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
Thomas Wray Thomas Wray's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
ING U.S. Investment Management June 2013 - August 2013
Johns Hopkins University October 2012 - May 2013
Johns Hopkins University May 2012 - August 2012
Skills
Office Management, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Public Relations, Spanish, Statistics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Houlihan Lokey July 2014 - Present
ING U.S. Investment Management June 2013 - August 2013
Johns Hopkins University October 2012 - May 2013
Johns Hopkins University May 2012 - August 2012
Skills
Office Management, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Public Relations, Spanish, Statistics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Anush Vinod Anush Vinod's Houlihan Lokey Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2013 - Present
UGA Student Government Association April 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Due Diligence, Investments, Finance, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Bloomberg, LBO, Private Equity
Education
The University of Georgia 2009 — 2013
Finance, Business
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Securities June 2013 - Present
UGA Student Government Association April 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Due Diligence, Investments, Finance, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Bloomberg, LBO, Private Equity
Education
The University of Georgia 2009 — 2013
Finance, Business
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Crystal Tai's Houlihan Lokey Experience July 2013 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2013 - Present
Fortis Partners February 2013 - July 2013
Houlihan Lokey June 2012 - August 2012
CBRE January 2011 - August 2011
Thought Convergence June 2010 - December 2010
Skills
Analytics, Forecasting, Alternative Investments, Business Planning, Financial Modeling, Capital IQ, Business Development, Business Analysis, Corporate Development, VBA, Venture Capital, Marketing, Social Networking, Event Planning, Leadership, Microsoft Excel, Bloomberg
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2011 — 2011
UCEAP Study Abroad Program
Houlihan Lokey July 2013 - Present
Fortis Partners February 2013 - July 2013
Houlihan Lokey June 2012 - August 2012
CBRE January 2011 - August 2011
Thought Convergence June 2010 - December 2010
Skills
Analytics, Forecasting, Alternative Investments, Business Planning, Financial Modeling, Capital IQ, Business Development, Business Analysis, Corporate Development, VBA, Venture Capital, Marketing, Social Networking, Event Planning, Leadership, Microsoft Excel, Bloomberg
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2011 — 2011
UCEAP Study Abroad Program
Erin Ruhf Erin Ruhf's Houlihan Lokey Experience July 2010 - June 2013
Job Director of Business Development, The Eastman Egg Company
Industry Restaurants
Experience
The Eastman Egg Company September 2015 - Present
Brooks Running June 2014 - August 2014
Houlihan Lokey July 2010 - June 2013
Sawaya Segalas June 2009 - August 2009
Fleet Laboratories May 2007 - August 2007
Skills
Investment Banking, Mergers, M&A experience, M&A due diligence, Aerospace/Defense, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Corporate Finance, Analysis, Strategic Planning, Business Strategy, Microsoft Excel
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BS, Commerce
The Eastman Egg Company September 2015 - Present
Brooks Running June 2014 - August 2014
Houlihan Lokey July 2010 - June 2013
Sawaya Segalas June 2009 - August 2009
Fleet Laboratories May 2007 - August 2007
Skills
Investment Banking, Mergers, M&A experience, M&A due diligence, Aerospace/Defense, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Corporate Finance, Analysis, Strategic Planning, Business Strategy, Microsoft Excel
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BS, Commerce
William A. McEnery William A. McEnery's Houlihan Lokey Experience June 2015 - Present
Job Associate at Houlihan Lokey
Industry Food & Beverages
Experience
Houlihan Lokey June 2015 - Present
WAM Creameries LLC May 2011 - Present
Houlihan Lokey June 2014 - August 2014
Irish Angels July 2013 - November 2013
Gas City June 2007 - May 2011
Skills
Entrepreneurship, Entrepreneurial Finance, Strategy, Management, Real Estate, Real Estate Transactions, Real Estate Financing, Digital Marketing, Direct Marketing, Information Technology..., Transportation, Gasoline, Fuel Economy, Retail, Retail Food, Accounting, Food Service, Debt & Equity Capital..., Capital Raising, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Data Analysis, Strategic Planning, Finance, Mergers & Acquisitions, Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Notre Dame 2004 — 2007
Bachelors, Entrepreneurial Management
Houlihan Lokey June 2015 - Present
WAM Creameries LLC May 2011 - Present
Houlihan Lokey June 2014 - August 2014
Irish Angels July 2013 - November 2013
Gas City June 2007 - May 2011
Skills
Entrepreneurship, Entrepreneurial Finance, Strategy, Management, Real Estate, Real Estate Transactions, Real Estate Financing, Digital Marketing, Direct Marketing, Information Technology..., Transportation, Gasoline, Fuel Economy, Retail, Retail Food, Accounting, Food Service, Debt & Equity Capital..., Capital Raising, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Data Analysis, Strategic Planning, Finance, Mergers & Acquisitions, Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Notre Dame 2004 — 2007
Bachelors, Entrepreneurial Management
Justin Reed Justin Reed's Houlihan Lokey Experience July 2013 - September 2014
Job Senior Associate at Conway MacKenzie, Inc.
Industry Management Consulting
Experience
Conway MacKenzie, Inc. March 2015 - Present
Houlihan Lokey July 2013 - September 2014
PricewaterhouseCoopers January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Analysis, Corporate Finance, Financial Accounting, Financial Modeling, Valuation, PowerPoint, Economics, Business Valuation, Financial Reporting, Due Diligence, Leadership, Financial Analysis, Series 63, Accounts Receivable, Public Speaking, Private Equity, Windows, Teamwork, Research, Customer Service, Access, Account Reconciliation, Data Analysis, Invoicing, Budgets, Team Leadership, DCF, FINRA, Microsoft Word, Finance, Mergers & Acquisitions, Investment Banking
Education
Texas A&M University 2008 — 2012
Conway MacKenzie, Inc. March 2015 - Present
Houlihan Lokey July 2013 - September 2014
PricewaterhouseCoopers January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Analysis, Corporate Finance, Financial Accounting, Financial Modeling, Valuation, PowerPoint, Economics, Business Valuation, Financial Reporting, Due Diligence, Leadership, Financial Analysis, Series 63, Accounts Receivable, Public Speaking, Private Equity, Windows, Teamwork, Research, Customer Service, Access, Account Reconciliation, Data Analysis, Invoicing, Budgets, Team Leadership, DCF, FINRA, Microsoft Word, Finance, Mergers & Acquisitions, Investment Banking
Education
Texas A&M University 2008 — 2012
Gitanjali Kundich Gitanjali Kundich's Houlihan Lokey Experience 2001 - 2002
Job Director at Alderney Advisors LLC
Industry Management Consulting
Experience
Alderney Advisors LLC September 2013 - Present
Delphi 2003 - 2009
RR Donnelley 2002 - 2003
Houlihan Lokey 2001 - 2002
Booz Allen Hamilton 1997 - 1999
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Restructuring, Management Consulting, Private Equity, Mergers & Acquisitions, Enterprise Risk..., Business Transformation, Emerging Markets, Capital Markets, Investment Banking, Business Planning, Risk Management, Strategy, Corporate Development, Business Process..., Business Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, Statistics, Marketing, Economics
University of Michigan 1993 — 1997
Bachelor of Science (BS), Environmental Biology & Spanish Literature
Alderney Advisors LLC September 2013 - Present
Delphi 2003 - 2009
RR Donnelley 2002 - 2003
Houlihan Lokey 2001 - 2002
Booz Allen Hamilton 1997 - 1999
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Restructuring, Management Consulting, Private Equity, Mergers & Acquisitions, Enterprise Risk..., Business Transformation, Emerging Markets, Capital Markets, Investment Banking, Business Planning, Risk Management, Strategy, Corporate Development, Business Process..., Business Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, Statistics, Marketing, Economics
University of Michigan 1993 — 1997
Bachelor of Science (BS), Environmental Biology & Spanish Literature
Stephen Greene Stephen Greene's Houlihan Lokey Experience July 1985 - April 1992
Job Private Equity, Mergers & Acquisitions and Financial Restructuring Professional
Industry Investment Banking
Experience
Crevice Capital Partners January 2013 - Present
National Home HealthCare Corp. November 2007 - Present
The Silverfern Group, Inc. October 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2010 - September 2011
Eureka Capital Markets, LLC October 2002 - June 2010
Arthur Andersen LLP April 1992 - September 2002
Houlihan Lokey July 1985 - April 1992
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Management, Restructuring, Hedge Funds, Debt Restructuring
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
Stanford University
Master of Arts (M.A.), History
Stanford University
Bachelor of Arts (B.A.), History
Crevice Capital Partners January 2013 - Present
National Home HealthCare Corp. November 2007 - Present
The Silverfern Group, Inc. October 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2010 - September 2011
Eureka Capital Markets, LLC October 2002 - June 2010
Arthur Andersen LLP April 1992 - September 2002
Houlihan Lokey July 1985 - April 1992
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Management, Restructuring, Hedge Funds, Debt Restructuring
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
Stanford University
Master of Arts (M.A.), History
Stanford University
Bachelor of Arts (B.A.), History
Eric Cooperström Eric Cooperström's Houlihan Lokey Experience July 2004 - August 2005
Job Principal PRI and Innovation Investment Team at Skoll Foundation
Industry Venture Capital & Private Equity
Experience
Skoll Foundation July 2014 - Present
Pachamama - an ERM Low Carbon Enterprise Fund portfolio company March 2012 - Present
D. Capital July 2012 - August 2013
The Posterus Foundation, Inc. June 2006 - December 2012
Capital Dynamics April 2010 - June 2012
Good Capital March 2009 - June 2009
Global Environment Fund May 2008 - August 2008
57 Stars LLC September 2007 - May 2008
Capital Dynamics August 2005 - June 2007
Houlihan Lokey July 2004 - August 2005
Skills
Private Equity, Due Diligence, Alternative Investments, Financial Modeling, Valuation, Corporate Finance, Emerging Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Finance, Financial Structuring, Portfolio Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2007 — 2009
MA, International Economics and International Development
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelors, Finance, Management
Skoll Foundation July 2014 - Present
Pachamama - an ERM Low Carbon Enterprise Fund portfolio company March 2012 - Present
D. Capital July 2012 - August 2013
The Posterus Foundation, Inc. June 2006 - December 2012
Capital Dynamics April 2010 - June 2012
Good Capital March 2009 - June 2009
Global Environment Fund May 2008 - August 2008
57 Stars LLC September 2007 - May 2008
Capital Dynamics August 2005 - June 2007
Houlihan Lokey July 2004 - August 2005
Skills
Private Equity, Due Diligence, Alternative Investments, Financial Modeling, Valuation, Corporate Finance, Emerging Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Finance, Financial Structuring, Portfolio Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2007 — 2009
MA, International Economics and International Development
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelors, Finance, Management
Jackson Lane Jackson Lane's Houlihan Lokey Experience July 2013 - March 2015
Job M&A Analyst at Empire Petroleum Partners, LLC
Industry Financial Services
Experience
Empire Petroleum Partners, LLC March 2015 - Present
Houlihan Lokey July 2013 - March 2015
'supcup cupcakery/Crush Cupcakes August 2011 - February 2013
Texas A&M University May 2011 - December 2012
Cameron May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Business Strategy, Financial Modeling, Investments, Analysis, Leadership, Finance, Valuation, Due Diligence, Economics
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Empire Petroleum Partners, LLC March 2015 - Present
Houlihan Lokey July 2013 - March 2015
'supcup cupcakery/Crush Cupcakes August 2011 - February 2013
Texas A&M University May 2011 - December 2012
Cameron May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Business Strategy, Financial Modeling, Investments, Analysis, Leadership, Finance, Valuation, Due Diligence, Economics
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Justin Casale-Savage Justin Casale-Savage's Houlihan Lokey Experience August 2011 - November 2011
Job Entrepreneur & Venture Advisor
Industry Venture Capital & Private Equity
Experience
R/GA August 2015 - Present
Shimmur May 2015 - Present
Jogg; A Disney Accelerator & Techstars Company January 2015 - August 2015
NCLUSIVE August 2013 - January 2015
CurbStand November 2013 - March 2014
Coordinates Collection August 2013 - February 2014
Watertower Group December 2011 - November 2013
Sprokk November 2011 - June 2013
Houlihan Lokey August 2011 - November 2011
Summit Entertainment May 2011 - August 2011
Skills
Financial Modeling, Valuation, Digital Media, Financial Analysis, Entrepreneurship, Corporate Finance, Social Media Marketing, Mergers, Business Strategy, New Media, Due Diligence, Venture Capital, Marketing Strategy, Entertainment, Social Networking, Investment Banking, Competitive Analysis, Innovation, Social Media, Managing Start-ups, Start-up Ventures, Mergers & Acquisitions, Corporate Development, Strategy, Start-ups, M, Market Analysis, Restructuring, Business Development, Investments, Strategic Partnerships, Finance, E-commerce, Portfolio Management, Acquisitions, Equities, Management, Financial Structuring, Analysis, Strategic Planning, M&A experience, Executive Management, Strategic Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University
Innovation and Entrepreneurship
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science in Business Administration (B.B.A.), Finance
R/GA August 2015 - Present
Shimmur May 2015 - Present
Jogg; A Disney Accelerator & Techstars Company January 2015 - August 2015
NCLUSIVE August 2013 - January 2015
CurbStand November 2013 - March 2014
Coordinates Collection August 2013 - February 2014
Watertower Group December 2011 - November 2013
Sprokk November 2011 - June 2013
Houlihan Lokey August 2011 - November 2011
Summit Entertainment May 2011 - August 2011
Skills
Financial Modeling, Valuation, Digital Media, Financial Analysis, Entrepreneurship, Corporate Finance, Social Media Marketing, Mergers, Business Strategy, New Media, Due Diligence, Venture Capital, Marketing Strategy, Entertainment, Social Networking, Investment Banking, Competitive Analysis, Innovation, Social Media, Managing Start-ups, Start-up Ventures, Mergers & Acquisitions, Corporate Development, Strategy, Start-ups, M, Market Analysis, Restructuring, Business Development, Investments, Strategic Partnerships, Finance, E-commerce, Portfolio Management, Acquisitions, Equities, Management, Financial Structuring, Analysis, Strategic Planning, M&A experience, Executive Management, Strategic Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University
Innovation and Entrepreneurship
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science in Business Administration (B.B.A.), Finance
George Barsness George Barsness's Houlihan Lokey Experience 2013 - 2015
Job Associate at The Carlyle Group
Industry Investment Banking
Experience
The Carlyle Group May 2015 - Present
Houlihan Lokey 2013 - 2015
M&T Bank 2010 - 2013
Morgan Stanley 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Investments, Financial Reporting, Corporate Finance, Valuation, Investment Banking, Capital Markets, Private Equity, Equities, Due Diligence, LBO, Business Valuation, Mergers & Acquisitions, DCF
Education
Washington and Lee University 2006 — 2010
BS, Business Administration
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program
The Potomac School
The Carlyle Group May 2015 - Present
Houlihan Lokey 2013 - 2015
M&T Bank 2010 - 2013
Morgan Stanley 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Investments, Financial Reporting, Corporate Finance, Valuation, Investment Banking, Capital Markets, Private Equity, Equities, Due Diligence, LBO, Business Valuation, Mergers & Acquisitions, DCF
Education
Washington and Lee University 2006 — 2010
BS, Business Administration
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program
The Potomac School
Elizaveta Chistyakova's Houlihan Lokey Experience October 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
Raymond James Financial Inc. June 2014 - October 2014
UBS Wealth Management January 2014 - May 2014
University of Miami May 2013 - May 2014
Rose Capital Advisors June 2013 - August 2013
Boston Merchant Financial Ltd. June 2009 - August 2009
Suffolk University September 2007 - May 2008
Skills
Financial Modeling, Finance, Equity Research, Valuation, Market Research
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration, Finance, Magna Cum Laude
Suffolk University 2007 — 2009
Accounting and Finance
Houlihan Lokey October 2014 - Present
Raymond James Financial Inc. June 2014 - October 2014
UBS Wealth Management January 2014 - May 2014
University of Miami May 2013 - May 2014
Rose Capital Advisors June 2013 - August 2013
Boston Merchant Financial Ltd. June 2009 - August 2009
Suffolk University September 2007 - May 2008
Skills
Financial Modeling, Finance, Equity Research, Valuation, Market Research
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration, Finance, Magna Cum Laude
Suffolk University 2007 — 2009
Accounting and Finance
Andrew Hersh's Houlihan Lokey Experience July 2013 - July 2015
Job Associate at The Compass Group
Industry Venture Capital & Private Equity
Experience
The Compass Group July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Houlihan Lokey May 2012 - August 2012
Aegis Business Credit June 2011 - August 2011
Skills
Investment Banking, Corporate Finance, Capital IQ, LBO, Capital Markets, Equities, Fixed Income, Valuation, Financial Modeling, Data Analysis, Mergers & Acquisitions, PowerPoint, Microsoft Excel, Microsoft Office
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (BA), Economics; Minors: Financial Economics and Entrepreneurship & Management
Newsome High School 2005 — 2009
The Compass Group July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Houlihan Lokey May 2012 - August 2012
Aegis Business Credit June 2011 - August 2011
Skills
Investment Banking, Corporate Finance, Capital IQ, LBO, Capital Markets, Equities, Fixed Income, Valuation, Financial Modeling, Data Analysis, Mergers & Acquisitions, PowerPoint, Microsoft Excel, Microsoft Office
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (BA), Economics; Minors: Financial Economics and Entrepreneurship & Management
Newsome High School 2005 — 2009
Pius Xue Pius Xue's Houlihan Lokey Experience 2010 - 2013
Job Investment Associate at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group September 2015 - Present
Clearwater Capital Partners August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Houlihan Lokey 2010 - 2013
PwC 2009 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Capital IQ, Bloomberg, Financial Analysis, Capital Markets, Private Equity, Business Valuation, Special Situations, Equities, Capital Structure
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2004 — 2009
Bachelor of Business Administration (B.B.A.)
UC Berkeley 2006 — 2007
Accounting and Finance
Partners Group September 2015 - Present
Clearwater Capital Partners August 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Houlihan Lokey 2010 - 2013
PwC 2009 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, DCF, Capital IQ, Bloomberg, Financial Analysis, Capital Markets, Private Equity, Business Valuation, Special Situations, Equities, Capital Structure
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2004 — 2009
Bachelor of Business Administration (B.B.A.)
UC Berkeley 2006 — 2007
Accounting and Finance
Katie Dillard Katie Dillard's Houlihan Lokey Experience June 2006 - June 2007
Job Pacific Grove Capital, Director of IR and Business Development
Industry Financial Services
Experience
Pacific Grove Capital October 2014 - Present
Copernicus Capital April 2014 - September 2014
Credit Suisse 2007 - 2011
Houlihan Lokey June 2006 - June 2007
Luther King Capital Management 2004 - 2006
Skills
Equities, Investment Banking, Hedge Funds, Valuation, Financial Modeling, Financial Markets, Financial Analysis, Alternative Investments, Investor Relations
Education
Texas Christian University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Christian University 2002 — 2006
BBA, Finance & Accounting
Pacific Grove Capital October 2014 - Present
Copernicus Capital April 2014 - September 2014
Credit Suisse 2007 - 2011
Houlihan Lokey June 2006 - June 2007
Luther King Capital Management 2004 - 2006
Skills
Equities, Investment Banking, Hedge Funds, Valuation, Financial Modeling, Financial Markets, Financial Analysis, Alternative Investments, Investor Relations
Education
Texas Christian University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Christian University 2002 — 2006
BBA, Finance & Accounting
Jonathan Prod Jonathan Prod's Houlihan Lokey Experience February 2010 - January 2012
Job Chief Financial Officer at Midwest Dental Support Center
Industry Hospital & Health Care
Experience
Midwest Dental Support Center March 2015 - Present
Midwest Dental Support Center June 2014 - Present
Midwest Dental Support Center January 2012 - May 2014
Houlihan Lokey February 2010 - January 2012
Northwestern Mutual Capital July 2008 - February 2010
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Financial Analysis, Capital Markets, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Corporate Finance, Business Valuation, Strategic Financial..., Equity Research, Investments, Fixed Income, Finance, Financial Planning
Education
Tecnológico de Monterrey
University of Wisconsin-Madison
BBA, Finance, Accounting, and International Business
Midwest Dental Support Center March 2015 - Present
Midwest Dental Support Center June 2014 - Present
Midwest Dental Support Center January 2012 - May 2014
Houlihan Lokey February 2010 - January 2012
Northwestern Mutual Capital July 2008 - February 2010
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Financial Analysis, Capital Markets, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Corporate Finance, Business Valuation, Strategic Financial..., Equity Research, Investments, Fixed Income, Finance, Financial Planning
Education
Tecnológico de Monterrey
University of Wisconsin-Madison
BBA, Finance, Accounting, and International Business
Eugene Grinberg, CFA's Houlihan Lokey Experience August 2010 - July 2011
Job President & CEO at Solve Advisors
Industry Capital Markets
Experience
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Jackie Wittlinger's Houlihan Lokey Experience May 2015 - Present
Job Executive Assistant to CoPresident at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2015 - Present
bStyled Bridal January 2015 - Present
Sarah Seven October 2014 - May 2015
Assicurazioni Generali - US Branch April 2014 - February 2015
Silpada Designs August 2013 - March 2014
The Kansas City Star: Spaces magazine, Ink magazine, KC Weddings magazine, M magazine October 2011 - August 2013
Altar Bridal February 2011 - October 2011
KMBC-TV May 2009 - August 2009
Great Plains Media May 2008 - August 2008
Skills
Public Relations, Advertising, Press Releases, Social Media Marketing, Publicity, Social Media, Editorial, Media Relations, Television, Journalism, Blogging, Newsletters, Web Content, Facebook, Marketing Communications, Corporate Communications, Strategic Communications, Radio, Copywriting, Visual Styling, Corporate Events, Event Management, Music Festivals, Events Organisation, Event Producing, Weddings, Interior Design, Fundraising, Email Marketing, Public Speaking, Raiser's Edge, Operating Budgets, Volunteer Management, Food & Beverage, Hospitality, Executive..., Microsoft Excel, Microsoft Office, PowerPoint, Photo Shoots, Location Scouting, Photo Shoot Production, Set Styling, Catalog Layout, Model Casting, Direct Sales, Pagination, Jewelry Design, Radio Advertising, Editing
Education
University of Kansas
Bachelor's degree, Communication and Media Studies
Houlihan Lokey May 2015 - Present
bStyled Bridal January 2015 - Present
Sarah Seven October 2014 - May 2015
Assicurazioni Generali - US Branch April 2014 - February 2015
Silpada Designs August 2013 - March 2014
The Kansas City Star: Spaces magazine, Ink magazine, KC Weddings magazine, M magazine October 2011 - August 2013
Altar Bridal February 2011 - October 2011
KMBC-TV May 2009 - August 2009
Great Plains Media May 2008 - August 2008
Skills
Public Relations, Advertising, Press Releases, Social Media Marketing, Publicity, Social Media, Editorial, Media Relations, Television, Journalism, Blogging, Newsletters, Web Content, Facebook, Marketing Communications, Corporate Communications, Strategic Communications, Radio, Copywriting, Visual Styling, Corporate Events, Event Management, Music Festivals, Events Organisation, Event Producing, Weddings, Interior Design, Fundraising, Email Marketing, Public Speaking, Raiser's Edge, Operating Budgets, Volunteer Management, Food & Beverage, Hospitality, Executive..., Microsoft Excel, Microsoft Office, PowerPoint, Photo Shoots, Location Scouting, Photo Shoot Production, Set Styling, Catalog Layout, Model Casting, Direct Sales, Pagination, Jewelry Design, Radio Advertising, Editing
Education
University of Kansas
Bachelor's degree, Communication and Media Studies
Jason Easterly, MAI, MRICS's Houlihan Lokey Experience August 2007 - December 2009
Job Director, Duff & Phelps, LLC
Industry Real Estate
Experience
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Ryan Kanaley Ryan Kanaley's Houlihan Lokey Experience July 2010 - August 2012
Job Associate at Platinum Equity
Industry Financial Services
Experience
Platinum Equity August 2012 - Present
Houlihan Lokey July 2010 - August 2012
Campanile Capital August 2009 - June 2010
Privateequityinfo.com May 2009 - August 2009
UBS Wealth Management May 2008 - August 2009
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Mergers
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance/Accounting
Platinum Equity August 2012 - Present
Houlihan Lokey July 2010 - August 2012
Campanile Capital August 2009 - June 2010
Privateequityinfo.com May 2009 - August 2009
UBS Wealth Management May 2008 - August 2009
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Mergers
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance/Accounting
Matt Parsons Matt Parsons's Houlihan Lokey Experience April 2014 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2014 - Present
Houlihan Lokey March 2010 - April 2014
Baird Capital Partners March 2007 - May 2009
Houlihan Lokey July 2004 - March 2007
Skills
Investment Banking, Financial Modeling, Mergers, Company Acquisitions, Leveraged Finance, Private Equity, LBO, Mergers & Acquisitions, M&A experience, Corporate Finance, Acquisitions, Divestitures, Strategy, Finance, Valuation
Education
The University of Chicago Booth School of Business 2009 — 2013
MBA, Finance, Accounting
University of Notre Dame 2000 — 2004
BBA, Finance
Houlihan Lokey April 2014 - Present
Houlihan Lokey March 2010 - April 2014
Baird Capital Partners March 2007 - May 2009
Houlihan Lokey July 2004 - March 2007
Skills
Investment Banking, Financial Modeling, Mergers, Company Acquisitions, Leveraged Finance, Private Equity, LBO, Mergers & Acquisitions, M&A experience, Corporate Finance, Acquisitions, Divestitures, Strategy, Finance, Valuation
Education
The University of Chicago Booth School of Business 2009 — 2013
MBA, Finance, Accounting
University of Notre Dame 2000 — 2004
BBA, Finance
Joe El Rady Joe El Rady's Houlihan Lokey Experience July 2007 - July 2009
Job Managing Director at Capital West Advisors
Industry Writing and Editing
Experience
Capital West Advisors April 2012 - Present
Revolution Prep May 2010 - September 2011
Houlihan Lokey July 2007 - July 2009
Cambridge Farms Markets August 1999 - December 2003
Skills
Mezzanine, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Debt, Investments, Investment Banking
Education
Wharton Business School 2005 — 2007
MBA, Finance
Stanford University 1995 — 1999
AB, International Relations
Capital West Advisors April 2012 - Present
Revolution Prep May 2010 - September 2011
Houlihan Lokey July 2007 - July 2009
Cambridge Farms Markets August 1999 - December 2003
Skills
Mezzanine, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Debt, Investments, Investment Banking
Education
Wharton Business School 2005 — 2007
MBA, Finance
Stanford University 1995 — 1999
AB, International Relations
Christopher Petrini's Houlihan Lokey Experience July 2010 - August 2011
Job
Industry Financial Services
Experience
CI Capital Partners July 2014 - Present
Blue Sage Capital September 2011 - June 2014
Houlihan Lokey July 2010 - August 2011
Jefferies & Company June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance, Business Honors Program
The Hong Kong University of Science and Technology
CI Capital Partners July 2014 - Present
Blue Sage Capital September 2011 - June 2014
Houlihan Lokey July 2010 - August 2011
Jefferies & Company June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance, Business Honors Program
The Hong Kong University of Science and Technology
Justin Cooley Justin Cooley's Houlihan Lokey Experience January 2011 - September 2012
Job Development Associate at StreetLevel Investments
Industry Real Estate
Experience
StreetLevel Investments June 2014 - Present
StreetLevel Investments June 2013 - Present
Capview Partners February 2013 - May 2013
Houlihan Lokey January 2011 - September 2012
Skills
Microsoft Office, Bloomberg, Series 63, series 79, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Financial Statement..., Capital IQ, Equity Valuation, Microsoft Excel, Bloomberg Terminal, PowerPoint, Derivatives, Options, Financial Advisory, Equity Derivatives, DCF, Investment Banking, Securities, Financial Markets, Finance
Education
Texas A&M University 2006 — 2010
Bachelor of Finance and Marketing (Double Major), International Business Certificate, 3.8
StreetLevel Investments June 2014 - Present
StreetLevel Investments June 2013 - Present
Capview Partners February 2013 - May 2013
Houlihan Lokey January 2011 - September 2012
Skills
Microsoft Office, Bloomberg, Series 63, series 79, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Financial Statement..., Capital IQ, Equity Valuation, Microsoft Excel, Bloomberg Terminal, PowerPoint, Derivatives, Options, Financial Advisory, Equity Derivatives, DCF, Investment Banking, Securities, Financial Markets, Finance
Education
Texas A&M University 2006 — 2010
Bachelor of Finance and Marketing (Double Major), International Business Certificate, 3.8
Doug Bedell Doug Bedell's Houlihan Lokey Experience May 2012 - June 2014
Job Corporate Auditor at PepsiCo
Industry Consumer Goods
Experience
PepsiCo June 2014 - Present
Houlihan Lokey May 2012 - June 2014
KPMG October 2010 - June 2012
McCombs School of Business October 2009 - May 2010
Skills
Licensed CPA, Excel, Outlook, IDEA, Accounting, Auditing, Internal Controls, SEC filings, Sarbanes-Oxley, Financial Analysis, GAAP, Financial Reporting, Series 63, Series 79, Due Diligence
Education
The University of Texas at Austin 2005 — 2010
Master in Public Accounting, Accounting
PepsiCo June 2014 - Present
Houlihan Lokey May 2012 - June 2014
KPMG October 2010 - June 2012
McCombs School of Business October 2009 - May 2010
Skills
Licensed CPA, Excel, Outlook, IDEA, Accounting, Auditing, Internal Controls, SEC filings, Sarbanes-Oxley, Financial Analysis, GAAP, Financial Reporting, Series 63, Series 79, Due Diligence
Education
The University of Texas at Austin 2005 — 2010
Master in Public Accounting, Accounting
Matthew Cornish's Houlihan Lokey Experience October 2014 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2014 - Present
Ernst & Young LLP September 2010 - October 2014
Ernst & Young LLP June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Skills
Equity Valuation, Business Valuation, Valuation, Financial Reporting, Fairness Opinions, Investment Banking, Purchase Price..., Legal Entity..., Goodwill Impairent..., Tax Restructuring, Enterprise Valuation, Illiquid Financial..., Restructuring, Microsoft Excel, Financial Analysis, Finance
Education
Villanova University 2006 — 2010
B.S. in Accountancy, B.S. in Economics, B.S. in Business Administration, Accounting, Economics, Finance
London School of Economics and Political Science 2008 — 2008
Certificate, Advanced Microeconomics
Houlihan Lokey October 2014 - Present
Ernst & Young LLP September 2010 - October 2014
Ernst & Young LLP June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Skills
Equity Valuation, Business Valuation, Valuation, Financial Reporting, Fairness Opinions, Investment Banking, Purchase Price..., Legal Entity..., Goodwill Impairent..., Tax Restructuring, Enterprise Valuation, Illiquid Financial..., Restructuring, Microsoft Excel, Financial Analysis, Finance
Education
Villanova University 2006 — 2010
B.S. in Accountancy, B.S. in Economics, B.S. in Business Administration, Accounting, Economics, Finance
London School of Economics and Political Science 2008 — 2008
Certificate, Advanced Microeconomics
Adrienne Lin Adrienne Lin's Houlihan Lokey Experience July 2007 - June 2010
Job Associate Brand Manager at Unilever
Industry Consumer Goods
Experience
Unilever October 2014 - Present
Moet Hennessy USA September 2013 - May 2014
Moet Hennessy USA June 2013 - August 2013
viagogo August 2010 - May 2012
Houlihan Lokey July 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing
Stanford University 2003 — 2007
BA, Economics
Unilever October 2014 - Present
Moet Hennessy USA September 2013 - May 2014
Moet Hennessy USA June 2013 - August 2013
viagogo August 2010 - May 2012
Houlihan Lokey July 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing
Stanford University 2003 — 2007
BA, Economics
Andrea Irvin Andrea Irvin's Houlihan Lokey Experience May 2007 - July 2010
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2012 - Present
Houlihan Lokey May 2007 - July 2010
Skills
Valuation
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2005
Bachelor of Science (BS), Business Administration
The Boston Consulting Group September 2012 - Present
Houlihan Lokey May 2007 - July 2010
Skills
Valuation
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2005
Bachelor of Science (BS), Business Administration
James Krasnov James Krasnov's Houlihan Lokey Experience July 2013 - July 2015
Job Analyst at Highside Capital Management
Industry Investment Management
Experience
Highside Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Fortress Investment Group June 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Valuation, Private Equity, Financial Analysis, Investment Banking, Russian, Corporate Finance, Bloomberg Terminal, Equities, Restructuring, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Highside Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Fortress Investment Group June 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Valuation, Private Equity, Financial Analysis, Investment Banking, Russian, Corporate Finance, Bloomberg Terminal, Equities, Restructuring, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jennette Myers Jennette Myers's Houlihan Lokey Experience April 2014 - Present
Job Senior Administrative Assistant at Houlihan Lokey
Industry Hospitality
Experience
Houlihan Lokey April 2014 - Present
Remington Hotels April 2011 - April 2014
Dallas Cowboys April 2012 - March 2014
NewScope Marketing Inc. February 2011 - January 2013
Ecology & Environment Inc. January 2006 - April 2011
Skills
Event Planning, Sales, Hospitality, Customer Service, Hotels, Meeting Planning, Revenue Analysis, Hospitality Industry, Event Management, Hospitality Management, Trade Shows, Social Media Marketing, Marketing, Restaurants, Food & Beverage, Social Networking, Social Media, Public Relations, Marketing Communications, Email Marketing, Advertising, Online Advertising, Marketing Strategy, Facebook, Tourism, Catering, Corporate Events, Management, Leadership, Contract Negotiation, Budgets, Customer Satisfaction, Account Management, Team Building, Online Marketing, Market Planning, Hotel Management, Time Management, Training, Banquets, Brand Awareness, Salesforce.com, Recruiting, Sponsorship, Front Office, Hiring, Yield Management, Resorts, Convention Services, Cold Calling
Education
The University of Texas at Arlington - College of Business Administration 2005 — 2008
BBA, Management
Houlihan Lokey April 2014 - Present
Remington Hotels April 2011 - April 2014
Dallas Cowboys April 2012 - March 2014
NewScope Marketing Inc. February 2011 - January 2013
Ecology & Environment Inc. January 2006 - April 2011
Skills
Event Planning, Sales, Hospitality, Customer Service, Hotels, Meeting Planning, Revenue Analysis, Hospitality Industry, Event Management, Hospitality Management, Trade Shows, Social Media Marketing, Marketing, Restaurants, Food & Beverage, Social Networking, Social Media, Public Relations, Marketing Communications, Email Marketing, Advertising, Online Advertising, Marketing Strategy, Facebook, Tourism, Catering, Corporate Events, Management, Leadership, Contract Negotiation, Budgets, Customer Satisfaction, Account Management, Team Building, Online Marketing, Market Planning, Hotel Management, Time Management, Training, Banquets, Brand Awareness, Salesforce.com, Recruiting, Sponsorship, Front Office, Hiring, Yield Management, Resorts, Convention Services, Cold Calling
Education
The University of Texas at Arlington - College of Business Administration 2005 — 2008
BBA, Management
Ryan McWilliams's Houlihan Lokey Experience June 2013 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2013 - Present
Boardwalk Auto Group May 2012 - April 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Credit Analysis, Financial Accounting, Microsoft Access, Variance Analysis, Access, Finance, Accounting, Valuation, Commercial Real Estate, International Real..., Real Estate Due..., Internal Controls
Education
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Houlihan Lokey June 2013 - Present
Boardwalk Auto Group May 2012 - April 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Credit Analysis, Financial Accounting, Microsoft Access, Variance Analysis, Access, Finance, Accounting, Valuation, Commercial Real Estate, International Real..., Real Estate Due..., Internal Controls
Education
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Vince Pappalardo Vince Pappalardo's Houlihan Lokey Experience April 1996 - April 2007
Job Managing Director at Brown Gibbons Lang & Company
Industry Financial Services
Experience
Brown Gibbons Lang & Company August 2015 - Present
Stout Risius Ross January 2010 - July 2015
Dresner Partners April 2007 - February 2010
Houlihan Lokey April 1996 - April 2007
National Bank of Detroit - Illinois June 1988 - April 1996
Skills
Valuation, Corporate Development, Financial Analysis, Corporate Finance, New Business Development, Business Planning, Investment Banking, Management, Recapitalizations, Venture Capital, Mergers & Acquisitions, Strategic Planning, Private Equity, Due Diligence, Business Valuation, Metals, Negotiation, Contract Negotiation, Restructuring, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1995
MBA, Finance Business Policy
University of Illinois at Urbana-Champaign 1984 — 1988
Bachlor of Science, Finance
Benet Academy 1980 — 1984
Brown Gibbons Lang & Company August 2015 - Present
Stout Risius Ross January 2010 - July 2015
Dresner Partners April 2007 - February 2010
Houlihan Lokey April 1996 - April 2007
National Bank of Detroit - Illinois June 1988 - April 1996
Skills
Valuation, Corporate Development, Financial Analysis, Corporate Finance, New Business Development, Business Planning, Investment Banking, Management, Recapitalizations, Venture Capital, Mergers & Acquisitions, Strategic Planning, Private Equity, Due Diligence, Business Valuation, Metals, Negotiation, Contract Negotiation, Restructuring, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1995
MBA, Finance Business Policy
University of Illinois at Urbana-Champaign 1984 — 1988
Bachlor of Science, Finance
Benet Academy 1980 — 1984
Greg Gleason's Houlihan Lokey Experience January 2006 - July 2008
Job Managing Director at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital August 2008 - Present
Houlihan Lokey January 2006 - July 2008
Bank of America June 2004 - December 2005
Skills
Investment Banking, Restructuring, LBO, Private Equity, Leveraged Finance, M&A experience, Turn Around Management, Special Situations, Distressed M&A, Distressed Debt, Corporate Strategy..., Due Diligence, Valuation, Strategy, Mergers & Acquisitions, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Accounting, Entrepreneurship, and General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Finance and Hoeft Technology & Management Program
Wynnchurch Capital August 2008 - Present
Houlihan Lokey January 2006 - July 2008
Bank of America June 2004 - December 2005
Skills
Investment Banking, Restructuring, LBO, Private Equity, Leveraged Finance, M&A experience, Turn Around Management, Special Situations, Distressed M&A, Distressed Debt, Corporate Strategy..., Due Diligence, Valuation, Strategy, Mergers & Acquisitions, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Accounting, Entrepreneurship, and General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Finance and Hoeft Technology & Management Program
Basia Marcinek Terrell, CFA Basia Marcinek Terrell, CFA's Houlihan Lokey Experience May 2000 - October 2003
Job Investments Director at Lapis Advisers, LP
Industry Investment Management
Experience
Och-Ziff Capital Management April 2007 - December 2008
Merrill Lynch October 2003 - March 2007
Houlihan Lokey May 2000 - October 2003
Skills
High Yield, Portfolio Management, Investments, Special Situations, Leveraged Finance, Equities, Capital Markets, Emerging Markets, Equity Research, Finance, Trading, Hedge Funds, Credit, Bonds, Restructuring, Securities
Education
Association for Investment Management and Research 2000 — 2003
Chartered Financial Analyst (CFA) Program
The University of British Columbia 1996 — 2000
BComm
Och-Ziff Capital Management April 2007 - December 2008
Merrill Lynch October 2003 - March 2007
Houlihan Lokey May 2000 - October 2003
Skills
High Yield, Portfolio Management, Investments, Special Situations, Leveraged Finance, Equities, Capital Markets, Emerging Markets, Equity Research, Finance, Trading, Hedge Funds, Credit, Bonds, Restructuring, Securities
Education
Association for Investment Management and Research 2000 — 2003
Chartered Financial Analyst (CFA) Program
The University of British Columbia 1996 — 2000
BComm
Chris Cerimele Chris Cerimele's Houlihan Lokey Experience March 2010 - June 2013
Job Managing Director at Balmoral Advisors, LLC
Industry Investment Banking
Experience
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Lynn Korsman Lynn Korsman's Houlihan Lokey Experience July 2006 - July 2008
Job Director of Pricing
Industry Outsourcing/Offshoring
Experience
SourceHOV July 2014 - Present
Convergys January 2013 - August 2014
The American Univeristy of Paris August 2011 - December 2012
FTI Consulting August 2008 - June 2011
Houlihan Lokey July 2006 - July 2008
Skills
Valuation, Investment Banking, Corporate Social..., Financial Modeling, Due Diligence, Financial Advisory, Restructuring, Financial Analysis, Environmental Issues, Triple Bottom Line, Life Cycle Assessment, Sustainability Reporting, Pricing Strategy, Revenue Analysis, Profit Maximization, Leadership, Entrepreneurship, International Business, Business Valuation, Customer Service, Finance, Corporate Finance
Education
American University of Paris 2011 — 2012
M.A., Cross-cultural and Sustainable Business Management
University of Minnesota - Carlson School of Management 2004 — 2006
Bachelor of Science, Finance
SourceHOV July 2014 - Present
Convergys January 2013 - August 2014
The American Univeristy of Paris August 2011 - December 2012
FTI Consulting August 2008 - June 2011
Houlihan Lokey July 2006 - July 2008
Skills
Valuation, Investment Banking, Corporate Social..., Financial Modeling, Due Diligence, Financial Advisory, Restructuring, Financial Analysis, Environmental Issues, Triple Bottom Line, Life Cycle Assessment, Sustainability Reporting, Pricing Strategy, Revenue Analysis, Profit Maximization, Leadership, Entrepreneurship, International Business, Business Valuation, Customer Service, Finance, Corporate Finance
Education
American University of Paris 2011 — 2012
M.A., Cross-cultural and Sustainable Business Management
University of Minnesota - Carlson School of Management 2004 — 2006
Bachelor of Science, Finance
Christopher Weaver's Houlihan Lokey Experience February 2015 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
TripleTree July 2013 - January 2015
Credit Suisse June 2012 - August 2012
National Instruments June 2007 - July 2011
National Instruments August 2005 - June 2007
Skills
Labview, Engineering, Automation, Testing, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Technical Writing, Due Diligence, Product Management, Cross-functional Team..., CRM, Business Strategy, Strategy, LabVIEW, Electronics, Financial Analysis, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Finance, Accounting, Entrepreneurship
Vanderbilt University 2001 — 2005
Bachelor of Engineering, Biomedical Engineering
Houlihan Lokey February 2015 - Present
TripleTree July 2013 - January 2015
Credit Suisse June 2012 - August 2012
National Instruments June 2007 - July 2011
National Instruments August 2005 - June 2007
Skills
Labview, Engineering, Automation, Testing, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Technical Writing, Due Diligence, Product Management, Cross-functional Team..., CRM, Business Strategy, Strategy, LabVIEW, Electronics, Financial Analysis, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Finance, Accounting, Entrepreneurship
Vanderbilt University 2001 — 2005
Bachelor of Engineering, Biomedical Engineering
Andrew Kupka's Houlihan Lokey Experience September 2011 - December 2013
Job Associate at Congruent Investment Partners
Industry Venture Capital & Private Equity
Experience
Congruent Investment Partners January 2014 - Present
Houlihan Lokey September 2011 - December 2013
Ernst & Young September 2010 - September 2011
Skills
Business Valuation, Financial Modeling, Financial Analysis, LBO, DCF, Mergers, Company Acquisitions, M&A due diligence, Data Analysis, Reverse Mergers
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2010
Master in Professional Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Finance, Economics
Congruent Investment Partners January 2014 - Present
Houlihan Lokey September 2011 - December 2013
Ernst & Young September 2010 - September 2011
Skills
Business Valuation, Financial Modeling, Financial Analysis, LBO, DCF, Mergers, Company Acquisitions, M&A due diligence, Data Analysis, Reverse Mergers
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2010
Master in Professional Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Finance, Economics
Katherine DiMaggio Katherine DiMaggio's Houlihan Lokey Experience June 2012 - May 2013
Job School Counselor Intern at The Beacon School
Industry Education Management
Experience
Hollingworth Preschool, Teachers College May 2013 - Present
The Beacon School September 2014 - June 2015
The Dean Hope Center for Educational and Psychological Services June 2014 - August 2014
Houlihan Lokey June 2012 - May 2013
Houlihan Lokey June 2011 - June 2012
University of Delaware March 2008 - May 2011
Delaware Today September 2010 - March 2011
Cosmopolitan Magazine January 2010 - February 2010
Skills
Blogging, Event Planning, Public Speaking, Higher Education, Counseling, School Counseling, Interpersonal..., High-level organization, Time Management, Teaching, Recruiting, Research
Education
Teachers College of Columbia University 2013 — 2015
MA & EdM, Counseling & Clinical Psychology, School Counseling concentration
University of Delaware 2007 — 2010
Bachelor of Arts (B.A.), Mass Communication, Journalism, Women's Studies
Hollingworth Preschool, Teachers College May 2013 - Present
The Beacon School September 2014 - June 2015
The Dean Hope Center for Educational and Psychological Services June 2014 - August 2014
Houlihan Lokey June 2012 - May 2013
Houlihan Lokey June 2011 - June 2012
University of Delaware March 2008 - May 2011
Delaware Today September 2010 - March 2011
Cosmopolitan Magazine January 2010 - February 2010
Skills
Blogging, Event Planning, Public Speaking, Higher Education, Counseling, School Counseling, Interpersonal..., High-level organization, Time Management, Teaching, Recruiting, Research
Education
Teachers College of Columbia University 2013 — 2015
MA & EdM, Counseling & Clinical Psychology, School Counseling concentration
University of Delaware 2007 — 2010
Bachelor of Arts (B.A.), Mass Communication, Journalism, Women's Studies
Jennifer Henry Brown Jennifer Henry Brown's Houlihan Lokey Experience October 2010 - February 2011
Job Counsel at Farmer Brothers
Industry Law Practice
Experience
Farmer Brothers June 2015 - Present
Jones Day February 2011 - April 2015
Houlihan Lokey October 2010 - February 2011
Baker & McKenzie September 2006 - October 2010
Gardere Wynne Sewell LLP 2004 - 2005
Skills
Corporate Governance, Mergers, Securities, Fundraising, New Ventures, Mergers & Acquisitions, IPO, Securities Regulation, Capital Markets, Joint Ventures, Leadership, Corporate Law, Legal Research, Intellectual Property, Cross-border..., Commercial Litigation, Licensing, SEC filings
Education
The University of Texas School of Law 2003 — 2006
JD (with honors)
The University of Texas at Austin 1999 — 2003
BBA/BHP, Business Honors/Finance/Spanish
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Honors Program/Finance
Coppell High School
Farmer Brothers June 2015 - Present
Jones Day February 2011 - April 2015
Houlihan Lokey October 2010 - February 2011
Baker & McKenzie September 2006 - October 2010
Gardere Wynne Sewell LLP 2004 - 2005
Skills
Corporate Governance, Mergers, Securities, Fundraising, New Ventures, Mergers & Acquisitions, IPO, Securities Regulation, Capital Markets, Joint Ventures, Leadership, Corporate Law, Legal Research, Intellectual Property, Cross-border..., Commercial Litigation, Licensing, SEC filings
Education
The University of Texas School of Law 2003 — 2006
JD (with honors)
The University of Texas at Austin 1999 — 2003
BBA/BHP, Business Honors/Finance/Spanish
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Honors Program/Finance
Coppell High School
Jared Kaplan's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Evercore Partners June 2013 - August 2013
CrutchfieldCapital May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Distressed M&A, Restructuring, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA) with Honors, Finance, Minor in Accounting
Houlihan Lokey July 2014 - Present
Evercore Partners June 2013 - August 2013
CrutchfieldCapital May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Distressed M&A, Restructuring, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA) with Honors, Finance, Minor in Accounting
Caitlin Thomas, CPA Caitlin Thomas, CPA's Houlihan Lokey Experience April 2015 - Present
Job Litigation Dispute Consulting Analyst at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey April 2015 - Present
Deloitte October 2013 - April 2015
Skills
US GAAP
Education
The University of Texas at Austin 2008 — 2013
Master in Professional Accounting, Accounting
Houlihan Lokey April 2015 - Present
Deloitte October 2013 - April 2015
Skills
US GAAP
Education
The University of Texas at Austin 2008 — 2013
Master in Professional Accounting, Accounting
Scott DuBois Scott DuBois's Houlihan Lokey Experience July 2010 - April 2012
Job Associate at Mackinac Partners
Industry Financial Services
Experience
Mackinac Partners May 2012 - Present
Houlihan Lokey July 2010 - April 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Reporting, Bloomberg, Investments, Investment Banking, Accounting
Education
The University of Texas at Austin 2005 — 2010
MPA/BBA, Accounting
Mackinac Partners May 2012 - Present
Houlihan Lokey July 2010 - April 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Reporting, Bloomberg, Investments, Investment Banking, Accounting
Education
The University of Texas at Austin 2005 — 2010
MPA/BBA, Accounting
Tana Dippolito's Houlihan Lokey Experience 2011 - 2013
Job Recruiting Manager, Direct Hire Accounting/Operations at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half International 2013 - Present
Houlihan Lokey 2011 - 2013
Aurora Bank FSB 2010 - 2011
Alpha Kappa Psi - The Professional Business Fraternity 2009 - 2010
Alpha Kappa Psi Beta Iota Chapter April 2006 - May 2009
Sub-Board I, Inc. 2007 - 2009
Skills
Strategic Planning, Project Management, Training, Leadership, Event Management, Recruiting, Human Resources, Marketing, Budgets, Management, Outlook, Team Building, Sales, Customer Service, Analysis, Project Planning, Microsoft Excel, Time Management, Finance, Employee Benefits, Talent Acquisition, Payroll, Coaching, Accounting, Access, Job Placements, Wine Education, Wine Tasting, Downhill Skiing, Wedding Planning, Interpersonal Skills
Education
State University of New York at Buffalo - School of Management 2005 — 2009
BS Business Administration, Human Resources Management, Marketing Focus
Charles W. Baker
Robert Half International 2013 - Present
Houlihan Lokey 2011 - 2013
Aurora Bank FSB 2010 - 2011
Alpha Kappa Psi - The Professional Business Fraternity 2009 - 2010
Alpha Kappa Psi Beta Iota Chapter April 2006 - May 2009
Sub-Board I, Inc. 2007 - 2009
Skills
Strategic Planning, Project Management, Training, Leadership, Event Management, Recruiting, Human Resources, Marketing, Budgets, Management, Outlook, Team Building, Sales, Customer Service, Analysis, Project Planning, Microsoft Excel, Time Management, Finance, Employee Benefits, Talent Acquisition, Payroll, Coaching, Accounting, Access, Job Placements, Wine Education, Wine Tasting, Downhill Skiing, Wedding Planning, Interpersonal Skills
Education
State University of New York at Buffalo - School of Management 2005 — 2009
BS Business Administration, Human Resources Management, Marketing Focus
Charles W. Baker
Blake Bonner Blake Bonner's Houlihan Lokey Experience July 2008 - August 2010
Job Managing Director at Trive Capital
Industry Venture Capital & Private Equity
Experience
Trive Capital July 2014 - Present
Trive Capital November 2012 - July 2014
Insight Equity August 2010 - November 2012
Houlihan Lokey July 2008 - August 2010
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Finance and Management
Trive Capital July 2014 - Present
Trive Capital November 2012 - July 2014
Insight Equity August 2010 - November 2012
Houlihan Lokey July 2008 - August 2010
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Finance and Management
Lance S. Bell's Houlihan Lokey Experience 2009 - 2009
Job Director, Avondale Partners
Industry Investment Banking
Experience
Avondale Partners May 2012 - Present
P&M Corporate Finance March 2010 - April 2012
Houlihan Lokey 2009 - 2009
McColl Partners, LLC 2008 - 2009
Frost Brown Todd 2003 - 2006
Skills
Mergers, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Law, Valuation, Business Strategy, Mergers & Acquisitions, Equities, Corporate Development, M&A experience, LBO, Business Valuation, Investments, Equity Research, Due Diligence, Private Equity
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Entrepreneurship, Accounting
Vanderbilt University Law School 2000 — 2003
J.D.
Transylvania University 1996 — 2000
B.A., Accounting
Male High School 1992 — 1996
Avondale Partners May 2012 - Present
P&M Corporate Finance March 2010 - April 2012
Houlihan Lokey 2009 - 2009
McColl Partners, LLC 2008 - 2009
Frost Brown Todd 2003 - 2006
Skills
Mergers, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Law, Valuation, Business Strategy, Mergers & Acquisitions, Equities, Corporate Development, M&A experience, LBO, Business Valuation, Investments, Equity Research, Due Diligence, Private Equity
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Entrepreneurship, Accounting
Vanderbilt University Law School 2000 — 2003
J.D.
Transylvania University 1996 — 2000
B.A., Accounting
Male High School 1992 — 1996
Jonathan Hennessy's Houlihan Lokey Experience June 2014 - August 2014
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2015 - Present
Houlihan Lokey June 2014 - August 2014
FBR June 2012 - August 2012
Skills
PowerPoint, Investment Banking, Microsoft Office, Christmas cards, Microsoft Excel, Rowing, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
The Lawrenceville School 2007 — 2011
Secondary School
Alvarez & Marsal July 2015 - Present
Houlihan Lokey June 2014 - August 2014
FBR June 2012 - August 2012
Skills
PowerPoint, Investment Banking, Microsoft Office, Christmas cards, Microsoft Excel, Rowing, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
The Lawrenceville School 2007 — 2011
Secondary School
Kevin MacCormack Kevin MacCormack's Houlihan Lokey Experience January 1994 - June 1997
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James July 1999 - Present
Houlihan Lokey January 1994 - June 1997
Skills
Financial Advisory, Strategy, Corporate Development, Mergers & Acquisitions, Financial Modeling, Management, Corporate Finance, Due Diligence, Securities, Valuation, Private Equity, Investment Banking, Financial Analysis, Finance, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance (High Honors)
Raymond James July 1999 - Present
Houlihan Lokey January 1994 - June 1997
Skills
Financial Advisory, Strategy, Corporate Development, Mergers & Acquisitions, Financial Modeling, Management, Corporate Finance, Due Diligence, Securities, Valuation, Private Equity, Investment Banking, Financial Analysis, Finance, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance (High Honors)
Patrick McVickers Patrick McVickers'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
Dash Financial May 2013 - August 2013
Oxford Development Partners LLC June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
London School of Economics and Political Science 2012 — 2012
College of Accounting and Finance
Barrington High School 2007 — 2011
High School Diploma
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Dash Financial May 2013 - August 2013
Oxford Development Partners LLC June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
London School of Economics and Political Science 2012 — 2012
College of Accounting and Finance
Barrington High School 2007 — 2011
High School Diploma
Alec Strull Alec Strull's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
Raptor Accelerator January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Investment Banking, Private Banking, Financial Modeling, Valuation, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Corporate Finance
Houlihan Lokey July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
Raptor Accelerator January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Investment Banking, Private Banking, Financial Modeling, Valuation, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Corporate Finance
Adam Tripp Adam Tripp's Houlihan Lokey Experience 2014 - Present
Job Associate at Houlihan Lokey
Industry Venture Capital & Private Equity
Experience
Houlihan Lokey 2014 - Present
PwC 2009 - 2014
Skills
US GAAP, Internal Controls, External Audit, Assurance, Financial Reporting, Auditing, Financial Accounting, GAAP, CPA, Accounting, Big 4, Deals, M&A analysis, Due Diligence, Cost Accounting, Business Valuation, Tax, Revenue Recognition
Education
Syracuse University 2008 — 2009
Master of Science (MS), Accounting
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Finance
Saugus High
Houlihan Lokey 2014 - Present
PwC 2009 - 2014
Skills
US GAAP, Internal Controls, External Audit, Assurance, Financial Reporting, Auditing, Financial Accounting, GAAP, CPA, Accounting, Big 4, Deals, M&A analysis, Due Diligence, Cost Accounting, Business Valuation, Tax, Revenue Recognition
Education
Syracuse University 2008 — 2009
Master of Science (MS), Accounting
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Finance
Saugus High
Michael Sayles's Houlihan Lokey Experience June 2010 - June 2012
Job Vice President of Sales at Ferrara Candy Company
Industry Food & Beverages
Experience
Ferrara Candy Company May 2014 - Present
Ferrara Candy Company August 2013 - May 2014
Van's Natural Foods October 2013 - April 2014
The YoCrunch Company June 2012 - August 2013
Houlihan Lokey June 2010 - June 2012
Ford Motor Company June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, M&A due diligence, Private Equity, Valuation, M&A experience, Business Strategy, Joint Ventures, Business Development, Business Intelligence, Corporate Finance, Excel, PowerPoint
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance, Political Science
Ferrara Candy Company May 2014 - Present
Ferrara Candy Company August 2013 - May 2014
Van's Natural Foods October 2013 - April 2014
The YoCrunch Company June 2012 - August 2013
Houlihan Lokey June 2010 - June 2012
Ford Motor Company June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, M&A due diligence, Private Equity, Valuation, M&A experience, Business Strategy, Joint Ventures, Business Development, Business Intelligence, Corporate Finance, Excel, PowerPoint
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance, Political Science
Aoxue Tang's Houlihan Lokey Experience June 2015 - August 2015
Job Student at Stanford University
Industry Internet
Experience
StyleSeat September 2015 - Present
Houlihan Lokey June 2015 - August 2015
GGV Capital June 2014 - June 2015
Montage Ventures January 2014 - June 2014
Stanford Graduate School of Business September 2013 - December 2013
Institutional Venture Partners (IVP) June 2013 - August 2013
Skills
Venture Capital, Start-ups, Entrepreneurship, Strategic Partnerships, Product Management, Business Development, Strategy, Analytics, Business Strategy, Product Marketing, Corporate Development, Competitive Analysis, Market Research, Financial Modeling, Stata, E-commerce
Education
Stanford University 2012 — 2016
Economics, Computer Science
StyleSeat September 2015 - Present
Houlihan Lokey June 2015 - August 2015
GGV Capital June 2014 - June 2015
Montage Ventures January 2014 - June 2014
Stanford Graduate School of Business September 2013 - December 2013
Institutional Venture Partners (IVP) June 2013 - August 2013
Skills
Venture Capital, Start-ups, Entrepreneurship, Strategic Partnerships, Product Management, Business Development, Strategy, Analytics, Business Strategy, Product Marketing, Corporate Development, Competitive Analysis, Market Research, Financial Modeling, Stata, E-commerce
Education
Stanford University 2012 — 2016
Economics, Computer Science
David E. Burns David E. Burns's Houlihan Lokey Experience July 2000 - August 2006
Job D.E. Burns Diversified, Inc.
Industry Legal Services
Experience
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
Phillip Nazarian Phillip Nazarian's Houlihan Lokey Experience July 2012 - August 2012
Job Project Coordinator at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group August 2015 - Present
Dwellers March 2013 - June 2014
Uprising Ventures July 2013 - August 2013
Houlihan Lokey July 2012 - August 2012
Business Association of Stanford Entrepreneurial Students January 2012 - June 2012
CuttySpot 2011 - 2012
Two Strong Trees January 2009 - 2011
Looking Beyond - Youth 2008 - 2010
Education
Stanford University 2010 — 2015
Bachelor of Arts (BA), Philosophy
Stanford University 2010 — 2015
Bachelor's Degree, Public Policy
Brentwood School 2004 — 2010
The CIM Group August 2015 - Present
Dwellers March 2013 - June 2014
Uprising Ventures July 2013 - August 2013
Houlihan Lokey July 2012 - August 2012
Business Association of Stanford Entrepreneurial Students January 2012 - June 2012
CuttySpot 2011 - 2012
Two Strong Trees January 2009 - 2011
Looking Beyond - Youth 2008 - 2010
Education
Stanford University 2010 — 2015
Bachelor of Arts (BA), Philosophy
Stanford University 2010 — 2015
Bachelor's Degree, Public Policy
Brentwood School 2004 — 2010
Shravan Thadani Shravan Thadani's Houlihan Lokey Experience March 2008 - May 2010
Job AVP at Sequel Holdings
Industry Venture Capital & Private Equity
Experience
Sequel Holdings May 2012 - Present
Goldman Sachs May 2010 - May 2012
Houlihan Lokey March 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2007
Master in Professional Accounting
The University of Texas at Austin 2002 — 2005
Bachelors, Economics
Sequel Holdings May 2012 - Present
Goldman Sachs May 2010 - May 2012
Houlihan Lokey March 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2007
Master in Professional Accounting
The University of Texas at Austin 2002 — 2005
Bachelors, Economics
Michael Boone Michael Boone's Houlihan Lokey Experience February 2004 - Present
Job Director at Houlihan, Lokey, Howard & Zukin
Industry Investment Banking
Experience
Houlihan Lokey February 2004 - Present
FTI Consulting / PricewaterhouseCoopers August 2002 - February 2004
Arthur Andersen February 1999 - June 2000
Bank of America 1997 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Business
Vanderbilt University 1993 — 1997
BA, Economics
Highland Park High School
Houlihan Lokey February 2004 - Present
FTI Consulting / PricewaterhouseCoopers August 2002 - February 2004
Arthur Andersen February 1999 - June 2000
Bank of America 1997 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Business
Vanderbilt University 1993 — 1997
BA, Economics
Highland Park High School
Brad Geer Brad Geer's Houlihan Lokey Experience August 1998 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey August 1998 - Present
Education
Stanford University 1986 — 1990
Master's Degree, Economics
Houlihan Lokey August 1998 - Present
Education
Stanford University 1986 — 1990
Master's Degree, Economics
Alex Kaye, CFA Alex Kaye, CFA's Houlihan Lokey Experience July 2011 - August 2014
Job Director of Corporate Finance at Ashford Hospitality Trust, Ashford Hospitality Prime, and Ashford Inc.
Industry Real Estate
Experience
Ashford Hospitality Trust August 2014 - Present
Houlihan Lokey July 2011 - August 2014
Florida Office of the Attorney General January 2009 - April 2010
Skills
Valuation, Equity Valuation, Derivatives, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, Finance, Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master's degree, Accounting
Florida State University 2006 — 2010
Bachelor's degree, Finance, Economics
Ashford Hospitality Trust August 2014 - Present
Houlihan Lokey July 2011 - August 2014
Florida Office of the Attorney General January 2009 - April 2010
Skills
Valuation, Equity Valuation, Derivatives, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, Finance, Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master's degree, Accounting
Florida State University 2006 — 2010
Bachelor's degree, Finance, Economics
Adam Saltzman Adam Saltzman's Houlihan Lokey Experience May 2011 - July 2011
Job Analyst at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC January 2014 - Present
Newmark Grubb Knight Frank July 2013 - January 2014
Auction.com May 2012 - August 2012
Houlihan Lokey May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Teamwork, Time Management, Accounting, Financial Analysis, Team Leadership, Finance, Research, Employee Relations, Leadership, Outlook
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Real Estate
Ladder Capital Finance LLC January 2014 - Present
Newmark Grubb Knight Frank July 2013 - January 2014
Auction.com May 2012 - August 2012
Houlihan Lokey May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Teamwork, Time Management, Accounting, Financial Analysis, Team Leadership, Finance, Research, Employee Relations, Leadership, Outlook
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Real Estate
Jim Trankina, CPA Jim Trankina, CPA's Houlihan Lokey Experience June 2014 - Present
Job Vice President Financial Restructuring Group at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Arjun Batra Arjun Batra's Houlihan Lokey Experience 2009 - 2010
Job Head of Product at Lendable
Industry Investment Management
Experience
Lendable April 2015 - Present
Design Think New York August 2014 - Present
BlackRock 2010 - April 2015
Trenvy May 2011 - December 2012
Houlihan Lokey 2009 - 2010
BlackRock June 2007 - August 2007
Motorola Solutions June 2006 - September 2006
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Strategy, Start-ups, Entrepreneurship, Design Thinking, Product Development, Business Development
Education
University of Pennsylvania
Bachelor of Science (B.S.), Electrical Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Stanford University
DTBC, Design Thinking
Lendable April 2015 - Present
Design Think New York August 2014 - Present
BlackRock 2010 - April 2015
Trenvy May 2011 - December 2012
Houlihan Lokey 2009 - 2010
BlackRock June 2007 - August 2007
Motorola Solutions June 2006 - September 2006
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Strategy, Start-ups, Entrepreneurship, Design Thinking, Product Development, Business Development
Education
University of Pennsylvania
Bachelor of Science (B.S.), Electrical Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Stanford University
DTBC, Design Thinking
Sam Lichtenberg-Scanlan Sam Lichtenberg-Scanlan's Houlihan Lokey Experience July 2014 - Present
Job Associate, Mergers & Acquisitions Group at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
Booz Allen Hamilton January 2011 - July 2012
Booz Allen Hamilton January 2009 - January 2011
Booz Allen Hamilton January 2008 - January 2009
Office of the Secretary of Defense August 2007 - January 2008
Skills
Economics, Statistics, Cost Analysis, Requirements Analysis, Microsoft Office, Management Consulting, Strategic Planning, Financial Modeling
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, GPA - 3.83
The Johns Hopkins University 2008 — 2009
Master of Arts, Applied Economics
The Johns Hopkins University 2003 — 2007
Bachelor of Arts, Economics
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
Booz Allen Hamilton January 2011 - July 2012
Booz Allen Hamilton January 2009 - January 2011
Booz Allen Hamilton January 2008 - January 2009
Office of the Secretary of Defense August 2007 - January 2008
Skills
Economics, Statistics, Cost Analysis, Requirements Analysis, Microsoft Office, Management Consulting, Strategic Planning, Financial Modeling
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, GPA - 3.83
The Johns Hopkins University 2008 — 2009
Master of Arts, Applied Economics
The Johns Hopkins University 2003 — 2007
Bachelor of Arts, Economics
Dillon Wexler Dillon Wexler's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst Aerospace, Defense & Government at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
The Wharton School January 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Ferranti Computer Systems May 2012 - July 2012
Study Smart Tutors May 2011 - August 2011
Skills
Financial Modeling, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Research, Matlab, SolidWorks, Microsoft Word, Microsoft Office, Strategic Planning, Public Speaking, Data Analysis, Strategy, Management, Finance
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Bachelor of Science in Engineering, Finance, Bioengineering
The Hong Kong University of Science and Technology 2012 — 2012
Westlake High School 2006 — 2010
High School Diploma
Houlihan Lokey July 2014 - Present
The Wharton School January 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Ferranti Computer Systems May 2012 - July 2012
Study Smart Tutors May 2011 - August 2011
Skills
Financial Modeling, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Research, Matlab, SolidWorks, Microsoft Word, Microsoft Office, Strategic Planning, Public Speaking, Data Analysis, Strategy, Management, Finance
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Bachelor of Science in Engineering, Finance, Bioengineering
The Hong Kong University of Science and Technology 2012 — 2012
Westlake High School 2006 — 2010
High School Diploma
Thomas Morton Thomas Morton's Houlihan Lokey Experience 1999 - 2000
Job HBK Capital Management
Industry Investment Management
Experience
HBK Capital Management 2015 - Present
CPMG, Inc. 2001 - 2014
Donaldson, Lufkin & Jenrette / CSFB January 2000 - October 2001
Houlihan Lokey 1999 - 2000
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance
HBK Capital Management 2015 - Present
CPMG, Inc. 2001 - 2014
Donaldson, Lufkin & Jenrette / CSFB January 2000 - October 2001
Houlihan Lokey 1999 - 2000
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance
Colin Park Colin Park's Houlihan Lokey Experience May 2006 - December 2007
Job Director at VMG Health
Industry Financial Services
Experience
VMG Health September 2010 - Present
Greystone Communities January 2008 - July 2010
Houlihan Lokey May 2006 - December 2007
Skills
Business Valuation, Healthcare Consulting, Finance, Accounting, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Financial Reporting, Forecasting
Education
Texas A&M University 2000 — 2004
Bachelor's degree, Accounting
VMG Health September 2010 - Present
Greystone Communities January 2008 - July 2010
Houlihan Lokey May 2006 - December 2007
Skills
Business Valuation, Healthcare Consulting, Finance, Accounting, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Financial Reporting, Forecasting
Education
Texas A&M University 2000 — 2004
Bachelor's degree, Accounting
Jesse Espinoza Jesse Espinoza's Houlihan Lokey Experience June 2011 - July 2013
Job Technology Mergers & Acquisitions
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2014 - Present
Oppenheimer & Co. July 2013 - August 2014
Houlihan Lokey June 2011 - July 2013
Stanford Graduate School of Business January 2012 - August 2012
Luminous Capital October 2010 - May 2011
Stanford University School of Medicine January 2010 - May 2011
Genentech June 2010 - September 2010
Skills
Fluent in Spanish, Series 63, Series 79, HTML, Dreamweaver, Bloomberg, Java, C++, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Management Science & Engineering
Oppenheimer & Co. Inc. August 2014 - Present
Oppenheimer & Co. July 2013 - August 2014
Houlihan Lokey June 2011 - July 2013
Stanford Graduate School of Business January 2012 - August 2012
Luminous Capital October 2010 - May 2011
Stanford University School of Medicine January 2010 - May 2011
Genentech June 2010 - September 2010
Skills
Fluent in Spanish, Series 63, Series 79, HTML, Dreamweaver, Bloomberg, Java, C++, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Management Science & Engineering
Brenda Allsup Brenda Allsup's Houlihan Lokey Experience 1997 - 1998
Job Owner at Eagles Nest Home Decor & More
Industry Professional Training & Coaching
Experience
Eagles Nest Home Decor & More June 2014 - Present
Northwest High School August 2013 - August 2014
Texas Juvenile Justice Department January 2010 - August 2013
AdvoCare International October 2003 - June 2008
Flowserve Corporation 1998 - 2003
Houlihan Lokey 1997 - 1998
Memorex Telex 1993 - 1997
Nichols Institute Diagnostics 1991 - 1993
Nichols Institute Diagnostics 1991 - 1993
Versacare Services 1989 - 1991
Skills
Customer Service, Public Speaking, Team Building, Coaching, Teaching, Staff Development, Research, Time Management, Training, Leadership, Social Networking, Leadership Development, Marketing
Education
Texas A&M University 1978 — 1983
Zoology/Animal Biology
Eagles Nest Home Decor & More June 2014 - Present
Northwest High School August 2013 - August 2014
Texas Juvenile Justice Department January 2010 - August 2013
AdvoCare International October 2003 - June 2008
Flowserve Corporation 1998 - 2003
Houlihan Lokey 1997 - 1998
Memorex Telex 1993 - 1997
Nichols Institute Diagnostics 1991 - 1993
Nichols Institute Diagnostics 1991 - 1993
Versacare Services 1989 - 1991
Skills
Customer Service, Public Speaking, Team Building, Coaching, Teaching, Staff Development, Research, Time Management, Training, Leadership, Social Networking, Leadership Development, Marketing
Education
Texas A&M University 1978 — 1983
Zoology/Animal Biology
Dwayne Kennemore, CFA Dwayne Kennemore, CFA's Houlihan Lokey Experience 2011 - 2012
Job Experienced Finance and Investing Professional | JD | MBA
Industry Financial Services
Experience
Independent Consulting 2014 - Present
Dean Foods 2013 - 2014
LBC Credit Partners, Inc. 2012 - 2013
Houlihan Lokey 2011 - 2012
THL Credit, Inc. (f/k/a McDonnell Investment Management) 2007 - 2011
First Capital Alliance, L.P. 2004 - 2006
United States District Court 1998 - 2000
Skills
Due Diligence, Investments, Budgets, Mergers & Acquisitions, Financial Modeling, Finance, Credit Analysis, Craft Beer, Oracle, Dairy, Brewing, Food & Beverage, Strategy, Leveraged Finance, Hedge Funds, Corporate Finance, Financial Analysis, Credit, Investment Banking, LBO, Forecasting, Management, Leadership, Financial Planning
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration, Accounting and Analytic Finance
The University of Texas School of Law 1996 — 1998
Juris Doctorate
Texas Wesleyan University 1994 — 1995
Bachelor of Science, Computer Science
Independent Consulting 2014 - Present
Dean Foods 2013 - 2014
LBC Credit Partners, Inc. 2012 - 2013
Houlihan Lokey 2011 - 2012
THL Credit, Inc. (f/k/a McDonnell Investment Management) 2007 - 2011
First Capital Alliance, L.P. 2004 - 2006
United States District Court 1998 - 2000
Skills
Due Diligence, Investments, Budgets, Mergers & Acquisitions, Financial Modeling, Finance, Credit Analysis, Craft Beer, Oracle, Dairy, Brewing, Food & Beverage, Strategy, Leveraged Finance, Hedge Funds, Corporate Finance, Financial Analysis, Credit, Investment Banking, LBO, Forecasting, Management, Leadership, Financial Planning
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration, Accounting and Analytic Finance
The University of Texas School of Law 1996 — 1998
Juris Doctorate
Texas Wesleyan University 1994 — 1995
Bachelor of Science, Computer Science
Robert Bassman Robert Bassman's Houlihan Lokey Experience June 2003 - August 2003
Job Executive Director Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Kirsten McFarland Kirsten McFarland's Houlihan Lokey Experience January 2014 - Present
Job Senior Administrative Assistant at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey January 2014 - Present
Houlihan Lokey August 2013 - November 2013
Houlihan Lokey February 2013 - August 2013
ProClaim USA September 2012 - January 2013
Sexxy Addictions New York May 2012 - September 2012
My Digital Discount January 2012 - May 2012
Arirang Hibachi Steakhouse May 2011 - January 2012
ParadyszMatera June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Adobe Photoshop, Adobe Illustrator, FrontPage, Tumblr, Facebook, Twitter, Wordpress, WordPerfect, SPSS, SEO, Copywriting, Technical Specs, Illustrator, Photoshop, WordPress, Market Research, Customer Service, Public Relations, Public Speaking, Organizational..., PowerPoint
Education
State University of New York College at Oswego 2008 — 2012
Bachelor of Arts and Sciences, Major: English Minor: Psychology
Houlihan Lokey January 2014 - Present
Houlihan Lokey August 2013 - November 2013
Houlihan Lokey February 2013 - August 2013
ProClaim USA September 2012 - January 2013
Sexxy Addictions New York May 2012 - September 2012
My Digital Discount January 2012 - May 2012
Arirang Hibachi Steakhouse May 2011 - January 2012
ParadyszMatera June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Adobe Photoshop, Adobe Illustrator, FrontPage, Tumblr, Facebook, Twitter, Wordpress, WordPerfect, SPSS, SEO, Copywriting, Technical Specs, Illustrator, Photoshop, WordPress, Market Research, Customer Service, Public Relations, Public Speaking, Organizational..., PowerPoint
Education
State University of New York College at Oswego 2008 — 2012
Bachelor of Arts and Sciences, Major: English Minor: Psychology
Nimisha Dhawan Nimisha Dhawan's Houlihan Lokey Experience 2002 - 2004
Job Finance Leader at Chegg Inc.
Industry Investment Banking
Experience
Chegg Inc. 2011 - Present
Scott-Macon, Ltd. September 2008 - 2011
Deutsche Bank 2004 - 2006
Houlihan Lokey 2002 - 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
University of California, Berkeley
Chegg Inc. 2011 - Present
Scott-Macon, Ltd. September 2008 - 2011
Deutsche Bank 2004 - 2006
Houlihan Lokey 2002 - 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
University of California, Berkeley
Jacob Broom's Houlihan Lokey Experience February 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2014 - Present
Deloitte September 2012 - February 2014
Luther King Capital Management May 2011 - September 2012
TPG Capital December 2009 - May 2011
PrimeLending June 2009 - August 2009
The William K. Warren Foundation 2008 - 2008
Skills
Valuation, Public Speaking, Business Valuation, Intangible Assets, Financial Modeling, Purchase Price..., Capital IQ, Corporate Finance, Microsoft Excel, Team Leadership, Academic Achievement, LBO, Finance, Financial Analysis, Mergers & Acquisitions
Education
Texas Christian University 2008 — 2012
BBA, Finance, Accounting, Cum Laude
Jenks High School 2004 — 2008
Houlihan Lokey February 2014 - Present
Deloitte September 2012 - February 2014
Luther King Capital Management May 2011 - September 2012
TPG Capital December 2009 - May 2011
PrimeLending June 2009 - August 2009
The William K. Warren Foundation 2008 - 2008
Skills
Valuation, Public Speaking, Business Valuation, Intangible Assets, Financial Modeling, Purchase Price..., Capital IQ, Corporate Finance, Microsoft Excel, Team Leadership, Academic Achievement, LBO, Finance, Financial Analysis, Mergers & Acquisitions
Education
Texas Christian University 2008 — 2012
BBA, Finance, Accounting, Cum Laude
Jenks High School 2004 — 2008
Marcus Farrell, B.A, M.Sc. Marcus Farrell, B.A, M.Sc.'s Houlihan Lokey Experience July 2010 - August 2011
Job Content Planning & Analysis at Netflix
Industry Motion Pictures and Film
Experience
Netflix August 2011 - Present
Houlihan Lokey July 2010 - August 2011
Bank of Ireland October 2009 - April 2010
Bank of Ireland April 2009 - September 2009
Bank of Ireland October 2008 - April 2009
Skills
Leveraged Finance, Financial Modeling, Debt, Mergers, Credit, Strategy, Valuation, Mergers & Acquisitions
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc., Economic History
Trinity College Dublin 2001 — 2005
BA(Hons), Economics
Kings Hospital 1999 — 2005
Netflix August 2011 - Present
Houlihan Lokey July 2010 - August 2011
Bank of Ireland October 2009 - April 2010
Bank of Ireland April 2009 - September 2009
Bank of Ireland October 2008 - April 2009
Skills
Leveraged Finance, Financial Modeling, Debt, Mergers, Credit, Strategy, Valuation, Mergers & Acquisitions
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc., Economic History
Trinity College Dublin 2001 — 2005
BA(Hons), Economics
Kings Hospital 1999 — 2005
Disha Mehta Disha Mehta's Houlihan Lokey Experience April 2014 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2014 - Present
Houlihan Lokey October 2011 - Present
Madison Williams and Company July 2008 - October 2011
McCombs School of Business August 2006 - June 2008
SMH Capital June 2007 - August 2007
eClerx Services Pvt. Ltd 2004 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Mumbai 1999 — 2003
BE, Electronics
Houlihan Lokey April 2014 - Present
Houlihan Lokey October 2011 - Present
Madison Williams and Company July 2008 - October 2011
McCombs School of Business August 2006 - June 2008
SMH Capital June 2007 - August 2007
eClerx Services Pvt. Ltd 2004 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Mumbai 1999 — 2003
BE, Electronics
Robert Socol's Houlihan Lokey Experience 1981 - 1992
Job Managing Director at SRR
Industry Financial Services
Experience
SRR Managing DirectorStout Risius Ross2005 - Present
Willamette Management Associates 1992 - 2004
Houlihan Lokey 1981 - 1992
Skills
ESOP, Valuation, Business Valuation, Equities, Mergers, Mergers & Acquisitions, Fairness Opinions, LBO, Strategic Planning, Corporate Finance, Securities, Finance, Restructuring, ERISA, Recapitalizations, Asset Allocation, Financial Advisory, Financial Services, Employee Benefits, Purchase Price..., Due Diligence, Private Equity, Venture Capital, Private Placements, M&A experience, Investment Banking
Education
The University of Chicago Booth School of Business 1976 — 1977
SRR Managing DirectorStout Risius Ross2005 - Present
Willamette Management Associates 1992 - 2004
Houlihan Lokey 1981 - 1992
Skills
ESOP, Valuation, Business Valuation, Equities, Mergers, Mergers & Acquisitions, Fairness Opinions, LBO, Strategic Planning, Corporate Finance, Securities, Finance, Restructuring, ERISA, Recapitalizations, Asset Allocation, Financial Advisory, Financial Services, Employee Benefits, Purchase Price..., Due Diligence, Private Equity, Venture Capital, Private Placements, M&A experience, Investment Banking
Education
The University of Chicago Booth School of Business 1976 — 1977
Jacob Saour Jacob Saour's Houlihan Lokey Experience February 2007 - May 2010
Job Director at Cushman & Wakefield
Industry
Experience
Cushman & Wakefield July 2010 - Present
Houlihan Lokey February 2007 - May 2010
Education
Texas A&M University 2005 — 2006
Masters of Real Estate
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.)
Cushman & Wakefield July 2010 - Present
Houlihan Lokey February 2007 - May 2010
Education
Texas A&M University 2005 — 2006
Masters of Real Estate
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.)
Davis Johnson Davis Johnson's Houlihan Lokey Experience June 2013 - August 2013
Job Analyst, Marketing Sciences at OMD USA
Industry Internet
Experience
OMD USA July 2015 - Present
DocuSign October 2014 - June 2015
DocuSign January 2014 - June 2014
Houlihan Lokey June 2013 - August 2013
Wheelz, Inc. September 2011 - August 2012
Skills
Microsoft Excel, Financial Modeling, Data-driven Decision..., Salesforce.com, Microsoft Office, Strategic Planning, Project Management, Leadership, Research, PowerPoint, Matlab, C++, Data Analysis, Eloqua, SQL, Google Analytics, Java, Business Analysis, Strategy, Management, Analytics
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.)
St. Mark's School of Texas
OMD USA July 2015 - Present
DocuSign October 2014 - June 2015
DocuSign January 2014 - June 2014
Houlihan Lokey June 2013 - August 2013
Wheelz, Inc. September 2011 - August 2012
Skills
Microsoft Excel, Financial Modeling, Data-driven Decision..., Salesforce.com, Microsoft Office, Strategic Planning, Project Management, Leadership, Research, PowerPoint, Matlab, C++, Data Analysis, Eloqua, SQL, Google Analytics, Java, Business Analysis, Strategy, Management, Analytics
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.)
St. Mark's School of Texas
Gregory Randolph King Gregory Randolph King's Houlihan Lokey Experience June 2006 - July 2007
Job Gregory R. King Oil & Gas LLC
Industry Oil & Energy
Experience
Gregory R. King Oil & Gas LLC September 2013 - Present
Stanolind Oil & Gas LP July 2012 - August 2013
Nemaha Oil & Gas, LLC October 2011 - May 2012
Cheesemakers, Inc. July 2009 - August 2010
Tudor Pickering Holt July 2007 - June 2009
Houlihan Lokey June 2006 - July 2007
Office of Former President George H. W. Bush January 2003 - May 2005
Office of James Huffines & Plains Capital Bank May 2004 - August 2004
Office of Congressman John Carter May 2003 - August 2003
Skills
Private Equity, Financial Modeling, Business Development, Due Diligence, Valuation, Financial Analysis, Investments, Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO
Education
Acton, MBA in Entrepreneurship 2010 — 2011
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Petroleum Landman School 2012 — 2012
Oil & Gas: Title & Leasing, 4.0
ECELAS Universidad, Buenos Aires, Argentina 2006 — 2006
Spanish Language and Literature
CLÍC University, Seville, Spain 2005 — 2005
Spanish Language and Literature
Universidad Veritas, San Jose, Costa Rica 2003 — 2003
Spanish Language and Literature
Gregory R. King Oil & Gas LLC September 2013 - Present
Stanolind Oil & Gas LP July 2012 - August 2013
Nemaha Oil & Gas, LLC October 2011 - May 2012
Cheesemakers, Inc. July 2009 - August 2010
Tudor Pickering Holt July 2007 - June 2009
Houlihan Lokey June 2006 - July 2007
Office of Former President George H. W. Bush January 2003 - May 2005
Office of James Huffines & Plains Capital Bank May 2004 - August 2004
Office of Congressman John Carter May 2003 - August 2003
Skills
Private Equity, Financial Modeling, Business Development, Due Diligence, Valuation, Financial Analysis, Investments, Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO
Education
Acton, MBA in Entrepreneurship 2010 — 2011
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Petroleum Landman School 2012 — 2012
Oil & Gas: Title & Leasing, 4.0
ECELAS Universidad, Buenos Aires, Argentina 2006 — 2006
Spanish Language and Literature
CLÍC University, Seville, Spain 2005 — 2005
Spanish Language and Literature
Universidad Veritas, San Jose, Costa Rica 2003 — 2003
Spanish Language and Literature
Kelsey Keister Kelsey Keister's Houlihan Lokey Experience July 2014 - Present
Job Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Citigroup June 2012 - June 2014
HFBE Inc. May 2011 - August 2011
Skills
Banking, Microsoft Excel, Financial Analysis, Credit, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Budgets, Outlook, Loans, Credit Analysis, Portfolio Management, Corporate Finance, English, Financial Modeling, Risk Management, Accounting, Credit Risk, Strategic Planning
Education
The University of Texas at Austin 2008 — 2012
BBA, Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Houlihan Lokey July 2014 - Present
Citigroup June 2012 - June 2014
HFBE Inc. May 2011 - August 2011
Skills
Banking, Microsoft Excel, Financial Analysis, Credit, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Budgets, Outlook, Loans, Credit Analysis, Portfolio Management, Corporate Finance, English, Financial Modeling, Risk Management, Accounting, Credit Risk, Strategic Planning
Education
The University of Texas at Austin 2008 — 2012
BBA, Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Romahlo Wilson's Houlihan Lokey Experience January 2007 - May 2009
Job
Industry Investment Management
Experience
Parnassus Investments August 2014 - July 2015
YMCA of San Francisco - Embarcadero YMCA April 2013 - November 2014
Parnassus Investments May 2013 - August 2014
Parnassus Investments March 2011 - May 2013
Cleantech Approach June 2009 - February 2011
Houlihan Lokey January 2007 - May 2009
William E. Connor & Associates Ltd. June 2005 - August 2005
Skills
CRM, Strategy, Private Equity, Valuation, Equity Research, Management, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Portfolio Management, Entrepreneurship, Investment Banking, Capital Markets, Leadership, Equities, Corporate Finance, Mergers, Investments, Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance and Public Policy
Stanford University 1997 — 2001
BA, Individually Designed - Combination of Computer Science, Mechanical Engineering, and Art
Stuyvesant High School 1993 — 1997
Parnassus Investments August 2014 - July 2015
YMCA of San Francisco - Embarcadero YMCA April 2013 - November 2014
Parnassus Investments May 2013 - August 2014
Parnassus Investments March 2011 - May 2013
Cleantech Approach June 2009 - February 2011
Houlihan Lokey January 2007 - May 2009
William E. Connor & Associates Ltd. June 2005 - August 2005
Skills
CRM, Strategy, Private Equity, Valuation, Equity Research, Management, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Portfolio Management, Entrepreneurship, Investment Banking, Capital Markets, Leadership, Equities, Corporate Finance, Mergers, Investments, Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance and Public Policy
Stanford University 1997 — 2001
BA, Individually Designed - Combination of Computer Science, Mechanical Engineering, and Art
Stuyvesant High School 1993 — 1997
David Stevenson's Houlihan Lokey Experience 2011 - 2014
Job Vice President (M&A) at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Nicholas Tan's Houlihan Lokey Experience July 2005 - July 2007
Job
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Barclays Capital February 2010 - April 2013
WearIt.com August 2007 - December 2009
Houlihan Lokey July 2005 - July 2007
Conestoga Capital August 2004 - September 2004
Piper Jaffray July 2004 - August 2004
Piper Jaffray July 2003 - September 2003
Integrated Circuit Systems July 2002 - August 2002
WRDS (Wharton Research Data Services) June 1998 - August 2001
Skills
Financial Analysis, Financial Modeling, Strategic Thinking, Analysis, Market Analysis, Business Strategy, Business Analysis, Communication, Strategic Communications, Communication Skills, Mergers & Acquisitions, Investments, Strategy, Emerging Markets, Venture Capital, Acquisitions, Land Rover, Start-ups, Programming, Technology, Semiconductors, Electronics, Portfolio Management, Strategic Negotiations, IPO, DCF, Real Estate Acquisitions
Education
Stanford University 2001 — 2005
BA
J.P. Morgan April 2013 - Present
Barclays Capital February 2010 - April 2013
WearIt.com August 2007 - December 2009
Houlihan Lokey July 2005 - July 2007
Conestoga Capital August 2004 - September 2004
Piper Jaffray July 2004 - August 2004
Piper Jaffray July 2003 - September 2003
Integrated Circuit Systems July 2002 - August 2002
WRDS (Wharton Research Data Services) June 1998 - August 2001
Skills
Financial Analysis, Financial Modeling, Strategic Thinking, Analysis, Market Analysis, Business Strategy, Business Analysis, Communication, Strategic Communications, Communication Skills, Mergers & Acquisitions, Investments, Strategy, Emerging Markets, Venture Capital, Acquisitions, Land Rover, Start-ups, Programming, Technology, Semiconductors, Electronics, Portfolio Management, Strategic Negotiations, IPO, DCF, Real Estate Acquisitions
Education
Stanford University 2001 — 2005
BA
Jeff Henderson, CFA's Houlihan Lokey Experience April 2008 - July 2012
Job Senior Vice President at Asgaard Capital
Industry Investment Banking
Experience
Asgaard Capital July 2012 - Present
Houlihan Lokey April 2008 - July 2012
Houlihan Lokey July 2004 - April 2008
Houlihan Lokey July 2000 - July 2004
Skills
Valuation, Investment Banking, Debt, Business Valuation, Financial Modeling, New Business Development, Writing Skills, Private Equity
Education
University of Virginia 1995 — 2000
BS - Commerce, Finance and Economics
London School of Economics and Political Science 1998 — 1998
Asgaard Capital July 2012 - Present
Houlihan Lokey April 2008 - July 2012
Houlihan Lokey July 2004 - April 2008
Houlihan Lokey July 2000 - July 2004
Skills
Valuation, Investment Banking, Debt, Business Valuation, Financial Modeling, New Business Development, Writing Skills, Private Equity
Education
University of Virginia 1995 — 2000
BS - Commerce, Finance and Economics
London School of Economics and Political Science 1998 — 1998
Dhruv Agrawal's Houlihan Lokey Experience August 2009 - October 2009
Job Associate
Industry Government Administration
Experience
Federal Reserve Bank of New York July 2013 - Present
Federal Reserve Bank of New York June 2012 - August 2012
Morgan Stanley 2011 - 2011
Morgan Stanley 2010 - 2010
Houlihan Lokey August 2009 - October 2009
Citadel Investment Group June 2008 - August 2008
Citadel Investment Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Portfolio Management, Investments, Equity Research, Corporate Finance, Emerging Markets, Economics, Financial Analysis, Data Analysis, Strategy, Analysis, Finance, Mergers & Acquisitions, Financial Risk
Education
Princeton University 2011 — 2013
Master in Finance
Stanford University 2006 — 2010
BS honors, Math & Comp Sci with Economics minor
Federal Reserve Bank of New York July 2013 - Present
Federal Reserve Bank of New York June 2012 - August 2012
Morgan Stanley 2011 - 2011
Morgan Stanley 2010 - 2010
Houlihan Lokey August 2009 - October 2009
Citadel Investment Group June 2008 - August 2008
Citadel Investment Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Portfolio Management, Investments, Equity Research, Corporate Finance, Emerging Markets, Economics, Financial Analysis, Data Analysis, Strategy, Analysis, Finance, Mergers & Acquisitions, Financial Risk
Education
Princeton University 2011 — 2013
Master in Finance
Stanford University 2006 — 2010
BS honors, Math & Comp Sci with Economics minor
Doug Keller's Houlihan Lokey Experience AssociateLazardAugust 2008 - October 2010
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey AssociateLazardAugust 2008 - October 2010
Lazard Freres & Co. June 2007 - August 2007
ABN AMRO January 2006 - August 2006
Ernst & Young February 2003 - December 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Marketing, Strategic Management, Finance and Accounting
The Australian National University 2000 — 2004
B.Comm (nons), LLB (hons), Corporate Finance and Corporate Law
Houlihan Lokey AssociateLazardAugust 2008 - October 2010
Lazard Freres & Co. June 2007 - August 2007
ABN AMRO January 2006 - August 2006
Ernst & Young February 2003 - December 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Marketing, Strategic Management, Finance and Accounting
The Australian National University 2000 — 2004
B.Comm (nons), LLB (hons), Corporate Finance and Corporate Law
Christopher Wang's Houlihan Lokey Experience 2013 - 2015
Job
Industry Investment Management
Experience
Macquarie Group 2015 - Present
Houlihan Lokey 2013 - 2015
Värde Partners 2011 - 2011
Houlihan Lokey 2007 - 2010
Education
London School of Economics and Political Science 2010 — 2012
MPA, Public and Economic Policy
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance, Accounting
Macquarie Group 2015 - Present
Houlihan Lokey 2013 - 2015
Värde Partners 2011 - 2011
Houlihan Lokey 2007 - 2010
Education
London School of Economics and Political Science 2010 — 2012
MPA, Public and Economic Policy
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance, Accounting
Jordan Martel, CBV, ASA's Houlihan Lokey Experience July 2008 - January 2012
Job Senior Manager, Valuations/Corporate Finance at Deloitte Canada
Industry Financial Services
Experience
Deloitte Canada January 2012 - Present
South Century Driving Range June 2013 - Present
Houlihan Lokey July 2008 - January 2012
Credera 2005 - 2007
Hitachi Consulting 2003 - 2006
Skills
Financial Modeling, Mergers, Financial Analysis, Due Diligence, Management Consulting, Corporate Finance, Business Strategy, Valuation, Business Analysis, Mergers & Acquisitions, Strategy, Financial Reporting, Business Process..., Business Valuation, Private Equity, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA, Management Information Systems
Deloitte Canada January 2012 - Present
South Century Driving Range June 2013 - Present
Houlihan Lokey July 2008 - January 2012
Credera 2005 - 2007
Hitachi Consulting 2003 - 2006
Skills
Financial Modeling, Mergers, Financial Analysis, Due Diligence, Management Consulting, Corporate Finance, Business Strategy, Valuation, Business Analysis, Mergers & Acquisitions, Strategy, Financial Reporting, Business Process..., Business Valuation, Private Equity, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA, Management Information Systems
Clifford Sosin's Houlihan Lokey Experience 2004 - 2006
Job Manager at CAS Investment Partners
Industry Investment Management
Experience
CAS Investment Partners July 2012 - Present
UBS July 2007 - July 2012
Silver Point Capital July 2006 - July 2007
Houlihan Lokey 2004 - 2006
Skills
Equities, Investments, Credit, Financial Modeling, Capital Markets, Valuation, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Corporate Finance, Equity Research, Investment Banking, Bloomberg, Derivatives, Asset Management, Restructuring
Education
Swarthmore College 2000 — 2004
BA and BS, Engineering & Economics
Hopkins School 1996 — 2000
CAS Investment Partners July 2012 - Present
UBS July 2007 - July 2012
Silver Point Capital July 2006 - July 2007
Houlihan Lokey 2004 - 2006
Skills
Equities, Investments, Credit, Financial Modeling, Capital Markets, Valuation, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Corporate Finance, Equity Research, Investment Banking, Bloomberg, Derivatives, Asset Management, Restructuring
Education
Swarthmore College 2000 — 2004
BA and BS, Engineering & Economics
Hopkins School 1996 — 2000
Michael Call's Houlihan Lokey Experience 2003 - 2006
Job Vice President, Corporate Development at Kraft Foods Group
Industry Food & Beverages
Experience
Mondelēz International September 2015 - Present
Kraft Foods Group October 2012 - July 2015
Kraft Foods 2006 - October 2012
Houlihan Lokey 2003 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Arthur Andersen 1994 - 1996
Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Economics
University of Chicago Law School 1996 — 2000
JD
University of Wisconsin-Madison 1990 — 1994
BBA/BS, Accounting & Mathematics
Mondelēz International September 2015 - Present
Kraft Foods Group October 2012 - July 2015
Kraft Foods 2006 - October 2012
Houlihan Lokey 2003 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Arthur Andersen 1994 - 1996
Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Economics
University of Chicago Law School 1996 — 2000
JD
University of Wisconsin-Madison 1990 — 1994
BBA/BS, Accounting & Mathematics
Donald Temple's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
The Boston Consulting Group July 2013 - June 2014
Bank of America Merrill Lynch June 2012 - August 2012
RAND Corporation 2009 - June 2011
Chatham House September 2008 - December 2008
RAND June 2005 - July 2007
Skills
Research, Policy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Strategic Management
The University of Edinburgh 2007 — 2008
Masters, International Business & Emerging Markets
University of Pennsylvania 2001 — 2005
Bachelor of Science, International Relations
Houlihan Lokey July 2014 - Present
The Boston Consulting Group July 2013 - June 2014
Bank of America Merrill Lynch June 2012 - August 2012
RAND Corporation 2009 - June 2011
Chatham House September 2008 - December 2008
RAND June 2005 - July 2007
Skills
Research, Policy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Strategic Management
The University of Edinburgh 2007 — 2008
Masters, International Business & Emerging Markets
University of Pennsylvania 2001 — 2005
Bachelor of Science, International Relations
Pam Beall's Houlihan Lokey Experience November 2000 - January 2005
Job Project/Task Administrator at CACI International Inc
Industry Information Technology and Services
Experience
CACI International Inc December 2013 - Present
NCI Information Systems, Inc. September 2013 - December 2013
NCI Information Systems, Inc. August 2011 - March 2012
Karta Technologies November 2005 - February 2006
San Antonio Fighting Back May 2005 - November 2005
Houlihan Lokey November 2000 - January 2005
Skills
Microsoft Office, Strategic Planning, PowerPoint, Project Management, Microsoft Excel, Team Leadership, Analysis, Change Management, Proposal Writing, Program Management, Leadership, Management, Team Building, Process Improvement, Business Development, Negotiation, Security Clearance, Customer Service, Data Analysis, Operations Management, Outlook, Budgets, Risk Management, Microsoft Word, Software Documentation, Quality Assurance, Policy, Event Planning, Technical Writing, Administrative..., Project Planning, SharePoint, MS Project, Visio, Information Assurance, Federal Government, Requirements Analysis, DoD, HIPAA, Knowledge Management, Military, Onboarding, Office Administration, Employee Benefits, Process Scheduler, Healthcare, PMP, Human Resources, Research, PMO
Education
Professional Career Development Institute 2002 — 2003
Professional Animal Care Specialist, Animal Health, A+
Texas State University-San Marcos 1977 — 1979
CACI International Inc December 2013 - Present
NCI Information Systems, Inc. September 2013 - December 2013
NCI Information Systems, Inc. August 2011 - March 2012
Karta Technologies November 2005 - February 2006
San Antonio Fighting Back May 2005 - November 2005
Houlihan Lokey November 2000 - January 2005
Skills
Microsoft Office, Strategic Planning, PowerPoint, Project Management, Microsoft Excel, Team Leadership, Analysis, Change Management, Proposal Writing, Program Management, Leadership, Management, Team Building, Process Improvement, Business Development, Negotiation, Security Clearance, Customer Service, Data Analysis, Operations Management, Outlook, Budgets, Risk Management, Microsoft Word, Software Documentation, Quality Assurance, Policy, Event Planning, Technical Writing, Administrative..., Project Planning, SharePoint, MS Project, Visio, Information Assurance, Federal Government, Requirements Analysis, DoD, HIPAA, Knowledge Management, Military, Onboarding, Office Administration, Employee Benefits, Process Scheduler, Healthcare, PMP, Human Resources, Research, PMO
Education
Professional Career Development Institute 2002 — 2003
Professional Animal Care Specialist, Animal Health, A+
Texas State University-San Marcos 1977 — 1979
Isabel Ludcke's Houlihan Lokey Experience October 2011 - March 2013
Job Business Development Manager at Colle+McVoy
Industry Marketing and Advertising
Experience
Colle+McVoy May 2015 - Present
Colle+McVoy March 2013 - Present
Houlihan Lokey October 2011 - March 2013
Ziff Brothers Investments July 2009 - May 2011
SPI Litigation Direct February 2008 - January 2009
Skills
Marketing, Research, Event Planning, Editing, Business Development, Microsoft Office, Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Olaf College 2001 — 2005
BA, English
Colle+McVoy May 2015 - Present
Colle+McVoy March 2013 - Present
Houlihan Lokey October 2011 - March 2013
Ziff Brothers Investments July 2009 - May 2011
SPI Litigation Direct February 2008 - January 2009
Skills
Marketing, Research, Event Planning, Editing, Business Development, Microsoft Office, Administrative..., Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Olaf College 2001 — 2005
BA, English
Chad Frederickson's Houlihan Lokey Experience 2007 - 2009
Job Vice President, Finance & Accounting at BiO2 Medical, Inc
Industry Medical Devices
Experience
BiO2 Medical, Inc April 2015 - Present
W. L. Gore & Associates August 2011 - March 2015
Angiotech 2009 - 2011
Houlihan Lokey 2007 - 2009
Dresner Partners December 2004 - May 2008
Vanguard 1998 - 2002
Skills
Mergers, Medical Devices, Strategic Planning, Product Launch, Investment Banking, Market Development, Business Analysis, Business Development, Corporate Development, Corporate Finance, Mergers, Investments, Strategy
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
BiO2 Medical, Inc April 2015 - Present
W. L. Gore & Associates August 2011 - March 2015
Angiotech 2009 - 2011
Houlihan Lokey 2007 - 2009
Dresner Partners December 2004 - May 2008
Vanguard 1998 - 2002
Skills
Mergers, Medical Devices, Strategic Planning, Product Launch, Investment Banking, Market Development, Business Analysis, Business Development, Corporate Development, Corporate Finance, Mergers, Investments, Strategy
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Kreg Jackson's Houlihan Lokey Experience April 2011 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2011 - Present
Skills
LBO, Investment Banking, Leveraged Finance, Business Valuation, Valuation, Financial Analysis, Private Equity, Capital Markets, Fairness Opinions, Private Placements, Corporate Finance, Equities, Due Diligence, Corporate Development, M&A experience, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Venture Capital, Recapitalizations, DCF, IPO, Financial Structuring, Restructuring
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Fenwick High School 1984 — 1988
The University of Chicago Booth School of Business
MBA, Analytical Finance, Economics, Accounting, Finance
Houlihan Lokey April 2011 - Present
Skills
LBO, Investment Banking, Leveraged Finance, Business Valuation, Valuation, Financial Analysis, Private Equity, Capital Markets, Fairness Opinions, Private Placements, Corporate Finance, Equities, Due Diligence, Corporate Development, M&A experience, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Venture Capital, Recapitalizations, DCF, IPO, Financial Structuring, Restructuring
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Fenwick High School 1984 — 1988
The University of Chicago Booth School of Business
MBA, Analytical Finance, Economics, Accounting, Finance
John Milan's Houlihan Lokey Experience June 1999 - May 2000
Job Marketing Director, Financial Services Advisor at PHP Agency LLC, People Helping People
Industry Financial Services
Experience
PHP Agency LLC, People Helping People June 2015 - Present
JEM Consulting April 2009 - May 2015
Fox Television April 2008 - March 2009
New Line Cinema 2008 - 2008
Sony Pictures Entertainment November 2000 - December 2006
Houlihan Lokey June 1999 - May 2000
Banque Paribas January 1996 - May 1999
MCEG Sterling, Inc. February 1990 - January 1996
Skills
Budgets, Video Production, Strategic Planning, Mergers, Start-ups, Social Media Marketing, Strategic Partnerships, Public Speaking, Social Media, Team Building, Financial Analysis, Non-profits, Business Strategy, Entertainment, Film Finance, Mergers & Acquisitions, Entrepreneurship, Fundraising, Event Management, Project Planning, Finance, Business Development, Leadership Development, Coaching, Contract Negotiation, Television, Video, Digital Media, Program Management, Marketing Strategy, Nonprofits, Public Relations, Event Planning, Social Networking, Management, New Media
Education
UCLA Anderson School of Management 1987 — 1993
MBA, Finance
Stanford University 1977 — 1982
BA, Economics
PHP Agency LLC, People Helping People June 2015 - Present
JEM Consulting April 2009 - May 2015
Fox Television April 2008 - March 2009
New Line Cinema 2008 - 2008
Sony Pictures Entertainment November 2000 - December 2006
Houlihan Lokey June 1999 - May 2000
Banque Paribas January 1996 - May 1999
MCEG Sterling, Inc. February 1990 - January 1996
Skills
Budgets, Video Production, Strategic Planning, Mergers, Start-ups, Social Media Marketing, Strategic Partnerships, Public Speaking, Social Media, Team Building, Financial Analysis, Non-profits, Business Strategy, Entertainment, Film Finance, Mergers & Acquisitions, Entrepreneurship, Fundraising, Event Management, Project Planning, Finance, Business Development, Leadership Development, Coaching, Contract Negotiation, Television, Video, Digital Media, Program Management, Marketing Strategy, Nonprofits, Public Relations, Event Planning, Social Networking, Management, New Media
Education
UCLA Anderson School of Management 1987 — 1993
MBA, Finance
Stanford University 1977 — 1982
BA, Economics
Neel Chary's Houlihan Lokey Experience April 2014 - Present
Job
Industry Investment Banking
Experience
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - April 2014
Houlihan Lokey October 2008 - July 2010
Bear Stearns July 2007 - June 2008
J.P. Morgan May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Restructuring, Valuation, Investment Banking, Capital Markets, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance, Economics
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - April 2014
Houlihan Lokey October 2008 - July 2010
Bear Stearns July 2007 - June 2008
J.P. Morgan May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Restructuring, Valuation, Investment Banking, Capital Markets, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance, Economics
Eugenia Shepard's Houlihan Lokey Experience 1993 - 2000
Job Finance Director
Industry Medical Devices
Experience
Biosense Webster July 2011 - Present
Johnson & Johnson May 2009 - July 2011
Advanced Sterilization Products January 2006 - May 2009
Advanced Sterilization Products September 2002 - December 2005
Ceridian March 2002 - September 2002
Excite@Home 2000 - 2001
Houlihan Lokey 1993 - 2000
Skills
Strategic Financial..., SAP, Forecasting, Medical Devices, Finance, Six Sigma, Budgets, Financial Analysis, Process Improvement, Accounting, Cross-functional Team..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, FDA, Managerial Finance, Business Planning, Financial Modeling, JD Edwards, Variance Analysis, Auditing
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Accounting and Finance
Biosense Webster July 2011 - Present
Johnson & Johnson May 2009 - July 2011
Advanced Sterilization Products January 2006 - May 2009
Advanced Sterilization Products September 2002 - December 2005
Ceridian March 2002 - September 2002
Excite@Home 2000 - 2001
Houlihan Lokey 1993 - 2000
Skills
Strategic Financial..., SAP, Forecasting, Medical Devices, Finance, Six Sigma, Budgets, Financial Analysis, Process Improvement, Accounting, Cross-functional Team..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, FDA, Managerial Finance, Business Planning, Financial Modeling, JD Edwards, Variance Analysis, Auditing
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Accounting and Finance
David Rigler's Houlihan Lokey Experience October 2009 - July 2011
Job MBA Candidate at Chicago Booth
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business September 2014 - Present
DuPont Pioneer June 2015 - August 2015
Prospect Partners, LLC August 2011 - July 2014
Houlihan Lokey October 2009 - July 2011
Dresner Partners June 2008 - October 2009
Principal Global Investors January 2007 - August 2007
Skills
Private Equity, Healthcare, Valuation, Investment Banking, Leveraged Finance, Financial Modeling, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Finance, LBO, Capital Markets, M&A experience, Management, Due Diligence, Equities
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2004 — 2008
BBA
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
B.B.A.
Valley High School 2000 — 2004
University of Chicago Booth School of Business September 2014 - Present
DuPont Pioneer June 2015 - August 2015
Prospect Partners, LLC August 2011 - July 2014
Houlihan Lokey October 2009 - July 2011
Dresner Partners June 2008 - October 2009
Principal Global Investors January 2007 - August 2007
Skills
Private Equity, Healthcare, Valuation, Investment Banking, Leveraged Finance, Financial Modeling, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Finance, LBO, Capital Markets, M&A experience, Management, Due Diligence, Equities
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2004 — 2008
BBA
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
B.B.A.
Valley High School 2000 — 2004
Robby Myers, CFA's Houlihan Lokey Experience January 2011 - August 2013
Job Director of Business Development, Emerge Energy Services
Industry Oil & Energy
Experience
Insight Equity August 2013 - July 2015
Houlihan Lokey January 2011 - August 2013
WhiteHorse Capital Partners July 2008 - January 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Due Diligence, Equities, Hedge Funds, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Alternative Investments
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts, Business
Insight Equity August 2013 - July 2015
Houlihan Lokey January 2011 - August 2013
WhiteHorse Capital Partners July 2008 - January 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Due Diligence, Equities, Hedge Funds, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Alternative Investments
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts, Business
Greg Karsh's Houlihan Lokey Experience August 2004 - May 2008
Job W.G. Nielsen & Co.
Industry Real Estate
Experience
W.G. Nielsen & Co. December 2011 - Present
Longhorn Capital LLC May 2009 - Present
Houlihan Lokey August 2004 - May 2008
JD Ford & Company June 2003 - August 2003
Standard & Poor's Corporate Value Consulting September 2001 - June 2002
PricewaterhouseCoopers July 1998 - August 2001
Skills
Valuation, Mergers, Investment Banking, Restructuring, Real Estate, Banking, Financial Modeling, Due Diligence, Business Valuation, Corporate Finance, Venture Capital, Private Equity, Alternative Investments, Financial Analysis, Investments
Education
University of North Carolina at Chapel Hill 2002 — 2004
MBA, Business
The University of Texas at Austin 1994 — 1998
BBA, Business
Kent Denver School 1987 — 1994
W.G. Nielsen & Co. December 2011 - Present
Longhorn Capital LLC May 2009 - Present
Houlihan Lokey August 2004 - May 2008
JD Ford & Company June 2003 - August 2003
Standard & Poor's Corporate Value Consulting September 2001 - June 2002
PricewaterhouseCoopers July 1998 - August 2001
Skills
Valuation, Mergers, Investment Banking, Restructuring, Real Estate, Banking, Financial Modeling, Due Diligence, Business Valuation, Corporate Finance, Venture Capital, Private Equity, Alternative Investments, Financial Analysis, Investments
Education
University of North Carolina at Chapel Hill 2002 — 2004
MBA, Business
The University of Texas at Austin 1994 — 1998
BBA, Business
Kent Denver School 1987 — 1994
Daniel Metrikin's Houlihan Lokey Experience July 2008 - April 2010
Job Vice President at Bayside Capital
Industry Venture Capital & Private Equity
Experience
Bayside Capital August 2014 - Present
Betfair June 2013 - August 2013
Oaktree Capital Management August 2010 - June 2012
Force Capital Management April 2010 - August 2010
Houlihan Lokey July 2008 - April 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Special Situations, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Hedge Funds, Due Diligence, Capital Markets
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance and Accounting
Bayside Capital August 2014 - Present
Betfair June 2013 - August 2013
Oaktree Capital Management August 2010 - June 2012
Force Capital Management April 2010 - August 2010
Houlihan Lokey July 2008 - April 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Special Situations, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Hedge Funds, Due Diligence, Capital Markets
Education
Stanford GSB 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance and Accounting
Eric Pearson's Houlihan Lokey Experience July 2009 - August 2010
Job Associate at THL Credit, Inc.
Industry Financial Services
Experience
THL Credit, Inc. October 2013 - Present
URS Corporation December 2012 - October 2013
Barclays Capital August 2010 - July 2012
Houlihan Lokey July 2009 - August 2010
Houlihan Lokey June 2008 - August 2008
PricewaterhouseCoopers January 2008 - March 2008
Houlihan Lokey June 2007 - August 2007
Gerson Lehrman Group April 2006 - September 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Master's degree
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.)
THL Credit, Inc. October 2013 - Present
URS Corporation December 2012 - October 2013
Barclays Capital August 2010 - July 2012
Houlihan Lokey July 2009 - August 2010
Houlihan Lokey June 2008 - August 2008
PricewaterhouseCoopers January 2008 - March 2008
Houlihan Lokey June 2007 - August 2007
Gerson Lehrman Group April 2006 - September 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Master's degree
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.)
Tim Flannery's Houlihan Lokey Experience July 2008 - July 2010
Job Vice President at Glencoe Capital
Industry Venture Capital & Private Equity
Experience
Glencoe Capital July 2010 - Present
Houlihan Lokey July 2008 - July 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.B.A., Finance
Glencoe Capital July 2010 - Present
Houlihan Lokey July 2008 - July 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.B.A., Finance
Frederickson Chad's Houlihan Lokey Experience March 1997 - April 1999
Job Finance and Investment Banking
Industry Medical Devices
Experience
Angiotech Pharmaceuticals 2009 - Present
Dresner Partners December 2004 - March 2007
Houlihan Lokey March 1997 - April 1999
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Strategy, Finance, Accounting
Angiotech Pharmaceuticals 2009 - Present
Dresner Partners December 2004 - March 2007
Houlihan Lokey March 1997 - April 1999
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Strategy, Finance, Accounting
Alex Litt's Houlihan Lokey Experience June 2010 - January 2013
Job Senior Associate at Swander Pace Capital
Industry Financial Services
Experience
Swander Pace Capital January 2015 - Present
Swander Pace Capital January 2013 - January 2015
Houlihan Lokey June 2010 - January 2013
CB Richard Ellis June 2009 - August 2009
TTK Partners, LLC 2008 - 2008
Skills
Capital IQ, LBO, DCF, Valuation, Investment Banking, Bloomberg, Financial Modeling, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, M&A experience, Corporate Development, Leveraged Finance, Due Diligence, Business Valuation, Equity Research, Venture Capital, OCP
Education
Vanderbilt University 2006 — 2010
BA, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2008 — 2008
Economics
Swander Pace Capital January 2015 - Present
Swander Pace Capital January 2013 - January 2015
Houlihan Lokey June 2010 - January 2013
CB Richard Ellis June 2009 - August 2009
TTK Partners, LLC 2008 - 2008
Skills
Capital IQ, LBO, DCF, Valuation, Investment Banking, Bloomberg, Financial Modeling, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, M&A experience, Corporate Development, Leveraged Finance, Due Diligence, Business Valuation, Equity Research, Venture Capital, OCP
Education
Vanderbilt University 2006 — 2010
BA, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2008 — 2008
Economics
Michael Faron's Houlihan Lokey Experience June 2011 - November 2012
Job Director of Planning & Development at Ferrara Candy Company
Industry Food & Beverages
Experience
Ferrara Candy Company October 2013 - Present
The YoCrunch Company November 2012 - October 2013
Houlihan Lokey June 2011 - November 2012
GE Transportation January 2011 - June 2011
GE Capital July 2010 - December 2010
GE January 2010 - June 2010
GE Infrastructure July 2009 - December 2009
Skills
Strategic Financial..., Marketing Analytics, Sales Operations, Financial Modeling, Financial Reporting, Business Valuation, Corporate Finance, Investment Banking, M&A Analysis, S&OP implementation, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
Bachelor of Arts (B.A.), Economics
Ferrara Candy Company October 2013 - Present
The YoCrunch Company November 2012 - October 2013
Houlihan Lokey June 2011 - November 2012
GE Transportation January 2011 - June 2011
GE Capital July 2010 - December 2010
GE January 2010 - June 2010
GE Infrastructure July 2009 - December 2009
Skills
Strategic Financial..., Marketing Analytics, Sales Operations, Financial Modeling, Financial Reporting, Business Valuation, Corporate Finance, Investment Banking, M&A Analysis, S&OP implementation, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
Bachelor of Arts (B.A.), Economics
Jonathon Schroeder's Houlihan Lokey Experience July 2008 - April 2010
Job Senior Investment Associate at Conrad N. Hilton Foundation
Industry Investment Management
Experience
Conrad N. Hilton Foundation August 2013 - Present
University of Chicago June 2011 - July 2013
University of Chicago April 2010 - June 2011
Houlihan Lokey July 2008 - April 2010
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Notre Dame 2004 — 2008
BBA, Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance
Conrad N. Hilton Foundation August 2013 - Present
University of Chicago June 2011 - July 2013
University of Chicago April 2010 - June 2011
Houlihan Lokey July 2008 - April 2010
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Notre Dame 2004 — 2008
BBA, Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance
Patrick Dinolfo's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Bassich and Associates, Inc. January 2008 - July 2014
Pillsbury Winthrop Shaw Pittman 2007 - 2008
Skills
Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
The George Washington University 2003 — 2007
BA, Political Science, English
Houlihan Lokey July 2014 - Present
Bassich and Associates, Inc. January 2008 - July 2014
Pillsbury Winthrop Shaw Pittman 2007 - 2008
Skills
Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
The George Washington University 2003 — 2007
BA, Political Science, English
Cory Daugard's Houlihan Lokey Experience January 2014 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2014 - Present
RBC Capital Markets August 2005 - November 2013
Huron Consulting Group August 2002 - August 2005
Andersen Corporate Finance November 1998 - July 2002
Skills
Business Valuation, Mergers, Private Equity, Restructuring, Valuation, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance
Education
Texas A&M University 1989 — 1994
Bachelors, Accounting and Finance
Houlihan Lokey January 2014 - Present
RBC Capital Markets August 2005 - November 2013
Huron Consulting Group August 2002 - August 2005
Andersen Corporate Finance November 1998 - July 2002
Skills
Business Valuation, Mergers, Private Equity, Restructuring, Valuation, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance
Education
Texas A&M University 1989 — 1994
Bachelors, Accounting and Finance
Jacob Saour's Houlihan Lokey Experience March 2007 - April 2010
Job Associate Director at Cushman & Wakefield of Texas
Industry Real Estate
Experience
Cushman & Wakefield July 2010 - Present
Houlihan Lokey March 2007 - April 2010
Skills
Valuation, Financial Modeling, Capital Markets, M&A experience, DCF, Due Diligence
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), English
Texas A&M University - Mays Business School 2005 — 2006
Master's degree, Real Estate
Cushman & Wakefield July 2010 - Present
Houlihan Lokey March 2007 - April 2010
Skills
Valuation, Financial Modeling, Capital Markets, M&A experience, DCF, Due Diligence
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), English
Texas A&M University - Mays Business School 2005 — 2006
Master's degree, Real Estate
Derrick Emmendorfer's Houlihan Lokey Experience 2011 - 2012
Job Vice President at Bank of America
Industry Investment Management
Experience
Bank of America 2014 - Present
Rovi 2014 - 2014
Ernst & Young 2013 - 2014
Houlihan Lokey 2011 - 2012
Deloitte & Touche 2010 - 2010
Raymond James 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Business Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investments, Auditing, Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Accounting, Finance & Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting Minor: Economics
Bank of America 2014 - Present
Rovi 2014 - 2014
Ernst & Young 2013 - 2014
Houlihan Lokey 2011 - 2012
Deloitte & Touche 2010 - 2010
Raymond James 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Business Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investments, Auditing, Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Accounting, Finance & Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting Minor: Economics
Lauren Madera's Houlihan Lokey Experience July 2003 - September 2004
Job Marketing at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital May 2012 - Present
Magnetar Capital October 2010 - May 2012
Man Investments September 2007 - May 2010
Man Investments September 2005 - September 2007
Man Investments September 2004 - September 2005
Houlihan Lokey July 2003 - September 2004
Skills
Financial Modeling, Management, Portfolio Management, Analysis, Hedge Funds, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Entrepreneurship & Marketing, Graduated with honors
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance
The Miami Valley School
Magnetar Capital May 2012 - Present
Magnetar Capital October 2010 - May 2012
Man Investments September 2007 - May 2010
Man Investments September 2005 - September 2007
Man Investments September 2004 - September 2005
Houlihan Lokey July 2003 - September 2004
Skills
Financial Modeling, Management, Portfolio Management, Analysis, Hedge Funds, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Entrepreneurship & Marketing, Graduated with honors
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance
The Miami Valley School
Cameron Mullen's Houlihan Lokey Experience 2008 - 2008
Job Private Equity Associate at Vector Capital
Industry Investment Management
Experience
Vector Capital August 2013 - Present
Greenhill & Co. June 2011 - July 2013
Greenhill & Co. June 2010 - August 2010
Houlihan Lokey 2008 - 2008
Skills
Economics, Stata, Financial Modeling, Financial Analysis, Excel, C++, Java, C
Education
Stanford University 2007 — 2011
BA, Economics
Vector Capital August 2013 - Present
Greenhill & Co. June 2011 - July 2013
Greenhill & Co. June 2010 - August 2010
Houlihan Lokey 2008 - 2008
Skills
Economics, Stata, Financial Modeling, Financial Analysis, Excel, C++, Java, C
Education
Stanford University 2007 — 2011
BA, Economics
Gareth Estwick's Houlihan Lokey Experience April 2006 - September 2007
Job President, SurgiRight LLC
Industry Medical Devices
Experience
SurgiRight, LLC July 2013 - Present
Topspin Sports November 2010 - Present
Auscal, Inc. July 2007 - Present
Houlihan Lokey April 2006 - September 2007
Motorsport Aftermarket Group, Inc. September 2005 - April 2006
Dexia May 2003 - July 2005
BDO Seidman, LLP November 1998 - May 2003
Skills
Valuation, Corporate Finance, Investments, Derivatives, Business Development, Financial Advisory, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking
Education
The University of Queensland 1996 — 1998
Bachelor of Commerce, Finance & Accounting
SurgiRight, LLC July 2013 - Present
Topspin Sports November 2010 - Present
Auscal, Inc. July 2007 - Present
Houlihan Lokey April 2006 - September 2007
Motorsport Aftermarket Group, Inc. September 2005 - April 2006
Dexia May 2003 - July 2005
BDO Seidman, LLP November 1998 - May 2003
Skills
Valuation, Corporate Finance, Investments, Derivatives, Business Development, Financial Advisory, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking
Education
The University of Queensland 1996 — 1998
Bachelor of Commerce, Finance & Accounting
Ion Gumeniuc's Houlihan Lokey Experience March 2009 - August 2014
Job Analyst at Hedge Fund Special Situations Investing
Industry Financial Services
Experience
Hedge Fund - Special Situations Investing August 2014 - Present
Houlihan Lokey March 2009 - August 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, BS, BA, Finance, Mathematics, Economics
Hedge Fund - Special Situations Investing August 2014 - Present
Houlihan Lokey March 2009 - August 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, BS, BA, Finance, Mathematics, Economics
Joshua Goldberg's Houlihan Lokey Experience June 2012 - August 2012
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
Burns & Wilcox December 2013 - February 2014
Philadelphia Insurance Companies July 2013 - November 2013
Northwestern Mutual May 2013 - June 2013
Houlihan Lokey June 2012 - August 2012
USI Insurance Services June 2011 - September 2011
Skills
Access, Financial Analysis, Commercial Insurance, Insurance, Liability, Property & Casualty..., Workers Compensation, Professional Liability, General Insurance, Underwriting, Casualty Insurance, Umbrella Insurance, Health Insurance, Customer Service, Brokers
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
New Comunity Jewish high School
USI Insurance Services June 2014 - Present
Burns & Wilcox December 2013 - February 2014
Philadelphia Insurance Companies July 2013 - November 2013
Northwestern Mutual May 2013 - June 2013
Houlihan Lokey June 2012 - August 2012
USI Insurance Services June 2011 - September 2011
Skills
Access, Financial Analysis, Commercial Insurance, Insurance, Liability, Property & Casualty..., Workers Compensation, Professional Liability, General Insurance, Underwriting, Casualty Insurance, Umbrella Insurance, Health Insurance, Customer Service, Brokers
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
New Comunity Jewish high School
Eric Cartier's Houlihan Lokey Experience 2004 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2004 - Present
Education
The George Washington University 2000 — 2004
Finance, General
Houlihan Lokey 2004 - Present
Education
The George Washington University 2000 — 2004
Finance, General
Bill Della Giustina, CPA's Houlihan Lokey Experience May 2013 - November 2013
Job Senior Associate at Deloitte Corporate Finance LLP
Industry Investment Banking
Experience
Deloitte Corporate Finance LLC November 2013 - Present
Houlihan Lokey May 2013 - November 2013
Deloitte June 2012 - May 2013
Deloitte September 2009 - July 2012
University of Notre Dame August 2008 - May 2009
Syracuse University 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, PowerPoint, Project Management, Private Equity, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, Internal Controls, GAAP, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master's of Science, Accountancy
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor's of Science, Accounting
Cathedral High School
Deloitte Corporate Finance LLC November 2013 - Present
Houlihan Lokey May 2013 - November 2013
Deloitte June 2012 - May 2013
Deloitte September 2009 - July 2012
University of Notre Dame August 2008 - May 2009
Syracuse University 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, PowerPoint, Project Management, Private Equity, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, Internal Controls, GAAP, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master's of Science, Accountancy
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor's of Science, Accounting
Cathedral High School
Jake Foley's Houlihan Lokey Experience Managing DirectorDeutsche Bank2005 - 2010
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey Managing DirectorDeutsche Bank2005 - 2010
Bank of America Securities 2002 - 2005
Morgan Stanley 1992 - 2002
PaineWebber 1991 - 1992
First Chicago 1988 - 1991
Skills
Capital Markets, Asset Management, Alternative Investments, Corporate Finance, Credit Analysis, Due Diligence, Equities, Financial Modeling, High Yield, Hedge Funds, Investment Banking, Investments, M&A experience, Leveraged Finance, Management, Securities, Private Equity, Portfolio Management, Mergers & Acquisitions, Venture Capital, Valuation, Bloomberg, Fixed Income, Corporate Development
Education
The University of Texas at Austin 1983 — 1988
MPA, Accounting
Houlihan Lokey Managing DirectorDeutsche Bank2005 - 2010
Bank of America Securities 2002 - 2005
Morgan Stanley 1992 - 2002
PaineWebber 1991 - 1992
First Chicago 1988 - 1991
Skills
Capital Markets, Asset Management, Alternative Investments, Corporate Finance, Credit Analysis, Due Diligence, Equities, Financial Modeling, High Yield, Hedge Funds, Investment Banking, Investments, M&A experience, Leveraged Finance, Management, Securities, Private Equity, Portfolio Management, Mergers & Acquisitions, Venture Capital, Valuation, Bloomberg, Fixed Income, Corporate Development
Education
The University of Texas at Austin 1983 — 1988
MPA, Accounting
Jarrett Arkin's Houlihan Lokey Experience July 2012 - July 2014
Job Associate at Trive Capital
Industry Financial Services
Experience
Trive Capital August 2014 - Present
Houlihan Lokey July 2012 - July 2014
Scotia Waterous June 2011 - August 2011
Shirt-Less, LLC May 2010 - July 2011
Infosurv June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Mergers, Finance, Microsoft Word, Data Analysis, Business Strategy, Business Valuation, Capital IQ, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Finance, Corportate Finance with an Accounting minor
Woodward Academy 2004 — 2008
Trive Capital August 2014 - Present
Houlihan Lokey July 2012 - July 2014
Scotia Waterous June 2011 - August 2011
Shirt-Less, LLC May 2010 - July 2011
Infosurv June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Mergers, Finance, Microsoft Word, Data Analysis, Business Strategy, Business Valuation, Capital IQ, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Finance, Corportate Finance with an Accounting minor
Woodward Academy 2004 — 2008
Chris Trachier's Houlihan Lokey Experience July 2015 - Present
Job Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
The University of Texas at Austin August 2014 - December 2014
Walmart May 2014 - August 2014
Deloitte January 2014 - March 2014
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Customer Service, Research, Data Analysis, Social Media, Financial Reporting, Public Speaking
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Accounting
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Houlihan Lokey July 2015 - Present
The University of Texas at Austin August 2014 - December 2014
Walmart May 2014 - August 2014
Deloitte January 2014 - March 2014
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Customer Service, Research, Data Analysis, Social Media, Financial Reporting, Public Speaking
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Accounting
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Graham Schindler's Houlihan Lokey Experience July 1999 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 1999 - Present
Skills
Corporate Finance, Divestitures, M, Investment Banking
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington University in St. Louis 1992 — 1993
MA, Economics
University of California, Berkeley 1988 — 1992
BA, Economics
Houlihan Lokey July 1999 - Present
Skills
Corporate Finance, Divestitures, M, Investment Banking
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Finance, Accounting
Washington University in St. Louis 1992 — 1993
MA, Economics
University of California, Berkeley 1988 — 1992
BA, Economics
Jeff Diltz's Houlihan Lokey Experience July 2010 - April 2012
Job Director at MM Properties, Inc.
Industry Real Estate
Experience
M-M Properties, Inc January 2014 - Present
Allen Harrison Company April 2012 - January 2014
Houlihan Lokey July 2010 - April 2012
Education
Texas A&M University - Mays Business School
BBA, Finance
M-M Properties, Inc January 2014 - Present
Allen Harrison Company April 2012 - January 2014
Houlihan Lokey July 2010 - April 2012
Education
Texas A&M University - Mays Business School
BBA, Finance
Brittany Williams's Houlihan Lokey Experience June 2013 - August 2013
Job Account Manager at Laird + Partners
Industry Marketing and Advertising
Experience
Rothschild July 2014 - December 2014
Houlihan Lokey June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Finance and Business Management
Mount Pisgah Christian School
Rothschild July 2014 - December 2014
Houlihan Lokey June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Finance and Business Management
Mount Pisgah Christian School
Naa Awaa Tagoe's Houlihan Lokey Experience 1997 - 2000
Job CFA, Senior Associate Director at the Federal Housing Finance Agency
Industry Financial Services
Experience
Federal Housing Finance Agency 2003 - Present
Bear Stearns & Co. 2000 - 2002
Houlihan Lokey 1997 - 2000
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Due Diligence, Fixed Income, Corporate Finance, Credit Risk, Mergers, Investment Banking, LBO, Business Valuation, Financial Risk, Financial Institutions, Banking, Corporate Governance
Education
Stanford University
Stanford University Graduate School of Business
Federal Housing Finance Agency 2003 - Present
Bear Stearns & Co. 2000 - 2002
Houlihan Lokey 1997 - 2000
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Due Diligence, Fixed Income, Corporate Finance, Credit Risk, Mergers, Investment Banking, LBO, Business Valuation, Financial Risk, Financial Institutions, Banking, Corporate Governance
Education
Stanford University
Stanford University Graduate School of Business
Josh Fanaroff's Houlihan Lokey Experience June 2010 - March 2013
Job
Industry
Experience
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
Francis (Francis Tran) Luke's Houlihan Lokey Experience October 2013 - Present
Job Presentation Specialist at Houlihan Lokey
Industry Graphic Design
Experience
Houlihan Lokey October 2013 - Present
Goldman Sachs (Williams Lea) March 2012 - June 2013
Goldman Sachs (Williams Lea) June 2006 - June 2013
Goldman Sachs (Bowne Business Solutions) July 2004 - June 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Illustrator, Presentation Design, Graphic Design, Desktop Publishing, InDesign, Adobe Creative Suite, Adobe Acrobat, Microsoft Office
Education
West Los Angeles College 2012 — 2015
Associate's degree, Accounting
The Art Institute of California-Los Angeles 2003 — 2005
Associate of Science (A.S.), Multimedia and Web Design
Houlihan Lokey October 2013 - Present
Goldman Sachs (Williams Lea) March 2012 - June 2013
Goldman Sachs (Williams Lea) June 2006 - June 2013
Goldman Sachs (Bowne Business Solutions) July 2004 - June 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Illustrator, Presentation Design, Graphic Design, Desktop Publishing, InDesign, Adobe Creative Suite, Adobe Acrobat, Microsoft Office
Education
West Los Angeles College 2012 — 2015
Associate's degree, Accounting
The Art Institute of California-Los Angeles 2003 — 2005
Associate of Science (A.S.), Multimedia and Web Design
Douglas Keller's Houlihan Lokey Experience October 2010 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2010 - Present
Lazard August 2008 - September 2010
ABN AMRO Bank N.V. January 2006 - August 2006
EY 2003 - 2005
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, Accounting, Strategy and Marketing
The Australian National University 2000 — 2004
B. Comm (hons), LLB (hons), Finance and Corporate Law
Houlihan Lokey October 2010 - Present
Lazard August 2008 - September 2010
ABN AMRO Bank N.V. January 2006 - August 2006
EY 2003 - 2005
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, Accounting, Strategy and Marketing
The Australian National University 2000 — 2004
B. Comm (hons), LLB (hons), Finance and Corporate Law
Kyle Mathews's Houlihan Lokey Experience September 2015 - Present
Job Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Citi June 2013 - August 2015
Citi May 2012 - August 2012
Altria May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Banking, Corporate Finance, Financial Analysis, Bloomberg, Valuation, Fixed Income, Credit Risk, Private Equity, PowerPoint
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Midway High School
Houlihan Lokey September 2015 - Present
Citi June 2013 - August 2015
Citi May 2012 - August 2012
Altria May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Banking, Corporate Finance, Financial Analysis, Bloomberg, Valuation, Fixed Income, Credit Risk, Private Equity, PowerPoint
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Midway High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS