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
Nick Morse Nick Morse's Houlihan Lokey Experience July 2001 - May 2008
Job Chief Financial Officer at Vision Source
Industry Medical Practice
Experience
Vision Source October 2014 - Present
Apex Healthcare Solutions April 2012 - October 2014
Kindred Healthcare January 2011 - February 2012
Kindred Healthcare May 2008 - February 2011
Houlihan Lokey July 2001 - May 2008
Skills
Finance Management, Private Equity, Capital Structure, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Due Diligence, Managerial Finance, Restructuring, Healthcare Management, Managed Care, Business Expansion, Negotiation, Healthcare Consulting, Change Management, Buy-sell Agreements, Financial Reporting, Deal Structuring and..., Corporate Transactions, Treasury, Team Leadership, Tax, Human Resource..., Information Management, Medicare/Medicaid..., Franchising, PEO
Education
Indiana University Bloomington 1996 — 2000
B.S., Finance
Vision Source October 2014 - Present
Apex Healthcare Solutions April 2012 - October 2014
Kindred Healthcare January 2011 - February 2012
Kindred Healthcare May 2008 - February 2011
Houlihan Lokey July 2001 - May 2008
Skills
Finance Management, Private Equity, Capital Structure, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Due Diligence, Managerial Finance, Restructuring, Healthcare Management, Managed Care, Business Expansion, Negotiation, Healthcare Consulting, Change Management, Buy-sell Agreements, Financial Reporting, Deal Structuring and..., Corporate Transactions, Treasury, Team Leadership, Tax, Human Resource..., Information Management, Medicare/Medicaid..., Franchising, PEO
Education
Indiana University Bloomington 1996 — 2000
B.S., Finance
Joseph Branosky, CFA Joseph Branosky, CFA's Houlihan Lokey Experience October 2012 - December 2014
Job Associate at SPP Capital Partners
Industry Financial Services
Experience
SPP Capital Partners February 2015 - Present
Houlihan Lokey October 2012 - December 2014
Bloomberg July 2009 - September 2012
Skills
Investments, Bloomberg Terminal, Finance, PowerPoint, Series 7, Series 63, Private Equity, Excel, Word, Six Sigma, Series 79
Education
Lafayette College 2005 — 2009
B.A., Economics & Business
University of Stellenbosch 2009 — 2009
Interim Study Abroad
SPP Capital Partners February 2015 - Present
Houlihan Lokey October 2012 - December 2014
Bloomberg July 2009 - September 2012
Skills
Investments, Bloomberg Terminal, Finance, PowerPoint, Series 7, Series 63, Private Equity, Excel, Word, Six Sigma, Series 79
Education
Lafayette College 2005 — 2009
B.A., Economics & Business
University of Stellenbosch 2009 — 2009
Interim Study Abroad
Jordan Wang Jordan Wang's Houlihan Lokey Experience January 2013 - February 2015
Job Technology Investment Banking and Corporate Development
Industry Investment Banking
Experience
Visa March 2015 - Present
Houlihan Lokey January 2013 - February 2015
YSO Capital Management, LLC 2012 - 2013
Morgan Stanley 2010 - 2011
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Investments, Venture Capital, Mergers & Acquisitions, Investment Banking, Valuation, Financial Analysis, Bloomberg, Equities, Private Equity, Corporate Finance, Equity Research, Capital Markets, Bloomberg Terminal, Finance, Due Diligence, Fixed Income
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics; Chinese
National Taiwan University
Graduate School of Economics, Finance, General, 4.0/4.0
Chartered Financial Analyst Institute
Visa March 2015 - Present
Houlihan Lokey January 2013 - February 2015
YSO Capital Management, LLC 2012 - 2013
Morgan Stanley 2010 - 2011
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Investments, Venture Capital, Mergers & Acquisitions, Investment Banking, Valuation, Financial Analysis, Bloomberg, Equities, Private Equity, Corporate Finance, Equity Research, Capital Markets, Bloomberg Terminal, Finance, Due Diligence, Fixed Income
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics; Chinese
National Taiwan University
Graduate School of Economics, Finance, General, 4.0/4.0
Chartered Financial Analyst Institute
Johnny Meyer Johnny Meyer's Houlihan Lokey Experience January 2000 - May 2001
Job
Industry Entertainment
Experience
SAG-AFTRA July 1994 - Present
Houlihan Lokey January 2000 - May 2001
Skills
Acting, Screenwriting, Voice Acting, Radio Broadcasting, Producing, Broadcast Television, Broadcast Journalism, Dealing blackjack, Film Production, Production Assistance
Education
Michigan State University 1991 — 1992
Telecommunications
SAG-AFTRA July 1994 - Present
Houlihan Lokey January 2000 - May 2001
Skills
Acting, Screenwriting, Voice Acting, Radio Broadcasting, Producing, Broadcast Television, Broadcast Journalism, Dealing blackjack, Film Production, Production Assistance
Education
Michigan State University 1991 — 1992
Telecommunications
Michael A. Rucker Michael A. Rucker's Houlihan Lokey Experience 1992 - 1995
Job EVP & Chief Operating Officer at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates September 2008 - Present
DaVita 2005 - 2008
Gambro Healthcare 1997 - 2005
Vivra Incorporated, Washington, DC 1995 - 1997
Houlihan Lokey 1992 - 1995
Skills
Healthcare, Physician Relations, Healthcare Management, Nursing, Surgery, Orthopedic, Leadership, Physicians, Business Development, HIPAA, Start-ups, Finance, Healthcare Industry, Recruiting, Practice Management, Management, Medicaid, Insurance, Executive Management, New Business Development, Due Diligence, Human Resources, Acute Care, Medicine, Acquisition Integration, Quality Improvement, Cross-functional Team..., Ambulatory
Education
University of Pennsylvania
Master of Business Administration (M.B.A.), MBA
Miami University 1987 — 1991
Bachelor of Science
Surgical Care Affiliates September 2008 - Present
DaVita 2005 - 2008
Gambro Healthcare 1997 - 2005
Vivra Incorporated, Washington, DC 1995 - 1997
Houlihan Lokey 1992 - 1995
Skills
Healthcare, Physician Relations, Healthcare Management, Nursing, Surgery, Orthopedic, Leadership, Physicians, Business Development, HIPAA, Start-ups, Finance, Healthcare Industry, Recruiting, Practice Management, Management, Medicaid, Insurance, Executive Management, New Business Development, Due Diligence, Human Resources, Acute Care, Medicine, Acquisition Integration, Quality Improvement, Cross-functional Team..., Ambulatory
Education
University of Pennsylvania
Master of Business Administration (M.B.A.), MBA
Miami University 1987 — 1991
Bachelor of Science
Aref Bajwa's Houlihan Lokey Experience July 2011 - November 2014
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company December 2014 - Present
Houlihan Lokey July 2011 - November 2014
Houlihan Lokey May 2008 - June 2011
Huron Consulting Group August 2006 - April 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business - Accounting and Finance
Moelis & Company December 2014 - Present
Houlihan Lokey July 2011 - November 2014
Houlihan Lokey May 2008 - June 2011
Huron Consulting Group August 2006 - April 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business - Accounting and Finance
James Krueger James Krueger's Houlihan Lokey Experience April 2014 - March 2015
Job Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal April 2015 - Present
Houlihan Lokey April 2014 - March 2015
EY October 2013 - March 2014
Ernst & Young July 2011 - September 2013
St. Norbert College 2010 - 2011
Enactus 2007 - 2011
Office of Jeffrey L. Filter, S.C. June 2008 - August 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Office, Leadership, Financial Analysis, Teamwork, Financial Statement..., SEC filings, Financial Statement..., Business Strategy, Business Analysis, Hedge Funds, Business Valuation, Investment Valuation, US GAAP, Sarbanes-Oxley, DCF Valuation, Internal Controls, Professional..., Presentations, Private Equity, Time Management, Mutual Funds, Corporate Finance, Financial Instruments, Financial Audits, Budgeting, Cash Flow, Assurance, Financial Accounting, Financial Statements, Budgets, Auditing, Finance, Financial Modeling, Analysis, Valuation, Due Diligence, Strategy
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Economics, Finance
Lancaster University 2008 — 2009
BA, Economics and Business
Reedsburg Area High School 2003 — 2007
Alvarez & Marsal April 2015 - Present
Houlihan Lokey April 2014 - March 2015
EY October 2013 - March 2014
Ernst & Young July 2011 - September 2013
St. Norbert College 2010 - 2011
Enactus 2007 - 2011
Office of Jeffrey L. Filter, S.C. June 2008 - August 2010
Skills
Accounting, Financial Reporting, PowerPoint, Microsoft Office, Leadership, Financial Analysis, Teamwork, Financial Statement..., SEC filings, Financial Statement..., Business Strategy, Business Analysis, Hedge Funds, Business Valuation, Investment Valuation, US GAAP, Sarbanes-Oxley, DCF Valuation, Internal Controls, Professional..., Presentations, Private Equity, Time Management, Mutual Funds, Corporate Finance, Financial Instruments, Financial Audits, Budgeting, Cash Flow, Assurance, Financial Accounting, Financial Statements, Budgets, Auditing, Finance, Financial Modeling, Analysis, Valuation, Due Diligence, Strategy
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Economics, Finance
Lancaster University 2008 — 2009
BA, Economics and Business
Reedsburg Area High School 2003 — 2007
Paul J Much Paul J Much's Houlihan Lokey Experience January 1984 - July 2008
Job Retired Senior Managing Director & Former Board Member at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Joshua Persky Joshua Persky's Houlihan Lokey Experience December 2005 - December 2007
Job Sr. Financial Analyst at Solutionary
Industry Financial Services
Experience
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1996 - 2001
Skills
Computer Proficiency, Wireless, Network Communications, satellite, valuations, investment banking, commercial banking, Microsoft Office, wind energy, shipping, Hebrew, Analysis, writing, credit, trading, charting, Business Development, Business Strategy, International M&A, International, Valuation, Business Valuation, Venture Capital, Corporate Development, Start-ups, Executive Management, Business Modeling, Private Equity, Commercial Banking, Credit, Investment Banking, Satellite, Shipping, Trading, Wind, Corporate Finance, Finance, Investments, Management, Marketing Strategy, Strategic Planning, Strategy, Strategic Partnerships, Chart
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
B.S.
The Dalton High School 1971 — 1977
High School Diploma
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1996 - 2001
Skills
Computer Proficiency, Wireless, Network Communications, satellite, valuations, investment banking, commercial banking, Microsoft Office, wind energy, shipping, Hebrew, Analysis, writing, credit, trading, charting, Business Development, Business Strategy, International M&A, International, Valuation, Business Valuation, Venture Capital, Corporate Development, Start-ups, Executive Management, Business Modeling, Private Equity, Commercial Banking, Credit, Investment Banking, Satellite, Shipping, Trading, Wind, Corporate Finance, Finance, Investments, Management, Marketing Strategy, Strategic Planning, Strategy, Strategic Partnerships, Chart
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
B.S.
The Dalton High School 1971 — 1977
High School Diploma
Betty Shih, CPA Betty Shih, CPA's Houlihan Lokey Experience January 2010 - June 2012
Job Senior Financial Analyst at CBRE
Industry Real Estate
Experience
CBRE June 2012 - Present
Houlihan Lokey January 2010 - June 2012
Houlihan Lokey January 2007 - December 2009
Houlihan Lokey January 2006 - December 2006
Carrick & Ramey October 2004 - January 2006
Walgreens June 2003 - June 2004
Skills
Accounting, Accounts Payable, Financial Accounting, GAAP, Microsoft Excel, Account Reconciliation, Invoicing, Financial Analysis, Forecasting, Financial Reporting, PeopleSoft, Microsoft Word, Due Diligence, Customer Service, PowerPoint, JD Edwards, Asia Pacific, Asian Business, Mac, Billing, Blackline, Juris, Financial due diligence, SharePoint, Finance, Analysis
Education
University of Southern California - Marshall School of Business 1999 — 2003
Bachelors, International Business, East Asian Studies
National University of Singapore 2002 — 2002
International Business - Study Abroad
CBRE June 2012 - Present
Houlihan Lokey January 2010 - June 2012
Houlihan Lokey January 2007 - December 2009
Houlihan Lokey January 2006 - December 2006
Carrick & Ramey October 2004 - January 2006
Walgreens June 2003 - June 2004
Skills
Accounting, Accounts Payable, Financial Accounting, GAAP, Microsoft Excel, Account Reconciliation, Invoicing, Financial Analysis, Forecasting, Financial Reporting, PeopleSoft, Microsoft Word, Due Diligence, Customer Service, PowerPoint, JD Edwards, Asia Pacific, Asian Business, Mac, Billing, Blackline, Juris, Financial due diligence, SharePoint, Finance, Analysis
Education
University of Southern California - Marshall School of Business 1999 — 2003
Bachelors, International Business, East Asian Studies
National University of Singapore 2002 — 2002
International Business - Study Abroad
Brian Ouyang Brian Ouyang's Houlihan Lokey Experience July 2008 - November 2008
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
Juniper Networks June 2015 - August 2015
The Advisory Board October 2011 - March 2014
Montgomery & Co., LLC May 2010 - September 2011
WTAS December 2008 - May 2010
Houlihan Lokey July 2008 - November 2008
Houlihan Lokey June 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Strategic Planning, Corporate Finance, Strategy, Valuation, Business Development, Corporate Development, Financial Analysis, Financial Reporting, Competitive Analysis, Market Research, Market Analysis, Data Analysis, M&A due diligence, Financial Accounting, Finance, Analysis, CRM, Mergers & Acquisitions, Linear Programming
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
IESE Business School - University of Navarra 2015 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
BS/BA
Juniper Networks June 2015 - August 2015
The Advisory Board October 2011 - March 2014
Montgomery & Co., LLC May 2010 - September 2011
WTAS December 2008 - May 2010
Houlihan Lokey July 2008 - November 2008
Houlihan Lokey June 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Strategic Planning, Corporate Finance, Strategy, Valuation, Business Development, Corporate Development, Financial Analysis, Financial Reporting, Competitive Analysis, Market Research, Market Analysis, Data Analysis, M&A due diligence, Financial Accounting, Finance, Analysis, CRM, Mergers & Acquisitions, Linear Programming
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
IESE Business School - University of Navarra 2015 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
BS/BA
Jillian Jaccard Jillian Jaccard's Houlihan Lokey Experience 2013 - 2014
Job VP Business Development
Industry Financial Services
Experience
Patch of Land July 2015 - Present
Realty Mogul July 2014 - July 2015
Houlihan Lokey 2013 - 2014
FocalPoint Partners, LLC 2013 - 2013
PartiePoche 2010 - August 2012
PwC 2012 - 2012
Superba Coffee 2010 - 2010
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Peer-to-peer, Crowdfunding, Real Estate, Direct Lending, Valuation, Accounting, Business Valuation, Due Diligence, Business Planning, Marketing, Financial Accounting, Social Media, Corporate Finance, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, PowerPoint, Sarbanes-Oxley Act
Education
Loyola Marymount University
Bachelor of Arts, Finance, 3.9
Loyola Marymount University
Bachelor of Science, Accounting, 3.9
Patch of Land July 2015 - Present
Realty Mogul July 2014 - July 2015
Houlihan Lokey 2013 - 2014
FocalPoint Partners, LLC 2013 - 2013
PartiePoche 2010 - August 2012
PwC 2012 - 2012
Superba Coffee 2010 - 2010
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Peer-to-peer, Crowdfunding, Real Estate, Direct Lending, Valuation, Accounting, Business Valuation, Due Diligence, Business Planning, Marketing, Financial Accounting, Social Media, Corporate Finance, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, PowerPoint, Sarbanes-Oxley Act
Education
Loyola Marymount University
Bachelor of Arts, Finance, 3.9
Loyola Marymount University
Bachelor of Science, Accounting, 3.9
Eric Knowles's Houlihan Lokey Experience July 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
KeyBanc Capital Markets June 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economic Consulting
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
KeyBanc Capital Markets June 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economic Consulting
Ben McDonald Ben McDonald's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
CIBC January 2013 - May 2013
CIBC July 2011 - December 2012
MacPhie & Company May 2011 - July 2011
MacPhie & Company June 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Investment Banking, Industry Research, Buyouts, Mergers & Acquisitions, Management Consulting, Private Equity, Corporate Finance, Capital Markets, Emerging Markets, Valuation, Equity Research
Education
University of Cambridge 2013 — 2014
Master of Business Administration (MBA), Finance, Director's List (One of the Top 10 Graduates in the CJBS MBA Program)
Ivey Business School at Western University 2006 — 2010
HBA, Finance, Dean's List
University of Economics in Prague 2010 — 2010
Exchange Semester
Houlihan Lokey July 2014 - Present
CIBC January 2013 - May 2013
CIBC July 2011 - December 2012
MacPhie & Company May 2011 - July 2011
MacPhie & Company June 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Investment Banking, Industry Research, Buyouts, Mergers & Acquisitions, Management Consulting, Private Equity, Corporate Finance, Capital Markets, Emerging Markets, Valuation, Equity Research
Education
University of Cambridge 2013 — 2014
Master of Business Administration (MBA), Finance, Director's List (One of the Top 10 Graduates in the CJBS MBA Program)
Ivey Business School at Western University 2006 — 2010
HBA, Finance, Dean's List
University of Economics in Prague 2010 — 2010
Exchange Semester
Devontae Cohill Devontae Cohill's Houlihan Lokey Experience August 2015 - Present
Job Houlihan Lokey Assistant
Industry Marketing and Advertising
Experience
Houlihan Lokey August 2015 - Present
Ladies Love Versatility 2009 - Present
Natural Resources Defense Council March 2015 - July 2015
BabyFirstTV March 2015 - March 2015
Loudbox Records July 2014 - March 2015
Honda of America Mfg., Inc. February 2013 - July 2014
Cultural Interiors West December 2011 - October 2012
Vans November 2007 - May 2012
Viacom September 2011 - December 2011
Raydar Management 2009 - 2011
Skills
Social Media Marketing, Social Media, Facebook, Marketing, Social Networking, Blogging, Advertising, Microsoft Office, Public Speaking, Creative Writing, Promotions, Event Planning, Product Development, Product Management, Product Marketing, Photography, Video Editing, Final Cut Pro, Acting, Curating, PowerPoint, Customer Service, Public Relations, Microsoft Excel, Research, Leadership, Fundraising, Management
Education
Morehouse College 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, Cum Laude
UCLA Extension 2011 — 2012
In Progress, Film/Cinema/Video Studies, Extended Program Student
Houlihan Lokey August 2015 - Present
Ladies Love Versatility 2009 - Present
Natural Resources Defense Council March 2015 - July 2015
BabyFirstTV March 2015 - March 2015
Loudbox Records July 2014 - March 2015
Honda of America Mfg., Inc. February 2013 - July 2014
Cultural Interiors West December 2011 - October 2012
Vans November 2007 - May 2012
Viacom September 2011 - December 2011
Raydar Management 2009 - 2011
Skills
Social Media Marketing, Social Media, Facebook, Marketing, Social Networking, Blogging, Advertising, Microsoft Office, Public Speaking, Creative Writing, Promotions, Event Planning, Product Development, Product Management, Product Marketing, Photography, Video Editing, Final Cut Pro, Acting, Curating, PowerPoint, Customer Service, Public Relations, Microsoft Excel, Research, Leadership, Fundraising, Management
Education
Morehouse College 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, Cum Laude
UCLA Extension 2011 — 2012
In Progress, Film/Cinema/Video Studies, Extended Program Student
Richard A. Kandel's Houlihan Lokey Experience 2009 - 2010
Job Associate at Greenhill Cogent
Industry Investment Banking
Experience
Greenhill Cogent August 2015 - Present
Thomas Weisel Partners August 2012 - July 2015
Thomas Weisel Partners July 2011 - June 2012
Thomas Weisel Partners January 2010 - July 2011
Houlihan Lokey 2009 - 2010
Skills
Secondaries, Venture Capital, Investment Banking, Private Equity, Market Research, Financial Modeling, Due Diligence, Equity Research, IPO, Mergers & Acquisitions, M&A experience, Asset Management, Equities, CPA, Valuation, Investments, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Accounting
The Park School
Greenhill Cogent August 2015 - Present
Thomas Weisel Partners August 2012 - July 2015
Thomas Weisel Partners July 2011 - June 2012
Thomas Weisel Partners January 2010 - July 2011
Houlihan Lokey 2009 - 2010
Skills
Secondaries, Venture Capital, Investment Banking, Private Equity, Market Research, Financial Modeling, Due Diligence, Equity Research, IPO, Mergers & Acquisitions, M&A experience, Asset Management, Equities, CPA, Valuation, Investments, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Accounting
The Park School
Rich Barth Rich Barth's Houlihan Lokey Experience 2003 - 2006
Job Business Valuations and Transaction Opinions, Board Member, Investor
Industry Financial Services
Experience
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
Rebecca Remington Rebecca Remington's Houlihan Lokey Experience August 2007 - June 2009
Job Associate Attorney at SmithAmundsen LLC
Industry Law Practice
Experience
SmithAmundsen LLC September 2012 - Present
SmithAmundsen LLC May 2011 - August 2011
Houlihan Lokey August 2007 - June 2009
Mindshare September 2005 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Sports, Commercial Litigation, Trials, Civil Litigation, Courts, Westlaw, Mediation, Legal Issues
Education
University of Wisconsin Law School 2009 — 2012
Doctor of Law (J.D.)
Murray State University 2001 — 2005
Bachelor of Science (BS), Business, summa cum laude
SmithAmundsen LLC September 2012 - Present
SmithAmundsen LLC May 2011 - August 2011
Houlihan Lokey August 2007 - June 2009
Mindshare September 2005 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Sports, Commercial Litigation, Trials, Civil Litigation, Courts, Westlaw, Mediation, Legal Issues
Education
University of Wisconsin Law School 2009 — 2012
Doctor of Law (J.D.)
Murray State University 2001 — 2005
Bachelor of Science (BS), Business, summa cum laude
John Amedio John Amedio's Houlihan Lokey Experience October 2004 - Present
Job Executive Administrator at Houlihan Lokey
Industry Media Production
Experience
Accidental Shakespeare Theater Company June 2012 - Present
Houlihan Lokey October 2004 - Present
Me Inc. October 1994 - Present
Pyewacket January 2004 - January 2006
MS&L Group April 1997 - April 2004
Skills
Editing, Photoshop, Video Editing, Final Cut Pro, Television, Video, Microsoft Office, Photography, Journalism, Film, Film Production, Short Films, Film Editing, Final Draft, Storytelling, Storyboarding, Story Structure, Marketing Strategy, Marketing Communications, Art Direction, Fine Art, Fine Art Photography, Public Speaking, Non-fiction, Digital Film
Education
University of Illinois at Chicago 2004 — 2005
Post Graduate Certification, Business Management for Non-Profit Organizations
Loyola University of Chicago 2002 — 2004
English Language and Literature, General
University of Illinois 1992 — 1994
Bachelor of Arts (B.A.), Art, Architecture, Communications, Theatre
St. Cloud State University 1990 — 1992
Music, English, Marketing/Marketing Management, General
Accidental Shakespeare Theater Company June 2012 - Present
Houlihan Lokey October 2004 - Present
Me Inc. October 1994 - Present
Pyewacket January 2004 - January 2006
MS&L Group April 1997 - April 2004
Skills
Editing, Photoshop, Video Editing, Final Cut Pro, Television, Video, Microsoft Office, Photography, Journalism, Film, Film Production, Short Films, Film Editing, Final Draft, Storytelling, Storyboarding, Story Structure, Marketing Strategy, Marketing Communications, Art Direction, Fine Art, Fine Art Photography, Public Speaking, Non-fiction, Digital Film
Education
University of Illinois at Chicago 2004 — 2005
Post Graduate Certification, Business Management for Non-Profit Organizations
Loyola University of Chicago 2002 — 2004
English Language and Literature, General
University of Illinois 1992 — 1994
Bachelor of Arts (B.A.), Art, Architecture, Communications, Theatre
St. Cloud State University 1990 — 1992
Music, English, Marketing/Marketing Management, General
Scott Zingheim Scott Zingheim's Houlihan Lokey Experience July 2012 - October 2013
Job Healthcare Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2013 - Present
Houlihan Lokey July 2012 - October 2013
State Street Bank January 2010 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Loyola Marymount University 2005 — 2009
BA, Economics; Finance
J.P. Morgan October 2013 - Present
Houlihan Lokey July 2012 - October 2013
State Street Bank January 2010 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Loyola Marymount University 2005 — 2009
BA, Economics; Finance
Alex Angelov Alex Angelov's Houlihan Lokey Experience July 2012 - July 2014
Job Associate at Onex
Industry Venture Capital & Private Equity
Experience
Onex August 2014 - Present
Houlihan Lokey July 2012 - July 2014
Houlihan Lokey May 2011 - August 2011
Skills
Restructuring, M&A experience, Investment Banking, Equities, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, LBO, Capital IQ, Bloomberg, Capital Markets, Equity Valuation, DCF, Business Valuation, Private Equity, Bloomberg Terminal
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Gonzaga
Onex August 2014 - Present
Houlihan Lokey July 2012 - July 2014
Houlihan Lokey May 2011 - August 2011
Skills
Restructuring, M&A experience, Investment Banking, Equities, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, LBO, Capital IQ, Bloomberg, Capital Markets, Equity Valuation, DCF, Business Valuation, Private Equity, Bloomberg Terminal
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Gonzaga
Patrick M. Hurst Patrick M. Hurst's Houlihan Lokey Experience December 1989 - Present
Job Chairman at Post Acute Solutions
Industry Investment Banking
Experience
Post Acute Solutions June 2013 - Present
Houlihan Lokey December 1989 - Present
Skills
Restructuring, Management, Healthcare, Mergers & Acquisitions, Valuation, Mergers, Equities, Corporate Finance, Hospitals, Investments
Education
Marquette University
University of Wisconsin-Madison
Post Acute Solutions June 2013 - Present
Houlihan Lokey December 1989 - Present
Skills
Restructuring, Management, Healthcare, Mergers & Acquisitions, Valuation, Mergers, Equities, Corporate Finance, Hospitals, Investments
Education
Marquette University
University of Wisconsin-Madison
Craig Kettler Craig Kettler's Houlihan Lokey Experience 2001 - 2002
Job
Industry Financial Services
Experience
Deloitte Transactions and Business Analytics LLP March 2003 - Present
Trans-Elect 2000 - 2005
Houlihan Lokey 2001 - 2002
PricewaterhouseCoopers 1999 - 2001
Arthur Andersen 1990 - 1999
Texas Instruments 1987 - 1990
Skills
Mergers, Valuation, Restructuring, Joint Ventures, Due Diligence, Corporate Finance, Financial Modeling, Energy, Management Consulting, Renewable Energy, Financial Analysis, Business Strategy, Business Planning, Business Valuation, M&A experience, Entrepreneurship, Strategy, Mergers & Acquisitions, Risk Management, Corporate Governance, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA, Business
Kansas State University 1982 — 1986
BSME, Engineering
Deloitte Transactions and Business Analytics LLP March 2003 - Present
Trans-Elect 2000 - 2005
Houlihan Lokey 2001 - 2002
PricewaterhouseCoopers 1999 - 2001
Arthur Andersen 1990 - 1999
Texas Instruments 1987 - 1990
Skills
Mergers, Valuation, Restructuring, Joint Ventures, Due Diligence, Corporate Finance, Financial Modeling, Energy, Management Consulting, Renewable Energy, Financial Analysis, Business Strategy, Business Planning, Business Valuation, M&A experience, Entrepreneurship, Strategy, Mergers & Acquisitions, Risk Management, Corporate Governance, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA, Business
Kansas State University 1982 — 1986
BSME, Engineering
Bart Connolly's Houlihan Lokey Experience June 2014 - August 2014
Job Naval Officer
Industry Investment Banking
Experience
University of Southern California March 2014 - March 2015
U.S. Navy 2011 - February 2015
Houlihan Lokey June 2014 - August 2014
US Navy April 2008 - May 2011
US Navy 2005 - 2007
Office of the Governor, State of Ohio February 2004 - June 2005
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Organizational..., Operational Planning, Program Management, Military Operations, Aviation, National Security, Security Clearance, Military Experience, Defense, Navy, DoD, Intelligence Analysis, Military Aviation, Top Secret, Command, Military Training, Leadership, Finance, Strategy, International Relations, Foreign Affairs
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA)
Naval War College 2010 — 2015
Master of Arts (MA)
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
B.S. Business Administration
University of Southern California March 2014 - March 2015
U.S. Navy 2011 - February 2015
Houlihan Lokey June 2014 - August 2014
US Navy April 2008 - May 2011
US Navy 2005 - 2007
Office of the Governor, State of Ohio February 2004 - June 2005
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Organizational..., Operational Planning, Program Management, Military Operations, Aviation, National Security, Security Clearance, Military Experience, Defense, Navy, DoD, Intelligence Analysis, Military Aviation, Top Secret, Command, Military Training, Leadership, Finance, Strategy, International Relations, Foreign Affairs
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA)
Naval War College 2010 — 2015
Master of Arts (MA)
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
B.S. Business Administration
Jillian Lin, CA, CFA's Houlihan Lokey Experience July 2015 - Present
Job Real Estate Investment Banking
Industry Banking
Experience
Houlihan Lokey July 2015 - Present
RBC Capital Markets May 2014 - Present
RBC April 2013 - July 2013
RBC Capital Markets April 2012 - April 2013
Skills
Financial Modeling, Valuation, Industry Analysis, Industry Research, Secondary Research, Financial Analysis, Bloomberg, Credit Analysis, Capital Markets
Education
Ivey School of Business
Honors Business Administration
University of Pennsylvania - The Wharton School
Houlihan Lokey July 2015 - Present
RBC Capital Markets May 2014 - Present
RBC April 2013 - July 2013
RBC Capital Markets April 2012 - April 2013
Skills
Financial Modeling, Valuation, Industry Analysis, Industry Research, Secondary Research, Financial Analysis, Bloomberg, Credit Analysis, Capital Markets
Education
Ivey School of Business
Honors Business Administration
University of Pennsylvania - The Wharton School
Brian Berzin's Houlihan Lokey Experience 2012 - Present
Job Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey 2012 - Present
LumenEssence 2009 - 2012
Berzin Design 2009 - 2012
Education
Lehigh University
BS Finance, BS Electrical Engineering
Houlihan Lokey 2012 - Present
LumenEssence 2009 - 2012
Berzin Design 2009 - 2012
Education
Lehigh University
BS Finance, BS Electrical Engineering
Enoch Tieu's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst (Financial Restructuring Group) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Tokynn January 2014 - May 2014
Osprey Capital April 2013 - August 2013
Calculus and Statistics 2010 - 2012
Videyos.com, and Humorcheck.com 2010 - 2011
Skills
Financial Analysis, Corporate Finance, Entrepreneurship, Team Leadership, Communication
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Arts (BA), Business Management and Organizaitonal Studies
Marc Garneau C.I. 2006 — 2010
Houlihan Lokey July 2014 - Present
Tokynn January 2014 - May 2014
Osprey Capital April 2013 - August 2013
Calculus and Statistics 2010 - 2012
Videyos.com, and Humorcheck.com 2010 - 2011
Skills
Financial Analysis, Corporate Finance, Entrepreneurship, Team Leadership, Communication
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Arts (BA), Business Management and Organizaitonal Studies
Marc Garneau C.I. 2006 — 2010
Jim Schneck Jim Schneck's Houlihan Lokey Experience November 2013 - Present
Job Director at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey November 2013 - Present
Convergent Strategy Group March 2010 - November 2013
Experience Co-Creation Partnership May 2008 - July 2010
Maritz Inc. April 2004 - May 2008
Cornerstone Partners, LLC January 2002 - April 2004
Bridge Strategy Group and Renaissance Worldwide May 1995 - January 2002
FMC September 1993 - May 1995
McKinsey & Company March 1989 - September 1991
Accenture May 1988 - March 1989
Skills
Business Strategy, Management Consulting, Strategic Planning, Strategy, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., Change Management, Business Development, Product Management, New Business Development, Performance Improvement, Start-ups, Program Management, IT Strategy, Business Process, Business Planning, Business Process..., Executive Management, Portfolio Management, Business Intelligence, Mergers & Acquisitions, Business Analysis, Due Diligence, Consulting, Integration, Management, Analysis, Project Planning, PMO, Budgets, Leadership, Competitive Analysis, Finance, Awesomeness
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Strategy, Finance, Int'l Business
Iowa State University 1984 — 1988
B.S., Electrical Engineering
Lake Zurich High School
Houlihan Lokey November 2013 - Present
Convergent Strategy Group March 2010 - November 2013
Experience Co-Creation Partnership May 2008 - July 2010
Maritz Inc. April 2004 - May 2008
Cornerstone Partners, LLC January 2002 - April 2004
Bridge Strategy Group and Renaissance Worldwide May 1995 - January 2002
FMC September 1993 - May 1995
McKinsey & Company March 1989 - September 1991
Accenture May 1988 - March 1989
Skills
Business Strategy, Management Consulting, Strategic Planning, Strategy, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., Change Management, Business Development, Product Management, New Business Development, Performance Improvement, Start-ups, Program Management, IT Strategy, Business Process, Business Planning, Business Process..., Executive Management, Portfolio Management, Business Intelligence, Mergers & Acquisitions, Business Analysis, Due Diligence, Consulting, Integration, Management, Analysis, Project Planning, PMO, Budgets, Leadership, Competitive Analysis, Finance, Awesomeness
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Strategy, Finance, Int'l Business
Iowa State University 1984 — 1988
B.S., Electrical Engineering
Lake Zurich High School
Paola Phillips's Houlihan Lokey Experience 2001 - 2003
Job Senior Financial Analyst at Follett School Solutions
Industry Education Management
Experience
Follett School Solutions October 2014 - Present
Guggenheim Partners April 2007 - October 2014
WellPoint March 2003 - April 2007
Houlihan Lokey 2001 - 2003
Deutsche Bank 2000 - 2001
Skills
Hyperion, Financial Systems..., Reporting & Analysis, Financial Forecasting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Forecasting, Managerial Finance, Variance Analysis, Essbase, Corporate Finance, Cash Flow, Finance, Cash Management, PeopleSoft, GAAP
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration, International Business
Loyola Marymount University 1994 — 1996
Follett School Solutions October 2014 - Present
Guggenheim Partners April 2007 - October 2014
WellPoint March 2003 - April 2007
Houlihan Lokey 2001 - 2003
Deutsche Bank 2000 - 2001
Skills
Hyperion, Financial Systems..., Reporting & Analysis, Financial Forecasting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Forecasting, Managerial Finance, Variance Analysis, Essbase, Corporate Finance, Cash Flow, Finance, Cash Management, PeopleSoft, GAAP
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration, International Business
Loyola Marymount University 1994 — 1996
Chanel Getty Chanel Getty's Houlihan Lokey Experience June 2004 - August 2004
Job Manager at PwC
Industry Accounting
Experience
PwC July 2011 - Present
PricewaterhouseCoopers September 2009 - June 2011
PricewaterhouseCoopers January 2007 - August 2009
PricewaterhouseCoopers June 2005 - August 2005
Houlihan Lokey June 2004 - August 2004
Education
Loyola Marymount University 2002 — 2006
Bachelor of Science, Accounting
PwC July 2011 - Present
PricewaterhouseCoopers September 2009 - June 2011
PricewaterhouseCoopers January 2007 - August 2009
PricewaterhouseCoopers June 2005 - August 2005
Houlihan Lokey June 2004 - August 2004
Education
Loyola Marymount University 2002 — 2006
Bachelor of Science, Accounting
Scott Brogi Scott Brogi's Houlihan Lokey Experience 1995 - 1997
Job Chief Financial Operator
Industry Internet
Experience
JumpStart Games, Inc. March 2014 - Present
Blue Box Foam May 2010 - Present
Apollo Education Group December 2012 - February 2014
Apollo Education Group September 2010 - November 2012
2G Digital Post 2008 - 2010
InfoSearch Media 2007 - 2008
Pictage 2000 - 2006
AccentCare 1998 - 2000
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1987 - 1993
Skills
Start-ups, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Product Management, Mergers, E-commerce, Online Advertising, Budgets, Analytics, Financial Modeling, Social Media, Project Management, Entrepreneurship, SEM, Management Consulting, Mergers & Acquisitions, Finance, Marketing, Private Equity, Team Leadership, Corporate Development, Fundraising, Competitive Analysis, Strategy, Market Research, Corporate Finance, Negotiation, Cross-functional Team..., New Business Development, SaaS, Marketing Strategy, Integration, Leadership, Venture Capital, Program Management, Sales Management, Product Development, Sales, Management, Executive Management, Outsourcing, Business Analysis, Sales Process, Direct Sales, Selling, Business Planning, CRM, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
Loyola University Maryland 1991 — 1993
MSF
Syracuse University 1983 — 1987
BS
JumpStart Games, Inc. March 2014 - Present
Blue Box Foam May 2010 - Present
Apollo Education Group December 2012 - February 2014
Apollo Education Group September 2010 - November 2012
2G Digital Post 2008 - 2010
InfoSearch Media 2007 - 2008
Pictage 2000 - 2006
AccentCare 1998 - 2000
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1987 - 1993
Skills
Start-ups, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Product Management, Mergers, E-commerce, Online Advertising, Budgets, Analytics, Financial Modeling, Social Media, Project Management, Entrepreneurship, SEM, Management Consulting, Mergers & Acquisitions, Finance, Marketing, Private Equity, Team Leadership, Corporate Development, Fundraising, Competitive Analysis, Strategy, Market Research, Corporate Finance, Negotiation, Cross-functional Team..., New Business Development, SaaS, Marketing Strategy, Integration, Leadership, Venture Capital, Program Management, Sales Management, Product Development, Sales, Management, Executive Management, Outsourcing, Business Analysis, Sales Process, Direct Sales, Selling, Business Planning, CRM, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
Loyola University Maryland 1991 — 1993
MSF
Syracuse University 1983 — 1987
BS
Andrew Merkle's Houlihan Lokey Experience 2015 - 2015
Job Incoming Investment Banking Summer Analyst at Houlihan Lokey
Industry Financial Services
Experience
Indiana University September 2012 - Present
Houlihan Lokey 2015 - 2015
Houlihan Lokey 2015 - 2015
CliftonLarsonAllen May 2014 - August 2014
BrightPoint May 2013 - August 2013
TLIA Beach June 2010 - August 2012
TLIA April 2009 - September 2011
Skills
Budgets, Microsoft Excel, Finance, Corporate Finance, Analysis, Valuation, Project Planning, Access, Leadership, PowerPoint, Public Speaking, Microsoft Word, Marketing, Microsoft Office, Research, Teamwork, Social Media, Event Planning
Education
Indiana University Bloomington 2012 — 2016
Indiana University Bloomington 2012 — 2016
Finance, General
Indiana University September 2012 - Present
Houlihan Lokey 2015 - 2015
Houlihan Lokey 2015 - 2015
CliftonLarsonAllen May 2014 - August 2014
BrightPoint May 2013 - August 2013
TLIA Beach June 2010 - August 2012
TLIA April 2009 - September 2011
Skills
Budgets, Microsoft Excel, Finance, Corporate Finance, Analysis, Valuation, Project Planning, Access, Leadership, PowerPoint, Public Speaking, Microsoft Word, Marketing, Microsoft Office, Research, Teamwork, Social Media, Event Planning
Education
Indiana University Bloomington 2012 — 2016
Indiana University Bloomington 2012 — 2016
Finance, General
Harrison Kim's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
Cigna May 2014 - August 2014
Crestar Group of Companies May 2013 - August 2013
Morris J. Cohen & Co. February 2012 - August 2012
Skills
Microsoft Excel, Accounting, Photoshop, Microsoft Office, JavaScript, Financial Modeling, Adobe Fireworks, Dreamweaver, SharePoint, Access, HTML, CSS, C++, Project Management, Strategic Leadership
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree
Houlihan Lokey June 2015 - Present
Cigna May 2014 - August 2014
Crestar Group of Companies May 2013 - August 2013
Morris J. Cohen & Co. February 2012 - August 2012
Skills
Microsoft Excel, Accounting, Photoshop, Microsoft Office, JavaScript, Financial Modeling, Adobe Fireworks, Dreamweaver, SharePoint, Access, HTML, CSS, C++, Project Management, Strategic Leadership
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree
Stephanie Litfin Stephanie Litfin's Houlihan Lokey Experience August 2008 - September 2010
Job Office Manager at Founders Equity
Industry Investment Banking
Experience
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Anees Attarwala Anees Attarwala's Houlihan Lokey Experience July 2008 - February 2009
Job
Industry Financial Services
Experience
Citi November 2013 - Present
PwC July 2011 - August 2013
Houlihan Lokey July 2008 - February 2009
Skills
Stochastic Calculus, Matlab, Monte Carlo Simulation, Fixed Income, Equity Valuation, Interest Rate..., Equity Derivatives, Exotic Derivatives, Interest Rate Swaps, Credit Risk, Fincad, C++, Computational Finance
Education
University of Notre DameNotre
Master of Science, Applied Mathematics and Chemical Engineering
Indian Institute of Technology, Madras 2001 — 2005
B Tech, Chemical Engineering
Citi November 2013 - Present
PwC July 2011 - August 2013
Houlihan Lokey July 2008 - February 2009
Skills
Stochastic Calculus, Matlab, Monte Carlo Simulation, Fixed Income, Equity Valuation, Interest Rate..., Equity Derivatives, Exotic Derivatives, Interest Rate Swaps, Credit Risk, Fincad, C++, Computational Finance
Education
University of Notre DameNotre
Master of Science, Applied Mathematics and Chemical Engineering
Indian Institute of Technology, Madras 2001 — 2005
B Tech, Chemical Engineering
Matt Perrizo's Houlihan Lokey Experience January 2005 - October 2005
Job Vice President Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities August 2008 - July 2011
Wells Fargo - Credit Management Training Program March 2008 - August 2008
Wells Fargo Bank - Commercial Banking May 2006 - March 2008
Houlihan Lokey January 2005 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investments, Capital Markets, Investment Banking, Equities
Education
Minnesota State University, Mankato 2003 — 2004
Bachelor of Science, Major: Finance Minor: Accounting
Wells Fargo Securities August 2011 - Present
Wells Fargo Securities August 2008 - July 2011
Wells Fargo - Credit Management Training Program March 2008 - August 2008
Wells Fargo Bank - Commercial Banking May 2006 - March 2008
Houlihan Lokey January 2005 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investments, Capital Markets, Investment Banking, Equities
Education
Minnesota State University, Mankato 2003 — 2004
Bachelor of Science, Major: Finance Minor: Accounting
Chris Tzankov Chris Tzankov's Houlihan Lokey Experience July 2010 - February 2014
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Martin Lawlor Martin Lawlor's Houlihan Lokey Experience 2009 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2009 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics and Economics
Delbarton School 1997 — 2001
Houlihan Lokey 2009 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Education
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics and Economics
Delbarton School 1997 — 2001
Dhimitra Xha's Houlihan Lokey Experience July 2012 - 2014
Job Business Strategy Analyst at Syniverse
Industry Telecommunications
Experience
Syniverse October 2014 - Present
Houlihan Lokey July 2012 - 2014
Houlihan Lokey May 2011 - August 2011
Trico Surveying and Mapping, Inc. June 2010 - June 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, DCF, Bloomberg, LBO, Mergers & Acquisitions, Equities, Capital IQ
Education
Indiana University - Kelley School of Business 2009 — 2012
BS, Finance and International Business
Syniverse October 2014 - Present
Houlihan Lokey July 2012 - 2014
Houlihan Lokey May 2011 - August 2011
Trico Surveying and Mapping, Inc. June 2010 - June 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, DCF, Bloomberg, LBO, Mergers & Acquisitions, Equities, Capital IQ
Education
Indiana University - Kelley School of Business 2009 — 2012
BS, Finance and International Business
Diliana Dimitrova Diliana Dimitrova's Houlihan Lokey Experience June 2014 - August 2014
Job Private Equity Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2015 - Present
University of Pennsylvania August 2011 - December 2014
Houlihan Lokey June 2014 - August 2014
Veritas Insight Consulting July 2012 - May 2014
Moore Capital Management May 2013 - July 2013
Meidlinger Partners, LLC September 2012 - May 2013
Student Federal Credit Union at the University of Pennsylvania January 2012 - May 2012
Skills
Valuation, Venture Capital, Quantitative Analytics, Entrepreneurship, Statistics, Financial Modeling, Data Analysis, Bloomberg Terminal, Distribution Strategies, International Marketing, Capital IQ, Economics, Corporate Finance
Education
Wharton School, University of Pennsylvania 2011 — 2014
Bachelor of Science in Economics, Finance
HEC School of Management 2013 — 2013
Semester Exchange
Illinois Mathematics and Science Academy 2008 — 2011
High School Diploma
McKinsey & Company July 2015 - Present
University of Pennsylvania August 2011 - December 2014
Houlihan Lokey June 2014 - August 2014
Veritas Insight Consulting July 2012 - May 2014
Moore Capital Management May 2013 - July 2013
Meidlinger Partners, LLC September 2012 - May 2013
Student Federal Credit Union at the University of Pennsylvania January 2012 - May 2012
Skills
Valuation, Venture Capital, Quantitative Analytics, Entrepreneurship, Statistics, Financial Modeling, Data Analysis, Bloomberg Terminal, Distribution Strategies, International Marketing, Capital IQ, Economics, Corporate Finance
Education
Wharton School, University of Pennsylvania 2011 — 2014
Bachelor of Science in Economics, Finance
HEC School of Management 2013 — 2013
Semester Exchange
Illinois Mathematics and Science Academy 2008 — 2011
High School Diploma
Steven Moore Steven Moore's Houlihan Lokey Experience 1999 - 2001
Job Real Estate Investment Banking
Industry Investment Banking
Experience
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
Karissa Olson Karissa Olson's Houlihan Lokey Experience 2005 - August 2011
Job Project Administrator URS Corporation
Industry Oil & Energy
Experience
AECOM Corporation (formerly URS) August 2011 - Present
Houlihan Lokey 2005 - August 2011
Lincoln International February 1998 - 2005
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Management
Education
Lewis University 2007 — 2009
Bachelors Degree, Healthcare Leadership
Fox College 1996 — 1998
AA, Administrative Assistant, Executive/Legal Assistant Program
Bradley University 1993 — 1994
AECOM Corporation (formerly URS) August 2011 - Present
Houlihan Lokey 2005 - August 2011
Lincoln International February 1998 - 2005
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Management
Education
Lewis University 2007 — 2009
Bachelors Degree, Healthcare Leadership
Fox College 1996 — 1998
AA, Administrative Assistant, Executive/Legal Assistant Program
Bradley University 1993 — 1994
Andrew Deren's Houlihan Lokey Experience May 2011 - Present
Job Director at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey May 2011 - Present
Express Oil Holdings, LLC. 2010 - Present
Mesirow Financial April 2009 - May 2011
Deloitte 2003 - 2009
PricewaterhouseCoopers 1999 - 2003
Grant Thornton LLP 1998 - 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Restructuring, Mergers, Accounting, Investment Banking, Carve-outs, Carve-out Financial..., Sell Side, Financial Reporting, Cost Accounting, Project Accounting, Industrial Sector, Healthcare, Education, Food & Beverage, Retail, Software, Aerospace, Automotive, Entertainment, Environmental Services, Oil & Gas, International Business, China Manufacturing
Education
Indiana University Bloomington 1993 — 1998
Bachelor’s Degree, Accounting and Finance
Munster High School 1990 — 1993
High School
Houlihan Lokey May 2011 - Present
Express Oil Holdings, LLC. 2010 - Present
Mesirow Financial April 2009 - May 2011
Deloitte 2003 - 2009
PricewaterhouseCoopers 1999 - 2003
Grant Thornton LLP 1998 - 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Restructuring, Mergers, Accounting, Investment Banking, Carve-outs, Carve-out Financial..., Sell Side, Financial Reporting, Cost Accounting, Project Accounting, Industrial Sector, Healthcare, Education, Food & Beverage, Retail, Software, Aerospace, Automotive, Entertainment, Environmental Services, Oil & Gas, International Business, China Manufacturing
Education
Indiana University Bloomington 1993 — 1998
Bachelor’s Degree, Accounting and Finance
Munster High School 1990 — 1993
High School
Hilda Barassamian Hilda Barassamian's Houlihan Lokey Experience March 2015 - Present
Job SEC Reporting Accounting Manager
Industry Accounting
Experience
Houlihan Lokey March 2015 - Present
State Street January 2014 - December 2014
Southern Company September 2010 - January 2014
Skills
Internal Controls, Management, Microsoft Excel, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Project Management, Data Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Customer Service, Auditing, Contract Negotiation, Microsoft Office, General Ledger, Finance, Forecasting
Education
Kennesaw State University 2002 — 2007
Bachelor, Accounting and Management
Houlihan Lokey March 2015 - Present
State Street January 2014 - December 2014
Southern Company September 2010 - January 2014
Skills
Internal Controls, Management, Microsoft Excel, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Project Management, Data Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Customer Service, Auditing, Contract Negotiation, Microsoft Office, General Ledger, Finance, Forecasting
Education
Kennesaw State University 2002 — 2007
Bachelor, Accounting and Management
Jacob Munoz Jacob Munoz's Houlihan Lokey Experience February 2012 - August 2012
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs August 2012 - August 2014
Houlihan Lokey February 2012 - August 2012
Keefe, Bruyette & Woods July 2010 - November 2011
Morningstar May 2008 - April 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Business Valuation, Finance, Due Diligence, Financial Markets, IPO, Investment Banking, Investments, Mergers
Education
Loyola University Chicago 2006 — 2010
BBA, Finance & Economics
Goldman Sachs August 2014 - Present
Goldman Sachs August 2012 - August 2014
Houlihan Lokey February 2012 - August 2012
Keefe, Bruyette & Woods July 2010 - November 2011
Morningstar May 2008 - April 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Business Valuation, Finance, Due Diligence, Financial Markets, IPO, Investment Banking, Investments, Mergers
Education
Loyola University Chicago 2006 — 2010
BBA, Finance & Economics
Michael Aft's Houlihan Lokey Experience May 2011 - August 2011
Job Growth & Engagement at LinkedIn
Industry Internet
Experience
LinkedIn August 2015 - Present
Accel-KKR August 2014 - July 2015
Moelis & Company June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Theranostics Health May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Private Equity, Capital Markets, Mergers, LBO, Capital IQ, Microsoft Excel, Market Research, Financial Services, Teamwork, Investments, Self-starter, Accounting, Mergers & Acquisitions, Corporate Finance, Picture Frames
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
West Springfield High
LinkedIn August 2015 - Present
Accel-KKR August 2014 - July 2015
Moelis & Company June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Theranostics Health May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Private Equity, Capital Markets, Mergers, LBO, Capital IQ, Microsoft Excel, Market Research, Financial Services, Teamwork, Investments, Self-starter, Accounting, Mergers & Acquisitions, Corporate Finance, Picture Frames
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
West Springfield High
Katherine Charchalis's Houlihan Lokey Experience October 2014 - Present
Job Campus Recruiter at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2014 - Present
Bloomberg LP June 2012 - October 2014
Bloomberg June 2011 - August 2011
Lafayette College 2009 - 2011
L'Oréal May 2010 - August 2010
Charchalis and Company January 2008 - January 2010
Skills
Time Management, Financial Analysis, Bloomberg Terminal, PowerPoint, Retail, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Stata, Human Resources, Professional..., Manage Client..., Project Management, Project Planning, Economic Research, Financial Reporting, Employee Training, New Hire Training, Data Analysis, Bloomberg
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics and Business
Hereford High School 2004 — 2008
Houlihan Lokey October 2014 - Present
Bloomberg LP June 2012 - October 2014
Bloomberg June 2011 - August 2011
Lafayette College 2009 - 2011
L'Oréal May 2010 - August 2010
Charchalis and Company January 2008 - January 2010
Skills
Time Management, Financial Analysis, Bloomberg Terminal, PowerPoint, Retail, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Stata, Human Resources, Professional..., Manage Client..., Project Management, Project Planning, Economic Research, Financial Reporting, Employee Training, New Hire Training, Data Analysis, Bloomberg
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics and Business
Hereford High School 2004 — 2008
Tracy Rutherford Bukowski's Houlihan Lokey Experience 2002 - 2005
Job Sales Enablement/Global Marketing/Briefing Program Management/Customer Experience
Industry Computer Software
Experience
Polycom 2015 - Present
Polycom 2013 - 2014
Trinity Christian School 2007 - 2014
SMART Technologies 2010 - 2013
Houlihan Lokey 2002 - 2005
Reuters 2000 - 2002
Reuters 1999 - 2000
Leo Burnett 1998 - 1999
Programart Corporation 1997 - 1998
Software Artistry, Inc. 1996 - 1997
Skills
Contract Negotiation, Sales Operations, Contract Management, Account Management, Accounting, Salesforce.com, Sales Process, Channel, Problem Solving, Needs Analysis, Microsoft Office, JD Edwards, Event Planning, Customer Retention, Event Management, Fundraising, Strategic Partnerships, Channel Partners, Collaboration Solutions, Cisco Technologies, WebEx, SharePoint, Lync, Interactive Whiteboard, Sales Presentations, Project Management, Marketing Communications, Strategic Alliances, Customer Experience, Briefing, Sales Support, Consultative Selling, Meeting Planning, Budget Management, Internal Communications, Staff Training, Software Training, Space Planning, Sales Order Processing, Office Administration, Customer Relations, Polycom Video..., Organization &..., Ecosystem, Executive Level..., Marketing, Sales, Budgets, Training
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts
Polycom 2015 - Present
Polycom 2013 - 2014
Trinity Christian School 2007 - 2014
SMART Technologies 2010 - 2013
Houlihan Lokey 2002 - 2005
Reuters 2000 - 2002
Reuters 1999 - 2000
Leo Burnett 1998 - 1999
Programart Corporation 1997 - 1998
Software Artistry, Inc. 1996 - 1997
Skills
Contract Negotiation, Sales Operations, Contract Management, Account Management, Accounting, Salesforce.com, Sales Process, Channel, Problem Solving, Needs Analysis, Microsoft Office, JD Edwards, Event Planning, Customer Retention, Event Management, Fundraising, Strategic Partnerships, Channel Partners, Collaboration Solutions, Cisco Technologies, WebEx, SharePoint, Lync, Interactive Whiteboard, Sales Presentations, Project Management, Marketing Communications, Strategic Alliances, Customer Experience, Briefing, Sales Support, Consultative Selling, Meeting Planning, Budget Management, Internal Communications, Staff Training, Software Training, Space Planning, Sales Order Processing, Office Administration, Customer Relations, Polycom Video..., Organization &..., Ecosystem, Executive Level..., Marketing, Sales, Budgets, Training
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts
Jennifer D'Arrigo's Houlihan Lokey Experience June 2009 - August 2009
Job Project Coordinator, Financial Services
Industry Management Consulting
Experience
Korn Ferry August 2010 - Present
Moelis & Company September 2009 - May 2010
Houlihan Lokey June 2009 - August 2009
BLD LTD September 2008 - May 2009
Bear, Stearns & Company Inc. May 2000 - August 2008
First Home Brokerage Corp. June 1999 - March 2000
Arnell Group Brand Consulting April 1998 - June 1999
Salomon Brothers, Inc., New York, NY May 1994 - April 1998
Skills
Investment Banking, PowerPoint, Excel, Microsoft Office, Outlook, Word, Research, Event Management, Administrative Support, Employee Relations, Editing, Microsoft Word, Microsoft Excel, Administrative..., Recruiting, Nonprofits, Office Management, Sales, Event Planning, Leadership, Organizational..., Market Research, Management, Coaching, Analysis, Change Management, Fixed Income, Management Consulting, Training, Human Resources
Education
Katherine Gibbs School 1992 — 1994
Associate of Arts (AA)
Korn Ferry August 2010 - Present
Moelis & Company September 2009 - May 2010
Houlihan Lokey June 2009 - August 2009
BLD LTD September 2008 - May 2009
Bear, Stearns & Company Inc. May 2000 - August 2008
First Home Brokerage Corp. June 1999 - March 2000
Arnell Group Brand Consulting April 1998 - June 1999
Salomon Brothers, Inc., New York, NY May 1994 - April 1998
Skills
Investment Banking, PowerPoint, Excel, Microsoft Office, Outlook, Word, Research, Event Management, Administrative Support, Employee Relations, Editing, Microsoft Word, Microsoft Excel, Administrative..., Recruiting, Nonprofits, Office Management, Sales, Event Planning, Leadership, Organizational..., Market Research, Management, Coaching, Analysis, Change Management, Fixed Income, Management Consulting, Training, Human Resources
Education
Katherine Gibbs School 1992 — 1994
Associate of Arts (AA)
Gaurav Chaudhry's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Hospital & Health Care
Experience
Houlihan Lokey July 2015 - Present
PwC June 2014 - August 2014
180 Degrees Consulting February 2014 - May 2014
Residential Programs and Services at Indiana University August 2013 - May 2014
Student Academic Center at Indiana University August 2013 - May 2014
Kelley School of Business, Indiana University August 2012 - December 2012
Bookacourse July 2012 - September 2012
Veritas Estate Management July 2012 - August 2012
PMA Health July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Marketing, Accounting, Corporate Finance, Valuation, Financial Modeling, Business Economics, Econometrics, PowerPoint, Team Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Finance & Business Economics and Economic Consulting
Houlihan Lokey July 2015 - Present
PwC June 2014 - August 2014
180 Degrees Consulting February 2014 - May 2014
Residential Programs and Services at Indiana University August 2013 - May 2014
Student Academic Center at Indiana University August 2013 - May 2014
Kelley School of Business, Indiana University August 2012 - December 2012
Bookacourse July 2012 - September 2012
Veritas Estate Management July 2012 - August 2012
PMA Health July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Marketing, Accounting, Corporate Finance, Valuation, Financial Modeling, Business Economics, Econometrics, PowerPoint, Team Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Finance & Business Economics and Economic Consulting
Samadrita Guin Samadrita Guin's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Scotiabank June 2014 - March 2015
Credit Suisse June 2013 - August 2013
RPSG Group June 2012 - August 2012
Richard Ivey School of Business September 2011 - April 2012
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Houlihan Lokey July 2015 - Present
Scotiabank June 2014 - March 2015
Credit Suisse June 2013 - August 2013
RPSG Group June 2012 - August 2012
Richard Ivey School of Business September 2011 - April 2012
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Walton Hartanto Walton Hartanto's Houlihan Lokey Experience July 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Citi June 2013 - August 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Valuation
Education
University of Southern California 2011 — 2015
Bachelor's Degree, Business Administration and Management
Jakarta International School 2008 — 2011
High School
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Citi June 2013 - August 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Financial Modeling, Valuation
Education
University of Southern California 2011 — 2015
Bachelor's Degree, Business Administration and Management
Jakarta International School 2008 — 2011
High School
Tae Hoon (Steve) Kim, CPA, CA's Houlihan Lokey Experience June 2013 - August 2013
Job Enterprise Leadership Manager at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance July 2014 - Present
USC Marshall School of Business January 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
KPMG Canada September 2008 - April 2012
Jeong Yeon Accounting Corporation May 2005 - August 2008
McGill University September 2007 - April 2008
McGill University September 2007 - April 2008
Skills
Financial Accounting, Financial Analysis, Auditing, Accounting, Leadership, IFRS, Financial Modeling, Analysis, Business Strategy, Insurance, Insurance Claims, Assurance, GAAP, Financial Statement..., Corporate Finance, Financial Reporting, Internal Controls, Valuation, Teamwork, Cross-functional Team..., US GAAP, Mergers & Acquisitions
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
McGill University 2004 — 2008
Bachelor of Commerce, Accounting
Farmers Insurance July 2014 - Present
USC Marshall School of Business January 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
KPMG Canada September 2008 - April 2012
Jeong Yeon Accounting Corporation May 2005 - August 2008
McGill University September 2007 - April 2008
McGill University September 2007 - April 2008
Skills
Financial Accounting, Financial Analysis, Auditing, Accounting, Leadership, IFRS, Financial Modeling, Analysis, Business Strategy, Insurance, Insurance Claims, Assurance, GAAP, Financial Statement..., Corporate Finance, Financial Reporting, Internal Controls, Valuation, Teamwork, Cross-functional Team..., US GAAP, Mergers & Acquisitions
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
McGill University 2004 — 2008
Bachelor of Commerce, Accounting
Brooke Berka Brooke Berka's Houlihan Lokey Experience June 2011 - August 2011
Job National Sales Assistant at Outfront Media
Industry Marketing and Advertising
Experience
Outfront Media April 2014 - Present
Nordstrom May 2013 - December 2013
Alpha Delta Pi Sorority January 2012 - December 2012
Lewitt, Hackman, Shapiro, Marshall & Harlan July 2012 - August 2012
Nordstrom July 2007 - December 2011
Houlihan Lokey June 2011 - August 2011
Skills
Marketing, Event Planning, Customer Service, Sales, Social Networking, Social Media, Retail Sales, Microsoft Office, Retail, Email Marketing, Management, Sales Management, Microsoft Excel, Styling, Telephone Skills, Direct Marketing, Merchandising, Data Analysis, Inventory Management, Time Management, Customer Satisfaction, Marketing Communications, Marketing Strategy, Market Research, Exceed Sales Goals, CRM, Recruiting
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Marketing
Viewpoint School 2005 — 2009
Outfront Media April 2014 - Present
Nordstrom May 2013 - December 2013
Alpha Delta Pi Sorority January 2012 - December 2012
Lewitt, Hackman, Shapiro, Marshall & Harlan July 2012 - August 2012
Nordstrom July 2007 - December 2011
Houlihan Lokey June 2011 - August 2011
Skills
Marketing, Event Planning, Customer Service, Sales, Social Networking, Social Media, Retail Sales, Microsoft Office, Retail, Email Marketing, Management, Sales Management, Microsoft Excel, Styling, Telephone Skills, Direct Marketing, Merchandising, Data Analysis, Inventory Management, Time Management, Customer Satisfaction, Marketing Communications, Marketing Strategy, Market Research, Exceed Sales Goals, CRM, Recruiting
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Marketing
Viewpoint School 2005 — 2009
Frances Vega's Houlihan Lokey Experience January 2003 - November 2010
Job Office Manager/ Interpretation Coordinator
Industry Translation and Localization
Experience
CQ Fluency March 2013 - Present
Structural Preservation Systems October 2012 - March 2013
Vale Management Corp. May 2012 - August 2012
Houlihan Lokey January 2003 - November 2010
Elite Investigations, Ltd September 1999 - January 2003
Skills
Fluent in Spanish, Proficient in Microsoft..., Excel, PowerPoint, Outlook, Excellent Communication..., •Ability to work with..., Administration, Event Management, Documentation, Customer Service, Event Planning, Customer Relations, Problem Solving, Writing, Outlook, Administrative..., Social Media, Microsoft Excel, PowerPoint, Process Scheduler, Spanish, Foreign Languages
Education
Kaplan University 2006 — 2012
Master of Science, General Psychology
Kaplan University
Bachelor of Science, Criminal Justice; Forensic Psychology
CQ Fluency March 2013 - Present
Structural Preservation Systems October 2012 - March 2013
Vale Management Corp. May 2012 - August 2012
Houlihan Lokey January 2003 - November 2010
Elite Investigations, Ltd September 1999 - January 2003
Skills
Fluent in Spanish, Proficient in Microsoft..., Excel, PowerPoint, Outlook, Excellent Communication..., •Ability to work with..., Administration, Event Management, Documentation, Customer Service, Event Planning, Customer Relations, Problem Solving, Writing, Outlook, Administrative..., Social Media, Microsoft Excel, PowerPoint, Process Scheduler, Spanish, Foreign Languages
Education
Kaplan University 2006 — 2012
Master of Science, General Psychology
Kaplan University
Bachelor of Science, Criminal Justice; Forensic Psychology
Sean (Xiao) Dong's Houlihan Lokey Experience June 2015 - August 2015
Job Summer Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
McIntire Investment Institute January 2013 - May 2015
Student Entrepreneurs for Economic Development (SEED) September 2012 - November 2014
Barclays October 2014 - October 2014
Huaxia Bank, China June 2014 - July 2014
Qilu Securities June 2013 - July 2013
Skills
Financial Analysis, Financial Modeling, Teamwork, Stock Research, Microsoft Excel, Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Equity Research, Stata, Value Added Analysis, Capital IQ, Mergers & Acquisitions, Factiva, Thomson One Banker, VBA, Bloomberg Terminal, Corporate Valuation, Monte Carlo Simulation, Investment Banking
Education
McIntire School of Commerce 2014 — 2016
Bachelor of Commerce, Finance/Real Estate
University of Virginia 2012 — 2016
Commerce; Statistics
London School of Economics and Political Science 2013 — 2013
Summer Session
High School attached to Capital Normal University 2009 — 2012
Houlihan Lokey June 2015 - August 2015
McIntire Investment Institute January 2013 - May 2015
Student Entrepreneurs for Economic Development (SEED) September 2012 - November 2014
Barclays October 2014 - October 2014
Huaxia Bank, China June 2014 - July 2014
Qilu Securities June 2013 - July 2013
Skills
Financial Analysis, Financial Modeling, Teamwork, Stock Research, Microsoft Excel, Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Equity Research, Stata, Value Added Analysis, Capital IQ, Mergers & Acquisitions, Factiva, Thomson One Banker, VBA, Bloomberg Terminal, Corporate Valuation, Monte Carlo Simulation, Investment Banking
Education
McIntire School of Commerce 2014 — 2016
Bachelor of Commerce, Finance/Real Estate
University of Virginia 2012 — 2016
Commerce; Statistics
London School of Economics and Political Science 2013 — 2013
Summer Session
High School attached to Capital Normal University 2009 — 2012
Daniel Altmann's Houlihan Lokey Experience June 2009 - October 2009
Job CoFounder & CEO at Naritiv
Industry Internet
Experience
Naritiv September 2014 - Present
CogoTV March 2011 - September 2014
Hitachi Consulting August 2010 - February 2011
After-School All-Stars June 2010 - August 2010
YPO/WPO February 2008 - May 2010
Houlihan Lokey June 2009 - October 2009
Wells Fargo June 2008 - August 2008
IAC Advertising Solutions June 2007 - August 2007
Warner Brothers June 2006 - May 2007
Intrepid Real Estate August 2004 - August 2006
Education
University of Southern California 2007 — 2010
Indiana University Bloomington 2006 — 2007
Naritiv September 2014 - Present
CogoTV March 2011 - September 2014
Hitachi Consulting August 2010 - February 2011
After-School All-Stars June 2010 - August 2010
YPO/WPO February 2008 - May 2010
Houlihan Lokey June 2009 - October 2009
Wells Fargo June 2008 - August 2008
IAC Advertising Solutions June 2007 - August 2007
Warner Brothers June 2006 - May 2007
Intrepid Real Estate August 2004 - August 2006
Education
University of Southern California 2007 — 2010
Indiana University Bloomington 2006 — 2007
Christina Oppold's Houlihan Lokey Experience April 2011 - June 2012
Job Administrative Director at The Georgetown Company
Industry Real Estate
Experience
The Georgetown Company September 2014 - Present
The Georgetown Company July 2012 - September 2014
Houlihan Lokey April 2011 - June 2012
Babcock & Brown July 2007 - December 2010
Universal McCann February 2004 - March 2007
Nail Advertising, Inc. September 2002 - February 2004
Skills
Social Media, Event Planning, PowerPoint, Outlook, Social Networking, Blogging, Excel, Word, HTML, Wordpress, Twitter, Photoshop, Tumblr, Facebook, Notary Public
Education
Murray State University 1998 — 2002
BA, Advertising
The Georgetown Company September 2014 - Present
The Georgetown Company July 2012 - September 2014
Houlihan Lokey April 2011 - June 2012
Babcock & Brown July 2007 - December 2010
Universal McCann February 2004 - March 2007
Nail Advertising, Inc. September 2002 - February 2004
Skills
Social Media, Event Planning, PowerPoint, Outlook, Social Networking, Blogging, Excel, Word, HTML, Wordpress, Twitter, Photoshop, Tumblr, Facebook, Notary Public
Education
Murray State University 1998 — 2002
BA, Advertising
Connor McDonnell Connor McDonnell's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Brown Gibbons Lang & Company May 2014 - August 2014
CBRE Capital Markets May 2013 - August 2013
Skills
Financial Analysis, Investment Banking, Financial Accounting, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Miami University 2011 — 2015
Bachelor's Degree, Finance and Accounting (Cum Laude)
Houlihan Lokey July 2015 - Present
Brown Gibbons Lang & Company May 2014 - August 2014
CBRE Capital Markets May 2013 - August 2013
Skills
Financial Analysis, Investment Banking, Financial Accounting, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Miami University 2011 — 2015
Bachelor's Degree, Finance and Accounting (Cum Laude)
Sean Xiaoyi Yu Sean Xiaoyi Yu's Houlihan Lokey Experience July 2015 - Present
Job Incoming Financial Analyst at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey July 2015 - Present
Rhinoceros in Love UVa December 2014 - June 2015
Houlihan Lokey June 2014 - August 2014
UVa Chinese Film Festival December 2013 - April 2014
Blackpeak Group June 2013 - August 2013
Guardian Point Capital December 2012 - January 2013
Breakthrough Collaborative June 2012 - August 2012
Skills
Financial Modeling, Valuation, Research, Microsoft Excel, Financial Analysis, Quantitative Analytics, Project Management, Event Planning, Production Management, Bloomberg Terminal, Due Diligence, VBA, Google Analytics, Microsoft Word, PowerPoint, Data Analysis, Mandarin, Stata, Economics, Capital IQ, Java, Statistics, RapidMiner, Monte Carlo Simulation, Entertainment Marketing, Play Production
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science, Finance and Information Technology concentrations; Quantitative Finance Track, 3.76
University of Virginia 2011 — 2015
Bachelor of Arts, Mathematics (High Distinction); Satisfied Major in Economics, Minor in Statistics, 3.83
Beijing High School Four 北京四中 2008 — 2011
4.0
Houlihan Lokey July 2015 - Present
Rhinoceros in Love UVa December 2014 - June 2015
Houlihan Lokey June 2014 - August 2014
UVa Chinese Film Festival December 2013 - April 2014
Blackpeak Group June 2013 - August 2013
Guardian Point Capital December 2012 - January 2013
Breakthrough Collaborative June 2012 - August 2012
Skills
Financial Modeling, Valuation, Research, Microsoft Excel, Financial Analysis, Quantitative Analytics, Project Management, Event Planning, Production Management, Bloomberg Terminal, Due Diligence, VBA, Google Analytics, Microsoft Word, PowerPoint, Data Analysis, Mandarin, Stata, Economics, Capital IQ, Java, Statistics, RapidMiner, Monte Carlo Simulation, Entertainment Marketing, Play Production
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science, Finance and Information Technology concentrations; Quantitative Finance Track, 3.76
University of Virginia 2011 — 2015
Bachelor of Arts, Mathematics (High Distinction); Satisfied Major in Economics, Minor in Statistics, 3.83
Beijing High School Four 北京四中 2008 — 2011
4.0
Ardavan Dehghan's Houlihan Lokey Experience June 2014 - August 2014
Job Recent MBA Graduate Darden School of Business University of Virginia
Industry Think Tanks
Experience
Houlihan Lokey June 2014 - August 2014
Nu Image - Millennium Films May 2014 - May 2014
Sanido SA September 2010 - June 2013
Groupama March 2009 - August 2010
Dun & Bradstreet December 2007 - January 2009
Carat September 2006 - December 2007
Skills
Business Strategy, Strategy, Business Analysis, Finance, Project Management, Business Development, Management, Financial Modeling, Sales Management, Business Planning, Creativity Skills, Strategic Visionary, Data Analysis, Cross-functional Team..., R
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA), HP (High Performance - Top 25%)
IPAG 2002 — 2006
Bachelor of Business Administration (BBA), International Business
Tecnológico de Monterrey 2004 — 2004
Exchange Program - Mexico City, Intertional Business
EAI Tech 2000 — 2002
Aerospace Engineering
Jean Baptiste Say 1997 — 2000
Baccalauréat Scientifique
Houlihan Lokey June 2014 - August 2014
Nu Image - Millennium Films May 2014 - May 2014
Sanido SA September 2010 - June 2013
Groupama March 2009 - August 2010
Dun & Bradstreet December 2007 - January 2009
Carat September 2006 - December 2007
Skills
Business Strategy, Strategy, Business Analysis, Finance, Project Management, Business Development, Management, Financial Modeling, Sales Management, Business Planning, Creativity Skills, Strategic Visionary, Data Analysis, Cross-functional Team..., R
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA), HP (High Performance - Top 25%)
IPAG 2002 — 2006
Bachelor of Business Administration (BBA), International Business
Tecnológico de Monterrey 2004 — 2004
Exchange Program - Mexico City, Intertional Business
EAI Tech 2000 — 2002
Aerospace Engineering
Jean Baptiste Say 1997 — 2000
Baccalauréat Scientifique
Brian Yin, CFA Brian Yin, CFA's Houlihan Lokey Experience 2007 - 2012
Job VP Capital Planning
Industry Financial Services
Experience
HSBC July 2013 - April 2015
Houlihan Lokey 2007 - 2012
Houlihan Lokey 2006 - 2006
Bloomberg 1999 - 2005
Refco Futures (Canada) Ltd. May 1998 - August 1998
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA)
McGill University 1995 — 1999
Bachelor of Commerce (B.Comm.)
HSBC July 2013 - April 2015
Houlihan Lokey 2007 - 2012
Houlihan Lokey 2006 - 2006
Bloomberg 1999 - 2005
Refco Futures (Canada) Ltd. May 1998 - August 1998
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA)
McGill University 1995 — 1999
Bachelor of Commerce (B.Comm.)
Adam Myers Adam Myers's Houlihan Lokey Experience May 2014 - June 2015
Job Director, Commercial Analytics at Guardian Life
Industry Capital Markets
Experience
Guardian Life August 2015 - Present
Houlihan Lokey May 2014 - June 2015
CIBC October 2012 - April 2014
Davies Ward Phillips & Vineberg LLP August 2011 - June 2012
Education
University of Toronto - Rotman School of Management 2007 — 2011
Master of Business Administration (M.B.A.), Finance/Economics
University of Toronto 2007 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
McGill University 2002 — 2006
Bachelor of Science (B.Sc.), Anatomy and Cellular Biology
Guardian Life August 2015 - Present
Houlihan Lokey May 2014 - June 2015
CIBC October 2012 - April 2014
Davies Ward Phillips & Vineberg LLP August 2011 - June 2012
Education
University of Toronto - Rotman School of Management 2007 — 2011
Master of Business Administration (M.B.A.), Finance/Economics
University of Toronto 2007 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
McGill University 2002 — 2006
Bachelor of Science (B.Sc.), Anatomy and Cellular Biology
Jonathan Levine Jonathan Levine's Houlihan Lokey Experience May 2007 - August 2010
Job MBA Candidate at the Kellogg School of Management
Industry Financial Services
Experience
Stout Risius Ross July 2013 - June 2015
SSAB September 2010 - June 2013
Houlihan Lokey May 2007 - August 2010
Skills
Financial Modeling, Financial Analysis, Due Diligence, Business Valuation, Financial Reporting, Mergers, DCF, M&A experience, Mergers & Acquisitions, Restructuring, Finance, Capital Markets, Business Development, Investment Banking, Investments, LBO, Valuation, Corporate Finance, Management, Microsoft Excel, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business
Stout Risius Ross July 2013 - June 2015
SSAB September 2010 - June 2013
Houlihan Lokey May 2007 - August 2010
Skills
Financial Modeling, Financial Analysis, Due Diligence, Business Valuation, Financial Reporting, Mergers, DCF, M&A experience, Mergers & Acquisitions, Restructuring, Finance, Capital Markets, Business Development, Investment Banking, Investments, LBO, Valuation, Corporate Finance, Management, Microsoft Excel, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business
John M. Ascher's Houlihan Lokey Experience October 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
KeyBanc Capital Markets July 2013 - October 2014
KeyBanc Capital Markets May 2012 - July 2012
Skills
Financial Modeling, Microsoft Office, Accounting, Investment Banking, Valuation, Data Analysis, Financial Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Microsoft Word, Bloomberg, Economics
Education
Miami University 2009 — 2013
Bachelor of Science in Business, Major: Accountancy, Minor: Finance, Thematic Sequence: Almost Linear Structures
Houlihan Lokey October 2014 - Present
KeyBanc Capital Markets July 2013 - October 2014
KeyBanc Capital Markets May 2012 - July 2012
Skills
Financial Modeling, Microsoft Office, Accounting, Investment Banking, Valuation, Data Analysis, Financial Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Microsoft Word, Bloomberg, Economics
Education
Miami University 2009 — 2013
Bachelor of Science in Business, Major: Accountancy, Minor: Finance, Thematic Sequence: Almost Linear Structures
Brad Salois's Houlihan Lokey Experience December 2013 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Lee Sussman Lee Sussman's Houlihan Lokey Experience July 2013 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2013 - Present
Houlihan Lokey September 2010 - July 2013
KPMG US July 2009 - September 2010
Skills
Valuation, Financial Modeling, Economics, Finance, Corporate Finance
Education
Lehigh University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Houlihan Lokey July 2013 - Present
Houlihan Lokey September 2010 - July 2013
KPMG US July 2009 - September 2010
Skills
Valuation, Financial Modeling, Economics, Finance, Corporate Finance
Education
Lehigh University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Christopher Glad's Houlihan Lokey Experience August 2008 - Present
Job
Industry Venture Capital & Private Equity
Experience
Houlihan Lokey August 2008 - Present
American Capital Strategies Ltd. 2006 - 2008
Huron Consulting 2005 - 2006
KPMG Transaction Services 2003 - 2005
Skills
Cash Flow Forecasting, Business Valuation, Equity Valuation, Enterprise Valuation, Intellectual Property..., Transaction Services, Transaction Processing, M&A experience, DCF, Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Valuation, Due Diligence, Finance, Accounting, Corporate Finance, Financial Analysis, Restructuring, Investment Banking, Strategy, Investments
Education
Indiana University - Kelley School of Business 1999 — 2003
BS, Majors - Accounting, Finance, Management
Indiana University Bloomington 1999 — 2003
Bachelors, Majors - Accounting, Finance and Management
Houlihan Lokey August 2008 - Present
American Capital Strategies Ltd. 2006 - 2008
Huron Consulting 2005 - 2006
KPMG Transaction Services 2003 - 2005
Skills
Cash Flow Forecasting, Business Valuation, Equity Valuation, Enterprise Valuation, Intellectual Property..., Transaction Services, Transaction Processing, M&A experience, DCF, Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Valuation, Due Diligence, Finance, Accounting, Corporate Finance, Financial Analysis, Restructuring, Investment Banking, Strategy, Investments
Education
Indiana University - Kelley School of Business 1999 — 2003
BS, Majors - Accounting, Finance, Management
Indiana University Bloomington 1999 — 2003
Bachelors, Majors - Accounting, Finance and Management
Kevin Hanley's Houlihan Lokey Experience September 2013 - July 2014
Job Associate at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital August 2014 - Present
Houlihan Lokey September 2013 - July 2014
KeyBanc Capital Markets July 2011 - August 2013
Ipreo 2010 - 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Wynnchurch Capital August 2014 - Present
Houlihan Lokey September 2013 - July 2014
KeyBanc Capital Markets July 2011 - August 2013
Ipreo 2010 - 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Todd Morris, CFA's Houlihan Lokey Experience July 2012 - Present
Job Vice President Financial Restructuring Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - September 2011
Midwest Mezzanine August 2007 - August 2010
Robert W. Baird October 2005 - August 2007
LaSalle Bank June 2003 - October 2005
Skills
Mergers, Banking, Investment Banking, Financial Analysis, Strategy, Restructuring, Financial Modeling, Due Diligence, Portfolio Management, Investments, Equity Research, Analysis, Venture Capital, Equities, Capital Markets, ABS, Mergers & Acquisitions, Valuation, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Miami University 1999 — 2003
B.S. in Business, Finance and Decision Sciences
Bexley High School
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - September 2011
Midwest Mezzanine August 2007 - August 2010
Robert W. Baird October 2005 - August 2007
LaSalle Bank June 2003 - October 2005
Skills
Mergers, Banking, Investment Banking, Financial Analysis, Strategy, Restructuring, Financial Modeling, Due Diligence, Portfolio Management, Investments, Equity Research, Analysis, Venture Capital, Equities, Capital Markets, ABS, Mergers & Acquisitions, Valuation, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Miami University 1999 — 2003
B.S. in Business, Finance and Decision Sciences
Bexley High School
Lindyn Soviero's Houlihan Lokey Experience May 2012 - Present
Job Events & Marketing Coordinator
Industry Financial Services
Experience
Houlihan Lokey May 2012 - Present
Elizabeth Rose Consulting, LLC May 2012 - Present
4Love Project July 2009 - Present
Yorkville Common Pantry November 2009 - May 2012
The Perlman Music Program May 2008 - May 2009
Skills
Event Management, Press Releases, Sponsorship, Fundraising, Time Management, Advertising, Publicity, Program Management, PowerPoint, Social Media, Research, Event Planning, Sports, Manage Client..., Corporate Events
Education
Hofstra University 2006 — 2008
BA, Sociology
University of Delaware
Houlihan Lokey May 2012 - Present
Elizabeth Rose Consulting, LLC May 2012 - Present
4Love Project July 2009 - Present
Yorkville Common Pantry November 2009 - May 2012
The Perlman Music Program May 2008 - May 2009
Skills
Event Management, Press Releases, Sponsorship, Fundraising, Time Management, Advertising, Publicity, Program Management, PowerPoint, Social Media, Research, Event Planning, Sports, Manage Client..., Corporate Events
Education
Hofstra University 2006 — 2008
BA, Sociology
University of Delaware
Siwen (Rebecca) Hu's Houlihan Lokey Experience September 2013 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2013 - Present
Bank of America June 2013 - August 2013
Standard & Poor's October 2012 - January 2013
RBC Capital Markets 2012 - 2012
Gordian Capital Singapore Limited April 2011 - December 2011
China Merchants Securities Co., Ltd. June 2010 - July 2010
Bank of China May 2010 - June 2010
Skills
VBA, Financial Modeling, Bloomberg, Matlab, R, Visual C++, Java, Asset Management, Portfolio Management, Econometrics, Quantitative Finance, Structured Products, Investments, Bonds, Fixed Income, Finance, Derivatives, FX Options, MBS, Valuation, Equities, Options
Education
UC Berkeley Haas School of Business 2012 — 2013
Master, Financial Engineering
National University of Singapore 2007 — 2011
Bachelor of Science (B.Sc.) Hon, Quantitative Finance
Université Paris Dauphine 2009 — 2010
Exchange, Applied Economics
Houlihan Lokey September 2013 - Present
Bank of America June 2013 - August 2013
Standard & Poor's October 2012 - January 2013
RBC Capital Markets 2012 - 2012
Gordian Capital Singapore Limited April 2011 - December 2011
China Merchants Securities Co., Ltd. June 2010 - July 2010
Bank of China May 2010 - June 2010
Skills
VBA, Financial Modeling, Bloomberg, Matlab, R, Visual C++, Java, Asset Management, Portfolio Management, Econometrics, Quantitative Finance, Structured Products, Investments, Bonds, Fixed Income, Finance, Derivatives, FX Options, MBS, Valuation, Equities, Options
Education
UC Berkeley Haas School of Business 2012 — 2013
Master, Financial Engineering
National University of Singapore 2007 — 2011
Bachelor of Science (B.Sc.) Hon, Quantitative Finance
Université Paris Dauphine 2009 — 2010
Exchange, Applied Economics
Kristina Farrar's Houlihan Lokey Experience July 2004 - June 2006
Job Communications Coordinator, Marketing & Investor Relations at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management March 2014 - Present
Pine River Capital Management June 2012 - Present
Glocap Search January 2012 - June 2012
The Estée Lauder Companies Inc. June 2011 - January 2012
The Estée Lauder Companies Inc. December 2009 - June 2011
Goldman Sachs June 2006 - June 2009
Houlihan Lokey July 2004 - June 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Social Media, Office Management, Project Management, Marketing Communications, Executive Calendar..., Travel Planning, Microsoft Publisher, CRM, Concur, Adobe Creative Suite, Investor Relations..., Marketing, Event Management, Public Speaking
Education
Make-up Designory 2004 — 2004
Certificate, Make-up Artistry
Pine River Capital Management March 2014 - Present
Pine River Capital Management June 2012 - Present
Glocap Search January 2012 - June 2012
The Estée Lauder Companies Inc. June 2011 - January 2012
The Estée Lauder Companies Inc. December 2009 - June 2011
Goldman Sachs June 2006 - June 2009
Houlihan Lokey July 2004 - June 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Social Media, Office Management, Project Management, Marketing Communications, Executive Calendar..., Travel Planning, Microsoft Publisher, CRM, Concur, Adobe Creative Suite, Investor Relations..., Marketing, Event Management, Public Speaking
Education
Make-up Designory 2004 — 2004
Certificate, Make-up Artistry
Gloria Korasadowicz's Houlihan Lokey Experience December 2012 - October 2014
Job Senior Administrative Assistant at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey December 2012 - October 2014
Harvest Partners November 2010 - July 2012
Karla Otto August 2010 - November 2010
Astro Tele-Communications January 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Outlook, QuickBooks, Communication Skills, Sales, Administrative..., Human Resources, Public Relations
Education
University of Rhode Island 2006 — 2010
Bachelor of Arts& Sciences (BA), Communication and Media Studies
Macquarie University 2009 — 2009
Macquaire University
University of Rhode Island
Bachelors Degree, Communications
Houlihan Lokey December 2012 - October 2014
Harvest Partners November 2010 - July 2012
Karla Otto August 2010 - November 2010
Astro Tele-Communications January 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Outlook, QuickBooks, Communication Skills, Sales, Administrative..., Human Resources, Public Relations
Education
University of Rhode Island 2006 — 2010
Bachelor of Arts& Sciences (BA), Communication and Media Studies
Macquarie University 2009 — 2009
Macquaire University
University of Rhode Island
Bachelors Degree, Communications
Jason Fulton Jason Fulton's Houlihan Lokey Experience July 2010 - September 2011
Job Senior Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company September 2011 - Present
The Riverside Company March 2013 - July 2013
Houlihan Lokey July 2010 - September 2011
GE Capital July 2008 - July 2010
JPMorgan Chase May 2007 - August 2007
Education
Miami University 2004 — 2008
Management Information Systems, Finance, Computer Science
The Riverside Company September 2011 - Present
The Riverside Company March 2013 - July 2013
Houlihan Lokey July 2010 - September 2011
GE Capital July 2008 - July 2010
JPMorgan Chase May 2007 - August 2007
Education
Miami University 2004 — 2008
Management Information Systems, Finance, Computer Science
Bruce Kinnaird's Houlihan Lokey Experience July 1995 - Present
Job National Data Administrator at Houlihan Lokey Howard & Zukin
Industry Financial Services
Experience
Houlihan Lokey July 1995 - Present
International Data Group (IDG) June 1990 - September 1991
CommTek Publishing Company November 1981 - May 1986
Curtis Publishing June 1978 - August 1981
Curtis Publishing June 1978 - August 1981
Skills
CRM, Valuation, Financial Modeling, Mergers & Acquisitions, Social Media, Email Marketing, Content Management, Mergers
Education
Indiana University-Purdue University at Indianapolis 1971 — 1976
BA, Psychology
Houlihan Lokey July 1995 - Present
International Data Group (IDG) June 1990 - September 1991
CommTek Publishing Company November 1981 - May 1986
Curtis Publishing June 1978 - August 1981
Curtis Publishing June 1978 - August 1981
Skills
CRM, Valuation, Financial Modeling, Mergers & Acquisitions, Social Media, Email Marketing, Content Management, Mergers
Education
Indiana University-Purdue University at Indianapolis 1971 — 1976
BA, Psychology
Todd Roland's Houlihan Lokey Experience April 2013 - October 2014
Job Investment Associate at GCM Grosvenor Private Markets
Industry Financial Services
Experience
GCM Grosvenor Private Markets October 2014 - Present
Houlihan Lokey April 2013 - October 2014
Houlihan Lokey June 2010 - April 2013
Houlihan Lokey July 2007 - June 2010
Northwestern Mutual Financial Network May 2006 - June 2007
Skills
Financial Modeling, Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investment Banking, Strategy, Business Valuation, LBO, DCF, Due Diligence, Private Equity, Corporate Development, Finance, M, Restructuring, Investments
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
GCM Grosvenor Private Markets October 2014 - Present
Houlihan Lokey April 2013 - October 2014
Houlihan Lokey June 2010 - April 2013
Houlihan Lokey July 2007 - June 2010
Northwestern Mutual Financial Network May 2006 - June 2007
Skills
Financial Modeling, Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investment Banking, Strategy, Business Valuation, LBO, DCF, Due Diligence, Private Equity, Corporate Development, Finance, M, Restructuring, Investments
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sunil Panikkath's Houlihan Lokey Experience May 2007 - February 2009
Job CTO at ConceptONE
Industry Financial Services
Experience
ConceptONE LLC January 2011 - Present
Concept Capital October 2010 - January 2011
The Financial Risk Group February 2009 - October 2010
Houlihan Lokey May 2007 - February 2009
NERA Economic Consulting November 2004 - May 2007
SAS June 2002 - November 2004
SAS June 2001 - June 2002
SAS June 1995 - June 2001
Washington University in St. Louis July 1994 - June 1995
Skills
Options, SAS, Risk Management, Capital Markets, Financial Modeling, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1994
Ph.D., Finance
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Electrical Engineering
ConceptONE LLC January 2011 - Present
Concept Capital October 2010 - January 2011
The Financial Risk Group February 2009 - October 2010
Houlihan Lokey May 2007 - February 2009
NERA Economic Consulting November 2004 - May 2007
SAS June 2002 - November 2004
SAS June 2001 - June 2002
SAS June 1995 - June 2001
Washington University in St. Louis July 1994 - June 1995
Skills
Options, SAS, Risk Management, Capital Markets, Financial Modeling, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1994
Ph.D., Finance
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Electrical Engineering
David Chen David Chen's Houlihan Lokey Experience June 2013 - August 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Seven Mile Capital Partners October 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Standard & Poor's June 2012 - August 2012
US Securities and Exchange Commission May 2011 - December 2011
Skills
Management Consulting, Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance, Credit Risk, Capital Markets, Capital IQ, Stata, SQL, Bloomberg Terminal, Microsoft Excel
Education
New York University, Stern School of Business 2010 — 2014
B.S., Finance / Information Systems
New York University
The Boston Consulting Group August 2014 - Present
Seven Mile Capital Partners October 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Standard & Poor's June 2012 - August 2012
US Securities and Exchange Commission May 2011 - December 2011
Skills
Management Consulting, Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance, Credit Risk, Capital Markets, Capital IQ, Stata, SQL, Bloomberg Terminal, Microsoft Excel
Education
New York University, Stern School of Business 2010 — 2014
B.S., Finance / Information Systems
New York University
Paul Gill Paul Gill's Houlihan Lokey Experience July 2012 - March 2013
Job Associate at Capstone Infrastructure Corporation
Industry Investment Banking
Experience
Capstone Infrastructure Corporation January 2015 - Present
Capstone Infrastructure Corporation March 2013 - December 2014
Houlihan Lokey July 2012 - March 2013
Pantheon Advisors June 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Investment Banking
Education
Ivey Business School at Western University 2010 — 2012
London School of Economics and Political Science 2010 — 2010
Economics, Economics-Money and Banking
Capstone Infrastructure Corporation January 2015 - Present
Capstone Infrastructure Corporation March 2013 - December 2014
Houlihan Lokey July 2012 - March 2013
Pantheon Advisors June 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Investment Banking
Education
Ivey Business School at Western University 2010 — 2012
London School of Economics and Political Science 2010 — 2010
Economics, Economics-Money and Banking
Joshua Becker Joshua Becker's Houlihan Lokey Experience 2000 - 2002
Job Sponsor Finance at GE Antares Capital
Industry Venture Capital & Private Equity
Experience
GE Antares Capital 2014 - Present
Versa Capital Management 2011 - 2014
Glencoe Capital / Stockwell Capital 2004 - 2010
Ernst & Young Corporate Finance 2002 - 2004
Houlihan Lokey 2000 - 2002
Skills
Private Equity, Financial Modeling, LBO, Valuation, Due Diligence, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Corporate Development, Alternative Investments, Portfolio Management, Investments, Equities, Business Valuation
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
Indiana University - Kelley School of Business
BS, Accounting and Finance
GE Antares Capital 2014 - Present
Versa Capital Management 2011 - 2014
Glencoe Capital / Stockwell Capital 2004 - 2010
Ernst & Young Corporate Finance 2002 - 2004
Houlihan Lokey 2000 - 2002
Skills
Private Equity, Financial Modeling, LBO, Valuation, Due Diligence, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Corporate Development, Alternative Investments, Portfolio Management, Investments, Equities, Business Valuation
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
Indiana University - Kelley School of Business
BS, Accounting and Finance
Stephen Edward Puiszis's Houlihan Lokey Experience July 2012 - April 2013
Job Developer, Analytics Practice Lead at Table XI Partners
Industry Internet
Experience
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
Jerry Eumont's Houlihan Lokey Experience March 2016 — Present
Job Direcotr
Industry E&P Investment Banking
Experience
Houlihan Lokey March 2016 — Present
IHS February 2012 — March 2016
Texaco September 1988 — October 2001
Skills
Upstream, Geology, Petroleum, Gas, Field Development, Petroleum Geology, Energy, Oil/Gas, Earth Science, Unconventional Shale..., Resource Acquisition, Petrophysics, Reserves, Geophysics, Seismology, Natural Gas, Energy Industry, Reservoir Engineering, Reservoir Management, Petrel, Petroleum Engineering, New Ventures, Oilfield, Offshore Drilling, Structural Geology, Sequence Stratigraphy, Drilling, Logging, Stratigraphy, Geological Mapping, Log Analysis, Mineral Exploration, Petroleum Economics, Sedimentology, Downstream Oil & Gas, Formation Evaluation, Minerals, Oil & Gas, Oil & Gas Industry
Education
Tulane University - A.B. Freeman School of Business 1995 — 1998
MBA, Finance and International Management
Louisiana State University 1985 — 1988
M.S., Geology
University of New Orleans 1982 — 1985
B.S., Geology
Houlihan Lokey March 2016 — Present
IHS February 2012 — March 2016
Texaco September 1988 — October 2001
Skills
Upstream, Geology, Petroleum, Gas, Field Development, Petroleum Geology, Energy, Oil/Gas, Earth Science, Unconventional Shale..., Resource Acquisition, Petrophysics, Reserves, Geophysics, Seismology, Natural Gas, Energy Industry, Reservoir Engineering, Reservoir Management, Petrel, Petroleum Engineering, New Ventures, Oilfield, Offshore Drilling, Structural Geology, Sequence Stratigraphy, Drilling, Logging, Stratigraphy, Geological Mapping, Log Analysis, Mineral Exploration, Petroleum Economics, Sedimentology, Downstream Oil & Gas, Formation Evaluation, Minerals, Oil & Gas, Oil & Gas Industry
Education
Tulane University - A.B. Freeman School of Business 1995 — 1998
MBA, Finance and International Management
Louisiana State University 1985 — 1988
M.S., Geology
University of New Orleans 1982 — 1985
B.S., Geology
Chait Gudiseva's Houlihan Lokey Experience July 2006 - May 2009
Job Senior Director, Finance at Ooyala
Industry Information Technology and Services
Experience
Ooyala February 2015 - Present
Ooyala, Inc. May 2009 - January 2015
Houlihan Lokey July 2006 - May 2009
Apple, Inc. June 2005 - August 2005
Tata Motors June 2002 - July 2004
Skills
Start-ups, CFA, Start up, valuation, Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Venture Capital, Due Diligence, Finance, Business Strategy, Investment Banking, Analytics, Forecasting, Corporate Development, Competitive Analysis, Strategy, Business Modeling, M&A experience, Business Planning, Business Valuation, Early-stage Startups, Startup Development, Corporate FP&A, Financial Reporting, Strategic Financial..., Early Stage, Early Stage Companies, Valuation, CRM, Business Development, Investments, Accounting, Analysis, Strategic Planning, Financial Services, Equities
Education
USC Marshall School of Business 2004 — 2006
MBA
Indian Institute of Technology, Madras 1998 — 2002
B.Tech
Ooyala February 2015 - Present
Ooyala, Inc. May 2009 - January 2015
Houlihan Lokey July 2006 - May 2009
Apple, Inc. June 2005 - August 2005
Tata Motors June 2002 - July 2004
Skills
Start-ups, CFA, Start up, valuation, Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Venture Capital, Due Diligence, Finance, Business Strategy, Investment Banking, Analytics, Forecasting, Corporate Development, Competitive Analysis, Strategy, Business Modeling, M&A experience, Business Planning, Business Valuation, Early-stage Startups, Startup Development, Corporate FP&A, Financial Reporting, Strategic Financial..., Early Stage, Early Stage Companies, Valuation, CRM, Business Development, Investments, Accounting, Analysis, Strategic Planning, Financial Services, Equities
Education
USC Marshall School of Business 2004 — 2006
MBA
Indian Institute of Technology, Madras 1998 — 2002
B.Tech
Keith Labbate's Houlihan Lokey Experience February 2008 - May 2009
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
Kenneth Woo's Houlihan Lokey Experience August 2002 - January 2003
Job Independent Consultant at Business Valuation Resources, LLC
Industry Financial Services
Experience
Business Valuation Resources, LLC January 2015 - Present
FactSet Research Systems February 2012 - Present
FactSet Research Systems June 2006 - February 2012
FactSet Research Systems October 2005 - June 2006
FactSet Research Systems January 2003 - October 2005
Houlihan Lokey August 2002 - January 2003
Houlihan Lokey October 2000 - August 2002
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Market Research, Data Analysis, Analytics, Project Management, Corporate Finance, Asset Management, Finance, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (MBA)
Loyola Marymount University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Business Valuation Resources, LLC January 2015 - Present
FactSet Research Systems February 2012 - Present
FactSet Research Systems June 2006 - February 2012
FactSet Research Systems October 2005 - June 2006
FactSet Research Systems January 2003 - October 2005
Houlihan Lokey August 2002 - January 2003
Houlihan Lokey October 2000 - August 2002
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Market Research, Data Analysis, Analytics, Project Management, Corporate Finance, Asset Management, Finance, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (MBA)
Loyola Marymount University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Stillian Ghaidarov, CFA's Houlihan Lokey Experience December 2014 - Present
Job Transaction Opinions | Portfolio Valuation & Advisory
Industry Investment Banking
Experience
Houlihan Lokey December 2014 - Present
Capstone Advisory Group August 2010 - November 2014
Grant Thornton LLP March 2006 - August 2010
Education
University of Southern California
M.A., Applied Mathematics
Kenyon College
B.A., Mathematics and Physics
King's College London, U. of London
Department of Physical Sciences and Engineering
Houlihan Lokey December 2014 - Present
Capstone Advisory Group August 2010 - November 2014
Grant Thornton LLP March 2006 - August 2010
Education
University of Southern California
M.A., Applied Mathematics
Kenyon College
B.A., Mathematics and Physics
King's College London, U. of London
Department of Physical Sciences and Engineering
Linas Cicenas's Houlihan Lokey Experience 2006 - 2008
Job Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2014 - Present
Sanli Pastore & Hill, Inc. September 2011 - May 2014
Sanli Pastore & Hill, Inc. May 2008 - September 2011
Houlihan Lokey 2006 - 2008
Skills
Fairness Opinions, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Equities, Mergers, Leveraged Finance, Private Equity, M&A experience, Structured Finance, Capital Markets, Equity Valuation, Credit Analysis, Purchase Price..., Intangible Assets, Bloomberg, Finance, Mergers & Acquisitions, Hedge Funds, LBO, Due Diligence, Strategy
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Duff & Phelps June 2014 - Present
Sanli Pastore & Hill, Inc. September 2011 - May 2014
Sanli Pastore & Hill, Inc. May 2008 - September 2011
Houlihan Lokey 2006 - 2008
Skills
Fairness Opinions, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Equities, Mergers, Leveraged Finance, Private Equity, M&A experience, Structured Finance, Capital Markets, Equity Valuation, Credit Analysis, Purchase Price..., Intangible Assets, Bloomberg, Finance, Mergers & Acquisitions, Hedge Funds, LBO, Due Diligence, Strategy
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Adam Teplitzky's Houlihan Lokey Experience July 2012 - September 2014
Job Vice President at Hawkins Way Capital
Industry Real Estate
Experience
Hawkins Way Capital September 2014 - Present
Houlihan Lokey July 2012 - September 2014
Houlihan Lokey June 2009 - October 2012
Citadel Investment Group June 2008 - August 2008
PricewaterhouseCoopers January 2007 - March 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance
Education
Indiana University Bloomington 2004 — 2009
BS, Accountancy, Finance, Legal Studies
Hawkins Way Capital September 2014 - Present
Houlihan Lokey July 2012 - September 2014
Houlihan Lokey June 2009 - October 2012
Citadel Investment Group June 2008 - August 2008
PricewaterhouseCoopers January 2007 - March 2007
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance
Education
Indiana University Bloomington 2004 — 2009
BS, Accountancy, Finance, Legal Studies
Chris Dunlop's Houlihan Lokey Experience November 2009 - Present
Job Managing Director Capital Markets at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2009 - Present
Silver Point Capital June 2006 - February 2009
Citigroup January 2000 - May 2006
Education
McMaster University 1997 — 1999
MBA, Finance
Western University 1994 — 1997
BA, Administrative and Commerical Studies
Houlihan Lokey November 2009 - Present
Silver Point Capital June 2006 - February 2009
Citigroup January 2000 - May 2006
Education
McMaster University 1997 — 1999
MBA, Finance
Western University 1994 — 1997
BA, Administrative and Commerical Studies
David Tips's Houlihan Lokey Experience May 1992 - July 1994
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 1998 - Present
Bank of America June 1996 - October 1998
Houlihan Lokey May 1992 - July 1994
Boulevard Bank June 1990 - May 1992
Skills
Valuation, Corporate Finance, Financial Risk, Portfolio Management, CRM, Finance, Financial Modeling, Strategy, Securities, Equities, Fixed Income, Hedge Funds, Capital Markets, Investments, Asset Management
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS 90, Business Finance
Credit Suisse October 1998 - Present
Bank of America June 1996 - October 1998
Houlihan Lokey May 1992 - July 1994
Boulevard Bank June 1990 - May 1992
Skills
Valuation, Corporate Finance, Financial Risk, Portfolio Management, CRM, Finance, Financial Modeling, Strategy, Securities, Equities, Fixed Income, Hedge Funds, Capital Markets, Investments, Asset Management
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS 90, Business Finance
Jonathan Reznik's Houlihan Lokey Experience July 2003 - August 2005
Job Investments & Corporate Finance
Industry Management Consulting
Experience
Beit T'Shuvah April 2012 - August 2014
Various Charter Operators September 2007 - September 2010
ExED August 2005 - April 2007
Houlihan Lokey July 2003 - August 2005
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Economics
John Cabot University 2003 — 2003
Junior Semester Abroad, Italian Language and Architecture
Harvard-Westlake High School 1996 — 2000
Beit T'Shuvah April 2012 - August 2014
Various Charter Operators September 2007 - September 2010
ExED August 2005 - April 2007
Houlihan Lokey July 2003 - August 2005
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Economics
John Cabot University 2003 — 2003
Junior Semester Abroad, Italian Language and Architecture
Harvard-Westlake High School 1996 — 2000
Anthony Betancourt, MBA's Houlihan Lokey Experience October 2012 - Present
Job Investment professional
Industry Investment Management
Experience
Houlihan Lokey October 2012 - Present
Skills
Financial Reporting, Compliance, Client Services, Accounts Payable, Trading, Account Reconciliation, Equities, Accounting, Finance, Financial Services, Bloomberg, Auditing, Process Improvement, Analysis, Asset Management, Financial Analysis, Management, Financial Modeling, Investments, Securities, Alternative Investments, Due Diligence, Fixed Income, Corporate Finance, Mutual Funds, Valuation, Private Equity, Banking, Risk Management, Cash Management, Investment Banking, Capital Markets, Investment Management, Portfolio Management, Bonds, Investment Strategies, Relationship Management
Education
University of Redlands 2006 — 2008
Master of Business Administration (MBA), International Business
National University 2002 — 2006
Bachelor of Business Administration, Business Administration and Management, General
Houlihan Lokey October 2012 - Present
Skills
Financial Reporting, Compliance, Client Services, Accounts Payable, Trading, Account Reconciliation, Equities, Accounting, Finance, Financial Services, Bloomberg, Auditing, Process Improvement, Analysis, Asset Management, Financial Analysis, Management, Financial Modeling, Investments, Securities, Alternative Investments, Due Diligence, Fixed Income, Corporate Finance, Mutual Funds, Valuation, Private Equity, Banking, Risk Management, Cash Management, Investment Banking, Capital Markets, Investment Management, Portfolio Management, Bonds, Investment Strategies, Relationship Management
Education
University of Redlands 2006 — 2008
Master of Business Administration (MBA), International Business
National University 2002 — 2006
Bachelor of Business Administration, Business Administration and Management, General
Tony Bellagamba's Houlihan Lokey Experience May 2006 - August 2008
Job Vice President of Global Sales
Industry Information Technology and Services
Experience
SmartRoom May 2013 - Present
salesforce.com August 2012 - May 2013
SmartRoom May 2010 - August 2012
Baird Capital August 2008 - December 2009
Houlihan Lokey May 2006 - August 2008
Skills
Valuation, Sales, Building Relationships, M&A experience, Marketing, Sales & Marketing..., Team Building, Disruptive Technologies, Leadership, Strategic Leadership, Strategic Planning, Strategic Thinking
Education
Loyola University of Chicago
Bachelor of Business Administration, Finance
St Francis High School (Athol Springs, NY)
SmartRoom May 2013 - Present
salesforce.com August 2012 - May 2013
SmartRoom May 2010 - August 2012
Baird Capital August 2008 - December 2009
Houlihan Lokey May 2006 - August 2008
Skills
Valuation, Sales, Building Relationships, M&A experience, Marketing, Sales & Marketing..., Team Building, Disruptive Technologies, Leadership, Strategic Leadership, Strategic Planning, Strategic Thinking
Education
Loyola University of Chicago
Bachelor of Business Administration, Finance
St Francis High School (Athol Springs, NY)
Joshua Scherer's Houlihan Lokey Experience 1999 - 2007
Job Self Employed
Industry Investment Banking
Experience
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Bert F. Lacativo's Houlihan Lokey Experience 2013 - 2015
Job Partner at RGL Forensics
Industry Accounting
Experience
RGL Forensics 2015 - Present
Houlihan Lokey 2013 - 2015
Mesirow Financial Consulting 2011 - 2013
PricewaterhouseCoopers LLP 2004 - 2011
FTI Consulting 2000 - 2004
Coopers & Lybrand 1997 - 2000
Arthur Andersen 1994 - 1997
FBI 1983 - 1988
Skills
Financial Institutions, FCPA, Forensic Accounting, Private Investigations, Anti-fraud, Enterprise Risk..., AML, Certified Fraud Examiner, Litigation Consulting, Financial Risk, Securities, Emerging Markets, Banking, Fraud, Litigation Support, Due Diligence, Expert Witness, Treasury Management, Internal Controls, Bankruptcy, Corporate Governance, SEC, Forensic Analysis, Restructuring, Mergers & Acquisitions, Computer Forensics, CPA, Private Equity, SEC filings, Sarbanes-Oxley Act, Securities Regulation, Anti-corruption, Valuation, Internal Investigations, Internal Audit
Education
Iona College
Bachelor of Science, Accounting
RGL Forensics 2015 - Present
Houlihan Lokey 2013 - 2015
Mesirow Financial Consulting 2011 - 2013
PricewaterhouseCoopers LLP 2004 - 2011
FTI Consulting 2000 - 2004
Coopers & Lybrand 1997 - 2000
Arthur Andersen 1994 - 1997
FBI 1983 - 1988
Skills
Financial Institutions, FCPA, Forensic Accounting, Private Investigations, Anti-fraud, Enterprise Risk..., AML, Certified Fraud Examiner, Litigation Consulting, Financial Risk, Securities, Emerging Markets, Banking, Fraud, Litigation Support, Due Diligence, Expert Witness, Treasury Management, Internal Controls, Bankruptcy, Corporate Governance, SEC, Forensic Analysis, Restructuring, Mergers & Acquisitions, Computer Forensics, CPA, Private Equity, SEC filings, Sarbanes-Oxley Act, Securities Regulation, Anti-corruption, Valuation, Internal Investigations, Internal Audit
Education
Iona College
Bachelor of Science, Accounting
Marcus Bellows's Houlihan Lokey Experience June 2013 - August 2013
Job Associate, Financial Restructuring Group at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey June 2013 - August 2013
Square 1 Bank September 2010 - July 2012
Chestnut Partners, Inc. July 2008 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Houlihan Lokey June 2013 - August 2013
Square 1 Bank September 2010 - July 2012
Chestnut Partners, Inc. July 2008 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Douglas Teresko, CFA's Houlihan Lokey Experience 1995 - 1997
Job Capital Structure Arbitrage Portfolio Manager
Industry Financial Services
Experience
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
Josh Simpson's Houlihan Lokey Experience June 2008 - July 2008
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Davis Polk & Wardwell LLP June 2010 - August 2010
Belin McCormick, P.C. June 2009 - August 2009
Houlihan Lokey June 2008 - July 2008
PricewaterhouseCoopers June 2007 - August 2007
Principal Financial Group May 2006 - August 2006
B4 Brands May 2005 - August 2005
Education
New York University 2008 — 2012
J.D./M.B.A., Law, Business
University of Iowa 2007 — 2008
Masters, Accountancy
University of Iowa 2004 — 2007
B.B.A., Accounting
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Davis Polk & Wardwell LLP June 2010 - August 2010
Belin McCormick, P.C. June 2009 - August 2009
Houlihan Lokey June 2008 - July 2008
PricewaterhouseCoopers June 2007 - August 2007
Principal Financial Group May 2006 - August 2006
B4 Brands May 2005 - August 2005
Education
New York University 2008 — 2012
J.D./M.B.A., Law, Business
University of Iowa 2007 — 2008
Masters, Accountancy
University of Iowa 2004 — 2007
B.B.A., Accounting
Mike Pisani's Houlihan Lokey Experience November 2007 - Present
Job Houlihan Lokey Healthcare Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey November 2007 - Present
Deloitte & Touche Corporate Finance 2005 - 2007
Education
Michigan State University 1996 — 2001
BA, Finance
Brother Rice High School - Birmingham, MI 1992 — 1996
Houlihan Lokey November 2007 - Present
Deloitte & Touche Corporate Finance 2005 - 2007
Education
Michigan State University 1996 — 2001
BA, Finance
Brother Rice High School - Birmingham, MI 1992 — 1996
Kate Lynch's Houlihan Lokey Experience August 2012 - October 2013
Job Director, Investment Banking, at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Performance Trust Capital Partners October 2013 - Present
Houlihan Lokey August 2012 - October 2013
Patriot Financial Partners April 2011 - June 2012
Lone Star Funds U.S. Acquisitions February 2008 - April 2011
Bear Stearns February 2005 - January 2008
Deutsche Bank April 2004 - February 2005
National City Bank June 2002 - April 2004
Brown Gibbons Lang & Company June 2001 - September 2001
Columbus CEO Magazine July 1998 - July 2000
Skills
Private Equity, Community Banking, Writing, Banking, Acquisitions, Capital Markets
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Finance
John Carroll University 1995 — 1998
BA, English, Math
Douglas Schiz's Houlihan Lokey Experience January 2005 - August 2008
Job Finance Professional
Industry Financial Services
Experience
Newsweek April 2010 - July 2012
Flow International September 2008 - June 2009
Houlihan Lokey January 2005 - August 2008
Skills
Solid computer skills, Microsoft Excel, Microsoft Word, PowerPoint, Golf, CODA Financials, Capital IQ, Bloomberg
Education
Lafayette College 2000 — 2004
Bachelors, Economics and Mathematics
Newsweek April 2010 - July 2012
Flow International September 2008 - June 2009
Houlihan Lokey January 2005 - August 2008
Skills
Solid computer skills, Microsoft Excel, Microsoft Word, PowerPoint, Golf, CODA Financials, Capital IQ, Bloomberg
Education
Lafayette College 2000 — 2004
Bachelors, Economics and Mathematics
Lindsay Blumenthal's Houlihan Lokey Experience July 2015 - Present
Job Events Associate, Houlihan Lokey
Industry Investment Management
Experience
Houlihan Lokey July 2015 - Present
NMS Management, Inc. December 2007 - July 2015
Travelsavers June 2004 - December 2007
Skills
Marketing Communications, Corporate Events, Copywriting, Copy Editing, Endowments, Travel, Speakers Bureau, Social Media Marketing, Event Management, Social Media, Meeting Planning, Media Relations, Event Planning, Hospitality
Education
Hofstra University 1999 — 2003
Bachelors, Mass Communications
Houlihan Lokey July 2015 - Present
NMS Management, Inc. December 2007 - July 2015
Travelsavers June 2004 - December 2007
Skills
Marketing Communications, Corporate Events, Copywriting, Copy Editing, Endowments, Travel, Speakers Bureau, Social Media Marketing, Event Management, Social Media, Meeting Planning, Media Relations, Event Planning, Hospitality
Education
Hofstra University 1999 — 2003
Bachelors, Mass Communications
Ben Volden's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
BMO Harris Bank March 2013 - June 2015
Berkshire Hathaway Energy June 2012 - March 2013
KeyBank November 2008 - March 2012
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Investment Banking and Strategic Management
Iowa State University - College of Business 2004 — 2008
Bachelor of Science, Finance
Houlihan Lokey July 2015 - Present
BMO Harris Bank March 2013 - June 2015
Berkshire Hathaway Energy June 2012 - March 2013
KeyBank November 2008 - March 2012
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Investment Banking and Strategic Management
Iowa State University - College of Business 2004 — 2008
Bachelor of Science, Finance
Mary Fjeldstad Gutsell's Houlihan Lokey Experience May 2001 - December 2002
Job Experienced audit and finance professional
Industry Accounting
Experience
VIVA USA INC June 2014 - Present
Deluxe Corporation June 2012 - November 2013
Deluxe Corporation August 2007 - June 2012
Career Education Corporation June 2006 - July 2007
Houlihan Lokey May 2001 - December 2002
Thomson Reuters October 1998 - January 2001
Thomson Reuters February 1997 - September 1998
Skills
Accounting, Budgets, Sarbanes-Oxley Act, Finance, Financial Services, General Ledger, Auditing, Financial Analysis, Forecasting, Process Improvement, Accounts Receivable, Analysis, Account Reconciliation, Financial Reporting, PeopleSoft, Internal Controls, Internal Audit, Financial Modeling, Hyperion Enterprise, Variance Analysis, SAP, Manufacturing, Inventory Management, Accounts Payable, Lean Manufacturing, Cash Flow, Managerial Finance
Education
LIU Post
BS
VIVA USA INC June 2014 - Present
Deluxe Corporation June 2012 - November 2013
Deluxe Corporation August 2007 - June 2012
Career Education Corporation June 2006 - July 2007
Houlihan Lokey May 2001 - December 2002
Thomson Reuters October 1998 - January 2001
Thomson Reuters February 1997 - September 1998
Skills
Accounting, Budgets, Sarbanes-Oxley Act, Finance, Financial Services, General Ledger, Auditing, Financial Analysis, Forecasting, Process Improvement, Accounts Receivable, Analysis, Account Reconciliation, Financial Reporting, PeopleSoft, Internal Controls, Internal Audit, Financial Modeling, Hyperion Enterprise, Variance Analysis, SAP, Manufacturing, Inventory Management, Accounts Payable, Lean Manufacturing, Cash Flow, Managerial Finance
Education
LIU Post
BS
Natalie Rosenblatt's Houlihan Lokey Experience 2003 - 2007
Job Office & Event Manager
Industry Music
Experience
Shazam November 2013 - Present
Universal Music Group 2007 - 2011
Houlihan Lokey 2003 - 2007
Skills
Entertainment, Music, Music Industry, Organization, Office Management, Executive..., Event Planning, Television, Film, Social Networking, Music Licensing, New Media, Facebook, Invoicing, Management, Publicity, Record Labels, Digital Media, Social Media, Social Media Marketing
Education
Los Angeles City College 2011 — 2012
General Education
Pierce College 2010 — 2012
General Education
Shazam November 2013 - Present
Universal Music Group 2007 - 2011
Houlihan Lokey 2003 - 2007
Skills
Entertainment, Music, Music Industry, Organization, Office Management, Executive..., Event Planning, Television, Film, Social Networking, Music Licensing, New Media, Facebook, Invoicing, Management, Publicity, Record Labels, Digital Media, Social Media, Social Media Marketing
Education
Los Angeles City College 2011 — 2012
General Education
Pierce College 2010 — 2012
General Education
Anne Davey's Houlihan Lokey Experience April 2012 - Present
Job Vice President Financial Restructuring at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2012 - Present
Houlihan Lokey July 2008 - March 2012
CSC Global Health Solutions May 2002 - May 2006
Skills
LBO, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Yale University 1998 — 2002
BS, Molecular Biophysics and Biochemistry
Hopkins School 1992 — 1998
Houlihan Lokey April 2012 - Present
Houlihan Lokey July 2008 - March 2012
CSC Global Health Solutions May 2002 - May 2006
Skills
LBO, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Yale University 1998 — 2002
BS, Molecular Biophysics and Biochemistry
Hopkins School 1992 — 1998
John D. Finnerty's Houlihan Lokey Experience 1995 - 1997
Job Professor of Finance at Fordham University
Industry Financial Services
Experience
Finnerty Economic Consulting, LLC 2003 - Present
Fordham University 1987 - Present
Analysis Group 2001 - 2003
Price Waterhouse Management Consultants 1997 - 2001
Houlihan Lokey 1995 - 1997
McFarland Dewey & Co. 1989 - 1995
Naval Postgraduate School 1976 - 1977
Skills
Business Valuation, Securities, Financial Analysis, Economics, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Mergers, Data Analysis, Derivatives, Quantitative Finance, Fixed Income, Dispute Resolution, Quantitative Analytics, Mergers & Acquisitions, Bloomberg, Analysis, Finance
Education
Naval Postgraduate School 1974 — 1977
Ph.D., Operations Research, Naval Postgraduate School
University of Cambridge 1971 — 1973
MA & BA, Economics
Williams College 1967 — 1971
A.B., Mathematics
Finnerty Economic Consulting, LLC 2003 - Present
Fordham University 1987 - Present
Analysis Group 2001 - 2003
Price Waterhouse Management Consultants 1997 - 2001
Houlihan Lokey 1995 - 1997
McFarland Dewey & Co. 1989 - 1995
Naval Postgraduate School 1976 - 1977
Skills
Business Valuation, Securities, Financial Analysis, Economics, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Mergers, Data Analysis, Derivatives, Quantitative Finance, Fixed Income, Dispute Resolution, Quantitative Analytics, Mergers & Acquisitions, Bloomberg, Analysis, Finance
Education
Naval Postgraduate School 1974 — 1977
Ph.D., Operations Research, Naval Postgraduate School
University of Cambridge 1971 — 1973
MA & BA, Economics
Williams College 1967 — 1971
A.B., Mathematics
Sarah Presley Baker's Houlihan Lokey Experience 2009 - 2010
Job Director Investment Banking at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial 2015 - Present
Mesirow Financial 2012 - 2015
Mesirow Financial 2011 - 2012
UBS Investment Bank 2010 - 2011
Houlihan Lokey 2009 - 2010
Houlihan Lokey 2006 - 2009
Skills
Due Diligence, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, DCF, Finance, Business Valuation, LBO
Education
Indiana University - Kelley School of Business 2001 — 2006
Mesirow Financial 2015 - Present
Mesirow Financial 2012 - 2015
Mesirow Financial 2011 - 2012
UBS Investment Bank 2010 - 2011
Houlihan Lokey 2009 - 2010
Houlihan Lokey 2006 - 2009
Skills
Due Diligence, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, DCF, Finance, Business Valuation, LBO
Education
Indiana University - Kelley School of Business 2001 — 2006
Carl R. Comstock's Houlihan Lokey Experience October 2014 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2014 - Present
PwC April 2014 - October 2014
PwC July 2013 - April 2014
PwC August 2012 - June 2013
PwC June 2011 - August 2011
Motorola Solutions May 2010 - December 2010
Motorola Mobile Devices June 2008 - August 2009
Skills
Auditing, Corporate Real Estate, Spanish, CPA, Microsoft Excel, Leadership, Data Analysis, Financial Accounting, Event Planning, Microsoft Office, Manage Client..., Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science, Business; Accounting and Finance
Houlihan Lokey October 2014 - Present
PwC April 2014 - October 2014
PwC July 2013 - April 2014
PwC August 2012 - June 2013
PwC June 2011 - August 2011
Motorola Solutions May 2010 - December 2010
Motorola Mobile Devices June 2008 - August 2009
Skills
Auditing, Corporate Real Estate, Spanish, CPA, Microsoft Excel, Leadership, Data Analysis, Financial Accounting, Event Planning, Microsoft Office, Manage Client..., Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science, Business; Accounting and Finance
Mark Allen Smith's Houlihan Lokey Experience December 2012 - Present
Job Houlihan Lokey Global Industrials, Head of Metals and Mining
Industry Investment Banking
Experience
Houlihan Lokey December 2012 - Present
Metallum Capital Advisors LLC April 2011 - December 2012
HSBC Securities August 2010 - April 2011
FTI Consulting May 2009 - April 2010
ABN AMRO 2005 - 2008
GE Capital 2000 - 2005
Skills
Investment Banking, Asset Based Lending, Leveraged Finance, Mergers, Corporate Finance, Origination, Restructuring, LBO, Valuation, Debt, Emerging Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Indiana University Bloomington 1985 — 1989
Bachelors, Finance and Economics
Houlihan Lokey December 2012 - Present
Metallum Capital Advisors LLC April 2011 - December 2012
HSBC Securities August 2010 - April 2011
FTI Consulting May 2009 - April 2010
ABN AMRO 2005 - 2008
GE Capital 2000 - 2005
Skills
Investment Banking, Asset Based Lending, Leveraged Finance, Mergers, Corporate Finance, Origination, Restructuring, LBO, Valuation, Debt, Emerging Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Indiana University Bloomington 1985 — 1989
Bachelors, Finance and Economics
Edwin Cherian's Houlihan Lokey Experience November 2010 - October 2012
Job Investment Professional at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2015 - Present
CardCash.com May 2015 - Present
Guggenheim Partners October 2012 - June 2015
Houlihan Lokey November 2010 - October 2012
Berkhano Group January 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - December 2009
Skills
Capital IQ, DCF, LBO, Bloomberg, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BSc), Finance
Morgan Stanley June 2015 - Present
CardCash.com May 2015 - Present
Guggenheim Partners October 2012 - June 2015
Houlihan Lokey November 2010 - October 2012
Berkhano Group January 2010 - May 2010
Wachovia, A Wells Fargo Company June 2008 - December 2009
Skills
Capital IQ, DCF, LBO, Bloomberg, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BSc), Finance
Prateek Sabharwal's Houlihan Lokey Experience September 2013 - September 2014
Job PreSales specialist at FINCAD
Industry Financial Services
Experience
FINCAD 2014 - Present
Houlihan Lokey September 2013 - September 2014
Thomson Reuters December 2012 - August 2013
Thomson Reuters June 2012 - August 2012
UBS India Service Center (Acquired by Cognizant) March 2010 - May 2011
Futures First Info. Services Pvt. Ltd. June 2009 - March 2010
Skills
Trading, VBA, Derivatives, Microsoft Excel, SQL, Bloomberg, Reuters, Matlab, R, Quantitative Risk..., Business Analysis, Econometric Modeling, Time Series Analysis, Interest Rate..., Bloomberg Terminal, Commodity, Structured Products, Monte Carlo Simulation, Risk Management, Quantitative Analytics, Financial Modeling, Valuation, Options, FX Options
Education
Columbia University 2011 — 2012
MS, Financial Engineering, 3.69/4.0
Indian Institute of Technology, Delhi 2005 — 2009
B.Tech, Textile Technology
Modern School
High School
FINCAD 2014 - Present
Houlihan Lokey September 2013 - September 2014
Thomson Reuters December 2012 - August 2013
Thomson Reuters June 2012 - August 2012
UBS India Service Center (Acquired by Cognizant) March 2010 - May 2011
Futures First Info. Services Pvt. Ltd. June 2009 - March 2010
Skills
Trading, VBA, Derivatives, Microsoft Excel, SQL, Bloomberg, Reuters, Matlab, R, Quantitative Risk..., Business Analysis, Econometric Modeling, Time Series Analysis, Interest Rate..., Bloomberg Terminal, Commodity, Structured Products, Monte Carlo Simulation, Risk Management, Quantitative Analytics, Financial Modeling, Valuation, Options, FX Options
Education
Columbia University 2011 — 2012
MS, Financial Engineering, 3.69/4.0
Indian Institute of Technology, Delhi 2005 — 2009
B.Tech, Textile Technology
Modern School
High School
Rachel Horovitz's Houlihan Lokey Experience June 2006 - August 2006
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2015 - Present
Bain & Company January 2014 - August 2015
Genentech May 2012 - August 2012
Rothschild July 2007 - June 2010
Houlihan Lokey June 2006 - August 2006
Skills
Financial Modeling, Valuation, Management Consulting, Corporate Finance, Business Strategy, Financial Analysis, Mergers
Education
University of Bern 2010 — 2014
Master of Science, Biomedical Engineering (cum laude)
MIT Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Finance
Bain & Company September 2015 - Present
Bain & Company January 2014 - August 2015
Genentech May 2012 - August 2012
Rothschild July 2007 - June 2010
Houlihan Lokey June 2006 - August 2006
Skills
Financial Modeling, Valuation, Management Consulting, Corporate Finance, Business Strategy, Financial Analysis, Mergers
Education
University of Bern 2010 — 2014
Master of Science, Biomedical Engineering (cum laude)
MIT Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Finance
Craig Rehnke's Houlihan Lokey Experience February 2004 - July 2009
Job Presentations at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners July 2009 - Present
Houlihan Lokey February 2004 - July 2009
Education
The Boston Conservatory 1996 — 1998
MM, Musical Theatre Performance
Metropolitan State University of Denver 1990 — 1994
BA, Music/Theature
Centerview Partners July 2009 - Present
Houlihan Lokey February 2004 - July 2009
Education
The Boston Conservatory 1996 — 1998
MM, Musical Theatre Performance
Metropolitan State University of Denver 1990 — 1994
BA, Music/Theature
Jessica Ng's Houlihan Lokey Experience June 2011 - August 2011
Job Corporate Development at Microsoft
Industry Financial Services
Experience
Microsoft August 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Houlihan Lokey June 2011 - August 2011
Deutsche Bank July 2010 - August 2010
Shanghai American School September 2008 - May 2009
Ernst & Young June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, The Huntsman Program in International Studies and Business
Institut d'Etudes politiques de Lyon 2011 — 2011
Political science, International Studies & Economics
Shanghai American School 2005 — 2009
Microsoft August 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Houlihan Lokey June 2011 - August 2011
Deutsche Bank July 2010 - August 2010
Shanghai American School September 2008 - May 2009
Ernst & Young June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, The Huntsman Program in International Studies and Business
Institut d'Etudes politiques de Lyon 2011 — 2011
Political science, International Studies & Economics
Shanghai American School 2005 — 2009
Madhav Verma's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Monroe Capital LLC June 2014 - August 2014
Goldman Sachs Asset Management November 2009 - June 2013
Skills
Bloomberg, Investment Banking, Valuation, Due Diligence, Equities, Financial Modeling, Capital Markets, Fixed Income Portfolio..., Microsoft Excel, Barclays Point, Economics, Quantitative, Investment Management, Derivatives, Fixed Income, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Analytic Finance, Honors
Macalester College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Mathematics, Statistics, Magna Cum Laude
Houlihan Lokey July 2015 - Present
Monroe Capital LLC June 2014 - August 2014
Goldman Sachs Asset Management November 2009 - June 2013
Skills
Bloomberg, Investment Banking, Valuation, Due Diligence, Equities, Financial Modeling, Capital Markets, Fixed Income Portfolio..., Microsoft Excel, Barclays Point, Economics, Quantitative, Investment Management, Derivatives, Fixed Income, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Analytic Finance, Honors
Macalester College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Mathematics, Statistics, Magna Cum Laude
Peg Freman's Houlihan Lokey Experience May 1993 - January 2000
Job Chief Operating/Financial Officer at Nevada HAND
Industry Nonprofit Organization Management
Experience
Nevada H.A.N.D., Inc. November 2002 - Present
Houlihan Lokey May 1993 - January 2000
Education
Indiana University Bloomington 1977 — 1981
Bachelor of Science (BS), Accounting
VHS 1974 — 1977
Nevada H.A.N.D., Inc. November 2002 - Present
Houlihan Lokey May 1993 - January 2000
Education
Indiana University Bloomington 1977 — 1981
Bachelor of Science (BS), Accounting
VHS 1974 — 1977
Daniel Grampa's Houlihan Lokey Experience June 2004 - August 2005
Job Entrepreneur
Industry Internet
Experience
Self Employed February 2012 - Present
Sleepyhead October 2012 - Present
TypeFrag.com August 2005 - Present
Coinstar / redbox May 2011 - November 2011
undisclosed January 2010 - May 2011
Rogue Order Trading November 2007 - December 2009
Houlihan Lokey June 2004 - August 2005
Skills
Valuation, Strategy, Financial Modeling, Investment Banking, Venture Capital, Entrepreneurship, Private Equity, Financial Analysis, Corporate Finance, Business Development, Finance, Consulting, Investments, Management, Mergers & Acquisitions
Education
Illinois Institute of Technology 2008 — 2010
M.S. Finance, Investment Management, Corporate Finance, Trading
University of Dayton 2000 — 2003
B.S. Business Administration, Finance
Self Employed February 2012 - Present
Sleepyhead October 2012 - Present
TypeFrag.com August 2005 - Present
Coinstar / redbox May 2011 - November 2011
undisclosed January 2010 - May 2011
Rogue Order Trading November 2007 - December 2009
Houlihan Lokey June 2004 - August 2005
Skills
Valuation, Strategy, Financial Modeling, Investment Banking, Venture Capital, Entrepreneurship, Private Equity, Financial Analysis, Corporate Finance, Business Development, Finance, Consulting, Investments, Management, Mergers & Acquisitions
Education
Illinois Institute of Technology 2008 — 2010
M.S. Finance, Investment Management, Corporate Finance, Trading
University of Dayton 2000 — 2003
B.S. Business Administration, Finance
Peter Fishman's Houlihan Lokey Experience
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey
Education
Loyola Law School, Los Angeles
Juris Doctor (J.D.)
University of Birmingham
Bachelor’s Degree
University of California, Los Angeles
Master of Business Administration (M.B.A.)
Houlihan Lokey
Education
Loyola Law School, Los Angeles
Juris Doctor (J.D.)
University of Birmingham
Bachelor’s Degree
University of California, Los Angeles
Master of Business Administration (M.B.A.)
Chris Diamond's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey September 2013 - July 2015
Bloomberg LP November 2012 - September 2013
Bloomberg October 2011 - October 2012
Skills
Bloomberg Terminal, Microsoft Excel, Stata, Fixed Income, Research, Financial Analysis, Financial Modeling, Investments, Valuation, Credit Derivatives, Investment Banking, VBA, Economics
Education
Lafayette College 2007 — 2011
BA, Economics and Business
Suffield Academy 2004 — 2007
Houlihan Lokey July 2015 - Present
Houlihan Lokey September 2013 - July 2015
Bloomberg LP November 2012 - September 2013
Bloomberg October 2011 - October 2012
Skills
Bloomberg Terminal, Microsoft Excel, Stata, Fixed Income, Research, Financial Analysis, Financial Modeling, Investments, Valuation, Credit Derivatives, Investment Banking, VBA, Economics
Education
Lafayette College 2007 — 2011
BA, Economics and Business
Suffield Academy 2004 — 2007
Donald Jacobs's Houlihan Lokey Experience 1997 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Duff & Phelps 2007 - 2008
Chanin Capital Partners 2006 - 2007
The Silverfern Group, Inc. 2005 - 2006
UBS Investment Bank 2001 - 2003
PaineWebber 2000 - 2001
Houlihan Lokey 1997 - 2000
EMCOR Group, Inc. 1991 - 1995
Arthur Andersen & Co. 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Leadership, Microsoft Word, Analysis, Mergers & Acquisitions, Finance, Valuation, Due Diligence, Investments, Private Equity, Equities, Hedge Funds, Strategy
Education
Indiana University - Kelley School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General, 3.9
The College of William and Mary 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Duff & Phelps 2007 - 2008
Chanin Capital Partners 2006 - 2007
The Silverfern Group, Inc. 2005 - 2006
UBS Investment Bank 2001 - 2003
PaineWebber 2000 - 2001
Houlihan Lokey 1997 - 2000
EMCOR Group, Inc. 1991 - 1995
Arthur Andersen & Co. 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Leadership, Microsoft Word, Analysis, Mergers & Acquisitions, Finance, Valuation, Due Diligence, Investments, Private Equity, Equities, Hedge Funds, Strategy
Education
Indiana University - Kelley School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General, 3.9
The College of William and Mary 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Frank Schillace's Houlihan Lokey Experience July 1997 - October 1999
Job Member at Family Office
Industry Financial Services
Experience
Family Office April 2014 - Present
Golden Rings Consulting October 2008 - Present
Peeled Snacks April 2010 - September 2013
Barclays Capital August 2005 - October 2008
Credit Suisse March 2004 - August 2005
UBS Investment Bank November 1999 - January 2003
Houlihan Lokey July 1997 - October 1999
Education
Indiana University Bloomington 1993 — 1997
Finance
Hoffman Estates High School, Illinois 1989 — 1993
Family Office April 2014 - Present
Golden Rings Consulting October 2008 - Present
Peeled Snacks April 2010 - September 2013
Barclays Capital August 2005 - October 2008
Credit Suisse March 2004 - August 2005
UBS Investment Bank November 1999 - January 2003
Houlihan Lokey July 1997 - October 1999
Education
Indiana University Bloomington 1993 — 1997
Finance
Hoffman Estates High School, Illinois 1989 — 1993
David Spatz's Houlihan Lokey Experience July 2010 - August 2010
Job Senior Financial Analyst Corporate Planning at MGM
Industry Entertainment
Experience
MGM Studios January 2012 - Present
Houlihan Lokey July 2010 - August 2010
The Salter Group June 2009 - August 2009
Signature Eyewear June 2008 - August 2008
Mooseshirts.com June 2006 - August 2007
Skills
Finance, Financial Modeling, Accounting, Microsoft Excel, Strategic Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
MGM Studios January 2012 - Present
Houlihan Lokey July 2010 - August 2010
The Salter Group June 2009 - August 2009
Signature Eyewear June 2008 - August 2008
Mooseshirts.com June 2006 - August 2007
Skills
Finance, Financial Modeling, Accounting, Microsoft Excel, Strategic Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Jacqueline Djomo's Houlihan Lokey Experience June 2007 - August 2007
Job Director of Business Development at PTAB Sarl
Industry Financial Services
Experience
PTAB Sarl January 2013 - Present
MacArthur & Baker International, Inc. January 2010 - February 2015
MacArthur & Baker International, Inc October 2007 - December 2009
Houlihan Lokey June 2007 - August 2007
Management Leadership for Tomorrow 2005 - 2006
Skills
Data Analysis, Research, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Strategic Planning, Entrepreneurship, Asset Managment, Market Research, Strategy, Investment Management, Asset Management, Economics, Financial Services, Accounting, Analysis, Training, Finance, Valuation, Corporate Finance
Education
Howard University 2004 — 2008
BBA, Finance
College F.X. Vogt
PTAB Sarl January 2013 - Present
MacArthur & Baker International, Inc. January 2010 - February 2015
MacArthur & Baker International, Inc October 2007 - December 2009
Houlihan Lokey June 2007 - August 2007
Management Leadership for Tomorrow 2005 - 2006
Skills
Data Analysis, Research, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Strategic Planning, Entrepreneurship, Asset Managment, Market Research, Strategy, Investment Management, Asset Management, Economics, Financial Services, Accounting, Analysis, Training, Finance, Valuation, Corporate Finance
Education
Howard University 2004 — 2008
BBA, Finance
College F.X. Vogt
Andrew Proctor's Houlihan Lokey Experience March 1992 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 1992 - Present
Education
Lehigh University
Bachelor of Arts (B.A.), Economics, International Relations
Lehigh University
Master of Science (M.S.), International Economics
Houlihan Lokey March 1992 - Present
Education
Lehigh University
Bachelor of Arts (B.A.), Economics, International Relations
Lehigh University
Master of Science (M.S.), International Economics
Craig Speers's Houlihan Lokey Experience May 2009 - August 2009
Job Distressed Debt Associate at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management August 2012 - Present
Goldman Sachs July 2010 - August 2012
Houlihan Lokey May 2009 - August 2009
TD Securities September 2007 - August 2008
Education
Ivey Business School at Western University 2008 — 2010
HBA, Honours Business Administration
Oaktree Capital Management August 2012 - Present
Goldman Sachs July 2010 - August 2012
Houlihan Lokey May 2009 - August 2009
TD Securities September 2007 - August 2008
Education
Ivey Business School at Western University 2008 — 2010
HBA, Honours Business Administration
Harrison Davis's Houlihan Lokey Experience November 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2014 - Present
Kramer Van Kirk Credit Strategies June 2013 - November 2014
Citigroup Global Capital Markets June 2012 - June 2013
Skills
Leveraged Finance, High Yield, Relative Value, Fixed Income Analysis, Financial Modeling, CLO, Distressed Debt, Credit Analysis, Fundamental Analysis
Education
Marquette University 2008 — 2012
Bachelor of Science (B.Sc.), Finance, Accounting, Applied Investment Management, Magna Cum Laude
Houlihan Lokey November 2014 - Present
Kramer Van Kirk Credit Strategies June 2013 - November 2014
Citigroup Global Capital Markets June 2012 - June 2013
Skills
Leveraged Finance, High Yield, Relative Value, Fixed Income Analysis, Financial Modeling, CLO, Distressed Debt, Credit Analysis, Fundamental Analysis
Education
Marquette University 2008 — 2012
Bachelor of Science (B.Sc.), Finance, Accounting, Applied Investment Management, Magna Cum Laude
Rayhaan Charania's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Eventi Capital Partners/Tenzing Managed IT Services May 2013 - August 2013
PartyClock Entertainment August 2011 - September 2012
Canlan Ice Sports June 2012 - August 2012
Charals June 2011 - August 2011
Skills
Communication, Web Design, Business Planning, Entrepreneurship, Financial Modeling, Team Leadership, Business Analysis, Entertainment Industry, New Business Development, Social Networking, Coaching, Management, Sales, Leadership, Venture Capital, Industry Research, Technology, Predictive Modeling, Data Modeling, Financial Analysis, Analytics, Finance, Market Research, Strategy
Education
Richard Ivey School of Business 2012 — 2014
Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Houlihan Lokey July 2014 - Present
Eventi Capital Partners/Tenzing Managed IT Services May 2013 - August 2013
PartyClock Entertainment August 2011 - September 2012
Canlan Ice Sports June 2012 - August 2012
Charals June 2011 - August 2011
Skills
Communication, Web Design, Business Planning, Entrepreneurship, Financial Modeling, Team Leadership, Business Analysis, Entertainment Industry, New Business Development, Social Networking, Coaching, Management, Sales, Leadership, Venture Capital, Industry Research, Technology, Predictive Modeling, Data Modeling, Financial Analysis, Analytics, Finance, Market Research, Strategy
Education
Richard Ivey School of Business 2012 — 2014
Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Shane Murrish's Houlihan Lokey Experience 2013 - Present
Job Investment Banking Professional
Industry Financial Services
Experience
Houlihan Lokey 2013 - Present
UBS Investment Bank January 2008 - March 2013
George Elkins Company March 2007 - December 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, LBO, Business Valuation, Capital Markets
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration (BBA), Law
Houlihan Lokey 2013 - Present
UBS Investment Bank January 2008 - March 2013
George Elkins Company March 2007 - December 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, LBO, Business Valuation, Capital Markets
Education
Loyola Marymount University 2002 — 2006
Bachelor of Business Administration (BBA), Law
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS