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,
Houlihan Lokey List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Houlihan Lokey. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Houlihan Lokey Employees
Employee
Years
Job
Industry
Mike Saeks Mike Saeks's Houlihan Lokey Experience July 2014 - March 2015
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
Houlihan Lokey July 2014 - March 2015
University of Oregon Investment Group June 2013 - July 2014
Amazon June 2013 - December 2013
Services for Student Athletes, University of Oregon July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Financial Reporting, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
UBS Investment Bank March 2015 - Present
Houlihan Lokey July 2014 - March 2015
University of Oregon Investment Group June 2013 - July 2014
Amazon June 2013 - December 2013
Services for Student Athletes, University of Oregon July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Financial Reporting, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
Sarah Minihane Sarah Minihane's Houlihan Lokey Experience January 2005 - December 2005
Job Senior Multimedia Account Executive at UT Community Press
Industry Marketing and Advertising
Experience
The San Diego Union Tribune (Community Press) January 2012 - Present
UT San Diego April 2011 - January 2012
Republic Media April 2008 - March 2011
Republic Media April 2008 - August 2009
Accent with Flowers at the Phoenician Resort November 2007 - February 2008
E & E Exhibit Solutions May 2006 - September 2007
Houlihan Lokey January 2005 - December 2005
Commercial Programming Systems October 1999 - October 2004
Skills
Online Advertising, Digital Marketing, Advertising, Digital Media, Email Marketing, Marketing, SEO, Press Releases, Account Management, Selling, Sales, New Business Development, Newsletters, Event Management, Management, Sales Operations, Cold Calling, Social Media Marketing, Media Buying, Advertising Sales, Social Media
Education
University of Redlands 1995 — 1998
Bachelor of Arts, English, Professional Writing
University of Oxford 1997 — 1997
English Literature (British and Commonwealth), Semester Abroad
The San Diego Union Tribune (Community Press) January 2012 - Present
UT San Diego April 2011 - January 2012
Republic Media April 2008 - March 2011
Republic Media April 2008 - August 2009
Accent with Flowers at the Phoenician Resort November 2007 - February 2008
E & E Exhibit Solutions May 2006 - September 2007
Houlihan Lokey January 2005 - December 2005
Commercial Programming Systems October 1999 - October 2004
Skills
Online Advertising, Digital Marketing, Advertising, Digital Media, Email Marketing, Marketing, SEO, Press Releases, Account Management, Selling, Sales, New Business Development, Newsletters, Event Management, Management, Sales Operations, Cold Calling, Social Media Marketing, Media Buying, Advertising Sales, Social Media
Education
University of Redlands 1995 — 1998
Bachelor of Arts, English, Professional Writing
University of Oxford 1997 — 1997
English Literature (British and Commonwealth), Semester Abroad
Alex Melnyk Alex Melnyk's Houlihan Lokey Experience 2010 - 2012
Job President and CEO at New Horizons Healthcare, Inc
Industry Hospital & Health Care
Experience
New Horizons Healthcare, Inc 2012 - Present
Houlihan Lokey 2010 - 2012
Apjohn Ventures 2009 - 2010
Houlihan Lokey 2004 - 2007
Horizon Capital 2002 - 2004
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Sales, Healthcare, Financial Modeling, Program Management, Valuation, Management Consulting, Strategic Planning, Corporate Finance, Cross-functional Team..., Leadership, Management, Financial Analysis, Strategy, Business Strategy, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship and Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science in Finance
National Outdoor Leadership School
New Horizons Healthcare, Inc 2012 - Present
Houlihan Lokey 2010 - 2012
Apjohn Ventures 2009 - 2010
Houlihan Lokey 2004 - 2007
Horizon Capital 2002 - 2004
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Sales, Healthcare, Financial Modeling, Program Management, Valuation, Management Consulting, Strategic Planning, Corporate Finance, Cross-functional Team..., Leadership, Management, Financial Analysis, Strategy, Business Strategy, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship and Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science in Finance
National Outdoor Leadership School
Samuel Stringer Samuel Stringer's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
i2E, Inc. Proof of Concept Center January 2014 - May 2014
Center for the Creation of Economic Wealth August 2013 - December 2013
Houlihan Lokey June 2013 - August 2013
i2E, Inc. Proof of Concept Center April 2013 - May 2013
University of Oklahoma Office of Technology Development October 2012 - May 2013
i2E, Inc February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Entrepreneurship, Data Analysis
Education
Price College of Business 2010 — 2014
Bachelor of Business Administration, Finance and Entrepreneurship
University of Oklahoma 2010 — 2014
Casady High School 2006 — 2010
High School
Houlihan Lokey July 2014 - Present
i2E, Inc. Proof of Concept Center January 2014 - May 2014
Center for the Creation of Economic Wealth August 2013 - December 2013
Houlihan Lokey June 2013 - August 2013
i2E, Inc. Proof of Concept Center April 2013 - May 2013
University of Oklahoma Office of Technology Development October 2012 - May 2013
i2E, Inc February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Entrepreneurship, Data Analysis
Education
Price College of Business 2010 — 2014
Bachelor of Business Administration, Finance and Entrepreneurship
University of Oklahoma 2010 — 2014
Casady High School 2006 — 2010
High School
Alec Haahr Alec Haahr's Houlihan Lokey Experience July 2015 - Present
Job Financial Analyst Financial Restructuring Group at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Houlihan Lokey June 2014 - August 2014
University of Minnesota August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
MetaBank May 2012 - August 2012
Toys R Us June 2011 - August 2011
Kristi Noem for Congress June 2010 - November 2010
Skills
Budgets, Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Forecasting, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Accounting and Finance, Junior
Houlihan Lokey July 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Houlihan Lokey June 2014 - August 2014
University of Minnesota August 2013 - December 2013
Raymond James Financial Inc. June 2013 - August 2013
MetaBank May 2012 - August 2012
Toys R Us June 2011 - August 2011
Kristi Noem for Congress June 2010 - November 2010
Skills
Budgets, Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Forecasting, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Accounting and Finance, Junior
David Lorenc David Lorenc's Houlihan Lokey Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2015 - Present
Houlihan Lokey June 2015 - Present
TIAA-CREF June 2014 - August 2014
Private Wealth Management Firm May 2013 - August 2013
EY July 2013 - July 2013
Skills
Finance, Financial Analysis, Bloomberg, Morningstar Direct, Data Analysis, Research, Financial Modeling, Business Valuation
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (B.S.), Finance, Accountancy
Hinsdale Central High School 2009 — 2012
High School
Houlihan Lokey August 2015 - Present
Houlihan Lokey June 2015 - Present
TIAA-CREF June 2014 - August 2014
Private Wealth Management Firm May 2013 - August 2013
EY July 2013 - July 2013
Skills
Finance, Financial Analysis, Bloomberg, Morningstar Direct, Data Analysis, Research, Financial Modeling, Business Valuation
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (B.S.), Finance, Accountancy
Hinsdale Central High School 2009 — 2012
High School
Andrew McDonald Andrew McDonald's Houlihan Lokey Experience November 2010 - August 2013
Job Equity Research Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
Kate Edwards Winkler Kate Edwards Winkler's Houlihan Lokey Experience March 2014 - Present
Job Vice President Global Technology Group at Houlihan Lokey
Industry Computer Software
Experience
Houlihan Lokey March 2014 - Present
ArchPoint Partners August 2010 - March 2014
Jentro Technologies GmbH August 2007 - July 2010
CenterPost Communications June 2004 - June 2007
BEZ Systems 2002 - 2004
CCC Information Services 2000 - 2002
Playboy.com 1998 - 2000
Giant Step 1997 - 2000
Arthur Anderson 1995 - 1997
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Houlihan Lokey March 2014 - Present
ArchPoint Partners August 2010 - March 2014
Jentro Technologies GmbH August 2007 - July 2010
CenterPost Communications June 2004 - June 2007
BEZ Systems 2002 - 2004
CCC Information Services 2000 - 2002
Playboy.com 1998 - 2000
Giant Step 1997 - 2000
Arthur Anderson 1995 - 1997
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Alexander Ryan Alexander Ryan's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Harris Williams & Co. June 2013 - July 2014
Harris Williams & Co. May 2012 - August 2012
Northland Capital Markets April 2011 - June 2012
Skills
Corporate Finance, Financial Modeling, Investments, Analysis, Financial Analysis, Career Development..., Process Improvement, Equity Research, Valuation, Mergers & Acquisitions, Economics, Competitive Analysis, Access, M&A experience, Capital Markets, Venture Capital, Corporate Development, Private Equity, Due Diligence, LBO, DCF, Investment Banking, Strategic Financial..., Finance, Series 7, Animals, Equities, Hair, Window Treatments, Jewelry Design, Quantitative Analytics, Novels, Getting The Job Done, Bloomberg, Swimming, Manipulation Under..., Pickles
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance
Houlihan Lokey July 2014 - Present
Harris Williams & Co. June 2013 - July 2014
Harris Williams & Co. May 2012 - August 2012
Northland Capital Markets April 2011 - June 2012
Skills
Corporate Finance, Financial Modeling, Investments, Analysis, Financial Analysis, Career Development..., Process Improvement, Equity Research, Valuation, Mergers & Acquisitions, Economics, Competitive Analysis, Access, M&A experience, Capital Markets, Venture Capital, Corporate Development, Private Equity, Due Diligence, LBO, DCF, Investment Banking, Strategic Financial..., Finance, Series 7, Animals, Equities, Hair, Window Treatments, Jewelry Design, Quantitative Analytics, Novels, Getting The Job Done, Bloomberg, Swimming, Manipulation Under..., Pickles
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance
Dana Carl Knowlton's Houlihan Lokey Experience 2007 - 2008
Job Vice President at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance 2011 - Present
Wells Fargo 2010 - 2010
Wells Fargo 2008 - 2010
Houlihan Lokey 2007 - 2008
TerraVest Capital / Nicollet Capital Partners 2006 - 2007
University Capital Strategies Group 2005 - 2006
Skills
Credit Analysis, Valuation, Asset Management, Mergers & Acquisitions, Mergers, Credit, Portfolio Management, Private Equity, Finance, Investments, Credit Risk, Financial Structuring, Venture Capital, Investment Banking, Hedge Funds, Financial Modeling
Education
University of Minnesota-Twin Cities 2003 — 2007
Finance, High Honors
Centres for Academic Programmes Abroad (CAPA) - London 2005 — 2005
Finance
Wells Fargo Capital Finance 2011 - Present
Wells Fargo 2010 - 2010
Wells Fargo 2008 - 2010
Houlihan Lokey 2007 - 2008
TerraVest Capital / Nicollet Capital Partners 2006 - 2007
University Capital Strategies Group 2005 - 2006
Skills
Credit Analysis, Valuation, Asset Management, Mergers & Acquisitions, Mergers, Credit, Portfolio Management, Private Equity, Finance, Investments, Credit Risk, Financial Structuring, Venture Capital, Investment Banking, Hedge Funds, Financial Modeling
Education
University of Minnesota-Twin Cities 2003 — 2007
Finance, High Honors
Centres for Academic Programmes Abroad (CAPA) - London 2005 — 2005
Finance
Eric Samuels's Houlihan Lokey Experience Food & Beverage GroupValuation Services InternGrant Thornton LLPMay 2013 - August 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey Food & Beverage GroupValuation Services InternGrant Thornton LLPMay 2013 - August 2013
FTI Consulting May 2012 - August 2012
Clinical Resource Network May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Social Media, Spanish, Social Networking, Accounting, Marketing Research, Microsoft Word, Public Speaking, Research, Leadership, Market Research, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Master's degree, Accounting
Houlihan Lokey Food & Beverage GroupValuation Services InternGrant Thornton LLPMay 2013 - August 2013
FTI Consulting May 2012 - August 2012
Clinical Resource Network May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Social Media, Spanish, Social Networking, Accounting, Marketing Research, Microsoft Word, Public Speaking, Research, Leadership, Market Research, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Master's degree, Accounting
Chelsey Manhart's Houlihan Lokey Experience March 2013 - Present
Job Copy Editor at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey March 2013 - Present
Pinnacle Bank January 2010 - February 2013
Meredith Corporation June 2009 - January 2010
Skills
Public Relations, Copywriting, Copy Editing, Editing, Research, Proofreading, Email Marketing
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Journalism, News-editorial
Houlihan Lokey March 2013 - Present
Pinnacle Bank January 2010 - February 2013
Meredith Corporation June 2009 - January 2010
Skills
Public Relations, Copywriting, Copy Editing, Editing, Research, Proofreading, Email Marketing
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Journalism, News-editorial
Benjamin Altman's Houlihan Lokey Experience June 2014 - August 2014
Job Incoming Analyst Moelis
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - August 2014
Optima Tax Relief July 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2013 - July 2013
Interactive Brokers July 2011 - August 2012
Boehringer Ingelheim June 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
Bachelor of Applied Science (B.A.Sc.)
Wharton School of Business 2011 — 2015
Bachelor of Science (B.S.)
Danbury High School 2007 — 2011
Houlihan Lokey June 2014 - August 2014
Optima Tax Relief July 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2013 - July 2013
Interactive Brokers July 2011 - August 2012
Boehringer Ingelheim June 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
Bachelor of Applied Science (B.A.Sc.)
Wharton School of Business 2011 — 2015
Bachelor of Science (B.S.)
Danbury High School 2007 — 2011
Ryan Domyancic, CFA Ryan Domyancic, CFA's Houlihan Lokey Experience July 2010 - August 2011
Job Equity Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
Jerry Gao's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
The University of Iowa - Krause Fund January 2013 - May 2013
The National Advanced Driving Simulator October 2011 - May 2012
Education
University of Iowa 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering, Minor in Mathematics, GPA: 4.00/4.00, with Highest Distinction and University Honors
West High School 2006 — 2010
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
The University of Iowa - Krause Fund January 2013 - May 2013
The National Advanced Driving Simulator October 2011 - May 2012
Education
University of Iowa 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering, Minor in Mathematics, GPA: 4.00/4.00, with Highest Distinction and University Honors
West High School 2006 — 2010
Justin Rofel Justin Rofel's Houlihan Lokey Experience April 2013 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2013 - Present
Education
University of Colorado Boulder 2002 — 2006
Bachelor's Degree, Finance, General
The Gilman School 1998 — 2002
High School
Houlihan Lokey April 2013 - Present
Education
University of Colorado Boulder 2002 — 2006
Bachelor's Degree, Finance, General
The Gilman School 1998 — 2002
High School
Jacob Liudahl Jacob Liudahl's Houlihan Lokey Experience January 2015 - Present
Job Consultant at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey January 2015 - Present
Bridge Strategy Group October 2014 - January 2015
ProQuest June 2013 - August 2013
Chrysler Group LLC March 2013 - May 2013
Nebraska Department of Labor May 2009 - June 2012
Skills
Strategy, Data Analysis, Business Strategy, Research, Financial Analysis, Strategic Thinking, Editing, Public Speaking, Analysis, Team Leadership, Product Development, Management, Strategic Planning, Market Research, Project Management, Competitive Analysis, Graphic Design, Business Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Finance
Houlihan Lokey January 2015 - Present
Bridge Strategy Group October 2014 - January 2015
ProQuest June 2013 - August 2013
Chrysler Group LLC March 2013 - May 2013
Nebraska Department of Labor May 2009 - June 2012
Skills
Strategy, Data Analysis, Business Strategy, Research, Financial Analysis, Strategic Thinking, Editing, Public Speaking, Analysis, Team Leadership, Product Development, Management, Strategic Planning, Market Research, Project Management, Competitive Analysis, Graphic Design, Business Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Finance
Melissa Victoria Vallejo Melissa Victoria Vallejo's Houlihan Lokey Experience 1999 - 2002
Job Executive Administrative Assistant
Industry Civil Engineering
Experience
CH2M HILL 2003 - 2014
Dean Foods 2002 - 2003
Houlihan Lokey 1999 - 2002
Skills
Adobe Professional, Adobe Acrobat, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet Explorer, Live Meeting, Outlook, Access, SharePoint, ProjectWise, Primavera P6, Office Administration, Office Management, Accounting Applications, Word Processing, Document Control, Data Entry, Publishing, Reprographics, Expense Reports, Travel Arrangements, Event Planning, Meeting Facilitation, Meeting Planning, Internet Research, Supply Ordering, Proposal Preparation, Bid Specifications, Submittals, Presentations, Document Management
Education
University of North Texas
CH2M HILL 2003 - 2014
Dean Foods 2002 - 2003
Houlihan Lokey 1999 - 2002
Skills
Adobe Professional, Adobe Acrobat, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet Explorer, Live Meeting, Outlook, Access, SharePoint, ProjectWise, Primavera P6, Office Administration, Office Management, Accounting Applications, Word Processing, Document Control, Data Entry, Publishing, Reprographics, Expense Reports, Travel Arrangements, Event Planning, Meeting Facilitation, Meeting Planning, Internet Research, Supply Ordering, Proposal Preparation, Bid Specifications, Submittals, Presentations, Document Management
Education
University of North Texas
Sanket Merchant's Houlihan Lokey Experience April 2013 - Present
Job Software & Technology Investment Banker at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2013 - Present
FactSet Research Systems January 2012 - April 2013
First Data Merchant Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Research, Microsoft Word, Analysis, Databases, Valuation, Corporate Finance, Quantitative Finance, FactSet, Data Modeling, Economics, Financial Econometrics, PowerPoint, Finance, Equities, Bloomberg, CRM, Investment Banking, Salesforce.com, Investments, Fixed Income, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Accounting, Banking, Analytics, VBA
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Houlihan Lokey April 2013 - Present
FactSet Research Systems January 2012 - April 2013
First Data Merchant Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Research, Microsoft Word, Analysis, Databases, Valuation, Corporate Finance, Quantitative Finance, FactSet, Data Modeling, Economics, Financial Econometrics, PowerPoint, Finance, Equities, Bloomberg, CRM, Investment Banking, Salesforce.com, Investments, Fixed Income, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Accounting, Banking, Analytics, VBA
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
charmel catrell's Houlihan Lokey Experience July 2012 - September 2012
Job Independent Entertainment Professional
Industry Entertainment
Experience
Hospitality/ Food & BeveragePalazzo East January 2014 - January 2014
AKA Beverly Hills January 2012 - January 2014
Houlihan Lokey July 2012 - September 2012
Group Health Cooperative January 2007 - January 2011
Cut by Wolfgang Puck January 2006 - January 2007
The Roosevelt Hotel January 2005 - January 2005
Mondrian Hotel January 2004 - January 2005
W Hotels January 2002 - January 2003
Skills
Entertainment, Acting, Commercials, Television, Film, Feature Films, Voice Over, Film Production, Theatre, Screenwriting, Comedy, Stage, Short Films, Music, Video Production
Education
University of Missouri-Saint Louis 1999 — 2000
Associate's degree, Communication and Media Studies
Oliver Wendell Holmes Senior High School
High School Diploma
University of Missouri
Associates Degree
Hospitality/ Food & BeveragePalazzo East January 2014 - January 2014
AKA Beverly Hills January 2012 - January 2014
Houlihan Lokey July 2012 - September 2012
Group Health Cooperative January 2007 - January 2011
Cut by Wolfgang Puck January 2006 - January 2007
The Roosevelt Hotel January 2005 - January 2005
Mondrian Hotel January 2004 - January 2005
W Hotels January 2002 - January 2003
Skills
Entertainment, Acting, Commercials, Television, Film, Feature Films, Voice Over, Film Production, Theatre, Screenwriting, Comedy, Stage, Short Films, Music, Video Production
Education
University of Missouri-Saint Louis 1999 — 2000
Associate's degree, Communication and Media Studies
Oliver Wendell Holmes Senior High School
High School Diploma
University of Missouri
Associates Degree
William (BJ) Roth's Houlihan Lokey Experience February 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
McGladrey October 2014 - January 2015
McGladrey July 2012 - September 2014
Dunham Woods Riding Club March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Analysis, Financial Accounting, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Accountancy
Houlihan Lokey February 2015 - Present
McGladrey October 2014 - January 2015
McGladrey July 2012 - September 2014
Dunham Woods Riding Club March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Analysis, Financial Accounting, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Accountancy
Michael Barack's Houlihan Lokey Experience July 2013 - October 2014
Job Investment Banking Analyst, Nomura
Industry Investment Banking
Experience
Nomura October 2014 - Present
Houlihan Lokey July 2013 - October 2014
University of Michigan August 2008 - April 2013
Alidade Capital, LLC May 2011 - August 2011
Alidade Capital 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Blogging, Social Media, Facebook, Research, Photoshop, Marketing Communications, Microsoft Word, Teamwork, Financial Analysis, Data Analysis, Mergers & Acquisitions, Financial Modeling, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Nomura October 2014 - Present
Houlihan Lokey July 2013 - October 2014
University of Michigan August 2008 - April 2013
Alidade Capital, LLC May 2011 - August 2011
Alidade Capital 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Blogging, Social Media, Facebook, Research, Photoshop, Marketing Communications, Microsoft Word, Teamwork, Financial Analysis, Data Analysis, Mergers & Acquisitions, Financial Modeling, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Richard Eddison's Houlihan Lokey Experience May 2014 - June 2015
Job Associate at GoldPoint Partners
Industry Venture Capital & Private Equity
Experience
GoldPoint Partners LLC August 2015 - Present
Houlihan Lokey May 2014 - June 2015
Green Manning & Bunch April 2013 - April 2014
Green Manning & Bunch April 2011 - April 2013
Cast & Crew Entertainment Services August 2009 - April 2011
Skills
Financial Modeling, Leveraged Finance, Business Valuation, M&A experience, Strategic Advisory, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
BSBA, Finance, Management
King Edward VI School, Southampton 1998 — 2005
GoldPoint Partners LLC August 2015 - Present
Houlihan Lokey May 2014 - June 2015
Green Manning & Bunch April 2013 - April 2014
Green Manning & Bunch April 2011 - April 2013
Cast & Crew Entertainment Services August 2009 - April 2011
Skills
Financial Modeling, Leveraged Finance, Business Valuation, M&A experience, Strategic Advisory, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
BSBA, Finance, Management
King Edward VI School, Southampton 1998 — 2005
Stephen Elsasser's Houlihan Lokey Experience July 1997 - September 1999
Job CFO
Industry Retail
Experience
Sears Holdings Corporation January 2012 - Present
Brightstar July 2008 - December 2011
JHL Capital Group LLC September 2007 - July 2008
Sears Holdings Corporation January 2004 - September 2007
Citadel Investment Group September 1999 - January 2004
Houlihan Lokey July 1997 - September 1999
Skills
Leadership, Strategic Planning, Cross-functional Team..., Financial Modeling, Financial Analysis, Analytics, Management, Valuation, Forecasting, Analysis, Strategic Finance, Finance, Sales, Corporate Finance, Process Improvement, Mergers & Acquisitions, Strategy
Education
University of Iowa 1993 — 1997
Business Administration; Summa Cum Laude, Finance
Sears Holdings Corporation January 2012 - Present
Brightstar July 2008 - December 2011
JHL Capital Group LLC September 2007 - July 2008
Sears Holdings Corporation January 2004 - September 2007
Citadel Investment Group September 1999 - January 2004
Houlihan Lokey July 1997 - September 1999
Skills
Leadership, Strategic Planning, Cross-functional Team..., Financial Modeling, Financial Analysis, Analytics, Management, Valuation, Forecasting, Analysis, Strategic Finance, Finance, Sales, Corporate Finance, Process Improvement, Mergers & Acquisitions, Strategy
Education
University of Iowa 1993 — 1997
Business Administration; Summa Cum Laude, Finance
Bradley Mintz Bradley Mintz's Houlihan Lokey Experience June 2014 - August 2014
Job Compliance Analyst at California United Bank
Industry Higher Education
Experience
California United Bank August 2015 - Present
Emory University September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Princess Cruises June 2013 - August 2013
California United Bank` July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Classical Music, Corporate Finance, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor’s Degree, Finance, Real Estate
University of Economics, Prague 2013 — 2013
Finance, General, Junior
California United Bank August 2015 - Present
Emory University September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Princess Cruises June 2013 - August 2013
California United Bank` July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Classical Music, Corporate Finance, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor’s Degree, Finance, Real Estate
University of Economics, Prague 2013 — 2013
Finance, General, Junior
Arthur Rybak Arthur Rybak's Houlihan Lokey Experience May 2013 - August 2013
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Houlihan Lokey May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Financial Analysis, Investment Banking, Financial Modeling, Strategic Financial..., Valuation
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Parkway North High School 2006 — 2010
Robert W. Baird & Co. July 2014 - Present
Houlihan Lokey May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Financial Analysis, Investment Banking, Financial Modeling, Strategic Financial..., Valuation
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Parkway North High School 2006 — 2010
Peter Hans Hirschboeck, P.E.'s Houlihan Lokey Experience February 2014 - Present
Job Associate at Houlihan Lokey Strategic Consulting
Industry Utilities
Experience
Houlihan Lokey February 2014 - Present
The University of Chicago March 2014 - Present
TransMarket Group, L.L.C. June 2012 - February 2014
BeanJoy / Peter Asher Coffee Inc. January 2010 - January 2014
Navigant Consulting September 2007 - June 2012
Proprietary Trading Firm May 2011 - August 2011
Sempra Energy May 2005 - August 2007
Illinois Department of Natural Resources April 2004 - December 2005
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Risk Management, Energy, Microsoft Excel, Statistics, Analysis, Project Management, Trading, Electronic Trading, Power Plants, Power Generation, Natural Gas, Power Transmission, Power Trading, Quantitative Finance, Coffee, Specialty Coffee, Coffee Roasting, Coffee Shops
Education
University of Chicago 2011 — 2012
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Electrical Engineering
Houlihan Lokey February 2014 - Present
The University of Chicago March 2014 - Present
TransMarket Group, L.L.C. June 2012 - February 2014
BeanJoy / Peter Asher Coffee Inc. January 2010 - January 2014
Navigant Consulting September 2007 - June 2012
Proprietary Trading Firm May 2011 - August 2011
Sempra Energy May 2005 - August 2007
Illinois Department of Natural Resources April 2004 - December 2005
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Risk Management, Energy, Microsoft Excel, Statistics, Analysis, Project Management, Trading, Electronic Trading, Power Plants, Power Generation, Natural Gas, Power Transmission, Power Trading, Quantitative Finance, Coffee, Specialty Coffee, Coffee Roasting, Coffee Shops
Education
University of Chicago 2011 — 2012
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Electrical Engineering
Tina Maher Tina Maher's Houlihan Lokey Experience January 2012 - July 2012
Job Account Manager at deviantART, Inc.
Industry Online Media
Experience
deviantART, Inc. January 2014 - Present
deviantART, Inc. July 2012 - December 2013
Houlihan Lokey January 2012 - July 2012
Eurest @ Google June 2011 - January 2012
Google May 2009 - June 2011
NY1 News November 2008 - March 2009
USTA July 2008 - September 2008
NBA - Washington Wizards November 2007 - June 2008
Wake Forest University Sports Department August 2005 - May 2007
Skills
Excel, Word, PowerPoint, Quickbooks, Facilities Management, Event Planning, Expense Reports
Education
Wake Forest University 2003 — 2007
BS, Business
University of Limerick 2006 — 2006
deviantART, Inc. January 2014 - Present
deviantART, Inc. July 2012 - December 2013
Houlihan Lokey January 2012 - July 2012
Eurest @ Google June 2011 - January 2012
Google May 2009 - June 2011
NY1 News November 2008 - March 2009
USTA July 2008 - September 2008
NBA - Washington Wizards November 2007 - June 2008
Wake Forest University Sports Department August 2005 - May 2007
Skills
Excel, Word, PowerPoint, Quickbooks, Facilities Management, Event Planning, Expense Reports
Education
Wake Forest University 2003 — 2007
BS, Business
University of Limerick 2006 — 2006
Ronnie Grenier-Hemphill's Houlihan Lokey Experience August 2015 - Present
Job Corporate Finance Intern at Houlihan Lokey
Industry
Experience
Houlihan Lokey August 2015 - Present
IMG August 2013 - June 2015
University of Oregon April 2013 - June 2015
Wasserman Media Group May 2014 - August 2014
Bay to Breakers May 2014 - May 2014
Wasserman Media Group February 2014 - February 2014
Wasserman Media Group June 2013 - July 2013
Skills
Market Landscape..., Contract Negotiation, Sponsorship Activation, Hospitality Management, Promotions, Growth Strategies, Market Research, Microsoft Office, Adobe Creative Suite, Marketing, Microsoft Word, PowerPoint
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Bigfork High School 2007 — 2011
Houlihan Lokey August 2015 - Present
IMG August 2013 - June 2015
University of Oregon April 2013 - June 2015
Wasserman Media Group May 2014 - August 2014
Bay to Breakers May 2014 - May 2014
Wasserman Media Group February 2014 - February 2014
Wasserman Media Group June 2013 - July 2013
Skills
Market Landscape..., Contract Negotiation, Sponsorship Activation, Hospitality Management, Promotions, Growth Strategies, Market Research, Microsoft Office, Adobe Creative Suite, Marketing, Microsoft Word, PowerPoint
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Bigfork High School 2007 — 2011
Ronnie Ng's Houlihan Lokey Experience March 2003 - April 2004
Job Vice President, Fixed Income TCW
Industry Investment Management
Experience
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Benjamin Bush Benjamin Bush's Houlihan Lokey Experience June 2015 - Present
Job Corporate Finance Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
State Street Securities Valuation Center June 2013 - May 2015
United States Marine Corps May 2008 - April 2012
Skills
Corporate Finance, Leveraged Finance, Financial Analysis, Financial & Operational..., Strategic Communications, Organizational..., Equity Research, Trend Analysis
Education
University of Massachusetts Boston 2012 — 2015
Bachelor of Science in Business Management, Concentration: Finance
American Military University 2010 — 2010
General Academic Study
Falmouth High School
Houlihan Lokey June 2015 - Present
State Street Securities Valuation Center June 2013 - May 2015
United States Marine Corps May 2008 - April 2012
Skills
Corporate Finance, Leveraged Finance, Financial Analysis, Financial & Operational..., Strategic Communications, Organizational..., Equity Research, Trend Analysis
Education
University of Massachusetts Boston 2012 — 2015
Bachelor of Science in Business Management, Concentration: Finance
American Military University 2010 — 2010
General Academic Study
Falmouth High School
Austen Hufford Austen Hufford's Houlihan Lokey Experience June 2013 - August 2013
Job Markets Reporter at The Wall Street Journal
Industry
Experience
The Wall Street Journal June 2015 - Present
The Michigan Daily August 2013 - December 2014
Pacific Coast Business Times June 2014 - August 2014
Houlihan Lokey June 2013 - August 2013
The Michigan Daily December 2012 - May 2013
The Michigan Daily January 2012 - December 2012
914INC 2012 - 2012
JCC of Mid-Westchester 2012 - 2012
The Michigan Daily October 2011 - December 2011
Skills
News Writing, Video Editing, AP Style, Writing, Newspapers, Journalism, Online Journalism, Videographer, Storytelling, Videography, Information Technology, Editing, Editorial, Photography, Feature Articles, Social Media
Education
University of Michigan 2011 — 2014
Bachelor's degree, Economics
The Wall Street Journal June 2015 - Present
The Michigan Daily August 2013 - December 2014
Pacific Coast Business Times June 2014 - August 2014
Houlihan Lokey June 2013 - August 2013
The Michigan Daily December 2012 - May 2013
The Michigan Daily January 2012 - December 2012
914INC 2012 - 2012
JCC of Mid-Westchester 2012 - 2012
The Michigan Daily October 2011 - December 2011
Skills
News Writing, Video Editing, AP Style, Writing, Newspapers, Journalism, Online Journalism, Videographer, Storytelling, Videography, Information Technology, Editing, Editorial, Photography, Feature Articles, Social Media
Education
University of Michigan 2011 — 2014
Bachelor's degree, Economics
Jim Barsness Jim Barsness's Houlihan Lokey Experience July 2012 - September 2014
Job Senior Analyst at Congruent Investment Partners
Industry Venture Capital & Private Equity
Experience
Congruent Investment Partners September 2014 - Present
Houlihan Lokey July 2012 - September 2014
Houlihan Lokey July 2011 - July 2012
KPMG January 2009 - July 2011
Skills
Financial Modeling, Bloomberg, Financial Reporting, Private Equity, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence, Business Valuation, Equities, Finance, Hedge Funds, Capital Markets
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science, Finance and Accounting
Congruent Investment Partners September 2014 - Present
Houlihan Lokey July 2012 - September 2014
Houlihan Lokey July 2011 - July 2012
KPMG January 2009 - July 2011
Skills
Financial Modeling, Bloomberg, Financial Reporting, Private Equity, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence, Business Valuation, Equities, Finance, Hedge Funds, Capital Markets
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science, Finance and Accounting
Frank Karl's Houlihan Lokey Experience July 2011 - August 2013
Job Senior Associate at Kayne Anderson Senior Credit Advisors
Industry Investment Banking
Experience
Kayne Anderson Senior Credit Advisors May 2015 - Present
Kayne Anderson Senior Credit Advisors September 2013 - Present
Houlihan Lokey July 2011 - August 2013
GE Capital May 2010 - August 2010
Skills
Restructuring, Finance, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Due Diligence, Capital Markets, Fixed Income, Investments, Portfolio Management, Bloomberg Terminal, Mergers & Acquisitions, Capital IQ
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Kayne Anderson Senior Credit Advisors May 2015 - Present
Kayne Anderson Senior Credit Advisors September 2013 - Present
Houlihan Lokey July 2011 - August 2013
GE Capital May 2010 - August 2010
Skills
Restructuring, Finance, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Due Diligence, Capital Markets, Fixed Income, Investments, Portfolio Management, Bloomberg Terminal, Mergers & Acquisitions, Capital IQ
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Alice Shang's Houlihan Lokey Experience June 2015 - August 2015
Job Student at University of Michigan, Ross School of Business
Industry Investment Banking
Experience
University of Michigan Ross School of Business September 2015 - Present
University of Michigan Ross School of Business September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Quicken Loans May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Public Speaking, PowerPoint, Leadership, Social Media, Financial Analysis, Investment Banking, Customer Service, Research, Photoshop, Event Planning, Matlab, Teamwork, C++
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
University of Michigan Ross School of Business September 2015 - Present
University of Michigan Ross School of Business September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Quicken Loans May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Public Speaking, PowerPoint, Leadership, Social Media, Financial Analysis, Investment Banking, Customer Service, Research, Photoshop, Event Planning, Matlab, Teamwork, C++
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
Tyler Huez's Houlihan Lokey Experience July 2013 - July 2015
Job Private Equity Associate at L Squared Capital Partners
Industry Venture Capital & Private Equity
Experience
L Squared Capital Partners August 2015 - Present
Houlihan Lokey July 2013 - July 2015
Houlihan Lokey May 2012 - August 2012
Arch Events Inc. June 2011 - September 2011
Skills
Team Leadership, Listening Skills, Excel, Problem Solving, Attention To Detail, Business Ethics, LBO, Mergers, Acquisitions, Corporate Finance, Middle Market, Financial Modeling, Leveraged Finance, Mergers, Microsoft Excel, Valuation, Business Valuation, Private Equity, Investment Banking, Capital IQ, Bloomberg, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Missouri-Columbia 2009 — 2013
BSBA, Finance & Banking and Economics
L Squared Capital Partners August 2015 - Present
Houlihan Lokey July 2013 - July 2015
Houlihan Lokey May 2012 - August 2012
Arch Events Inc. June 2011 - September 2011
Skills
Team Leadership, Listening Skills, Excel, Problem Solving, Attention To Detail, Business Ethics, LBO, Mergers, Acquisitions, Corporate Finance, Middle Market, Financial Modeling, Leveraged Finance, Mergers, Microsoft Excel, Valuation, Business Valuation, Private Equity, Investment Banking, Capital IQ, Bloomberg, Financial Analysis, Microsoft Office, Microsoft Word
Education
University of Missouri-Columbia 2009 — 2013
BSBA, Finance & Banking and Economics
Brennan Libbey's Houlihan Lokey Experience November 2012 - Present
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Robert Glucksman Robert Glucksman's Houlihan Lokey Experience January 2011 - April 2014
Job Colorado Regional Center / Waveland Ventures
Industry Financial Services
Experience
Colorado Regional Center May 2014 - Present
Houlihan Lokey January 2011 - April 2014
GHP Horwath, P.C. May 2008 - December 2010
Marsico Enterprises April 2006 - May 2008
GolfTEC January 2007 - April 2007
Davis & Ceriani May 2005 - August 2005
Davis & Ceriani, P.C. 2005 - 2005
Skills
Valuation, Financial Modeling, Due Diligence, Business Valuation, Financial Analysis, Equities, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
University of Denver - Sturm College of Law 2003 — 2005
Juris Doctorate
University of Colorado Boulder - Leeds School of Business 1999 — 2002
BS in Business Administration, Finance
Colorado Regional Center May 2014 - Present
Houlihan Lokey January 2011 - April 2014
GHP Horwath, P.C. May 2008 - December 2010
Marsico Enterprises April 2006 - May 2008
GolfTEC January 2007 - April 2007
Davis & Ceriani May 2005 - August 2005
Davis & Ceriani, P.C. 2005 - 2005
Skills
Valuation, Financial Modeling, Due Diligence, Business Valuation, Financial Analysis, Equities, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
University of Denver - Sturm College of Law 2003 — 2005
Juris Doctorate
University of Colorado Boulder - Leeds School of Business 1999 — 2002
BS in Business Administration, Finance
Brad Pickard Brad Pickard's Houlihan Lokey Experience April 2003 - August 2007
Job Managing Director Mergers & Acquisitions at Republic Partners
Industry Investment Banking
Experience
Republic Partners, Inc. July 2014 - Present
Access Value Investors January 2009 - June 2014
Houlihan Lokey April 2003 - August 2007
Wasserstein Perella & Co. January 1993 - 2003
Salomon Brothers September 1990 - January 1993
Education
The University of Chicago 1988 — 1990
MBA, Finance and Accounting
University of Michigan 1981 — 1985
BA, Economics and English
Republic Partners, Inc. July 2014 - Present
Access Value Investors January 2009 - June 2014
Houlihan Lokey April 2003 - August 2007
Wasserstein Perella & Co. January 1993 - 2003
Salomon Brothers September 1990 - January 1993
Education
The University of Chicago 1988 — 1990
MBA, Finance and Accounting
University of Michigan 1981 — 1985
BA, Economics and English
Amanda Harris Amanda Harris's Houlihan Lokey Experience June 2014 - August 2014
Job
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - August 2014
Long Point Capital June 2013 - August 2013
Resonant Venture Partners May 2012 - June 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.)
University of Michigan 2011 — 2015
Farmington High School 2008 — 2011
Houlihan Lokey June 2014 - August 2014
Long Point Capital June 2013 - August 2013
Resonant Venture Partners May 2012 - June 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.)
University of Michigan 2011 — 2015
Farmington High School 2008 — 2011
Trey Marinello Trey Marinello's Houlihan Lokey Experience May 2013 - Present
Job Vice President, Healthcare Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2013 - Present
Berkery, Noyes & Co. October 2010 - May 2013
National Securities Corp. April 2007 - October 2010
Skills
Mergers, Financial Modeling, Investment Banking, Valuation, LBO, Corporate Finance, Financial Analysis, M&A experience, Private Placements, Mergers & Acquisitions, Financial Services, Private Equity, Restructuring, Venture Capital
Education
University of Colorado Boulder
B.A., Economics
Houlihan Lokey May 2013 - Present
Berkery, Noyes & Co. October 2010 - May 2013
National Securities Corp. April 2007 - October 2010
Skills
Mergers, Financial Modeling, Investment Banking, Valuation, LBO, Corporate Finance, Financial Analysis, M&A experience, Private Placements, Mergers & Acquisitions, Financial Services, Private Equity, Restructuring, Venture Capital
Education
University of Colorado Boulder
B.A., Economics
Stewart Carlin's Houlihan Lokey Experience October 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2015 - Present
Neal Communities of Southwest Florida, Inc. June 2012 - October 2015
Concordius Capital Advisors, LLC October 2014 - September 2015
Fiducia Insurance June 2013 - September 2015
Johnson & Johnson - McNeil Consumer Healthcare June 2011 - June 2012
Johnson & Johnson Corporate Development June 2010 - June 2011
Johnson & Johnson June 2009 - August 2009
Chicago Steel Hockey June 2005 - August 2006
Sioux Falls Stampede June 2003 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Houlihan Lokey October 2015 - Present
Neal Communities of Southwest Florida, Inc. June 2012 - October 2015
Concordius Capital Advisors, LLC October 2014 - September 2015
Fiducia Insurance June 2013 - September 2015
Johnson & Johnson - McNeil Consumer Healthcare June 2011 - June 2012
Johnson & Johnson Corporate Development June 2010 - June 2011
Johnson & Johnson June 2009 - August 2009
Chicago Steel Hockey June 2005 - August 2006
Sioux Falls Stampede June 2003 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Austin Smith Austin Smith's Houlihan Lokey Experience October 2010 - September 2014
Job Vice President, Healthcare Group at JMP Securities
Industry Investment Banking
Experience
JMP Securities September 2014 - Present
Houlihan Lokey October 2010 - September 2014
Sports Foundation September 2009 - October 2010
BIO-IB March 2007 - November 2008
Goldsmith Agio Helms February 2006 - October 2006
BIO-IB June 2004 - July 2005
Harlem Small Business Initiative January 2004 - May 2004
Computershare Analytics June 1999 - July 2003
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Maryland College Park 1996 — 1999
BA, Economics
JMP Securities September 2014 - Present
Houlihan Lokey October 2010 - September 2014
Sports Foundation September 2009 - October 2010
BIO-IB March 2007 - November 2008
Goldsmith Agio Helms February 2006 - October 2006
BIO-IB June 2004 - July 2005
Harlem Small Business Initiative January 2004 - May 2004
Computershare Analytics June 1999 - July 2003
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Maryland College Park 1996 — 1999
BA, Economics
Roger Zhong Roger Zhong's Houlihan Lokey Experience June 2013 - August 2013
Job Analyst at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group June 2014 - Present
Houlihan Lokey June 2013 - August 2013
Walgreens June 2012 - August 2012
Education
University of Michigan 2010 — 2014
BS, Mathematics
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance
The Blackstone Group June 2014 - Present
Houlihan Lokey June 2013 - August 2013
Walgreens June 2012 - August 2012
Education
University of Michigan 2010 — 2014
BS, Mathematics
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance
Bren Hall, CFA Bren Hall, CFA's Houlihan Lokey Experience September 2011 - July 2013
Job Associate at Welsh, Carson, Anderson & Stowe
Industry Venture Capital & Private Equity
Experience
Welsh, Carson, Anderson & Stowe June 2015 - Present
Moelis Capital Partners July 2013 - June 2015
Houlihan Lokey September 2011 - July 2013
PwC August 2010 - September 2011
Skills
Valuation, Financial Modeling, DCF Valuation, Business Valuation, Private Equity, Corporate Finance, Financial Analysis, Bloomberg, Mergers & Acquisitions
Education
Wake Forest University 2009 — 2010
Master of Science in Accountancy
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science in Business Administration, Accountancy
Welsh, Carson, Anderson & Stowe June 2015 - Present
Moelis Capital Partners July 2013 - June 2015
Houlihan Lokey September 2011 - July 2013
PwC August 2010 - September 2011
Skills
Valuation, Financial Modeling, DCF Valuation, Business Valuation, Private Equity, Corporate Finance, Financial Analysis, Bloomberg, Mergers & Acquisitions
Education
Wake Forest University 2009 — 2010
Master of Science in Accountancy
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science in Business Administration, Accountancy
Harrison Grussmark Harrison Grussmark's Houlihan Lokey Experience May 2013 - Present
Job Associate at Morgan Stanley Private Equity
Industry Investment Banking
Experience
Morgan Stanley Private Equity July 2015 - Present
Houlihan Lokey May 2013 - Present
Houlihan Lokey May 2012 - August 2012
Bluestone Capital Partners June 2011 - August 2011
Morgan Joseph TriArtisan May 2010 - August 2010
Skills
Capital IQ, Entrepreneurship, Financial Accounting, DCF, Business Strategy, Hedge Funds, Financial Modeling, Strategy, Bloomberg, Venture Capital, Asset Management, Competitive Analysis, Corporate Development, Equity Valuation, Financial Reporting, Analytics, Enterprise Valuation, M&A Modeling, Thompson One, Investment Banking, Finance, Corporate Finance, M&A analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Valuation, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA in Finance and Accounting
Ransom Everglades
Morgan Stanley Private Equity July 2015 - Present
Houlihan Lokey May 2013 - Present
Houlihan Lokey May 2012 - August 2012
Bluestone Capital Partners June 2011 - August 2011
Morgan Joseph TriArtisan May 2010 - August 2010
Skills
Capital IQ, Entrepreneurship, Financial Accounting, DCF, Business Strategy, Hedge Funds, Financial Modeling, Strategy, Bloomberg, Venture Capital, Asset Management, Competitive Analysis, Corporate Development, Equity Valuation, Financial Reporting, Analytics, Enterprise Valuation, M&A Modeling, Thompson One, Investment Banking, Finance, Corporate Finance, M&A analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Valuation, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA in Finance and Accounting
Ransom Everglades
Andy Cao Andy Cao's Houlihan Lokey Experience June 2009 - August 2009
Job Investor in growing technology companies
Industry Venture Capital & Private Equity
Experience
Trident Capital July 2012 - Present
ArroHealth 2015 - Present
Citigroup July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Corridor Capital July 2008 - August 2008
Betable May 2008 - June 2008
Skills
Venture Capital, Valuation, Financial Modeling, Private Equity, Growth Equity, Start-ups, Entrepreneurship, Enterprise Software, SaaS, Data Analysis, Finance, Capital Markets, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School
B.S.e, Dual Concentration: Finance, Entrepreneurship & Innovation
University of Pennsylvania
B.S.e, Materials Science and Engineering, Minor: Math
Culver City High School
Trident Capital July 2012 - Present
ArroHealth 2015 - Present
Citigroup July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Corridor Capital July 2008 - August 2008
Betable May 2008 - June 2008
Skills
Venture Capital, Valuation, Financial Modeling, Private Equity, Growth Equity, Start-ups, Entrepreneurship, Enterprise Software, SaaS, Data Analysis, Finance, Capital Markets, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School
B.S.e, Dual Concentration: Finance, Entrepreneurship & Innovation
University of Pennsylvania
B.S.e, Materials Science and Engineering, Minor: Math
Culver City High School
Emma Sugerman Emma Sugerman's Houlihan Lokey Experience July 2008 - May 2010
Job Treasury Manager, Capital Planning at Amgen
Industry Biotechnology
Experience
Amgen July 2015 - Present
Amgen August 2014 - July 2015
Nestlé USA June 2013 - August 2013
OptumHealth November 2011 - June 2012
OptumHealth May 2010 - November 2011
Houlihan Lokey July 2008 - May 2010
Countrywide Home Loans May 2006 - August 2006
Skills
Business Strategy, Strategic Planning, Marketing Strategy, Corporate Development, Valuation, Mergers, Investment Banking, Google Analytics, Analytics, Risk Management, Mergers & Acquisitions, Leadership, Strategy, Business Planning, Management, Financial Modeling, Financial Analysis, Finance
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Harvard Westlake School 2000 — 2004
Amgen July 2015 - Present
Amgen August 2014 - July 2015
Nestlé USA June 2013 - August 2013
OptumHealth November 2011 - June 2012
OptumHealth May 2010 - November 2011
Houlihan Lokey July 2008 - May 2010
Countrywide Home Loans May 2006 - August 2006
Skills
Business Strategy, Strategic Planning, Marketing Strategy, Corporate Development, Valuation, Mergers, Investment Banking, Google Analytics, Analytics, Risk Management, Mergers & Acquisitions, Leadership, Strategy, Business Planning, Management, Financial Modeling, Financial Analysis, Finance
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Harvard Westlake School 2000 — 2004
Vinay Raj's Houlihan Lokey Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
The Wharton School August 2014 - Present
Houlihan Lokey June 2015 - August 2015
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E): Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (B.Sc.): Finance, Operations and Information Management
The Wharton School August 2014 - Present
Houlihan Lokey June 2015 - August 2015
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E): Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (B.Sc.): Finance, Operations and Information Management
Nicholas Palkovic Nicholas Palkovic's Houlihan Lokey Experience August 2010 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2010 - Present
Duff & Phelps July 2007 - August 2010
C. Cretors and Co. January 2007 - May 2007
Ruhl Forensic, Inc. 2005 - 2007
Skills
Purchase Price..., Valuation, Financial Modeling, Excel, Financial Analysis, PowerPoint, Industrial Engineering, Microsoft Excel, Business Valuation, Corporate Finance, Private Equity, Due Diligence
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Industrial and Enterprise Systems Engineering
Houlihan Lokey August 2010 - Present
Duff & Phelps July 2007 - August 2010
C. Cretors and Co. January 2007 - May 2007
Ruhl Forensic, Inc. 2005 - 2007
Skills
Purchase Price..., Valuation, Financial Modeling, Excel, Financial Analysis, PowerPoint, Industrial Engineering, Microsoft Excel, Business Valuation, Corporate Finance, Private Equity, Due Diligence
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.S., Industrial and Enterprise Systems Engineering
Josh Tanzer Josh Tanzer's Houlihan Lokey Experience April 2012 - Present
Job Managing Director; Head of Growth Equity Capital at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Lokey April 2012 - Present
Revolution Partners 2005 - 2012
Lazard Ltd. 2004 - 2005
Credit Suisse 1996 - 2003
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, M&A experience, Growth Capital, Corporate Development, Capital, Corporate Finance, Valuation, Strategy, Mergers, Strategic Partnerships
Education
University of Denver
BS - Accounting
Houlihan Lokey April 2012 - Present
Revolution Partners 2005 - 2012
Lazard Ltd. 2004 - 2005
Credit Suisse 1996 - 2003
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, M&A experience, Growth Capital, Corporate Development, Capital, Corporate Finance, Valuation, Strategy, Mergers, Strategic Partnerships
Education
University of Denver
BS - Accounting
Stephen Rhyne Stephen Rhyne's Houlihan Lokey Experience 2005 - 2005
Job AVP, Technology MBA Program at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Bank of America June 2012 - August 2012
PricewaterhouseCoopers 2006 - 2011
Houlihan Lokey 2005 - 2005
Skills
Financial Modeling, Analytics, Technology Management, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Investment Banking, Information Technology, Business Strategy, Project Management, Risk Management, Strategy, Management Consulting, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, MBA
University of Virginia 2002 — 2006
BS, Commerce
Bank of America June 2013 - Present
Bank of America June 2012 - August 2012
PricewaterhouseCoopers 2006 - 2011
Houlihan Lokey 2005 - 2005
Skills
Financial Modeling, Analytics, Technology Management, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Investment Banking, Information Technology, Business Strategy, Project Management, Risk Management, Strategy, Management Consulting, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, MBA
University of Virginia 2002 — 2006
BS, Commerce
Corwin Marbly Jr. Corwin Marbly Jr.'s Houlihan Lokey Experience 2005 - 2007
Job Wealth Management Wealth Advisor Client Associate Wells Fargo Private Bank
Industry Executive Office
Experience
Wells Fargo Private Bank November 2009 - Present
Adecco February 2009 - Present
First Dibz August 2007 - November 2009
Houlihan Lokey 2005 - 2007
Skills
Public Speaking, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Restructuring, Valuation, Financial Analysis, Corporate Development, Strategic Planning, Financial Reporting, Strategy, Event Planning
Education
University of Illinois at Chicago 1994 — 1998
Business Administration, Management and Operations
Olive-Harvey College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Information Technology
Wells Fargo Private Bank November 2009 - Present
Adecco February 2009 - Present
First Dibz August 2007 - November 2009
Houlihan Lokey 2005 - 2007
Skills
Public Speaking, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Restructuring, Valuation, Financial Analysis, Corporate Development, Strategic Planning, Financial Reporting, Strategy, Event Planning
Education
University of Illinois at Chicago 1994 — 1998
Business Administration, Management and Operations
Olive-Harvey College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Information Technology
Steven Pho Steven Pho's Houlihan Lokey Experience 2000 - 2003
Job
Industry Internet
Experience
Favor August 2015 - Present
RetailMeNot, Inc. October 2013 - June 2015
RetailMeNot, Inc. July 2012 - October 2013
RetailMeNot, Inc. April 2011 - July 2012
Thomas Weisel Partners January 2010 - April 2011
Thomas Weisel Partners August 2007 - January 2010
Broadcom June 2006 - August 2006
Thomas Weisel Partners 2004 - 2005
Houlihan Lokey 2000 - 2003
California Office of Trade and Investments 1998 - 1998
Skills
Corporate Development, New Business Development, Strategic Partnerships, Team Leadership, Mergers, Start-ups, Valuation, Internet, Social Media, E-commerce, Digital Media, Competitive Analysis, Business Strategy, Entrepreneurship, Mergers, Venture Capital, Business Valuation, Upgrades, Adjustment Of Status, Business Development
Education
University of Southern California - Marshall School of Business
MBA
University of Denver
BSBA, Finance
Favor August 2015 - Present
RetailMeNot, Inc. October 2013 - June 2015
RetailMeNot, Inc. July 2012 - October 2013
RetailMeNot, Inc. April 2011 - July 2012
Thomas Weisel Partners January 2010 - April 2011
Thomas Weisel Partners August 2007 - January 2010
Broadcom June 2006 - August 2006
Thomas Weisel Partners 2004 - 2005
Houlihan Lokey 2000 - 2003
California Office of Trade and Investments 1998 - 1998
Skills
Corporate Development, New Business Development, Strategic Partnerships, Team Leadership, Mergers, Start-ups, Valuation, Internet, Social Media, E-commerce, Digital Media, Competitive Analysis, Business Strategy, Entrepreneurship, Mergers, Venture Capital, Business Valuation, Upgrades, Adjustment Of Status, Business Development
Education
University of Southern California - Marshall School of Business
MBA
University of Denver
BSBA, Finance
Michelle Wattana Michelle Wattana's Houlihan Lokey Experience June 2009 - August 2011
Job 20th Century Fox
Industry Entertainment
Experience
20th Century Fox Film July 2014 - Present
William Morris Endeavor September 2011 - July 2014
Houlihan Lokey June 2009 - August 2011
JP Morgan June 2007 - August 2007
Smith Barney 2006 - 2006
Skills
Investment Banking, Restructuring
Education
University of Pennsylvania 2005 — 2009
20th Century Fox Film July 2014 - Present
William Morris Endeavor September 2011 - July 2014
Houlihan Lokey June 2009 - August 2011
JP Morgan June 2007 - August 2007
Smith Barney 2006 - 2006
Skills
Investment Banking, Restructuring
Education
University of Pennsylvania 2005 — 2009
Erin Horan Olofson's Houlihan Lokey Experience July 2009 - July 2013
Job Associate Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2013 - Present
Houlihan Lokey July 2009 - July 2013
Houlihan Lokey July 2008 - July 2009
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance, Economics
Pioneer Investments August 2013 - Present
Houlihan Lokey July 2009 - July 2013
Houlihan Lokey July 2008 - July 2009
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance, Economics
Richard Gu Richard Gu's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Rubicon International May 2013 - August 2013
The AroundCampus Group May 2012 - August 2012
University of Michigan 2011 - 2012
Skills
Sales Presentations, Negotiation, Curriculum Mapping, Camtasia, PowerPoint, Outlook, Windows, Research, Microsoft Excel, Budget Process
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2011 — 2015
Bachelor's degree, Minor in Chinese
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Rubicon International May 2013 - August 2013
The AroundCampus Group May 2012 - August 2012
University of Michigan 2011 - 2012
Skills
Sales Presentations, Negotiation, Curriculum Mapping, Camtasia, PowerPoint, Outlook, Windows, Research, Microsoft Excel, Budget Process
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2011 — 2015
Bachelor's degree, Minor in Chinese
Deven Monga's Houlihan Lokey Experience February 2010 - August 2011
Job Experienced Investment Banker doing Business Development for M&A for Intralinks
Industry Investment Banking
Experience
Intralinks January 2013 - Present
Network of Indian Professionals of Chicago January 2015 - Present
Network of Indian Professionals of Chicago January 2014 - December 2014
Intralinks August 2011 - December 2012
Houlihan Lokey February 2010 - August 2011
ValueKnowledge July 2009 - February 2010
Duff & Phelps July 2007 - March 2009
Walgreens May 2006 - August 2006
Hospira May 2005 - August 2005
Bristol-Myers Squibb May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, LBO, DCF, Bloomberg, SaaS, Valuation, Business Development, Competitive Analysis, Equity Valuation, Mergers, Mergers & Acquisitions, Solution Selling, Building Relationships, New Business Development, Private Equity, Finance, Investments, Investment Banking, Venture Capital, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Finance, GPA: 3.94/4.0
Intralinks January 2013 - Present
Network of Indian Professionals of Chicago January 2015 - Present
Network of Indian Professionals of Chicago January 2014 - December 2014
Intralinks August 2011 - December 2012
Houlihan Lokey February 2010 - August 2011
ValueKnowledge July 2009 - February 2010
Duff & Phelps July 2007 - March 2009
Walgreens May 2006 - August 2006
Hospira May 2005 - August 2005
Bristol-Myers Squibb May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, LBO, DCF, Bloomberg, SaaS, Valuation, Business Development, Competitive Analysis, Equity Valuation, Mergers, Mergers & Acquisitions, Solution Selling, Building Relationships, New Business Development, Private Equity, Finance, Investments, Investment Banking, Venture Capital, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Finance, GPA: 3.94/4.0
Andrew Hollod Andrew Hollod's Houlihan Lokey Experience July 2007 - August 2010
Job Vice President at TZP Group
Industry Venture Capital & Private Equity
Experience
TZP Group January 2015 - Present
TZP Group September 2012 - December 2014
TZP Group September 2010 - September 2012
Houlihan Lokey July 2007 - August 2010
Houlihan Lokey June 2006 - August 2006
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Capital IQ, DCF, Business Valuation, Mezzanine, Due Diligence, Leveraged Finance, Venture Capital, Investments, Equities, Mergers, Financial Analysis, Capital Markets, Special Situations, Bloomberg, Private Placements, Corporate Development
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Banking & Finance
TZP Group January 2015 - Present
TZP Group September 2012 - December 2014
TZP Group September 2010 - September 2012
Houlihan Lokey July 2007 - August 2010
Houlihan Lokey June 2006 - August 2006
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Capital IQ, DCF, Business Valuation, Mezzanine, Due Diligence, Leveraged Finance, Venture Capital, Investments, Equities, Mergers, Financial Analysis, Capital Markets, Special Situations, Bloomberg, Private Placements, Corporate Development
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Banking & Finance
Michael Korobov Michael Korobov's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
The Daily Iowan August 2014 - May 2015
The University of Iowa January 2014 - May 2015
Houlihan Lokey June 2014 - August 2014
The University of Iowa Krause Fund January 2014 - May 2014
Principal Global Investors June 2013 - December 2013
Yesmail June 2012 - August 2012
Toshiba Medical Research Institute USA, Inc. (TMRU) June 2011 - August 2011
TennisCool Academy June 2010 - August 2010
Skills
Fluent in Russian, Proficient in Microsoft..., PowerPoint, Excel, Word, HTML, CSS Javascript, Java Web Server, Microsoft Excel, Matlab
Education
University of Iowa 2011 — 2015
Business, Finance
New Trier Township High School 2007 — 2011
Houlihan Lokey July 2015 - Present
The Daily Iowan August 2014 - May 2015
The University of Iowa January 2014 - May 2015
Houlihan Lokey June 2014 - August 2014
The University of Iowa Krause Fund January 2014 - May 2014
Principal Global Investors June 2013 - December 2013
Yesmail June 2012 - August 2012
Toshiba Medical Research Institute USA, Inc. (TMRU) June 2011 - August 2011
TennisCool Academy June 2010 - August 2010
Skills
Fluent in Russian, Proficient in Microsoft..., PowerPoint, Excel, Word, HTML, CSS Javascript, Java Web Server, Microsoft Excel, Matlab
Education
University of Iowa 2011 — 2015
Business, Finance
New Trier Township High School 2007 — 2011
Christopher Keber'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
American Capital June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
Endorse.me April 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Investment Banking, Corporate Finance, Financial Modeling, Public Speaking, Business Networking, Financial Accounting, Data Analysis, Research, Mergers & Acquisitions, Microsoft Office, Private Equity
Education
University of Notre Dame 2011 — 2015
Bachelor’s Degree, Finance, General
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
American Capital June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
Endorse.me April 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Investment Banking, Corporate Finance, Financial Modeling, Public Speaking, Business Networking, Financial Accounting, Data Analysis, Research, Mergers & Acquisitions, Microsoft Office, Private Equity
Education
University of Notre Dame 2011 — 2015
Bachelor’s Degree, Finance, General
Brian Dhingra's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry
Experience
Houlihan Lokey June 2015 - Present
Brownson, Rehmus & Foxworth June 2014 - August 2014
Quadrant 4 Software Solutions (P) Ltd June 2013 - July 2013
Loyola University Medical Center June 2012 - August 2012
Ubiquity IQ June 2012 - August 2012
Skills
Product Management, Software Project..., Mobile Devices, Java, SQL, Data Analysis, Leadership
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Mechanical Engineering & Economics (Wharton)
Latin School of Chicago 2009 — 2013
Houlihan Lokey June 2015 - Present
Brownson, Rehmus & Foxworth June 2014 - August 2014
Quadrant 4 Software Solutions (P) Ltd June 2013 - July 2013
Loyola University Medical Center June 2012 - August 2012
Ubiquity IQ June 2012 - August 2012
Skills
Product Management, Software Project..., Mobile Devices, Java, SQL, Data Analysis, Leadership
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Mechanical Engineering & Economics (Wharton)
Latin School of Chicago 2009 — 2013
Rahul Nayyar Rahul Nayyar's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey February 2012 - July 2014
Delta Air Lines June 2010 - February 2012
BlueTechWireless June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Finance, Corporate Finance, Investment Banking, Investments, PowerPoint, Microsoft Office, Data Analysis, Due Diligence, Forecasting, Accounting, Business Analysis, Financial Reporting, Mergers & Acquisitions, Risk Management, Analysis
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance, Risk Management & Insurance
Houlihan Lokey July 2014 - Present
Houlihan Lokey February 2012 - July 2014
Delta Air Lines June 2010 - February 2012
BlueTechWireless June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Finance, Corporate Finance, Investment Banking, Investments, PowerPoint, Microsoft Office, Data Analysis, Due Diligence, Forecasting, Accounting, Business Analysis, Financial Reporting, Mergers & Acquisitions, Risk Management, Analysis
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance, Risk Management & Insurance
Laurie Baruch Laurie Baruch's Houlihan Lokey Experience January 2011 - August 2012
Job Executive Assistant at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2012 - Present
Houlihan Lokey January 2011 - August 2012
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Asset Management, Corporate Development, Due Diligence, Emerging Markets, Fixed Income, Securities, Structured Finance, Venture Capital, Private Equity, Valuation
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communication and Media Studies
Villanova University School of Law
Doctor of Law (JD)
Apollo Global Management LLC August 2012 - Present
Houlihan Lokey January 2011 - August 2012
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Asset Management, Corporate Development, Due Diligence, Emerging Markets, Fixed Income, Securities, Structured Finance, Venture Capital, Private Equity, Valuation
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communication and Media Studies
Villanova University School of Law
Doctor of Law (JD)
Oliver Milone Oliver Milone's Houlihan Lokey Experience June 2015 - August 2015
Job
Industry
Experience
University of Georgia August 2012 - Present
Houlihan Lokey June 2015 - August 2015
Skills
Leadership
Education
University of Georgia - Terry College of Business 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services, Junior
University of Georgia August 2012 - Present
Houlihan Lokey June 2015 - August 2015
Skills
Leadership
Education
University of Georgia - Terry College of Business 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services, Junior
Matt Asperheim Matt Asperheim's Houlihan Lokey Experience September 2012 - June 2014
Job Associate at Aurora Capital Group
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group July 2014 - Present
Houlihan Lokey September 2012 - June 2014
Dresner Partners June 2011 - September 2012
Stone Tower Capital May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Aurora Capital Group July 2014 - Present
Houlihan Lokey September 2012 - June 2014
Dresner Partners June 2011 - September 2012
Stone Tower Capital May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Eric Stewart's Houlihan Lokey Experience June 2011 - December 2013
Job Associate Healthcare Investment Banking at Lazard
Industry Investment Banking
Experience
Lazard January 2014 - Present
Houlihan Lokey June 2011 - December 2013
Stryker Corporation May 2009 - June 2011
Education
University of Michigan 2006 — 2009
Lazard January 2014 - Present
Houlihan Lokey June 2011 - December 2013
Stryker Corporation May 2009 - June 2011
Education
University of Michigan 2006 — 2009
Jacob Smolin's Houlihan Lokey Experience June 2014 - June 2015
Job Analyst, Corporate Development at National Surgical Healthcare
Industry Financial Services
Experience
National Surgical Healthcare July 2015 - Present
Houlihan Lokey June 2014 - June 2015
Houlihan Lokey June 2013 - August 2013
Next Realty May 2012 - August 2012
Skills
Financial Modeling, Bloomberg, PowerPoint, Valuation, Investment Banking, Financial Analysis, Capital IQ, Investments, Microsoft Excel, Due Diligence, Microsoft Office, Real Estate Economics
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's, Finance
National Surgical Healthcare July 2015 - Present
Houlihan Lokey June 2014 - June 2015
Houlihan Lokey June 2013 - August 2013
Next Realty May 2012 - August 2012
Skills
Financial Modeling, Bloomberg, PowerPoint, Valuation, Investment Banking, Financial Analysis, Capital IQ, Investments, Microsoft Excel, Due Diligence, Microsoft Office, Real Estate Economics
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's, Finance
Marty Sarafa Marty Sarafa's Houlihan Lokey Experience August 1988 - December 1999
Job Managing Partner at Century Park Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Park Capital Partners December 1999 - Present
Houlihan Lokey August 1988 - December 1999
Skills
Recapitalizations, Equities, Capital, Buyouts, Private Equity, Investments, Due Diligence, Private Placements, Management Buyouts, Investment Banking, Mergers & Acquisitions, Structured Finance, LBO, Divestitures, Strategy, Finance, Middle Market, Growth Capital, Business Valuation, Corporate Development, Mezzanine, Special Situations, Valuation, Restructuring, Venture Capital, Alternative Investments, Capital Structure, Venture Financing, Capital Markets, Emerging Markets, Exit Strategies, Investor Relations, Deal Sourcing, Leveraged Finance, Acquisitions, Corporate Finance, Financial Modeling, M&A experience, Financial Structuring, Principal Investing, Debt Restructuring, IPO
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Michigan 1980 — 1984
B.S., Economics, Computer Science
Century Park Capital Partners December 1999 - Present
Houlihan Lokey August 1988 - December 1999
Skills
Recapitalizations, Equities, Capital, Buyouts, Private Equity, Investments, Due Diligence, Private Placements, Management Buyouts, Investment Banking, Mergers & Acquisitions, Structured Finance, LBO, Divestitures, Strategy, Finance, Middle Market, Growth Capital, Business Valuation, Corporate Development, Mezzanine, Special Situations, Valuation, Restructuring, Venture Capital, Alternative Investments, Capital Structure, Venture Financing, Capital Markets, Emerging Markets, Exit Strategies, Investor Relations, Deal Sourcing, Leveraged Finance, Acquisitions, Corporate Finance, Financial Modeling, M&A experience, Financial Structuring, Principal Investing, Debt Restructuring, IPO
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Michigan 1980 — 1984
B.S., Economics, Computer Science
Ben O'Connor's Houlihan Lokey Experience July 2009 - January 2011
Job Investor at Coatue Management
Industry Venture Capital & Private Equity
Experience
Coatue Management November 2014 - Present
Summit Partners August 2014 - October 2014
Summit Partners January 2011 - July 2014
Houlihan Lokey July 2009 - January 2011
Houlihan Lokey May 2008 - August 2008
Skills
Private Equity, Mergers, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Due Diligence, Investment Banking, Investments, Venture Capital, Equities, Capital Markets
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance
Coatue Management November 2014 - Present
Summit Partners August 2014 - October 2014
Summit Partners January 2011 - July 2014
Houlihan Lokey July 2009 - January 2011
Houlihan Lokey May 2008 - August 2008
Skills
Private Equity, Mergers, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Due Diligence, Investment Banking, Investments, Venture Capital, Equities, Capital Markets
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance
Reggie Dixon Reggie Dixon's Houlihan Lokey Experience June 1995 - August 1995
Job
Industry Entertainment
Experience
Sony Pictures Television February 2007 - June 2014
Sony Pictures Television (Corestaff Services) July 2006 - February 2007
Audit Integrity February 2004 - December 2005
United Way of Greater Los Angeles September 2003 - November 2003
M&O Marketing May 2001 - August 2002
Image Process Design (IPD) June 1999 - March 2001
Houlihan Lokey June 1995 - August 1995
Skills
Microsoft Word, Database Systems, No Supervision, Microsoft Excel, PowerPoint, Insurance, Time Management, Customer Service, Microsoft Office, Account Management, Event Planning, Fundraising, Management, Marketing, Marketing Strategy, Public Speaking, Sales, Social Media
Education
University of Michigan 1994 — 1999
Bachelors, Economics
High School
High School
Sony Pictures Television February 2007 - June 2014
Sony Pictures Television (Corestaff Services) July 2006 - February 2007
Audit Integrity February 2004 - December 2005
United Way of Greater Los Angeles September 2003 - November 2003
M&O Marketing May 2001 - August 2002
Image Process Design (IPD) June 1999 - March 2001
Houlihan Lokey June 1995 - August 1995
Skills
Microsoft Word, Database Systems, No Supervision, Microsoft Excel, PowerPoint, Insurance, Time Management, Customer Service, Microsoft Office, Account Management, Event Planning, Fundraising, Management, Marketing, Marketing Strategy, Public Speaking, Sales, Social Media
Education
University of Michigan 1994 — 1999
Bachelors, Economics
High School
High School
Terry Treemarcki Terry Treemarcki's Houlihan Lokey Experience 2000 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2000 - Present
Skills
Private Equity, Valuation, LBO, M&A experience, Business Valuation, Investment Banking, Financial Modeling
Education
University of Michigan 1995 — 1999
Houlihan Lokey 2000 - Present
Skills
Private Equity, Valuation, LBO, M&A experience, Business Valuation, Investment Banking, Financial Modeling
Education
University of Michigan 1995 — 1999
Jeffrey Levine Jeffrey Levine's Houlihan Lokey Experience January 2013 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Milestone Advisors October 2002 - December 2012
Bavyiew Financial 1992 - 2002
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Finance
Houlihan Lokey January 2013 - Present
Milestone Advisors October 2002 - December 2012
Bavyiew Financial 1992 - 2002
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Finance
Sven Serspinski Sven Serspinski's Houlihan Lokey Experience 1997 - 2000
Job Corporate Finance & Restructuring Department at Pension Benefit Guaranty Corporation (PBGC)
Industry Government Administration
Experience
C&J Valuation Advisors, a division of Coulter & Justus, PC November 2003 - April 2014
GVS, Ltd. 2000 - 2002
Houlihan Lokey 1997 - 2000
Lehman Brothers 1991 - 1995
Skills
Valuation, Business Valuation, Purchase Price..., Mergers, Restructuring, Debt Restructuring, Pensions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1986 — 1990
BA
C&J Valuation Advisors, a division of Coulter & Justus, PC November 2003 - April 2014
GVS, Ltd. 2000 - 2002
Houlihan Lokey 1997 - 2000
Lehman Brothers 1991 - 1995
Skills
Valuation, Business Valuation, Purchase Price..., Mergers, Restructuring, Debt Restructuring, Pensions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1986 — 1990
BA
Kasey Sime's Houlihan Lokey Experience July 2011 - July 2013
Job Associate at Stone Arch Capital
Industry Investment Management
Experience
Stone Arch Capital January 2014 - Present
UnitedHealth Group August 2013 - November 2013
Houlihan Lokey July 2011 - July 2013
Medtronic May 2010 - August 2010
Sit Investment Associates May 2008 - August 2009
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance
Stone Arch Capital January 2014 - Present
UnitedHealth Group August 2013 - November 2013
Houlihan Lokey July 2011 - July 2013
Medtronic May 2010 - August 2010
Sit Investment Associates May 2008 - August 2009
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance
Yeoten Tsui's Houlihan Lokey Experience February 2015 - August 2015
Job Litigation Paralegal at Lewis Brisbois Bisgaard & Smith LLP
Industry Investment Banking
Experience
Lewis Brisbois Bisgaard & Smith LLP August 2015 - Present
Houlihan Lokey February 2015 - August 2015
Littleton Joyce Ughetta Park & Kelly LLP August 2013 - February 2015
Bank of America September 2012 - August 2013
Steptoe & Johnson LLP May 2004 - September 2012
Skills
Chinese, Microsoft Office 2007, Adobe Acrobat, Westlaw, Lexis, PACER, iManage, Hummingbird DM, DBVisualizer, Document Review, Litigation Support, Paralegals, Legal Assistance, Litigation, Pleadings, Motions, Trials, Courts, Case Managment, AS400 system, SPSS, TextPad, PCLaw, HotDocs, Nuance, Concur, Sales Logix, Kronos
Education
University of Maryland College Park 1997 — 2003
Bachelor of Science (B.S.), Criminal Justice and Criminology/Chinese
Lewis Brisbois Bisgaard & Smith LLP August 2015 - Present
Houlihan Lokey February 2015 - August 2015
Littleton Joyce Ughetta Park & Kelly LLP August 2013 - February 2015
Bank of America September 2012 - August 2013
Steptoe & Johnson LLP May 2004 - September 2012
Skills
Chinese, Microsoft Office 2007, Adobe Acrobat, Westlaw, Lexis, PACER, iManage, Hummingbird DM, DBVisualizer, Document Review, Litigation Support, Paralegals, Legal Assistance, Litigation, Pleadings, Motions, Trials, Courts, Case Managment, AS400 system, SPSS, TextPad, PCLaw, HotDocs, Nuance, Concur, Sales Logix, Kronos
Education
University of Maryland College Park 1997 — 2003
Bachelor of Science (B.S.), Criminal Justice and Criminology/Chinese
Cary Volpert's Houlihan Lokey Experience May 2011 - July 2011
Job ERP Applications Strategic Account Manager
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Teach For America June 2013 - June 2015
SchoolHouse September 2014 - May 2015
CRT Capital Group June 2012 - July 2012
Houlihan Lokey May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, Research, Public Speaking, Photoshop, Social Networking, Capital Markets, Strategic Planning, Marketing Strategy
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), History, Cum Laude
Harvard Westlake
Katholieke Universiteit Leuven
Oracle June 2015 - Present
Teach For America June 2013 - June 2015
SchoolHouse September 2014 - May 2015
CRT Capital Group June 2012 - July 2012
Houlihan Lokey May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, Research, Public Speaking, Photoshop, Social Networking, Capital Markets, Strategic Planning, Marketing Strategy
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), History, Cum Laude
Harvard Westlake
Katholieke Universiteit Leuven
Saqib Akhter Saqib Akhter's Houlihan Lokey Experience 2011 - 2013
Job Chief Executive Officer at Post Acute Solutions
Industry Hospital & Health Care
Experience
Post Acute Analytics 2014 - Present
Houlihan Lokey 2011 - 2013
KPMG Corporate Finance 2007 - 2011
BP January 2007 - September 2007
BP February 2005 - December 2006
BP April 2004 - May 2005
BP June 2003 - March 2004
Skills
Mergers & Acquisitions, Financial Modeling, Management, Finance, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Business Development, Investments
Education
The University of Chicago 2004 — 2006
MBA, Finance, Strategy, Enterperneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors in Engineering, Chemical Engineering
Post Acute Analytics 2014 - Present
Houlihan Lokey 2011 - 2013
KPMG Corporate Finance 2007 - 2011
BP January 2007 - September 2007
BP February 2005 - December 2006
BP April 2004 - May 2005
BP June 2003 - March 2004
Skills
Mergers & Acquisitions, Financial Modeling, Management, Finance, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Business Development, Investments
Education
The University of Chicago 2004 — 2006
MBA, Finance, Strategy, Enterperneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors in Engineering, Chemical Engineering
Eric Kalinowski's Houlihan Lokey Experience June 2007 - August 2007
Job Vice President Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Chip Kelso's Houlihan Lokey Experience June 2004 - October 2006
Job Managing Director, Investment Banking at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. October 2006 - December 2014
Houlihan Lokey June 2004 - October 2006
Houlihan Lokey July 2001 - June 2004
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Valuation, Alternative Investments, Private Equity
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS, Business Administration
Raymond James Financial Inc. December 2014 - Present
Raymond James Financial Inc. October 2006 - December 2014
Houlihan Lokey June 2004 - October 2006
Houlihan Lokey July 2001 - June 2004
Skills
Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Valuation, Alternative Investments, Private Equity
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS, Business Administration
James Owen's Houlihan Lokey Experience May 2005 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2005 - Present
BMO Capital Markets July 1989 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Advisory, Equities, Valuation, Business Valuation, Private Equity, Due Diligence, Financial Modeling, Leveraged Finance, Capital Markets, Venture Capital
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
B.S., Finance
Houlihan Lokey May 2005 - Present
BMO Capital Markets July 1989 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Advisory, Equities, Valuation, Business Valuation, Private Equity, Due Diligence, Financial Modeling, Leveraged Finance, Capital Markets, Venture Capital
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
B.S., Finance
Thomas Hedus's Houlihan Lokey Experience October 2009 - Present
Job Financial Restructuring Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2009 - Present
CIT June 2007 - October 2009
Education
University of Connecticut 2003 — 2007
Canterbury 1999 — 2003
High School
Houlihan Lokey October 2009 - Present
CIT June 2007 - October 2009
Education
University of Connecticut 2003 — 2007
Canterbury 1999 — 2003
High School
Nate Bard's Houlihan Lokey Experience 2005 - 2007
Job Senior Vice President of Financial Operations at ATI Physical Therapy
Industry Health, Wellness and Fitness
Experience
ATI Physical Therapy March 2015 - Present
ATI Physical Therapy February 2014 - Present
Accordion Partners May 2013 - December 2013
Monomoy Capital Partners February 2010 - December 2012
Prophet Equity September 2009 - February 2010
Monomoy Capital Partners August 2007 - September 2009
Houlihan Lokey 2005 - 2007
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, LBO, Capital Markets, Due Diligence, Corporate Finance, Mergers, Leveraged Finance, Financial Analysis, Hedge Funds, Restructuring, M&A experience, Corporate Development, Bloomberg, Business Valuation, Venture Capital, Equities, Equity Valuation, Mergers & Acquisitions
Education
University of Notre Dame 2003 — 2005
BS, Finance and Business Economics
ATI Physical Therapy March 2015 - Present
ATI Physical Therapy February 2014 - Present
Accordion Partners May 2013 - December 2013
Monomoy Capital Partners February 2010 - December 2012
Prophet Equity September 2009 - February 2010
Monomoy Capital Partners August 2007 - September 2009
Houlihan Lokey 2005 - 2007
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, LBO, Capital Markets, Due Diligence, Corporate Finance, Mergers, Leveraged Finance, Financial Analysis, Hedge Funds, Restructuring, M&A experience, Corporate Development, Bloomberg, Business Valuation, Venture Capital, Equities, Equity Valuation, Mergers & Acquisitions
Education
University of Notre Dame 2003 — 2005
BS, Finance and Business Economics
Steven Rossa's Houlihan Lokey Experience 2003 - 2005
Job Managing Member, Strategic Risk Capital Advisors
Industry Financial Services
Experience
Strategic Risk Capital Advisors, LLC 2009 - Present
Trinsum/Marakon Associates/Integrated Finance Ltd. 2005 - 2009
Houlihan Lokey 2003 - 2005
Goldman Sachs & Co. 2000 - 2002
JP Morgan & Co. 1997 - 2000
Arthur Andersen & Co. 1992 - 1994
Skills
CFA, CPA, CMA, CFM
Education
The University of Chicago 1994 — 1997
MBA, Analytical Finance and Econometrics
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (BS), Finance and Accounting
Strategic Risk Capital Advisors, LLC 2009 - Present
Trinsum/Marakon Associates/Integrated Finance Ltd. 2005 - 2009
Houlihan Lokey 2003 - 2005
Goldman Sachs & Co. 2000 - 2002
JP Morgan & Co. 1997 - 2000
Arthur Andersen & Co. 1992 - 1994
Skills
CFA, CPA, CMA, CFM
Education
The University of Chicago 1994 — 1997
MBA, Analytical Finance and Econometrics
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (BS), Finance and Accounting
Joey Kazanovski's Houlihan Lokey Experience August 2010 - July 2011
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC August 2011 - Present
Houlihan Lokey August 2010 - July 2011
PricewaterhouseCoopers April 2008 - July 2010
JPMorgan Securities July 2005 - December 2007
Skills
Corporate Finance, Mergers & Acquisitions, Restructuring
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Accountancy, Finance
Imperial Capital, LLC August 2011 - Present
Houlihan Lokey August 2010 - July 2011
PricewaterhouseCoopers April 2008 - July 2010
JPMorgan Securities July 2005 - December 2007
Skills
Corporate Finance, Mergers & Acquisitions, Restructuring
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Accountancy, Finance
Fred Vescio's Houlihan Lokey Experience June 2000 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2000 - Present
Skills
Restructuring, Special Situations, High Yield, Valuation, Investment Banking, Capital Structure, Financial Modeling, Life Settlements, Capital Markets, Debt Restructuring, LBO, Mergers
Education
University of Michigan 1996 — 2000
BBA, Finance and Accounting
Houlihan Lokey June 2000 - Present
Skills
Restructuring, Special Situations, High Yield, Valuation, Investment Banking, Capital Structure, Financial Modeling, Life Settlements, Capital Markets, Debt Restructuring, LBO, Mergers
Education
University of Michigan 1996 — 2000
BBA, Finance and Accounting
Jay Ripley's Houlihan Lokey Experience 2005 - 2005
Job Principal at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
David Lloyd, CPA, CFA's Houlihan Lokey Experience July 2012 - Present
Job Associate at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey July 2012 - Present
Houlihan Lokey July 2009 - July 2012
Houlihan Lokey June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Capital IQ, Financial Modeling, Accounting, Valuation, Excel, Business Valuation, Industry Analysis, Investment Banking, Word, PowerPoint, Microsoft Word, Due Diligence, Microsoft Excel, Financial Accounting, Private Equity, Corporate Finance, Competitive Analysis, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
MAS, Accounting
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science, Accounting
Benet Academy
Houlihan Lokey July 2012 - Present
Houlihan Lokey July 2009 - July 2012
Houlihan Lokey June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Capital IQ, Financial Modeling, Accounting, Valuation, Excel, Business Valuation, Industry Analysis, Investment Banking, Word, PowerPoint, Microsoft Word, Due Diligence, Microsoft Excel, Financial Accounting, Private Equity, Corporate Finance, Competitive Analysis, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
MAS, Accounting
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science, Accounting
Benet Academy
Lanre Osinusi's Houlihan Lokey Experience May 2012 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Andrew Graves's Houlihan Lokey Experience June 2004 - November 2005
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2014 - Present
The Eric Trump Foundation 2006 - Present
Goldman Sachs June 2010 - March 2014
Oz Wellness LLC January 2009 - December 2012
Zurich Financial Services May 2007 - May 2009
Siguler Guff & Company November 2005 - April 2007
Houlihan Lokey June 2004 - November 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management, Finance
Wake Forest University 1999 — 2003
Business, Finance
Credit Suisse March 2014 - Present
The Eric Trump Foundation 2006 - Present
Goldman Sachs June 2010 - March 2014
Oz Wellness LLC January 2009 - December 2012
Zurich Financial Services May 2007 - May 2009
Siguler Guff & Company November 2005 - April 2007
Houlihan Lokey June 2004 - November 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management, Finance
Wake Forest University 1999 — 2003
Business, Finance
Steven Kam's Houlihan Lokey Experience July 1985 - January 1990
Job Managing Director, Cogent Valuation
Industry Financial Services
Experience
Cogent Valuation September 2005 - Present
Houlihan Valuation Advisors October 1990 - September 2005
Houlihan Lokey July 1985 - January 1990
Skills
Business Valuation, Financial Analysis, Fairness Opinions, IP, Start-ups, Venture Financing, Expert Witness, Purchase Price..., Solvency Opinions, Leveraged..., Business Acquisition..., ESOP Valuations, Valuation, Mergers & Acquisitions, Corporate Finance, Portfolio Management, IPO, Venture Capital, Due Diligence, Solvency, Finance, Investment Banking, Intellectual Property..., Private Equity, Equities, Asset Management, Private Placements, Financial Reporting, Financial Modeling, Corporate Development, Intellectual Property, Securities
Education
University of Houston, C.T. Bauer College of Business 1978 — 1980
Master of Business Administration (MBA), Finance
Florida Atlantic University 1975 — 1977
Bachelor of Business Administration (B.B.A.), Finance; Minor in Economics
Cogent Valuation September 2005 - Present
Houlihan Valuation Advisors October 1990 - September 2005
Houlihan Lokey July 1985 - January 1990
Skills
Business Valuation, Financial Analysis, Fairness Opinions, IP, Start-ups, Venture Financing, Expert Witness, Purchase Price..., Solvency Opinions, Leveraged..., Business Acquisition..., ESOP Valuations, Valuation, Mergers & Acquisitions, Corporate Finance, Portfolio Management, IPO, Venture Capital, Due Diligence, Solvency, Finance, Investment Banking, Intellectual Property..., Private Equity, Equities, Asset Management, Private Placements, Financial Reporting, Financial Modeling, Corporate Development, Intellectual Property, Securities
Education
University of Houston, C.T. Bauer College of Business 1978 — 1980
Master of Business Administration (MBA), Finance
Florida Atlantic University 1975 — 1977
Bachelor of Business Administration (B.B.A.), Finance; Minor in Economics
Andrew Benjamin, CFA's Houlihan Lokey Experience July 2015 - Present
Job Investment Management Professional, MBA
Industry Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Merrill Lynch October 2010 - April 2012
Merrill Lynch March 2009 - October 2010
Citadel Investment Group July 2008 - November 2008
Talek Investments June 2007 - August 2007
Skills
Hedge Funds, Equities, Financial Modeling, Alternative Investments, Capital Markets, Restructuring
Education
Darden Business School 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance, Accounting
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Merrill Lynch October 2010 - April 2012
Merrill Lynch March 2009 - October 2010
Citadel Investment Group July 2008 - November 2008
Talek Investments June 2007 - August 2007
Skills
Hedge Funds, Equities, Financial Modeling, Alternative Investments, Capital Markets, Restructuring
Education
Darden Business School 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BA, Finance, Accounting
Ryan Stierwalt's Houlihan Lokey Experience June 2015 - August 2015
Job MBA Candidate, Finance (Transitioning Veteran)
Industry Higher Education
Experience
Vanderbilt Owen Graduate School of Management July 2014 - Present
Houlihan Lokey June 2015 - August 2015
United States Marine Corps August 2013 - June 2014
United States Marine Corps July 2012 - August 2013
Marine Corps University August 2011 - May 2012
US Armor School July 2008 - July 2011
United States Marine Corps June 2007 - June 2008
United States Marine Corps April 2006 - May 2007
United States Marine Corps January 2005 - April 2006
Motorola September 2000 - September 2003
Skills
Military, Military Operations, Security Clearance, Military Experience, Command, Operational Planning, DoD, Weapons, National Security, Force Protection, Intelligence Analysis, Defense, Navy, Counterterrorism, Military Training, Tactics, Army, Active DoD Secret..., Organizational..., Counterinsurgency, Combat, Afghanistan
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Banking, GPA 3.94
Marine Corps University - Expeditionary Warfare School 2011 — 2012
Graduated With Distinction (Top 10%)
US Army - Armor Officer Basic Course 2005 — 2006
Distinguished Honor Graduate
USMC Officer Candidate School / The Basic School 2005 — 2005
TBS Graduated With Distinction (Top 5%), OCS Academic Honor Graduate
University of Michigan 1995 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
Vanderbilt Owen Graduate School of Management July 2014 - Present
Houlihan Lokey June 2015 - August 2015
United States Marine Corps August 2013 - June 2014
United States Marine Corps July 2012 - August 2013
Marine Corps University August 2011 - May 2012
US Armor School July 2008 - July 2011
United States Marine Corps June 2007 - June 2008
United States Marine Corps April 2006 - May 2007
United States Marine Corps January 2005 - April 2006
Motorola September 2000 - September 2003
Skills
Military, Military Operations, Security Clearance, Military Experience, Command, Operational Planning, DoD, Weapons, National Security, Force Protection, Intelligence Analysis, Defense, Navy, Counterterrorism, Military Training, Tactics, Army, Active DoD Secret..., Organizational..., Counterinsurgency, Combat, Afghanistan
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Banking, GPA 3.94
Marine Corps University - Expeditionary Warfare School 2011 — 2012
Graduated With Distinction (Top 10%)
US Army - Armor Officer Basic Course 2005 — 2006
Distinguished Honor Graduate
USMC Officer Candidate School / The Basic School 2005 — 2005
TBS Graduated With Distinction (Top 5%), OCS Academic Honor Graduate
University of Michigan 1995 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
Tian Lin's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2012 - June 2015
Credit Suisse Founder Securities Ltd June 2011 - July 2011
University of Iowa Krause Fund August 2010 - December 2010
Aviva Investors January 2010 - July 2010
Bank of America June 2009 - July 2009
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2012 - June 2015
Credit Suisse Founder Securities Ltd June 2011 - July 2011
University of Iowa Krause Fund August 2010 - December 2010
Aviva Investors January 2010 - July 2010
Bank of America June 2009 - July 2009
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Angela Ulrich's Houlihan Lokey Experience July 2004 - February 2006
Job Senior Vice President Asset Management at Novare Group
Industry Real Estate
Experience
Novare Group July 2015 - Present
Novare Group April 2013 - Present
Rialto Capital Management February 2011 - April 2013
Alvarez & Marsal March 2006 - April 2008
Houlihan Lokey July 2004 - February 2006
Skills
Corporate Finance, Valuation, Financial Modeling, Real Estate Economics, Due Diligence, Capital Markets, Acquisitions, Investments, Mergers, Financial Analysis, DCF, Private Equity, Real Estate
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BS, Finance
Novare Group July 2015 - Present
Novare Group April 2013 - Present
Rialto Capital Management February 2011 - April 2013
Alvarez & Marsal March 2006 - April 2008
Houlihan Lokey July 2004 - February 2006
Skills
Corporate Finance, Valuation, Financial Modeling, Real Estate Economics, Due Diligence, Capital Markets, Acquisitions, Investments, Mergers, Financial Analysis, DCF, Private Equity, Real Estate
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BS, Finance
Daniel Washam's Houlihan Lokey Experience July 2012 - November 2012
Job VP Corporate Banking Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2014 - Present
U.S. Bank December 2012 - April 2014
Houlihan Lokey July 2012 - November 2012
Houlihan Lokey August 2010 - July 2012
Target December 2009 - August 2010
Target June 2008 - December 2009
Loram January 2007 - June 2008
Loram January 2003 - December 2006
Malark Logistics 2001 - 2002
Skills
Talent Management, Due Diligence, Retail, M&A experience, Relationship Management, Portfolio Management, Analysis, Mergers & Acquisitions, Financial Modeling, Finance, Investment Banking, Management, Budgets, CRM, Business Analysis, Banking, Financial Analysis, Sales, Mentoring, Wholesale Banking, Cat Herding
Education
University of Minnesota - Carlson School of Management 2001 — 2008
BSB, Finance and Entrepreneurial Studies
Robbinsdale Cooper 1997 — 2001
U.S. Bank April 2014 - Present
U.S. Bank December 2012 - April 2014
Houlihan Lokey July 2012 - November 2012
Houlihan Lokey August 2010 - July 2012
Target December 2009 - August 2010
Target June 2008 - December 2009
Loram January 2007 - June 2008
Loram January 2003 - December 2006
Malark Logistics 2001 - 2002
Skills
Talent Management, Due Diligence, Retail, M&A experience, Relationship Management, Portfolio Management, Analysis, Mergers & Acquisitions, Financial Modeling, Finance, Investment Banking, Management, Budgets, CRM, Business Analysis, Banking, Financial Analysis, Sales, Mentoring, Wholesale Banking, Cat Herding
Education
University of Minnesota - Carlson School of Management 2001 — 2008
BSB, Finance and Entrepreneurial Studies
Robbinsdale Cooper 1997 — 2001
Lute Winkelman's Houlihan Lokey Experience July 2006 - July 2009
Job Vice President at AlixPartners
Industry Financial Services
Experience
AlixPartners December 2010 - Present
AlixPartners August 2009 - December 2010
Houlihan Lokey July 2006 - July 2009
Skills
Valuation, Financial Modeling, LBO, Corporate Finance, Investment Banking, Business Valuation, Due Diligence, Mergers, Restructuring, Financial Analysis, Corporate Development, Mergers & Acquisitions, Leveraged Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
BBA, Finance & Economics
AlixPartners December 2010 - Present
AlixPartners August 2009 - December 2010
Houlihan Lokey July 2006 - July 2009
Skills
Valuation, Financial Modeling, LBO, Corporate Finance, Investment Banking, Business Valuation, Due Diligence, Mergers, Restructuring, Financial Analysis, Corporate Development, Mergers & Acquisitions, Leveraged Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
BBA, Finance & Economics
Michael Schaeffer Jr.'s Houlihan Lokey Experience June 2015 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
McGladrey November 2011 - June 2015
Grant Thornton LLP December 2010 - October 2011
Medline Industries August 2009 - December 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Excel, Financial Statements, Cash Flow Forecasting, Corporate Finance, Options
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors of Arts, Economics, Business
Houlihan Lokey June 2015 - Present
McGladrey November 2011 - June 2015
Grant Thornton LLP December 2010 - October 2011
Medline Industries August 2009 - December 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Excel, Financial Statements, Cash Flow Forecasting, Corporate Finance, Options
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors of Arts, Economics, Business
Alex Sevilla's Houlihan Lokey Experience 2014 - Present
Job Vice President at Houlihan Lokey's Aerospace•Defense•Government Group
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Brian Cercek's Houlihan Lokey Experience July 2011 - December 2012
Job Associate at Macquarie CAF
Industry Investment Management
Experience
Macquarie CAF April 2014 - Present
Allstate Investments December 2012 - April 2014
Houlihan Lokey July 2011 - December 2012
Houlihan Lokey July 2008 - July 2011
Skills
Restructuring, Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Debt Restructuring, Capital Markets, Finance, Financial Structuring
Education
University of Michigan 2004 — 2008
BBA, Business
Macquarie CAF April 2014 - Present
Allstate Investments December 2012 - April 2014
Houlihan Lokey July 2011 - December 2012
Houlihan Lokey July 2008 - July 2011
Skills
Restructuring, Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Debt Restructuring, Capital Markets, Finance, Financial Structuring
Education
University of Michigan 2004 — 2008
BBA, Business
Wilson King's Houlihan Lokey Experience March 2003 - February 2006
Job Principal at Multiplier Capital
Industry Venture Capital & Private Equity
Experience
Multiplier Capital October 2012 - Present
ORIX Venture Finance, LLC September 2009 - October 2012
ORIX Venture Finance, LLC March 2006 - September 2009
Houlihan Lokey March 2003 - February 2006
Skills
Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, LBO, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Private Placements, Leveraged Finance, Business Valuation
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA with Honors, Finance and Management Information Systems
Multiplier Capital October 2012 - Present
ORIX Venture Finance, LLC September 2009 - October 2012
ORIX Venture Finance, LLC March 2006 - September 2009
Houlihan Lokey March 2003 - February 2006
Skills
Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, LBO, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Private Placements, Leveraged Finance, Business Valuation
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA with Honors, Finance and Management Information Systems
Rachel Regenstein's Houlihan Lokey Experience July 2008 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2008 - Present
Houlihan Lokey June 2007 - August 2007
Giuliani Partners May 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Houlihan Lokey July 2008 - Present
Houlihan Lokey June 2007 - August 2007
Giuliani Partners May 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Daniel Lowenthal's Houlihan Lokey Experience June 2009 - August 2009
Job Associate at Croft & Bender
Industry Financial Services
Experience
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Chad Hume's Houlihan Lokey Experience June 2008 - August 2008
Job Senior Associate at Roark Capital Group
Industry Venture Capital & Private Equity
Experience
Roark Capital Group July 2009 - Present
Houlihan Lokey June 2008 - August 2008
Bank of America June 2007 - July 2007
Skills
Private Equity, Finance, Treasury Management, Investments, Portfolio Management, Financial Services, Due Diligence, Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Bloomberg, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance, Real Estate
Roark Capital Group July 2009 - Present
Houlihan Lokey June 2008 - August 2008
Bank of America June 2007 - July 2007
Skills
Private Equity, Finance, Treasury Management, Investments, Portfolio Management, Financial Services, Due Diligence, Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Bloomberg, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance, Real Estate
Brett Kasner's Houlihan Lokey Experience July 2008 - July 2010
Job Vice President at Artist Capital
Industry Financial Services
Experience
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
John Ashbrook, CFA, ASA's Houlihan Lokey Experience January 2004 - January 2004
Job Managing Director at FMV Opinions, Inc.
Industry Financial Services
Experience
FMV Opinions, Inc. January 2011 - Present
FMV Opinions, Inc. March 2004 - December 2010
Houlihan Lokey January 2004 - January 2004
Houlihan Lokey July 2000 - December 2003
EY June 1997 - July 2000
EY December 1994 - July 1995
Geneva Companies July 1992 - December 1994
Skills
Valuation, Business Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Venture Capital
Education
University of Notre Dame 1996 — 1997
MBA, Finance
University of Southern California 1987 — 1990
BS, Business
Servite High School
FMV Opinions, Inc. January 2011 - Present
FMV Opinions, Inc. March 2004 - December 2010
Houlihan Lokey January 2004 - January 2004
Houlihan Lokey July 2000 - December 2003
EY June 1997 - July 2000
EY December 1994 - July 1995
Geneva Companies July 1992 - December 1994
Skills
Valuation, Business Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Venture Capital
Education
University of Notre Dame 1996 — 1997
MBA, Finance
University of Southern California 1987 — 1990
BS, Business
Servite High School
Matt Bowersox's Houlihan Lokey Experience May 2006 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2006 - Present
Sentinel Capital Partners July 2004 - July 2006
Houlihan Lokey July 2001 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
Houlihan Lokey May 2006 - Present
Sentinel Capital Partners July 2004 - July 2006
Houlihan Lokey July 2001 - July 2004
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
Andrew Kovach's Houlihan Lokey Experience November 2011 - July 2014
Job Associate at Platinum Equity
Industry Financial Services
Experience
Platinum Equity August 2014 - Present
Houlihan Lokey November 2011 - July 2014
Ernst & Young August 2010 - November 2011
Newry Corp 2008 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investment Banking, Business Valuation, Accounting, Due Diligence, LBO, Comparable Analysis, DCF Valuation, Private Equity
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Platinum Equity August 2014 - Present
Houlihan Lokey November 2011 - July 2014
Ernst & Young August 2010 - November 2011
Newry Corp 2008 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investment Banking, Business Valuation, Accounting, Due Diligence, LBO, Comparable Analysis, DCF Valuation, Private Equity
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Brandon Ng's Houlihan Lokey Experience April 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2014 - Present
PwC Transaction Services June 2012 - August 2012
Four Chain Private Ltd May 2009 - August 2009
Singapore April 2007 - February 2009
Skills
VBA, PowerPoint, Microsoft Excel, Bloomberg, Capital IQ, Mandarin, Cantonese, Business Valuation, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Economics, Capital Markets, Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science, Finance and Accountancy
ACSI 2001 — 2004
GCE A Levels
Houlihan Lokey April 2014 - Present
PwC Transaction Services June 2012 - August 2012
Four Chain Private Ltd May 2009 - August 2009
Singapore April 2007 - February 2009
Skills
VBA, PowerPoint, Microsoft Excel, Bloomberg, Capital IQ, Mandarin, Cantonese, Business Valuation, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Economics, Capital Markets, Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science, Finance and Accountancy
ACSI 2001 — 2004
GCE A Levels
Rob Louv's Houlihan Lokey Experience 2014 - Present
Job Managing Director & CoHead of Technology Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
ArchPoint Partners June 2008 - 2014
Montgomery & Co., LLC May 2004 - June 2008
JPMorgan August 1997 - May 2004
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
University of Florida 1987 — 1991
Bachelor of Science Business Administration, Finance
Houlihan Lokey 2014 - Present
ArchPoint Partners June 2008 - 2014
Montgomery & Co., LLC May 2004 - June 2008
JPMorgan August 1997 - May 2004
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
University of Florida 1987 — 1991
Bachelor of Science Business Administration, Finance
Nathaniel Wong's Houlihan Lokey Experience 2012 - 2014
Job Finance Associate at Sunrun
Industry Financial Services
Experience
Sunrun January 2014 - Present
Houlihan Lokey 2012 - 2014
Jefferies & Company 2011 - 2011
LeadAmerica - Global Business & Entrepreneurship Conference 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Valuation, Corporate Finance, Investments, Data Analysis, Microsoft Word, Economics, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration - Finance
Sunrun January 2014 - Present
Houlihan Lokey 2012 - 2014
Jefferies & Company 2011 - 2011
LeadAmerica - Global Business & Entrepreneurship Conference 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Valuation, Corporate Finance, Investments, Data Analysis, Microsoft Word, Economics, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration - Finance
Austin Schneider's Houlihan Lokey Experience June 2013 - Present
Job Analyst, Financial Advisory Services at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2013 - Present
Books-A-Million August 2010 - June 2012
Skills
Microsoft Word, Microsoft Excel, Tax, Accounting, QuickBooks, Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Accounting, SEC filings, Financial Reporting, Corporate Finance, Mergers, Investment Banking
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (B.B.A.), Accounting
University of Miami - School of Business
B.B.A., Legal Studies
Houlihan Lokey June 2013 - Present
Books-A-Million August 2010 - June 2012
Skills
Microsoft Word, Microsoft Excel, Tax, Accounting, QuickBooks, Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Accounting, SEC filings, Financial Reporting, Corporate Finance, Mergers, Investment Banking
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (B.B.A.), Accounting
University of Miami - School of Business
B.B.A., Legal Studies
Barry N. Dickstein's Houlihan Lokey Experience January 2013 - Present
Job Director Financial Institutions Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Barry Rabinowitz's Houlihan Lokey Experience August 2015 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey August 2015 - Present
Goldman Sachs 2002 - July 2015
Goldman Sachs 1999 - 2002
EY 1995 - 1998
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Private Equity, Equities, Accounting, Investor Relations, Hedge Funds
Education
University of Michigan Business School
BBA, FInance and Accounting
Houlihan Lokey August 2015 - Present
Goldman Sachs 2002 - July 2015
Goldman Sachs 1999 - 2002
EY 1995 - 1998
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Private Equity, Equities, Accounting, Investor Relations, Hedge Funds
Education
University of Michigan Business School
BBA, FInance and Accounting
Casey Schwartz's Houlihan Lokey Experience May 2011 - Present
Job Associate
Industry Higher Education
Experience
Houlihan Lokey May 2011 - Present
Houlihan Lokey June 2010 - August 2010
The Gores Group May 2008 - August 2008
Skills
Mergers & Acquisitions, Valuation, Corporate Finance, Private Equity, Financial Modeling, Finance, Investment Banking
Education
University of Michigan 2007 — 2011
Houlihan Lokey May 2011 - Present
Houlihan Lokey June 2010 - August 2010
The Gores Group May 2008 - August 2008
Skills
Mergers & Acquisitions, Valuation, Corporate Finance, Private Equity, Financial Modeling, Finance, Investment Banking
Education
University of Michigan 2007 — 2011
Chris LaCosta's Houlihan Lokey Experience July 2012 - May 2014
Job Associate at Ares Management
Industry Investment Management
Experience
Ares Management May 2014 - Present
Houlihan Lokey July 2012 - May 2014
Parker Family Health Center August 2010 - July 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Financial Analysis, Corporate Finance, LBO, Bloomberg, Private Equity, Capital IQ, Equities, M&A experience, Equity Valuation, Investments, DCF, Leveraged Finance, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance and Economics
Fundación José Ortega y Gasset 2010 — 2010
Summer Study Abroad (Conversational in Spanish)
Rumson Fair Haven
Ares Management May 2014 - Present
Houlihan Lokey July 2012 - May 2014
Parker Family Health Center August 2010 - July 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Financial Analysis, Corporate Finance, LBO, Bloomberg, Private Equity, Capital IQ, Equities, M&A experience, Equity Valuation, Investments, DCF, Leveraged Finance, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance and Economics
Fundación José Ortega y Gasset 2010 — 2010
Summer Study Abroad (Conversational in Spanish)
Rumson Fair Haven
Karen Katzbeck's Houlihan Lokey Experience 1989 - 1993
Job Owner, Karen L Katzbeck, CPA
Industry Accounting
Experience
Karen L Katzbeck, CPA January 1994 - Present
Houlihan Lokey 1989 - 1993
Santiago Air Conditioning, Inc. July 1987 - 1989
The Walt Disney Company January 1985 - June 1987
PwC December 1982 - January 1985
PwC November 1978 - December 1982
PwC January 1977 - November 1978
Education
University of Illinois at Chicago 1969 — 1976
B.S., Accounting
Karen L Katzbeck, CPA January 1994 - Present
Houlihan Lokey 1989 - 1993
Santiago Air Conditioning, Inc. July 1987 - 1989
The Walt Disney Company January 1985 - June 1987
PwC December 1982 - January 1985
PwC November 1978 - December 1982
PwC January 1977 - November 1978
Education
University of Illinois at Chicago 1969 — 1976
B.S., Accounting
David Dragich's Houlihan Lokey Experience May 2011 - August 2011
Job Associate at Catterton
Industry Financial Services
Experience
Catterton July 2014 - Present
Citi June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
World's Finest Chocolate June 2010 - August 2010
World's Finest Chocolate June 2009 - August 2009
World's Finest Chocolate June 2008 - August 2008
Education
University of Notre Dame 2008 — 2012
B.B.A, Finance and Economics
Catterton July 2014 - Present
Citi June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
World's Finest Chocolate June 2010 - August 2010
World's Finest Chocolate June 2009 - August 2009
World's Finest Chocolate June 2008 - August 2008
Education
University of Notre Dame 2008 — 2012
B.B.A, Finance and Economics
Jason Schwartz's Houlihan Lokey Experience July 2014 - April 2015
Job Investment Banker at LionTree LLC
Industry Financial Services
Experience
LionTree LLC April 2015 - Present
Houlihan Lokey July 2014 - April 2015
Michigan Interactive Investments September 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Somerset Capital Advisors June 2012 - June 2012
Yale Mortgage May 2011 - July 2011
Miami Research Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Corporate Finance, Investment Banking, PowerPoint, Economics, Equities, Research, Leadership, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
University of Michigan - School of Kinesiology 2010 — 2011
Bachelor's degree, Sports Management
LionTree LLC April 2015 - Present
Houlihan Lokey July 2014 - April 2015
Michigan Interactive Investments September 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Somerset Capital Advisors June 2012 - June 2012
Yale Mortgage May 2011 - July 2011
Miami Research Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Corporate Finance, Investment Banking, PowerPoint, Economics, Equities, Research, Leadership, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
University of Michigan - School of Kinesiology 2010 — 2011
Bachelor's degree, Sports Management
Kevin Kulak's Houlihan Lokey Experience May 2012 - April 2013
Job Managing Director at Growth Technology Partners
Industry Investment Banking
Experience
Growth Technology Partners May 2015 - Present
UBS Investment Bank June 2013 - March 2015
Houlihan Lokey May 2012 - April 2013
Illume Capital Management September 2009 - April 2012
Beowulf Energy March 2008 - August 2009
Amida Capital Management March 2007 - February 2008
JPMorgan Chase April 1994 - March 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Masters of Business Administration, Finance
The University of Connecticut 1981 — 1985
Bachelor of Science, Mechanical Engineering
Growth Technology Partners May 2015 - Present
UBS Investment Bank June 2013 - March 2015
Houlihan Lokey May 2012 - April 2013
Illume Capital Management September 2009 - April 2012
Beowulf Energy March 2008 - August 2009
Amida Capital Management March 2007 - February 2008
JPMorgan Chase April 1994 - March 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Masters of Business Administration, Finance
The University of Connecticut 1981 — 1985
Bachelor of Science, Mechanical Engineering
Serrena Meyer's Houlihan Lokey Experience February 2014 - July 2014
Job Legal Administrative Assistant at Bragalone Conroy PC
Industry Staffing and Recruiting
Experience
Bragalone Conroy PC November 2014 - Present
Houlihan Lokey February 2014 - July 2014
The Manley Firm, PC April 2011 - November 2013
Skills
Westlaw, Legal Writing, Legal Assistance, Litigation, Legal Research, Civil Litigation, Litigation Support, Mergers & Acquisitions
Education
University of Michigan-Flint 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government
University of Michigan
Bachelor of Science (B.S.), Political Science and Government
Bragalone Conroy PC November 2014 - Present
Houlihan Lokey February 2014 - July 2014
The Manley Firm, PC April 2011 - November 2013
Skills
Westlaw, Legal Writing, Legal Assistance, Litigation, Legal Research, Civil Litigation, Litigation Support, Mergers & Acquisitions
Education
University of Michigan-Flint 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government
University of Michigan
Bachelor of Science (B.S.), Political Science and Government
Erik Nyhus's Houlihan Lokey Experience March 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2014 - Present
Mesirow Financial Consulting, LLC December 2010 - March 2014
FMV Opinions, Inc. August 2008 - December 2010
Skills
Financial Reporting, CrossFit, Financial Modeling, Valuation Modeling, Business Valuation, DCF Valuation, Equity Valuation, Impairment Testing, Company Valuation, Financial Analysis, Intangible Assets, Microsoft Excel, Purchase Price..., Corporate Finance, Valuation, Finance, Due Diligence, Solvency
Education
University of Oregon 2004 — 2008
Bachelor of Science (BS), Business Administration
Houlihan Lokey March 2014 - Present
Mesirow Financial Consulting, LLC December 2010 - March 2014
FMV Opinions, Inc. August 2008 - December 2010
Skills
Financial Reporting, CrossFit, Financial Modeling, Valuation Modeling, Business Valuation, DCF Valuation, Equity Valuation, Impairment Testing, Company Valuation, Financial Analysis, Intangible Assets, Microsoft Excel, Purchase Price..., Corporate Finance, Valuation, Finance, Due Diligence, Solvency
Education
University of Oregon 2004 — 2008
Bachelor of Science (BS), Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS