000 - August 2007
Skills
Investment Banking, Analysis, Valuation, Budgets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Investments, Fixed Income, Venture Capital, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Due Diligence, Securities, Asset Management
Education
Columbia University in the City of New York 2007 — 2010
Economics, Psychology
Saint Francis High School 1996 — 2000
Houlihan Lokey April 2014 - Present
Dominick & Dominick LLC July 2013 - April 2014
Dominick & Dominick LLC June 2010 - June 2013
Dominick & Dominick LLC October 2009 - July 2010
Fry's Electronics April 2006 - August 2007
Ballet San Jose September 2000 - August 2007
Skills
Investment Banking, Analysis, Valuation, Budgets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Investments, Fixed Income, Venture Capital, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Due Diligence, Securities, Asset Management
Education
Columbia University in the City of New York 2007 — 2010
Economics, Psychology
Saint Francis High School 1996 — 2000
Jim Georgeadis Jim Georgeadis's Houlihan Lokey Experience July 2009 - June 2011
Job Associate at Simmons & Company International
Industry Oil & Energy
Experience
Simmons & Company International October 2014 - Present
ExxonMobil June 2013 - October 2014
Houlihan Lokey July 2009 - June 2011
Houlihan Lokey July 2007 - June 2009
Skills
Data Analysis, Business Strategy, Financial Modeling, Competitive Analysis, Strategy, Economics
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin 2006 — 2007
Master in Professional Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA)
Simmons & Company International October 2014 - Present
ExxonMobil June 2013 - October 2014
Houlihan Lokey July 2009 - June 2011
Houlihan Lokey July 2007 - June 2009
Skills
Data Analysis, Business Strategy, Financial Modeling, Competitive Analysis, Strategy, Economics
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin 2006 — 2007
Master in Professional Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA)
Dante Quazzo's Houlihan Lokey Experience July 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Claremont Sports Connection March 2013 - February 2015
Houlihan Lokey June 2014 - August 2014
Bechtel Corporation May 2013 - August 2013
Claremont Sports Connection March 2012 - March 2013
Financial Economics Institute July 2012 - September 2012
Claremont Sports Connection November 2011 - March 2012
Shorenstein Hays Nederlander January 2011 - July 2011
Toomey for Senate June 2010 - November 2010
Skills
Microsoft Excel, Economics, Microsoft Word, PowerPoint, Department Budget..., Stata, Personnel Management, Google Docs, Computer Science, WRDS, SQL, Intercollegiate..., Statistical Data..., CRSP, Broadcast Engineering, JavaScript, SML, West Coast Swing, Java, Python, HTML, Financial Modeling, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.) in Economics, Master of Arts (M.A.) in Finance, Economics
San Francisco University High School 2006 — 2010
Houlihan Lokey July 2015 - Present
Claremont Sports Connection March 2013 - February 2015
Houlihan Lokey June 2014 - August 2014
Bechtel Corporation May 2013 - August 2013
Claremont Sports Connection March 2012 - March 2013
Financial Economics Institute July 2012 - September 2012
Claremont Sports Connection November 2011 - March 2012
Shorenstein Hays Nederlander January 2011 - July 2011
Toomey for Senate June 2010 - November 2010
Skills
Microsoft Excel, Economics, Microsoft Word, PowerPoint, Department Budget..., Stata, Personnel Management, Google Docs, Computer Science, WRDS, SQL, Intercollegiate..., Statistical Data..., CRSP, Broadcast Engineering, JavaScript, SML, West Coast Swing, Java, Python, HTML, Financial Modeling, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.) in Economics, Master of Arts (M.A.) in Finance, Economics
San Francisco University High School 2006 — 2010
Bart T Zanelli's Houlihan Lokey Experience 2003 - 2006
Job Managing Director | Capital Markets and Advisory | Private Equity Insurance and Reinsurance
Industry Insurance
Experience
Guy Carpenter 2007 - 2013
Houlihan Lokey 2003 - 2006
Fox-Pitt, Kelton 1992 - 2004
Skandia 1989 - 1992
Skills
Capital Markets, Risk Management, Underwriting, Mergers, Insurance, Reinsurance, Brokers, Mergers & Acquisitions, Financial Risk, Investment Banking, Property & Casualty..., Strategy, Finance, Management, Corporate Finance, Investments, Executive Management, Private Equity, General Insurance, Due Diligence, Financial Services, Casualty, Portfolio Management, Securities, Liability, D&O, Enterprise Risk..., Professional Liability, Excess, Financial Modeling, Valuation, Financial Analysis, Structured Finance, Strategic Financial..., Corporate Development, Investor Relations, Asset Management, Financial Planning
Education
Columbia University - Columbia Business School 1987 — 1989
Masters In Business Administration, Finance, Dean's List
London School of Economics and Political Science 1983 — 1983
Tutorial in Western European Economic Systems
Hobart College
Bachelor of Arts (BA), Economics, Deans List
Pingry School
Guy Carpenter 2007 - 2013
Houlihan Lokey 2003 - 2006
Fox-Pitt, Kelton 1992 - 2004
Skandia 1989 - 1992
Skills
Capital Markets, Risk Management, Underwriting, Mergers, Insurance, Reinsurance, Brokers, Mergers & Acquisitions, Financial Risk, Investment Banking, Property & Casualty..., Strategy, Finance, Management, Corporate Finance, Investments, Executive Management, Private Equity, General Insurance, Due Diligence, Financial Services, Casualty, Portfolio Management, Securities, Liability, D&O, Enterprise Risk..., Professional Liability, Excess, Financial Modeling, Valuation, Financial Analysis, Structured Finance, Strategic Financial..., Corporate Development, Investor Relations, Asset Management, Financial Planning
Education
Columbia University - Columbia Business School 1987 — 1989
Masters In Business Administration, Finance, Dean's List
London School of Economics and Political Science 1983 — 1983
Tutorial in Western European Economic Systems
Hobart College
Bachelor of Arts (BA), Economics, Deans List
Pingry School
Maxwell Luce Maxwell Luce's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey December 2013 - July 2015
Prudential Real Estate Investors February 2013 - December 2013
Prudential Real Estate Investors November 2011 - February 2013
SEI Investments May 2011 - November 2011
SEI Invesments June 2010 - August 2010
Beaumont Hospital April 2010 - May 2010
Johnson & Johnson June 2009 - August 2009
Education
Lafayette College 2007 — 2011
BA, Economics
Dublin City University 2010 — 2010
Houlihan Lokey July 2015 - Present
Houlihan Lokey December 2013 - July 2015
Prudential Real Estate Investors February 2013 - December 2013
Prudential Real Estate Investors November 2011 - February 2013
SEI Investments May 2011 - November 2011
SEI Invesments June 2010 - August 2010
Beaumont Hospital April 2010 - May 2010
Johnson & Johnson June 2009 - August 2009
Education
Lafayette College 2007 — 2011
BA, Economics
Dublin City University 2010 — 2010
Drew Evancho Drew Evancho's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Greenhill & Co. July 2014 - June 2015
Skills
Microsoft Office, Capital IQ, Stata, InDesign, Microsoft Excel, PowerPoint, Research, Data Analysis, Financial Modeling, Economics, Valuation, Financial Analysis, Corporate Finance, Social Media, Investment Banking
Education
Duke University 2009 — 2013
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
West High School
Houlihan Lokey June 2015 - Present
Greenhill & Co. July 2014 - June 2015
Skills
Microsoft Office, Capital IQ, Stata, InDesign, Microsoft Excel, PowerPoint, Research, Data Analysis, Financial Modeling, Economics, Valuation, Financial Analysis, Corporate Finance, Social Media, Investment Banking
Education
Duke University 2009 — 2013
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
West High School
Stephanie Kelman's Houlihan Lokey Experience July 2014 - Present
Job Invesment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Strathspey Crown LLC January 2014 - June 2014
United States Marine Corps May 2007 - October 2012
Skills
Leadership, Corporate Finance, Investment Banking, Financial Modeling, Banking, Business Analysis, Operational Planning, Organizational..., Operations Research, Series 79, Financial Analysis, DCF Valuation, LBO, Mergers & Acquisitions, Bankruptcy, Business Strategy, Business Valuation, Military Experience, Nonprofits, Force Protection, National Security, Intelligence Analysis, Electronic Warfare, Command, DoD, Counterinsurgency, Weapons, Defense, Intelligence, Leadership Development, Counterterrorism, Combat, Security Clearance, Top Secret, Policy, Emergency Management, Information Assurance, Team Building, Operations Management, Program Management, Security Management, International Relations, Strategic Planning, Military, Military Operations, Afghanistan, Homeland Security, Special Operations, Healthcare
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance and Economics
United States Naval Academy 2003 — 2007
Bachelor of Science (BS), Quantitative Economics
London School of Economics and Political Science 2006 — 2006
Summer School, Industrial Organization
Houlihan Lokey July 2014 - Present
Strathspey Crown LLC January 2014 - June 2014
United States Marine Corps May 2007 - October 2012
Skills
Leadership, Corporate Finance, Investment Banking, Financial Modeling, Banking, Business Analysis, Operational Planning, Organizational..., Operations Research, Series 79, Financial Analysis, DCF Valuation, LBO, Mergers & Acquisitions, Bankruptcy, Business Strategy, Business Valuation, Military Experience, Nonprofits, Force Protection, National Security, Intelligence Analysis, Electronic Warfare, Command, DoD, Counterinsurgency, Weapons, Defense, Intelligence, Leadership Development, Counterterrorism, Combat, Security Clearance, Top Secret, Policy, Emergency Management, Information Assurance, Team Building, Operations Management, Program Management, Security Management, International Relations, Strategic Planning, Military, Military Operations, Afghanistan, Homeland Security, Special Operations, Healthcare
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance and Economics
United States Naval Academy 2003 — 2007
Bachelor of Science (BS), Quantitative Economics
London School of Economics and Political Science 2006 — 2006
Summer School, Industrial Organization
Cassie Ratliff's Houlihan Lokey Experience October 2010 - July 2011
Job Director of Sales Enablement
Industry Information Technology and Services
Experience
Salesfusion November 2014 - April 2015
Cloud Sherpas April 2014 - November 2014
Cloud Sherpas October 2011 - March 2014
Houlihan Lokey October 2010 - July 2011
New Capital Partners July 2009 - October 2010
New Capital Partners May 2008 - August 2008
Skills
Mergers, Business Development, Cloud Computing, Leadership, Management, Mergers & Acquisitions, Entrepreneurship, Marketing, Team Management, Financial Modeling, Private Equity, Team Building, Corporate Finance, Venture Capital, Strategy, Due Diligence, Portfolio Management, CRM, Start-ups, Finance, Equities, Google Apps, Networking, SaaS, Change Management, Investments, Business Strategy
Education
Vanderbilt University 2005 — 2009
BA, Economics, Psychology
UNSW Australia
Bachelor's Degree, Economics, Psychology
Deerfield Academy 2003 — 2005
Mountain Brook 1997 — 2003
Salesfusion November 2014 - April 2015
Cloud Sherpas April 2014 - November 2014
Cloud Sherpas October 2011 - March 2014
Houlihan Lokey October 2010 - July 2011
New Capital Partners July 2009 - October 2010
New Capital Partners May 2008 - August 2008
Skills
Mergers, Business Development, Cloud Computing, Leadership, Management, Mergers & Acquisitions, Entrepreneurship, Marketing, Team Management, Financial Modeling, Private Equity, Team Building, Corporate Finance, Venture Capital, Strategy, Due Diligence, Portfolio Management, CRM, Start-ups, Finance, Equities, Google Apps, Networking, SaaS, Change Management, Investments, Business Strategy
Education
Vanderbilt University 2005 — 2009
BA, Economics, Psychology
UNSW Australia
Bachelor's Degree, Economics, Psychology
Deerfield Academy 2003 — 2005
Mountain Brook 1997 — 2003
Mark Momongan Mark Momongan's Houlihan Lokey Experience February 2001 - February 2002
Job
Industry Staffing and Recruiting
Experience
Ferguson Partners March 2012 - Present
Flint Creek Partners, LLC July 2002 - January 2012
Houlihan Lokey February 2001 - February 2002
Prudential Securities August 1999 - January 2001
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Georgetown University 1989 — 1993
B.S.
Ferguson Partners March 2012 - Present
Flint Creek Partners, LLC July 2002 - January 2012
Houlihan Lokey February 2001 - February 2002
Prudential Securities August 1999 - January 2001
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Georgetown University 1989 — 1993
B.S.
Natasha Roberts's Houlihan Lokey Experience April 2006 - July 2009
Job Assistant Director of Estate & Gift Planning The Carter Center
Industry Nonprofit Organization Management
Experience
The Carter Center July 2011 - Present
Goldman Sachs September 2009 - June 2011
Advantage at Goldman Sachs September 2009 - July 2010
Houlihan Lokey April 2006 - July 2009
International Management Associates July 2004 - February 2006
Progressive Sports Medicine March 2003 - July 2004
OfficeMates 5/DayStar October 1998 - February 2003
Skills
Fundraising, Event Planning, Nonprofits, Event Management, Research, Microsoft Excel, PowerPoint, Public Relations, Microsoft Office, Customer Service, Microsoft Word, Outlook, Office Management, Community Outreach, Leadership, Administrative..., Management
Education
DeVry University 2008 — 2011
BS, Health Services Management
The Carter Center July 2011 - Present
Goldman Sachs September 2009 - June 2011
Advantage at Goldman Sachs September 2009 - July 2010
Houlihan Lokey April 2006 - July 2009
International Management Associates July 2004 - February 2006
Progressive Sports Medicine March 2003 - July 2004
OfficeMates 5/DayStar October 1998 - February 2003
Skills
Fundraising, Event Planning, Nonprofits, Event Management, Research, Microsoft Excel, PowerPoint, Public Relations, Microsoft Office, Customer Service, Microsoft Word, Outlook, Office Management, Community Outreach, Leadership, Administrative..., Management
Education
DeVry University 2008 — 2011
BS, Health Services Management
Patrick Gillan Patrick Gillan's Houlihan Lokey Experience May 2013 - Present
Job Director at Houlihan Lokey
Industry Commercial Real Estate
Experience
Houlihan Lokey May 2013 - Present
Houlihan Lokey August 2008 - April 2013
JP Morgan May 2006 - July 2008
JPMorgan 2006 - 2008
Conscience Bay Home, LLC January 2002 - April 2006
Ernst & Young 1996 - 2002
Ernst & Young Real Estate May 1996 - December 2001
Chemical Bank 1990 - 1994
Chemical Bank 1990 - 1994
Chubb Insurance 1986 - 1988
Skills
Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investment Banking, Residential Homes, Valuation
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance / Marketing
State University of New York at Stony Brook 1981 — 1985
BA, Economics
Xavier High School 1977 — 1981
HS, General
St. Francis de Sales
St. Francis de Sales
St. Francis de Sales
Houlihan Lokey May 2013 - Present
Houlihan Lokey August 2008 - April 2013
JP Morgan May 2006 - July 2008
JPMorgan 2006 - 2008
Conscience Bay Home, LLC January 2002 - April 2006
Ernst & Young 1996 - 2002
Ernst & Young Real Estate May 1996 - December 2001
Chemical Bank 1990 - 1994
Chemical Bank 1990 - 1994
Chubb Insurance 1986 - 1988
Skills
Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investment Banking, Residential Homes, Valuation
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance / Marketing
State University of New York at Stony Brook 1981 — 1985
BA, Economics
Xavier High School 1977 — 1981
HS, General
St. Francis de Sales
St. Francis de Sales
St. Francis de Sales
Amin Issa Amin Issa's Houlihan Lokey Experience March 2008 - May 2009
Job Senior Associate at Credit Agricole CIB
Industry Capital Markets
Experience
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Conor Gillen, CFA, CFP® Conor Gillen, CFA, CFP®'s Houlihan Lokey Experience June 2009 - May 2012
Job Portfolio Manager at Carswell Investments, LLC
Industry Investment Management
Experience
Carswell Investments, LLC May 2012 - Present
Houlihan Lokey June 2009 - May 2012
Houlihan Lokey March 2007 - June 2009
Glass & Associates July 2005 - March 2007
Zolfo Cooper July 2003 - July 2005
Education
Cornell University 1999 — 2003
Bachelor of Business Administration (BBA)
CBA
Carswell Investments, LLC May 2012 - Present
Houlihan Lokey June 2009 - May 2012
Houlihan Lokey March 2007 - June 2009
Glass & Associates July 2005 - March 2007
Zolfo Cooper July 2003 - July 2005
Education
Cornell University 1999 — 2003
Bachelor of Business Administration (BBA)
CBA
Jacob Rosen's Houlihan Lokey Experience November 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey November 2014 - Present
Marshall & Stevens June 2014 - October 2014
Marshall & Stevens January 2013 - June 2014
Marshall & Stevens February 2012 - December 2012
Cornell Economics Department September 2010 - February 2012
Skills
Valuation, Stata, Economics, Microsoft Excel, Capital IQ, Microsoft Word, SNL, DCF Valuation, Appraisals, Leasing, Purchase Price..., Fair Value, Fair Market Value, Financial Reporting, Financial Modeling, Impairment Testing
Education
Cornell University 2008 — 2011
Bachelor of Arts, Economics
Houlihan Lokey November 2014 - Present
Marshall & Stevens June 2014 - October 2014
Marshall & Stevens January 2013 - June 2014
Marshall & Stevens February 2012 - December 2012
Cornell Economics Department September 2010 - February 2012
Skills
Valuation, Stata, Economics, Microsoft Excel, Capital IQ, Microsoft Word, SNL, DCF Valuation, Appraisals, Leasing, Purchase Price..., Fair Value, Fair Market Value, Financial Reporting, Financial Modeling, Impairment Testing
Education
Cornell University 2008 — 2011
Bachelor of Arts, Economics
Wick Smith Wick Smith's Houlihan Lokey Experience June 1997 - September 2012
Job Managing Director at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group May 2015 - Present
HCG Software August 2003 - June 2015
PrevisionEPM September 2012 - May 2015
Houlihan Lokey June 1997 - September 2012
KPMG LLP 1993 - 1996
Ernst & Young 1992 - 1993
East Carolina Distributing Company 1980 - 1990
Skills
Food, Private Equity, Mergers, Venture Capital, Financial Modeling, LBO, Restructuring, M&A experience, Capital Markets, Leveraged Finance, Divestitures, Corporate Development, Private Placements, Financial Analysis, IPO, Business Analytics, Business Intelligence, Healthcare, Software Solutions, Financial Advisory, Mergers & Acquisitions, Accounting, Valuation, Structured Finance, Financial Services, Business Development, Acquisitions, Financial Reporting, Acquisition Integration, Equities, Management, Strategy, Financial Structuring, Start-ups, Executive Management, Finance, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1980
Bachelor of Arts (B.A.), Economics
CBIZ Valuation Group May 2015 - Present
HCG Software August 2003 - June 2015
PrevisionEPM September 2012 - May 2015
Houlihan Lokey June 1997 - September 2012
KPMG LLP 1993 - 1996
Ernst & Young 1992 - 1993
East Carolina Distributing Company 1980 - 1990
Skills
Food, Private Equity, Mergers, Venture Capital, Financial Modeling, LBO, Restructuring, M&A experience, Capital Markets, Leveraged Finance, Divestitures, Corporate Development, Private Placements, Financial Analysis, IPO, Business Analytics, Business Intelligence, Healthcare, Software Solutions, Financial Advisory, Mergers & Acquisitions, Accounting, Valuation, Structured Finance, Financial Services, Business Development, Acquisitions, Financial Reporting, Acquisition Integration, Equities, Management, Strategy, Financial Structuring, Start-ups, Executive Management, Finance, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1980
Bachelor of Arts (B.A.), Economics
Daniel F Crowley III's Houlihan Lokey Experience July 2006 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2006 - Present
Education
Columbia College (NY) 2002 — 2006
B.A.
Phillips Academy (Andover) 1998 — 2002
St. Mark's School of Texas 1996 — 1998
The Blake School 1992 — 1996
Houlihan Lokey July 2006 - Present
Education
Columbia College (NY) 2002 — 2006
B.A.
Phillips Academy (Andover) 1998 — 2002
St. Mark's School of Texas 1996 — 1998
The Blake School 1992 — 1996
Rohit Kar's Houlihan Lokey Experience July 2012 - July 2014
Job Analyst at ICE Canyon LLC
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - July 2014
Terra-Gen Power July 2010 - August 2011
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Fixed Income, Due Diligence, LBO, Mergers & Acquisitions
Education
London School of Economics and Political Science 2011 — 2012
MSc, Finance and Private Equity
Cornell University 2006 — 2009
Bachelor of Arts, Double Major: Economics, Mathematics
Houlihan Lokey July 2012 - July 2014
Terra-Gen Power July 2010 - August 2011
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Equities, Fixed Income, Due Diligence, LBO, Mergers & Acquisitions
Education
London School of Economics and Political Science 2011 — 2012
MSc, Finance and Private Equity
Cornell University 2006 — 2009
Bachelor of Arts, Double Major: Economics, Mathematics
Jordan Flowers's Houlihan Lokey Experience July 2012 - Present
Job Associate, Financial Restructuring Group
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
LGT Capital Partners 2007 - 2010
Jefferies & Company 2005 - 2007
Skills
Private Equity, Investment Banking, Restructuring, LBO, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Hedge Funds, Capital Markets, Emerging Markets, Leveraged Finance, Equities, Corporate Development, Alternative Investments, M&A experience, DCF
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Restructuring & Distressed Value Investing
Princeton University 2001 — 2005
BA, Political Philosophy & Economics
Houlihan Lokey July 2012 - Present
LGT Capital Partners 2007 - 2010
Jefferies & Company 2005 - 2007
Skills
Private Equity, Investment Banking, Restructuring, LBO, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Hedge Funds, Capital Markets, Emerging Markets, Leveraged Finance, Equities, Corporate Development, Alternative Investments, M&A experience, DCF
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Restructuring & Distressed Value Investing
Princeton University 2001 — 2005
BA, Political Philosophy & Economics
Clint Cronkite's Houlihan Lokey Experience 1996 - 1998
Job Managing Director at Cronkite & Kissell, LLC
Industry Financial Services
Experience
Cronkite & Kissell LLC 1998 - Present
Houlihan Lokey 1996 - 1998
Cronkite & Roda 1992 - 1996
PricewaterhouseCoopers 1983 - 1992
Skills
Valuation, Private Equity, Business Strategy, Business Valuation, Corporate Finance, Mergers, Venture Capital, Financial Modeling, Due Diligence, Strategic Financial..., Restructuring, Marketing Strategy, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Investments, Investment Banking, Corporate Development, Financial Planning
Education
McGill University 1983 — 1985
Diploma, Public Accounting
Concordia University 1981 — 1985
Master of Business Administration (M.B.A.), Finance
The University of Western Ontario 1977 — 1980
Bachelor of Arts (B.A.), Economics
Cronkite & Kissell LLC 1998 - Present
Houlihan Lokey 1996 - 1998
Cronkite & Roda 1992 - 1996
PricewaterhouseCoopers 1983 - 1992
Skills
Valuation, Private Equity, Business Strategy, Business Valuation, Corporate Finance, Mergers, Venture Capital, Financial Modeling, Due Diligence, Strategic Financial..., Restructuring, Marketing Strategy, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Investments, Investment Banking, Corporate Development, Financial Planning
Education
McGill University 1983 — 1985
Diploma, Public Accounting
Concordia University 1981 — 1985
Master of Business Administration (M.B.A.), Finance
The University of Western Ontario 1977 — 1980
Bachelor of Arts (B.A.), Economics
Jonathan Michael Fung's Houlihan Lokey Experience 2004 - 2006
Job Corporate Development
Industry Venture Capital & Private Equity
Experience
Portfolio Company 2012 - Present
Macquarie Holdings 2010 - 2012
Circle Peak Capital 2009 - 2009
Shamrock Capital Advisors 2006 - 2008
Houlihan Lokey 2004 - 2006
St. Cloud Capital 2003 - 2004
Skills
Business Development, Renewable Energy, New Business Initiatives, Private Equity, Corporate Development, Public Equity Investing, Valuation, Investments, Financial Modeling, Strategy, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, LBO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Southern California 2000 — 2004
BS
Portfolio Company 2012 - Present
Macquarie Holdings 2010 - 2012
Circle Peak Capital 2009 - 2009
Shamrock Capital Advisors 2006 - 2008
Houlihan Lokey 2004 - 2006
St. Cloud Capital 2003 - 2004
Skills
Business Development, Renewable Energy, New Business Initiatives, Private Equity, Corporate Development, Public Equity Investing, Valuation, Investments, Financial Modeling, Strategy, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, LBO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Southern California 2000 — 2004
BS
Dave Misch's Houlihan Lokey Experience 1996 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 1996 - Present
Education
Claremont McKenna College 1989 — 1993
Houlihan Lokey 1996 - Present
Education
Claremont McKenna College 1989 — 1993
Kapil Jatindarya's Houlihan Lokey Experience June 2012 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - Present
UBS Investment Bank June 2011 - March 2012
Scully Capital June 2009 - June 2011
Cornell University 2007 - May 2009
Cornell University December 2008 - January 2009
Sigma Capital September 2008 - January 2009
Scully Capital June 2008 - August 2008
Pennoni Associates February 2004 - July 2007
Pennsylvania Department of Transportation June 2003 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Term Loans, Industrials, Mergers & Acquisitions, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
The University of Texas at Arlington 2001 — 2003
M.S, Transportation Engineering
University of Texas - Arlington 2001 — 2003
M.S, Transportation Engineering
Nagpur University 1996 — 2000
B.E, Civil Engineering
Houlihan Lokey June 2012 - Present
UBS Investment Bank June 2011 - March 2012
Scully Capital June 2009 - June 2011
Cornell University 2007 - May 2009
Cornell University December 2008 - January 2009
Sigma Capital September 2008 - January 2009
Scully Capital June 2008 - August 2008
Pennoni Associates February 2004 - July 2007
Pennsylvania Department of Transportation June 2003 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Term Loans, Industrials, Mergers & Acquisitions, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
The University of Texas at Arlington 2001 — 2003
M.S, Transportation Engineering
University of Texas - Arlington 2001 — 2003
M.S, Transportation Engineering
Nagpur University 1996 — 2000
B.E, Civil Engineering
Daniel Jacobson's Houlihan Lokey Experience June 2013 - July 2015
Job Vice President at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
Robert (Bob) Ennis's Houlihan Lokey Experience June 2015 - Present
Job Managng Director, TMT at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
MESA Global April 2012 - June 2015
Petsky Prunier LLC January 2009 - April 2012
Tensor Advisors, LLC January 2006 - December 2008
IAC February 2003 - December 2005
News Corporation July 1999 - January 2003
Education
Princeton University 1993 — 1995
Masters, International Economics
Cornell University 1986 — 1990
BS, Industrial Relations
Houlihan Lokey June 2015 - Present
MESA Global April 2012 - June 2015
Petsky Prunier LLC January 2009 - April 2012
Tensor Advisors, LLC January 2006 - December 2008
IAC February 2003 - December 2005
News Corporation July 1999 - January 2003
Education
Princeton University 1993 — 1995
Masters, International Economics
Cornell University 1986 — 1990
BS, Industrial Relations
Jason Funes's Houlihan Lokey Experience July 2001 - June 2002
Job Founder & CEO at Golden Bear Holdings, LLC
Industry Investment Banking
Experience
Golden Bear Holdings, LLC 2010 - Present
Envolve Marketing September 2008 - July 2011
Etech Securities November 2007 - March 2009
Experian February 2007 - August 2007
Centurion Capital, LLC November 2003 - April 2006
Houlihan Lokey July 2001 - June 2002
Education
Northwestern University School of Law 2003 — 2006
JD, Business Enterprise Concentration
Claremont McKenna College 1997 — 2001
BA, Economics
Golden Bear Holdings, LLC 2010 - Present
Envolve Marketing September 2008 - July 2011
Etech Securities November 2007 - March 2009
Experian February 2007 - August 2007
Centurion Capital, LLC November 2003 - April 2006
Houlihan Lokey July 2001 - June 2002
Education
Northwestern University School of Law 2003 — 2006
JD, Business Enterprise Concentration
Claremont McKenna College 1997 — 2001
BA, Economics
Patrick Gillan's Houlihan Lokey Experience August 2008 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
Houlihan Lokey August 2008 - Present
Education
Columbia University in the City of New York 1988 — 1990
Houlihan Lokey August 2008 - Present
Education
Columbia University in the City of New York 1988 — 1990
Maria Singer's Houlihan Lokey Experience March 2015 - Present
Job Chief Operating Officer Corporate Finance at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
William McDavid's Houlihan Lokey Experience July 2013 - October 2013
Job Associate at Littlejohn & Co
Industry Venture Capital & Private Equity
Experience
Littlejohn & Co October 2013 - Present
Houlihan Lokey July 2013 - October 2013
Houlihan Lokey July 2010 - July 2013
Houlihan Lokey June 2009 - August 2009
William D. Witter, Inc. February 2008 - November 2008
Skills
Financial Modeling, Valuation, Special Situations, Debt Restructuring, Distressed Debt, Investment Banking, Restructuring, Credit Analysis, Due Diligence, Finance, Leveraged Finance, Investments, Bloomberg
Education
Columbia University in the City of New York 2006 — 2010
B.A.
Rye Country Day School 2002 — 2006
French-American School of New York 1994 — 2002
Littlejohn & Co October 2013 - Present
Houlihan Lokey July 2013 - October 2013
Houlihan Lokey July 2010 - July 2013
Houlihan Lokey June 2009 - August 2009
William D. Witter, Inc. February 2008 - November 2008
Skills
Financial Modeling, Valuation, Special Situations, Debt Restructuring, Distressed Debt, Investment Banking, Restructuring, Credit Analysis, Due Diligence, Finance, Leveraged Finance, Investments, Bloomberg
Education
Columbia University in the City of New York 2006 — 2010
B.A.
Rye Country Day School 2002 — 2006
French-American School of New York 1994 — 2002
Robert Lenhardt's Houlihan Lokey Experience August 2015 - Present
Job Deputy General Counsel, ORIX USA
Industry Financial Services
Experience
Houlihan Lokey August 2015 - Present
ORIX USA November 2014 - Present
World Boxing Council (WBC) November 2004 - Present
Skills
Capital Markets, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Mergers, Management, Structured Finance, Hedge Funds, Financial Structuring, Corporate Governance
Education
Cornell Law School 1984 — 1987
Manchester High School
University of Connecticut
University of Connecticut Honors Program
Houlihan Lokey August 2015 - Present
ORIX USA November 2014 - Present
World Boxing Council (WBC) November 2004 - Present
Skills
Capital Markets, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Mergers, Management, Structured Finance, Hedge Funds, Financial Structuring, Corporate Governance
Education
Cornell Law School 1984 — 1987
Manchester High School
University of Connecticut
University of Connecticut Honors Program
Roger Yee's Houlihan Lokey Experience 1990 - 1993
Job Director at Napier Park (fka Citi Capital)
Industry Banking
Experience
Napier Park Global Capital November 2001 - Present
JPMorgan 1995 - 2001
Houlihan Lokey 1990 - 1993
Education
Columbia University - Columbia Business School 1994 — 1995
University of California, Los Angeles 1985 — 1990
BA, Economics - Business
Napier Park Global Capital November 2001 - Present
JPMorgan 1995 - 2001
Houlihan Lokey 1990 - 1993
Education
Columbia University - Columbia Business School 1994 — 1995
University of California, Los Angeles 1985 — 1990
BA, Economics - Business
Amanda Yang's Houlihan Lokey Experience May 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
pymetrics October 2014 - April 2015
Northern Light Venture Capital July 2014 - August 2014
Commonfund Capital Inc. July 2012 - July 2014
Macroeconomic Advisers, LLC June 2010 - June 2012
Goldman, Sachs & Co. June 2009 - August 2009
Federal Reserve Board of Governors January 2009 - May 2009
Houlihan Lokey May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, cum laude
pymetrics October 2014 - April 2015
Northern Light Venture Capital July 2014 - August 2014
Commonfund Capital Inc. July 2012 - July 2014
Macroeconomic Advisers, LLC June 2010 - June 2012
Goldman, Sachs & Co. June 2009 - August 2009
Federal Reserve Board of Governors January 2009 - May 2009
Houlihan Lokey May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, cum laude
Lee Harrs's Houlihan Lokey Experience October 2013 - Present
Job Managing Director, Global Head of Chemicals at Houlihan Lokey
Industry Chemicals
Experience
Houlihan Lokey October 2013 - Present
The PrinceRidge Group LLC September 2009 - September 2013
KeyBanc Capital Markets July 2007 - June 2009
Dresdner Kleinwort 2001 - 2006
Chase Manhattan (now: JP Morgan Chase) 1991 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA)
Columbia University in the City of New York 1983 — 1987
B.A., Economics
Houlihan Lokey October 2013 - Present
The PrinceRidge Group LLC September 2009 - September 2013
KeyBanc Capital Markets July 2007 - June 2009
Dresdner Kleinwort 2001 - 2006
Chase Manhattan (now: JP Morgan Chase) 1991 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA)
Columbia University in the City of New York 1983 — 1987
B.A., Economics
Jonathan Kirkland's Houlihan Lokey Experience April 2015 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2015 - Present
Houlihan Lokey April 2013 - April 2015
Houlihan Lokey September 2010 - April 2013
Aronson Capital Partners, LLC September 2009 - September 2010
Aronson Capital Partners January 2007 - September 2009
Ernst & Young August 2005 - November 2006
Education
Duke University 2000 — 2004
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters, Accounting
Houlihan Lokey April 2015 - Present
Houlihan Lokey April 2013 - April 2015
Houlihan Lokey September 2010 - April 2013
Aronson Capital Partners, LLC September 2009 - September 2010
Aronson Capital Partners January 2007 - September 2009
Ernst & Young August 2005 - November 2006
Education
Duke University 2000 — 2004
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters, Accounting
David Crescenzi's Houlihan Lokey Experience 1992 - 1995
Job Managing Director at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities Director of OperationsPacific Coast Feather Cushion Company1995 - 1996
Houlihan Lokey 1992 - 1995
First Interstate Bank 1990 - 1992
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, MBA
University of California, Santa Barbara 1985 — 1990
BA, Economics
Deutsche Bank Securities Director of OperationsPacific Coast Feather Cushion Company1995 - 1996
Houlihan Lokey 1992 - 1995
First Interstate Bank 1990 - 1992
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, MBA
University of California, Santa Barbara 1985 — 1990
BA, Economics
Jeffrey Satterfield's Houlihan Lokey Experience November 2012 - Present
Job Network Security Manager at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2012 - Present
Education
DePaul University 1985 — 1988
Master of Fine Arts (M.F.A.), Acting
Morningside College 1980 — 1985
Bachelor of Arts (B.A.), Drama/Theatre Arts and Stagecraft
Houlihan Lokey November 2012 - Present
Education
DePaul University 1985 — 1988
Master of Fine Arts (M.F.A.), Acting
Morningside College 1980 — 1985
Bachelor of Arts (B.A.), Drama/Theatre Arts and Stagecraft
Aaron Dannenberg's Houlihan Lokey Experience December 2011 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey December 2011 - Present
Lenox HIll Neighborhood House 2010 - 2011
North Sea Partners 2009 - 2010
Citi 1997 - 2008
US Agency for International Development 1993 - 1996
The White House - Clinton Administration 1993 - 1993
Office of Presidential Transition - Clinton Administration 1992 - 1992
Clinton-Gore Campaign 1992 - 1992
Education
Columbia University - Columbia Business School
MBA
Georgetown University Law Center
JD
New York University
B.A.
Houlihan Lokey December 2011 - Present
Lenox HIll Neighborhood House 2010 - 2011
North Sea Partners 2009 - 2010
Citi 1997 - 2008
US Agency for International Development 1993 - 1996
The White House - Clinton Administration 1993 - 1993
Office of Presidential Transition - Clinton Administration 1992 - 1992
Clinton-Gore Campaign 1992 - 1992
Education
Columbia University - Columbia Business School
MBA
Georgetown University Law Center
JD
New York University
B.A.
James Holmes's Houlihan Lokey Experience October 2013 - Present
Job Vice President, Chemicals at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Marnie Kagan's Houlihan Lokey Experience 1996 - 1999
Job Marketing and Business Development Professional
Industry Marketing and Advertising
Experience
Lisner Louise Dickson Hurt Home 1995 - Present
Historic Annapolis Foundation January 2011 - Present
Anne Arundel Arts Council June 2010 - Present
Maryland Theatre for Performing Arts July 2009 - July 2014
Bid4Assets November 1999 - November 2006
Houlihan Lokey 1996 - 1999
Beyster Institute 1995 - 1996
Skills
Mergers, Non-profits, Fundraising, Strategic Planning, Nonprofits, Management, Mergers & Acquisitions, Business Development, Financial Analysis, Proposal Writing, Government, Public Speaking, Strategy, Program Management, Social Media, Real Estate, Leadership
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 1993 — 1995
MBA
Colgate University 1987 — 1991
BA, Political Science
Lisner Louise Dickson Hurt Home 1995 - Present
Historic Annapolis Foundation January 2011 - Present
Anne Arundel Arts Council June 2010 - Present
Maryland Theatre for Performing Arts July 2009 - July 2014
Bid4Assets November 1999 - November 2006
Houlihan Lokey 1996 - 1999
Beyster Institute 1995 - 1996
Skills
Mergers, Non-profits, Fundraising, Strategic Planning, Nonprofits, Management, Mergers & Acquisitions, Business Development, Financial Analysis, Proposal Writing, Government, Public Speaking, Strategy, Program Management, Social Media, Real Estate, Leadership
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 1993 — 1995
MBA
Colgate University 1987 — 1991
BA, Political Science
Ned Doherty's Houlihan Lokey Experience July 2010 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2010 - Present
China Economic Review May 2009 - July 2009
PepsiCo June 2008 - August 2008
HSBC Card Services June 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2010
Bsc Hons, International Business and Finance
East China Normal University 2009 — 2009
Mandarin, International Business and Finance
Highland Park High School 2002 — 2006
Houlihan Lokey July 2010 - Present
China Economic Review May 2009 - July 2009
PepsiCo June 2008 - August 2008
HSBC Card Services June 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2010
Bsc Hons, International Business and Finance
East China Normal University 2009 — 2009
Mandarin, International Business and Finance
Highland Park High School 2002 — 2006
Alex Bonnett's Houlihan Lokey Experience July 2014 - Present
Job Associate, Consumer Investment Banking at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Caroline Kirwin's Houlihan Lokey Experience June 2010 - May 2011
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - August 2014
Mercer May 2011 - June 2013
Houlihan Lokey June 2010 - May 2011
Merrill Lynch 2008 - 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Strategy, Financial Analysis, Due Diligence, Equities, Investments, Finance, Private Equity
Education
Columbia Business School 2013 — 2015
Wake Forest University 2004 — 2008
Villa Maria 2000 — 2004
GE Energy Financial Services July 2015 - Present
GE Energy Financial Services June 2014 - August 2014
Mercer May 2011 - June 2013
Houlihan Lokey June 2010 - May 2011
Merrill Lynch 2008 - 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Strategy, Financial Analysis, Due Diligence, Equities, Investments, Finance, Private Equity
Education
Columbia Business School 2013 — 2015
Wake Forest University 2004 — 2008
Villa Maria 2000 — 2004
Andy Stull's Houlihan Lokey Experience Managing DirectorHoulihan Lokey Howard Zukin1993 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey Managing DirectorHoulihan Lokey Howard Zukin1993 - Present
Education
Clemson University 1983 — 1987
Finance, Finance & Accounting
Houlihan Lokey Managing DirectorHoulihan Lokey Howard Zukin1993 - Present
Education
Clemson University 1983 — 1987
Finance, Finance & Accounting
Raymond Kane's Houlihan Lokey Experience April 2000 - February 2009
Job Managing Director, Capital Advisory Group at KPMG Corporate Fiance LLC
Industry Investment Banking
Experience
KPMG Corporate Fiance LLC November 2012 - April 2015
Duff & Phelps March 2009 - November 2012
Houlihan Lokey April 2000 - February 2009
UBS Investment Bank June 1993 - April 2000
Skills
Mergers & Acquisitions, Structured Finance, Investments, Loan Origination, Growth Capital, Capital, Mutual Funds, Private Equity, Investment Banking, Valuation, Leveraged Finance, LBO, Financial Modeling, Financial Structuring, Venture Capital, Due Diligence, Restructuring, Business Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
Loyola University Maryland 1985 — 1989
BBA, Finance and Political Science
KPMG Corporate Fiance LLC November 2012 - April 2015
Duff & Phelps March 2009 - November 2012
Houlihan Lokey April 2000 - February 2009
UBS Investment Bank June 1993 - April 2000
Skills
Mergers & Acquisitions, Structured Finance, Investments, Loan Origination, Growth Capital, Capital, Mutual Funds, Private Equity, Investment Banking, Valuation, Leveraged Finance, LBO, Financial Modeling, Financial Structuring, Venture Capital, Due Diligence, Restructuring, Business Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
Loyola University Maryland 1985 — 1989
BBA, Finance and Political Science
Saul Burian's Houlihan Lokey Experience March 2001 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2001 - Present
Kramer Levin Naftalis & Frankel LLP January 1996 - March 2001
Kramer Levin Naftalis & Frankel LLP November 1988 - December 1996
Skills
Restructuring, Investment Banking, Special Situations, Private Equity, Bankruptcy, Mergers, Mergers & Acquisitions, Management, Capital Markets, Corporate Finance
Education
Columbia Law School 1985 — 1988
JD, Law
Yeshiva University 1982 — 1985
BA, Economics
Houlihan Lokey March 2001 - Present
Kramer Levin Naftalis & Frankel LLP January 1996 - March 2001
Kramer Levin Naftalis & Frankel LLP November 1988 - December 1996
Skills
Restructuring, Investment Banking, Special Situations, Private Equity, Bankruptcy, Mergers, Mergers & Acquisitions, Management, Capital Markets, Corporate Finance
Education
Columbia Law School 1985 — 1988
JD, Law
Yeshiva University 1982 — 1985
BA, Economics
Robert A. Mineo II, PE's Houlihan Lokey Experience June 2015 - Present
Job Summer Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
SunEdison 2015 - 2015
TriboFilm Research, Inc. 2013 - August 2014
Gresham, Smith and Partners November 2008 - February 2013
Courtroom Graphics January 2006 - May 2008
University of Notre Dame 2006 - 2007
Skills
Mechanical Engineering, Project Management, Management Consulting, Product Design, LEED, CAD, Revit, Photoshop, C++, PTC Pro/Engineer, Adobe Creative Suite, PowerPoint, Bentley Microstation, Fortran, HASS, Matlab, JavaScript, Linux, Dreamweaver, GIMP
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2004 — 2008
BSME, Mechanical Engineering
University of Cambridge 2004 — 2004
New Scientific Discoveries, Study Abroad
Ravenscroft High School 2000 — 2004
Houlihan Lokey June 2015 - Present
SunEdison 2015 - 2015
TriboFilm Research, Inc. 2013 - August 2014
Gresham, Smith and Partners November 2008 - February 2013
Courtroom Graphics January 2006 - May 2008
University of Notre Dame 2006 - 2007
Skills
Mechanical Engineering, Project Management, Management Consulting, Product Design, LEED, CAD, Revit, Photoshop, C++, PTC Pro/Engineer, Adobe Creative Suite, PowerPoint, Bentley Microstation, Fortran, HASS, Matlab, JavaScript, Linux, Dreamweaver, GIMP
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2004 — 2008
BSME, Mechanical Engineering
University of Cambridge 2004 — 2004
New Scientific Discoveries, Study Abroad
Ravenscroft High School 2000 — 2004
David Lunin's Houlihan Lokey Experience June 2009 - August 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs July 2010 - December 2013
Houlihan Lokey June 2009 - August 2009
Cornerstone Research February 2006 - July 2008
LECG July 2003 - February 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Equities, Capital Markets, Due Diligence, Financial Analysis, Economics, Analysis, Statistical Modeling, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
The Johns Hopkins University 2006 — 2008
MA, Applied Economics
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Goldman Sachs January 2014 - Present
Goldman Sachs July 2010 - December 2013
Houlihan Lokey June 2009 - August 2009
Cornerstone Research February 2006 - July 2008
LECG July 2003 - February 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Equities, Capital Markets, Due Diligence, Financial Analysis, Economics, Analysis, Statistical Modeling, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
The Johns Hopkins University 2006 — 2008
MA, Applied Economics
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Noelle Diederich's Houlihan Lokey Experience August 1994 - April 1997
Job Senior Business Analyst at HewlettPackard
Industry Printing
Experience
Hewlett-Packard Senior Financial AnalystHewlett-PackardMay 2000 - April 2004
Hewlett-Packard August 1999 - May 2000
Houlihan Lokey August 1994 - April 1997
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Business Administration
University of Oregon 1990 — 1994
BA, Finance
Hewlett-Packard Senior Financial AnalystHewlett-PackardMay 2000 - April 2004
Hewlett-Packard August 1999 - May 2000
Houlihan Lokey August 1994 - April 1997
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Business Administration
University of Oregon 1990 — 1994
BA, Finance
Brian Bouchard's Houlihan Lokey Experience July 2010 - November 2013
Job Managing Director at KPMG
Industry Financial Services
Experience
KPMG November 2013 - Present
Houlihan Lokey July 2010 - November 2013
Red Pine Advisors LLC December 2008 - July 2010
Barclays Capital June 2004 - October 2008
RBS Securities June 2000 - August 2003
Skills
Business Strategy, Financial Markets, Financial Advisory, Corporate Finance, Valuation, Fixed Income, Investment Banking, Investments, Structured Finance, Equities, Hedge Funds
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance and Economics
University of Maine 1994 — 1998
BS, Accounting
KPMG November 2013 - Present
Houlihan Lokey July 2010 - November 2013
Red Pine Advisors LLC December 2008 - July 2010
Barclays Capital June 2004 - October 2008
RBS Securities June 2000 - August 2003
Skills
Business Strategy, Financial Markets, Financial Advisory, Corporate Finance, Valuation, Fixed Income, Investment Banking, Investments, Structured Finance, Equities, Hedge Funds
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance and Economics
University of Maine 1994 — 1998
BS, Accounting
Cao Yu's Houlihan Lokey Experience July 2010 - Present
Job Financial Analyst at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey July 2010 - Present
Education
Cornell University 2008 — 2010
Houlihan Lokey July 2010 - Present
Education
Cornell University 2008 — 2010
Lyle Chastaine's Houlihan Lokey Experience May 2013 - Present
Job Senior Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 2013 - Present
Houlihan Lokey April 2009 - April 2013
Houlihan Lokey July 2007 - April 2009
Willamette Management Associates March 2004 - July 2007
Willamette Management Associates September 2000 - March 2004
Skills
Business Valuation, Valuation, Debt, Investment Banking, Fairness Opinions, Financial Modeling, ESOP, Intellectual Property..., Corporate Finance, Equities, Due Diligence, Intangible Assets, Mergers, Financial Analysis, Investments
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
Cornell University 1996 — 2000
BS, Applied Economics and Business Management
Stamford Central
Houlihan Lokey May 2013 - Present
Houlihan Lokey April 2009 - April 2013
Houlihan Lokey July 2007 - April 2009
Willamette Management Associates March 2004 - July 2007
Willamette Management Associates September 2000 - March 2004
Skills
Business Valuation, Valuation, Debt, Investment Banking, Fairness Opinions, Financial Modeling, ESOP, Intellectual Property..., Corporate Finance, Equities, Due Diligence, Intangible Assets, Mergers, Financial Analysis, Investments
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
Cornell University 1996 — 2000
BS, Applied Economics and Business Management
Stamford Central
Lee Ann Gliha's Houlihan Lokey Experience October 2008 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Sanaz Memarsadeghi's Houlihan Lokey Experience February 2015 - Present
Job Associate, Mergers & Acquisitions at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2015 - Present
Houlihan Lokey July 2012 - January 2015
UNDP Office of Development Studies July 2009 - September 2009
USAID Mali June 2008 - August 2008
The Hunger Project January 2006 - July 2007
Peace Corps Burkina Faso September 2003 - November 2005
Food First/Institute for Food and Development Policy September 2002 - September 2003
Skills
Economic Policy, Emerging Markets, Investment Banking, Valuation, Economics, Financial Modeling, Management Consulting, Financial Analysis, Business Development, Microfinance, Equity Research, Corporate Finance, Private Equity, Policy Analysis, Country Risk Analysis
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Accounting & Management
Columbia University - School of International and Public Affairs
MIA, International Finance & Economic Policy
University of California, Berkeley
B.A., Geography, Anthropology
Houlihan Lokey February 2015 - Present
Houlihan Lokey July 2012 - January 2015
UNDP Office of Development Studies July 2009 - September 2009
USAID Mali June 2008 - August 2008
The Hunger Project January 2006 - July 2007
Peace Corps Burkina Faso September 2003 - November 2005
Food First/Institute for Food and Development Policy September 2002 - September 2003
Skills
Economic Policy, Emerging Markets, Investment Banking, Valuation, Economics, Financial Modeling, Management Consulting, Financial Analysis, Business Development, Microfinance, Equity Research, Corporate Finance, Private Equity, Policy Analysis, Country Risk Analysis
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Accounting & Management
Columbia University - School of International and Public Affairs
MIA, International Finance & Economic Policy
University of California, Berkeley
B.A., Geography, Anthropology
Bryan Gitler's Houlihan Lokey Experience May 2012 - August 2012
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte April 2013 - Present
OasesRe January 2013 - April 2013
Houlihan Lokey May 2012 - August 2012
Deloitte Consulting July 2010 - June 2011
Deloitte Consulting July 2008 - July 2010
Skills
Financial Modeling, Management Consulting, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Business Strategy, Due Diligence, Mergers, Business Analysis, Derivatives, Real Estate Financing, Real Estate Development, Distressed Debt, Investments, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
MBA, Finance
Cornell University 2004 — 2008
Bachelor of Science (B.S.) with Honors, Engineering, 3.98
Deloitte August 2015 - Present
Deloitte April 2013 - Present
OasesRe January 2013 - April 2013
Houlihan Lokey May 2012 - August 2012
Deloitte Consulting July 2010 - June 2011
Deloitte Consulting July 2008 - July 2010
Skills
Financial Modeling, Management Consulting, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Business Strategy, Due Diligence, Mergers, Business Analysis, Derivatives, Real Estate Financing, Real Estate Development, Distressed Debt, Investments, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
MBA, Finance
Cornell University 2004 — 2008
Bachelor of Science (B.S.) with Honors, Engineering, 3.98
Jeff Greene's Houlihan Lokey Experience 1984 - January 1993
Job Global Transactions Leader for Life Sciences at EY
Industry Pharmaceuticals
Experience
Ernst & Young February 1993 - Present
EY 1999 - 2002
EY 1998 - 1999
EY 1993 - 1998
Houlihan Lokey 1984 - January 1993
Atlantic Richfield Company September 1983 - 1984
International Energy Development Corporation June 1982 - August 1983
Energy & Environmental Analysis September 1979 - August 1981
Skills
Pharmaceutical Industry, Business Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Divestitures, Recapitalizations, Private Equity, Business Development, Expert Witness, Litigation Support, Corporate Tax, IFRS, Assurance, Auditing, Tax
Education
Harvard Business School 1981 — 1983
Master of Business Administration (MBA), Finance and International Business
Dartmouth College 1975 — 1979
Bachelor's degree, Physics, Summa Cum Laude
Ernst & Young February 1993 - Present
EY 1999 - 2002
EY 1998 - 1999
EY 1993 - 1998
Houlihan Lokey 1984 - January 1993
Atlantic Richfield Company September 1983 - 1984
International Energy Development Corporation June 1982 - August 1983
Energy & Environmental Analysis September 1979 - August 1981
Skills
Pharmaceutical Industry, Business Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Divestitures, Recapitalizations, Private Equity, Business Development, Expert Witness, Litigation Support, Corporate Tax, IFRS, Assurance, Auditing, Tax
Education
Harvard Business School 1981 — 1983
Master of Business Administration (MBA), Finance and International Business
Dartmouth College 1975 — 1979
Bachelor's degree, Physics, Summa Cum Laude
Matt McCann's Houlihan Lokey Experience August 2010 - July 2011
Job Web Developer
Industry Internet
Experience
Solve Advisors July 2011 - October 2012
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC February 2010 - August 2010
Sandell Asset Management October 2007 - February 2010
Fairfield Advisors, LLC February 2007 - October 2007
Skills
C#, SQL, VBA, VB.NET, HTML, CSS, JavaScript, jQuery, Python, Ruby on Rails, Google App Engine, WPF, Infragistics
Education
Drew University 2003 — 2007
BA, Computer Science and Mathematics
Solve Advisors July 2011 - October 2012
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC February 2010 - August 2010
Sandell Asset Management October 2007 - February 2010
Fairfield Advisors, LLC February 2007 - October 2007
Skills
C#, SQL, VBA, VB.NET, HTML, CSS, JavaScript, jQuery, Python, Ruby on Rails, Google App Engine, WPF, Infragistics
Education
Drew University 2003 — 2007
BA, Computer Science and Mathematics
Dagoberto Farias's Houlihan Lokey Experience 2009 - 2010
Job Wholesale Credit & Market Risk Analytics at HSBC
Industry Banking
Experience
HSBC May 2011 - Present
KPMG Advisory October 2010 - April 2011
Houlihan Lokey 2009 - 2010
Citigroup June 2003 - June 2009
Education
Columbia University in the City of New York 1999 — 2004
Bachelors, Economics, Operations Research
HSBC May 2011 - Present
KPMG Advisory October 2010 - April 2011
Houlihan Lokey 2009 - 2010
Citigroup June 2003 - June 2009
Education
Columbia University in the City of New York 1999 — 2004
Bachelors, Economics, Operations Research
Derek Kong's Houlihan Lokey Experience May 2010 - July 2010
Job Senior Investment Analyst at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions February 2015 - Present
Probitas Partners February 2014 - February 2015
GNV Holdings December 2011 - February 2014
Houlihan Lokey May 2010 - July 2010
Compass Group September 2006 - July 2009
CIBC World Markets March 2005 - September 2006
Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments
Education
University of Chicago Graduate School of Business 2009 — 2011
MBA, International Business, Finance
Claremont McKenna College 2000 — 2003
Bachelor of Science (BS), Economics Accounting
Strategic Investment Solutions February 2015 - Present
Probitas Partners February 2014 - February 2015
GNV Holdings December 2011 - February 2014
Houlihan Lokey May 2010 - July 2010
Compass Group September 2006 - July 2009
CIBC World Markets March 2005 - September 2006
Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments
Education
University of Chicago Graduate School of Business 2009 — 2011
MBA, International Business, Finance
Claremont McKenna College 2000 — 2003
Bachelor of Science (BS), Economics Accounting
Andrew Gutmann's Houlihan Lokey Experience 2001 - 2004
Job Founder of igokids and Author of "How to Be an Investment Banker"
Industry Internet
Experience
igokids January 2011 - Present
John Wiley and Sons July 2012 - Present
Columbia Business School 2008 - Present
Annabelle Joule LLC 2006 - 2008
HSBC Securities 2004 - 2006
Houlihan Lokey 2001 - 2004
Basstech International LLC 1997 - 2000
Federal Reserve Board of Governors 1996 - 1997
Skills
Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Modeling, Entrepreneurship, Internet Entrepreneur, PHP, MySQL, JavaScript, Career Counseling, Job Coaching
Education
Columbia Business School 2000 — 2001
MBA, Finance
The Johns Hopkins University 1993 — 1996
BA, Economics
igokids January 2011 - Present
John Wiley and Sons July 2012 - Present
Columbia Business School 2008 - Present
Annabelle Joule LLC 2006 - 2008
HSBC Securities 2004 - 2006
Houlihan Lokey 2001 - 2004
Basstech International LLC 1997 - 2000
Federal Reserve Board of Governors 1996 - 1997
Skills
Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Modeling, Entrepreneurship, Internet Entrepreneur, PHP, MySQL, JavaScript, Career Counseling, Job Coaching
Education
Columbia Business School 2000 — 2001
MBA, Finance
The Johns Hopkins University 1993 — 1996
BA, Economics
James Kim's Houlihan Lokey Experience 2011 - 2014
Job Director of Corporate Development at Poydras Gaming Finance Corp.
Industry Investment Banking
Experience
Poydras Gaming Finance Corp. 2014 - Present
Houlihan Lokey 2011 - 2014
Forest Laboratories June 2010 - May 2011
Cain Brothers January 2007 - April 2009
Cain Brothers June 2004 - December 2006
Merrill Lynch December 2003 - May 2004
National Basketball Association November 2003 - May 2004
Morgan Stanley 2003 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Equities, Due Diligence, Mergers, Investment Banking, LBO, Investments, Business Strategy, Mergers & Acquisitions, Restructuring, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Healthcare
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, CPA Accounting
Poydras Gaming Finance Corp. 2014 - Present
Houlihan Lokey 2011 - 2014
Forest Laboratories June 2010 - May 2011
Cain Brothers January 2007 - April 2009
Cain Brothers June 2004 - December 2006
Merrill Lynch December 2003 - May 2004
National Basketball Association November 2003 - May 2004
Morgan Stanley 2003 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Equities, Due Diligence, Mergers, Investment Banking, LBO, Investments, Business Strategy, Mergers & Acquisitions, Restructuring, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Healthcare
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, CPA Accounting
William Mauzy's Houlihan Lokey Experience May 2010 - August 2010
Job Vice President at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group May 2013 - Present
Macquarie Group August 2011 - May 2013
Houlihan Lokey May 2010 - August 2010
U.S. Senate Banking Committee June 2009 - August 2009
Skills
Distressed Debt, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Fixed Income, High Yield Bonds, Equities, Alternative Investments, Hedge Funds, Investments, Bloomberg, Corporate Finance
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science
Macquarie Group May 2013 - Present
Macquarie Group August 2011 - May 2013
Houlihan Lokey May 2010 - August 2010
U.S. Senate Banking Committee June 2009 - August 2009
Skills
Distressed Debt, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Fixed Income, High Yield Bonds, Equities, Alternative Investments, Hedge Funds, Investments, Bloomberg, Corporate Finance
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science
Thomas D'Arminio's Houlihan Lokey Experience July 2010 - December 2013
Job Managing Director at KPMG US
Industry Investment Banking
Experience
KPMG US January 2014 - Present
Houlihan Lokey July 2010 - December 2013
Education
Columbia College (NY)
Bachelor of Arts (B.A.)
KPMG US January 2014 - Present
Houlihan Lokey July 2010 - December 2013
Education
Columbia College (NY)
Bachelor of Arts (B.A.)
Sebastian Kocsis's Houlihan Lokey Experience April 2013 - December 2014
Job Corporate Development at Starbucks
Industry Retail
Experience
Starbucks January 2015 - Present
Houlihan Lokey April 2013 - December 2014
Teneo Capital May 2012 - March 2013
European Commission October 2010 - July 2011
Education
Columbia University in the City of New York
The University of British Columbia
Bachelor's Degree, Economics; Anthropology
Starbucks January 2015 - Present
Houlihan Lokey April 2013 - December 2014
Teneo Capital May 2012 - March 2013
European Commission October 2010 - July 2011
Education
Columbia University in the City of New York
The University of British Columbia
Bachelor's Degree, Economics; Anthropology
Gerard Pilgrim's Houlihan Lokey Experience April 2000 - June 2008
Job President at Apogee Capital LLC
Industry Investment Banking
Experience
Apogee Capital LLC July 2012 - Present
Duff & Phelps June 2008 - June 2012
Houlihan Lokey April 2000 - June 2008
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Miami 1987 — 1990
BBA, Accounting
Apogee Capital LLC July 2012 - Present
Duff & Phelps June 2008 - June 2012
Houlihan Lokey April 2000 - June 2008
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Miami 1987 — 1990
BBA, Accounting
Diane Palumbo's Houlihan Lokey Experience 1987 - 1998
Job Director of Guidance at St. Joseph High School
Industry Education Management
Experience
St. Joseph High School June 2008 - Present
Big Shoulders Fund November 2004 - November 2006
Houlihan Lokey 1987 - 1998
Skills
Student Counseling, Career Counseling, Teaching, Classroom, Curriculum Development, Program Development, Higher Education, Staff Development, Special Education, Tutoring, Community Outreach, Classroom Management, Nonprofits, Public Speaking, Grant Writing, Counseling Psychology, Volunteer Management, Student Affairs, Event Planning, Psychotherapy
Education
Concordia University Chicago 2006 — 2008
Type 73, K-12 School Counseling
Chicago Theological Seminary 1998 — 2001
M.A., Theology
Saint Xavier University 1983 — 1985
Bachelors, Business Administration
St. Joseph High School June 2008 - Present
Big Shoulders Fund November 2004 - November 2006
Houlihan Lokey 1987 - 1998
Skills
Student Counseling, Career Counseling, Teaching, Classroom, Curriculum Development, Program Development, Higher Education, Staff Development, Special Education, Tutoring, Community Outreach, Classroom Management, Nonprofits, Public Speaking, Grant Writing, Counseling Psychology, Volunteer Management, Student Affairs, Event Planning, Psychotherapy
Education
Concordia University Chicago 2006 — 2008
Type 73, K-12 School Counseling
Chicago Theological Seminary 1998 — 2001
M.A., Theology
Saint Xavier University 1983 — 1985
Bachelors, Business Administration
Eric Bail's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey July 2012 - Present
UBS Investment Bank August 2011 - July 2012
Education
Cornell University 2008 — 2011
Bachelor of Science
Franklin & Marshall College 2007 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey July 2012 - Present
UBS Investment Bank August 2011 - July 2012
Education
Cornell University 2008 — 2011
Bachelor of Science
Franklin & Marshall College 2007 — 2008
Michelle Forman's Houlihan Lokey Experience June 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
MESA Global July 2012 - June 2015
Bank of America Merrill Lynch July 2011 - June 2012
Bank of America Merrill Lynch 2009 - 2011
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation
Education
Columbia University in the City of New York 2005 — 2009
B.A.
Houlihan Lokey June 2015 - Present
MESA Global July 2012 - June 2015
Bank of America Merrill Lynch July 2011 - June 2012
Bank of America Merrill Lynch 2009 - 2011
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation
Education
Columbia University in the City of New York 2005 — 2009
B.A.
Kristen Pedersen (Nowaskey)'s Houlihan Lokey Experience July 2013 - October 2014
Job Sales Operations and Strategy Associate at ZocDoc
Industry Health, Wellness and Fitness
Experience
ZocDoc October 2014 - Present
Houlihan Lokey July 2013 - October 2014
Argo Partners April 2012 - March 2013
Mercer July 2008 - August 2011
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor of Science, Applied Economics and Management
ZocDoc October 2014 - Present
Houlihan Lokey July 2013 - October 2014
Argo Partners April 2012 - March 2013
Mercer July 2008 - August 2011
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor of Science, Applied Economics and Management
Bruce Eliot's Houlihan Lokey Experience October 1988 - December 1993
Job Hedge Fund Advisor
Industry Investment Management
Experience
Camden Asset Management, L.P. October 2008 - February 2013
PE Investments 2013 - 2013
Mulholand Capital Advisors, LLC July 2004 - June 2007
Helix Investment Partners, L.P. January 1994 - June 2004
Houlihan Lokey October 1988 - December 1993
Skills
Managing Investment..., Capital Structure..., Credit Analysis, Investment Marketing, Investment Operations, Investment Finance, Prime Brokerage, Securities Clearance, Financial Accounting, Managing IT, Risk Management, Compliance, Investment Strategies, Management, Hiking, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Securities, Capital Markets, Asset Management, Financial Services, Investment Management
Education
University of Chicago Graduate School of Business 1983 — 1985
MBA, Finance
Claremont McKenna College 1976 — 1980
Bachelors of Arts, Economics
Camden Asset Management, L.P. October 2008 - February 2013
PE Investments 2013 - 2013
Mulholand Capital Advisors, LLC July 2004 - June 2007
Helix Investment Partners, L.P. January 1994 - June 2004
Houlihan Lokey October 1988 - December 1993
Skills
Managing Investment..., Capital Structure..., Credit Analysis, Investment Marketing, Investment Operations, Investment Finance, Prime Brokerage, Securities Clearance, Financial Accounting, Managing IT, Risk Management, Compliance, Investment Strategies, Management, Hiking, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Securities, Capital Markets, Asset Management, Financial Services, Investment Management
Education
University of Chicago Graduate School of Business 1983 — 1985
MBA, Finance
Claremont McKenna College 1976 — 1980
Bachelors of Arts, Economics
Thomas Marrah's Houlihan Lokey Experience June 2012 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS), Finance
Houlihan Lokey June 2012 - Present
Bank of America Merrill Lynch August 2010 - May 2012
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS), Finance
Nancy Turner's Houlihan Lokey Experience 1999 - 2001
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners 2009 - Present
S&P Capital IQ 2005 - 2009
Greenhill & Co. 2001 - June 2005
Houlihan Lokey 1999 - 2001
Skills
Equities, Private Equity, Hedge Funds, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Due Diligence
Education
Darden Business School 1997 — 1999
Master of Business Administration (MBA)
Duke University 1989 — 1992
Perella Weinberg Partners 2009 - Present
S&P Capital IQ 2005 - 2009
Greenhill & Co. 2001 - June 2005
Houlihan Lokey 1999 - 2001
Skills
Equities, Private Equity, Hedge Funds, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Due Diligence
Education
Darden Business School 1997 — 1999
Master of Business Administration (MBA)
Duke University 1989 — 1992
Daniel Hoverman's Houlihan Lokey Experience 2010 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS