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.
Houlihan Lokey Salaries. You can even request information on how much does Houlihan Lokey pay if you want to. Learn about salaries, pros and cons of working for Houlihan Lokey directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,298 Houlihan Lokey employees in database. Find out everything there's to know about Houlihan Lokey employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Houlihan Lokey Employees
Employee
Years
Job
Industry
Shaun DW Lee Shaun DW Lee's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Wall Street Oasis June 2013 - Present
Deutsche Bank June 2014 - August 2014
Bryant Park Capital September 2013 - December 2013
The Wharton Risk Management and Decision Processes Center September 2012 - September 2013
Shopperception June 2013 - August 2013
Prudential Financial May 2012 - July 2012
Simpson Thacher & Bartlett LLP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Korean, Financial Modeling, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
The Lawrenceville School 2008 — 2011
10th-12th
Houlihan Lokey July 2015 - Present
Wall Street Oasis June 2013 - Present
Deutsche Bank June 2014 - August 2014
Bryant Park Capital September 2013 - December 2013
The Wharton Risk Management and Decision Processes Center September 2012 - September 2013
Shopperception June 2013 - August 2013
Prudential Financial May 2012 - July 2012
Simpson Thacher & Bartlett LLP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Korean, Financial Modeling, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
The Lawrenceville School 2008 — 2011
10th-12th
Coby Powers Coby Powers's Houlihan Lokey Experience June 2010 - August 2011
Job Associate at Francisco Partners
Industry Investment Management
Experience
Francisco Partners September 2014 - Present
Health Evolution Partners August 2013 - September 2014
J.P. Morgan August 2011 - June 2013
Houlihan Lokey June 2010 - August 2011
Skills
DCF, Capital IQ, Microsoft Office, Comps, Investment Banking
Education
University of Southern California 2006 — 2010
BS, Electrical Engineering
Hawaii Preparatory Academy 2002 — 2006
Francisco Partners September 2014 - Present
Health Evolution Partners August 2013 - September 2014
J.P. Morgan August 2011 - June 2013
Houlihan Lokey June 2010 - August 2011
Skills
DCF, Capital IQ, Microsoft Office, Comps, Investment Banking
Education
University of Southern California 2006 — 2010
BS, Electrical Engineering
Hawaii Preparatory Academy 2002 — 2006
Chad Guzman Chad Guzman's Houlihan Lokey Experience 2009 - December 2013
Job Business Development Specialist at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2013 - Present
Houlihan Lokey 2009 - December 2013
Skills
Corporate Development, Strategy, Business Development
Education
University of Southern California
Bachelor's degree, Political Science and Government
BDO USA, LLP December 2013 - Present
Houlihan Lokey 2009 - December 2013
Skills
Corporate Development, Strategy, Business Development
Education
University of Southern California
Bachelor's degree, Political Science and Government
Kevin Arrabaca Kevin Arrabaca's Houlihan Lokey Experience January 2003 - July 2004
Job CoFounder & President, Real Estate at AssetAvenue.com – We're Hiring!
Industry Venture Capital & Private Equity
Experience
AssetAvenue.com March 2014 - Present
USC Marshall Partners April 2014 - Present
Friendly Center August 2012 - Present
Our Castle Fund Advisors October 2012 - March 2014
American Capital Realty Partners October 2010 - September 2012
Colony Capital February 2008 - March 2010
Lehman Brothers July 2004 - January 2008
Houlihan Lokey January 2003 - July 2004
Education
University of Southern California
Marshall School of Business
AssetAvenue.com March 2014 - Present
USC Marshall Partners April 2014 - Present
Friendly Center August 2012 - Present
Our Castle Fund Advisors October 2012 - March 2014
American Capital Realty Partners October 2010 - September 2012
Colony Capital February 2008 - March 2010
Lehman Brothers July 2004 - January 2008
Houlihan Lokey January 2003 - July 2004
Education
University of Southern California
Marshall School of Business
Seychelle Hicks's Houlihan Lokey Experience October 2010 - August 2012
Job Product and Engagement Manager at BloomReach
Industry Internet
Experience
BloomReach January 2014 - Present
The Foreign Policy Initiative January 2014 - December 2014
Vendôme Global Partners August 2012 - September 2013
Houlihan Lokey October 2010 - August 2012
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance and Management
BloomReach January 2014 - Present
The Foreign Policy Initiative January 2014 - December 2014
Vendôme Global Partners August 2012 - September 2013
Houlihan Lokey October 2010 - August 2012
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance and Management
Cain Montgomery's Houlihan Lokey Experience June 2014 - August 2014
Job Associate at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Lionsgate May 2014 - May 2014
KCIC, LLC July 2012 - August 2013
KCIC, LLC August 2009 - July 2012
Education
Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of Richmond 2005 — 2009
B.S., Mathematical Economics
Barclays Investment Bank July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Lionsgate May 2014 - May 2014
KCIC, LLC July 2012 - August 2013
KCIC, LLC August 2009 - July 2012
Education
Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
University of Richmond 2005 — 2009
B.S., Mathematical Economics
Wesley Aster's Houlihan Lokey Experience October 2014 - April 2015
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - August 2015
Houlihan Lokey October 2014 - April 2015
OpenGate Capital June 2014 - August 2014
Marina Capital Partners February 2014 - June 2014
RBC September 2013 - December 2013
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Video Editing, Leadership, Interviews, Data Analysis, Finance, Economics, Market Research, Valuation, Investment Banking, Private Equity, Facebook
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration
Moelis & Company June 2015 - August 2015
Houlihan Lokey October 2014 - April 2015
OpenGate Capital June 2014 - August 2014
Marina Capital Partners February 2014 - June 2014
RBC September 2013 - December 2013
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Video Editing, Leadership, Interviews, Data Analysis, Finance, Economics, Market Research, Valuation, Investment Banking, Private Equity, Facebook
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration
Samantha Kupiec's Houlihan Lokey Experience July 2015 - Present
Job Recruiting Representative at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Education
University of San Diego 2009 — 2013
Bachelor's degree, Communication Studies
Florence University of the Arts 2011 — 2012
Study Abroad Participant Fall 2011
Palos Verdes High School 2005 — 2009
Houlihan Lokey July 2015 - Present
Education
University of San Diego 2009 — 2013
Bachelor's degree, Communication Studies
Florence University of the Arts 2011 — 2012
Study Abroad Participant Fall 2011
Palos Verdes High School 2005 — 2009
Sean Greenbaum's Houlihan Lokey Experience November 2011 - April 2012
Job Founder at University Mobile
Industry
Experience
University of Southern California Experience DirectorReImagine, Inc.May 2012 - Present
University Mobile 2013 - 2014
Houlihan Lokey November 2011 - April 2012
Skills
Qualitative Research, Stata, Quantitative Research, Market Research, Research, Marketing Strategy, Strategic Planning, Start-ups, Product Development, Business Development, Social Media, Social Networking, Strategic Partnerships, Social Media Marketing, Entrepreneurship
Education
University of Southern California 2012 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Southern California Experience DirectorReImagine, Inc.May 2012 - Present
University Mobile 2013 - 2014
Houlihan Lokey November 2011 - April 2012
Skills
Qualitative Research, Stata, Quantitative Research, Market Research, Research, Marketing Strategy, Strategic Planning, Start-ups, Product Development, Business Development, Social Media, Social Networking, Strategic Partnerships, Social Media Marketing, Entrepreneurship
Education
University of Southern California 2012 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Cory Hebenstreit Cory Hebenstreit's Houlihan Lokey Experience October 2013 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2013 - Present
J.P. Morgan July 2010 - October 2013
J.P. Morgan June 2009 - August 2009
William Morris Agency and others in entertainment industry May 2002 - January 2008
Skills
Financial Modeling, Entertainment, Financial Analysis, Private Equity, Digital Media, Investments, Corporate Finance, Valuation, Television, Strategic Planning, Finance, Microsoft Excel, Mergers, Investment Banking
Education
Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration, Finance, General
University of Southern California 1998 — 2002
Bachelor of Science, Business Administration
Houlihan Lokey October 2013 - Present
J.P. Morgan July 2010 - October 2013
J.P. Morgan June 2009 - August 2009
William Morris Agency and others in entertainment industry May 2002 - January 2008
Skills
Financial Modeling, Entertainment, Financial Analysis, Private Equity, Digital Media, Investments, Corporate Finance, Valuation, Television, Strategic Planning, Finance, Microsoft Excel, Mergers, Investment Banking
Education
Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration, Finance, General
University of Southern California 1998 — 2002
Bachelor of Science, Business Administration
Said Al-Alaoui Said Al-Alaoui's Houlihan Lokey Experience November 2009 - August 2011
Job Associate at Saybrook Capital
Industry Investment Management
Experience
Saybrook Capital August 2011 - Present
Houlihan Lokey November 2009 - August 2011
Libra Securities March 2008 - October 2009
KPMG September 2006 - February 2008
Skills
Financial Modeling, Private Equity, Valuation, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Investments, Mergers & Acquisitions, Leveraged Finance
Education
American Community School
American Community School
University of Southern California
Bachelor of Science (BS), Business Administration
Saybrook Capital August 2011 - Present
Houlihan Lokey November 2009 - August 2011
Libra Securities March 2008 - October 2009
KPMG September 2006 - February 2008
Skills
Financial Modeling, Private Equity, Valuation, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Investments, Mergers & Acquisitions, Leveraged Finance
Education
American Community School
American Community School
University of Southern California
Bachelor of Science (BS), Business Administration
Robert Hudson Ashodian Moore Robert Hudson Ashodian Moore's Houlihan Lokey Experience June 2012 - September 2013
Job Private Equity Associate | Social Entrepreneur
Industry Investment Management
Experience
American Infrastructure MLP Funds October 2013 - Present
Houlihan Lokey June 2012 - September 2013
The Seaport Group July 2011 - June 2012
MDM International Search Fund January 2009 - July 2011
Villgro Innovations Foundation Business Incubator June 2010 - March 2011
iBank.com 2008 - 2009
Armenian Relief and Development Association May 2007 - June 2007
4 the World May 2006 - August 2006
City of Los Angeles 2000 - 2006
Education
University of Southern California 2006 — 2009
Bachelor of Science (BS)
Lighthouse 1993 — 2001
American Infrastructure MLP Funds October 2013 - Present
Houlihan Lokey June 2012 - September 2013
The Seaport Group July 2011 - June 2012
MDM International Search Fund January 2009 - July 2011
Villgro Innovations Foundation Business Incubator June 2010 - March 2011
iBank.com 2008 - 2009
Armenian Relief and Development Association May 2007 - June 2007
4 the World May 2006 - August 2006
City of Los Angeles 2000 - 2006
Education
University of Southern California 2006 — 2009
Bachelor of Science (BS)
Lighthouse 1993 — 2001
Leah Lang-Gluscic Leah Lang-Gluscic's Houlihan Lokey Experience July 2008 - July 2010
Job Owner/Trainer at LLG Eventing
Industry Sports
Experience
LLG Eventing August 2010 - Present
Houlihan Lokey July 2008 - July 2010
Johnson & Johnson June 2007 - August 2007
Skills
Horse Training, Horse Sales, Sales, Equestrian, Eventing, Riding Instruction
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance and Accounting
LLG Eventing August 2010 - Present
Houlihan Lokey July 2008 - July 2010
Johnson & Johnson June 2007 - August 2007
Skills
Horse Training, Horse Sales, Sales, Equestrian, Eventing, Riding Instruction
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance and Accounting
Robert Horwitz Robert Horwitz's Houlihan Lokey Experience June 2012 - August 2012
Job Private Equity Analyst at Silver Lake Partners
Industry Financial Services
Experience
Silver Lake Partners July 2014 - Present
Turning Point Tutoring March 2009 - April 2014
Silver Lake Partners May 2013 - July 2013
Houlihan Lokey June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Java, Microsoft Excel, Venture Capital, Financial Modeling, Private Equity, Joomla, PowerPoint, Python, SQL, HTML, Web Design, LBO, Bloomberg, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Computer Science
Horace Greeley High School 2006 — 2010
Silver Lake Partners July 2014 - Present
Turning Point Tutoring March 2009 - April 2014
Silver Lake Partners May 2013 - July 2013
Houlihan Lokey June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Java, Microsoft Excel, Venture Capital, Financial Modeling, Private Equity, Joomla, PowerPoint, Python, SQL, HTML, Web Design, LBO, Bloomberg, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Computer Science
Horace Greeley High School 2006 — 2010
Matt Levin Matt Levin's Houlihan Lokey Experience July 2011 - October 2012
Job Associate at Fifth Street Asset Management
Industry Financial Services
Experience
Fifth Street Asset Management January 2014 - Present
Fifth Street Asset Management October 2012 - December 2013
Houlihan Lokey July 2011 - October 2012
Skills
Private Equity, Restructuring, Distressed Debt, Valuation, Financial Modeling, Investment Banking, LBO, Corporate Finance, Strategy, Chapter 11, bankruptcy, Investments, Due Diligence, Fixed Income
Education
University of Pennsylvania - The Wharton School
BS Finance, BA History
Fifth Street Asset Management January 2014 - Present
Fifth Street Asset Management October 2012 - December 2013
Houlihan Lokey July 2011 - October 2012
Skills
Private Equity, Restructuring, Distressed Debt, Valuation, Financial Modeling, Investment Banking, LBO, Corporate Finance, Strategy, Chapter 11, bankruptcy, Investments, Due Diligence, Fixed Income
Education
University of Pennsylvania - The Wharton School
BS Finance, BA History
Michael Reed Michael Reed's Houlihan Lokey Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Joseph Cookson Joseph Cookson's Houlihan Lokey Experience July 2014 - July 2015
Job Analyst at JLL
Industry Commercial Real Estate
Experience
JLL August 2015 - Present
Houlihan Lokey July 2014 - July 2015
Houlihan Lokey June 2013 - August 2013
Columbia Management June 2011 - August 2012
EBI Consulting June 2010 - August 2010
Education
University of Pennsylvania 2010 — 2014
B.A., Economic History and Mandarin Chinese
Beijing Institute of Education
Mandarin Chinese
Belmont Hill School 2005 — 2010
JLL August 2015 - Present
Houlihan Lokey July 2014 - July 2015
Houlihan Lokey June 2013 - August 2013
Columbia Management June 2011 - August 2012
EBI Consulting June 2010 - August 2010
Education
University of Pennsylvania 2010 — 2014
B.A., Economic History and Mandarin Chinese
Beijing Institute of Education
Mandarin Chinese
Belmont Hill School 2005 — 2010
Gina Felton Gina Felton's Houlihan Lokey Experience June 2008 - August 2008
Job Director, Public Policy at ConocoPhillips
Industry Financial Services
Experience
ConocoPhillips April 2015 - Present
ConocoPhillips November 2013 - April 2015
ConocoPhillips August 2011 - November 2013
ConocoPhillips December 2009 - August 2011
ConocoPhillips July 2009 - December 2009
Houlihan Lokey June 2008 - August 2008
Moss Adams LLP July 2004 - July 2007
Skills
Project Management, Risk Management, Strategic Planning, Due Diligence, Data Analysis, Management, Contract Negotiation, Microsoft Excel, Competitive Analysis, Cross-functional Team..., Economics, Process Improvement, Marketing, Financial Modeling, Finance, Procurement, Strategic Sourcing, Financial Analysis
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, International Business Strategy
University of Southern California 2000 — 2004
Bachelor's degree, Economics & Political Science
ConocoPhillips April 2015 - Present
ConocoPhillips November 2013 - April 2015
ConocoPhillips August 2011 - November 2013
ConocoPhillips December 2009 - August 2011
ConocoPhillips July 2009 - December 2009
Houlihan Lokey June 2008 - August 2008
Moss Adams LLP July 2004 - July 2007
Skills
Project Management, Risk Management, Strategic Planning, Due Diligence, Data Analysis, Management, Contract Negotiation, Microsoft Excel, Competitive Analysis, Cross-functional Team..., Economics, Process Improvement, Marketing, Financial Modeling, Finance, Procurement, Strategic Sourcing, Financial Analysis
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, International Business Strategy
University of Southern California 2000 — 2004
Bachelor's degree, Economics & Political Science
Jim Decker Jim Decker's Houlihan Lokey Experience September 1997 - March 2006
Job Senior Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Alvarez & Marsal March 2006 - August 2008
Houlihan Lokey September 1997 - March 2006
SunTrust Capital Markets January 1994 - August 1997
Skills
Financial Restructuring, Mergers & Acquisitions, Financial Advisory, Corporate Finance, Leveraged Finance, Finance, Restructuring, Due Diligence, Mergers, Private Equity, Portfolio Management, Recapitalizations, Strategic Financial..., Asset Managment, Investment Banking, Bankruptcy, Capital Markets, Debt Restructuring, LBO, Team Leadership, Valuation, Financial Structuring, Business Valuation, Structured Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Vanderbilt University 1978 — 1982
BS, Economics, Geology
Guggenheim Securities Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Alvarez & Marsal March 2006 - August 2008
Houlihan Lokey September 1997 - March 2006
SunTrust Capital Markets January 1994 - August 1997
Skills
Financial Restructuring, Mergers & Acquisitions, Financial Advisory, Corporate Finance, Leveraged Finance, Finance, Restructuring, Due Diligence, Mergers, Private Equity, Portfolio Management, Recapitalizations, Strategic Financial..., Asset Managment, Investment Banking, Bankruptcy, Capital Markets, Debt Restructuring, LBO, Team Leadership, Valuation, Financial Structuring, Business Valuation, Structured Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Vanderbilt University 1978 — 1982
BS, Economics, Geology
Evan Aloe Evan Aloe's Houlihan Lokey Experience June 2012 - August 2012
Job Product Manager at DealCloud, Inc.
Industry Venture Capital & Private Equity
Experience
DealCloud, Inc. March 2015 - Present
DealCloud, Inc. March 2014 - Present
East Pittsburgh Real Estate, LLC May 2009 - June 2013
Houlihan Lokey June 2012 - August 2012
Capital Asset Protection, Inc May 2011 - August 2011
PricewaterhouseCoopers, LLP January 2009 - April 2009
Janney Montgomery Scott May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, DCF, Financial Statement..., Valuation, Financial Reporting, Strategic Financial..., Business Valuation, Accounting, Finance, Investments, DCF Valuation, Bloomberg, Financial Accounting, Bloomberg Terminal, Capital IQ, Due Diligence, Equity Valuation, Managerial Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA, Finance, Entrepreneurship, 3.5
University of Pittsburgh 2007 — 2011
BSBA, Finance, Accounting, 3.6
DealCloud, Inc. March 2015 - Present
DealCloud, Inc. March 2014 - Present
East Pittsburgh Real Estate, LLC May 2009 - June 2013
Houlihan Lokey June 2012 - August 2012
Capital Asset Protection, Inc May 2011 - August 2011
PricewaterhouseCoopers, LLP January 2009 - April 2009
Janney Montgomery Scott May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, DCF, Financial Statement..., Valuation, Financial Reporting, Strategic Financial..., Business Valuation, Accounting, Finance, Investments, DCF Valuation, Bloomberg, Financial Accounting, Bloomberg Terminal, Capital IQ, Due Diligence, Equity Valuation, Managerial Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA, Finance, Entrepreneurship, 3.5
University of Pittsburgh 2007 — 2011
BSBA, Finance, Accounting, 3.6
Dean Colvin Dean Colvin's Houlihan Lokey Experience April 2004 - September 2011
Job Managing Director at Cabrillo Advisors, LLC
Industry Investment Banking
Experience
Cabrillo Advisors, LLC July 2013 - Present
FMV Opinions, Inc. September 2011 - July 2013
Houlihan Lokey April 2004 - September 2011
Deloitte 2003 - 2004
Ernst & Young 1997 - 2003
Skills
Fairness Opinions, Valuation, Purchase Price..., Intangible Assets, Business Valuation, Financial Reporting, Mergers & Acquisitions, Transaction Advisory..., Corporate Finance, Tax, Financial Advisory, Securities, M&A experience, Investment Banking, Strategy, Private Equity
Education
University of Southern California
BS, Business
University of Southern California - Marshall School of Business
MBA, Finance
Cabrillo Advisors, LLC July 2013 - Present
FMV Opinions, Inc. September 2011 - July 2013
Houlihan Lokey April 2004 - September 2011
Deloitte 2003 - 2004
Ernst & Young 1997 - 2003
Skills
Fairness Opinions, Valuation, Purchase Price..., Intangible Assets, Business Valuation, Financial Reporting, Mergers & Acquisitions, Transaction Advisory..., Corporate Finance, Tax, Financial Advisory, Securities, M&A experience, Investment Banking, Strategy, Private Equity
Education
University of Southern California
BS, Business
University of Southern California - Marshall School of Business
MBA, Finance
Michael Utley's Houlihan Lokey Experience 2009 - 2012
Job Senior Writer at Capital Group
Industry Investment Management
Experience
Capital Group April 2012 - Present
Houlihan Lokey 2009 - 2012
The TCW Group, Inc. 2001 - 2009
The Press Enterprise 1998 - 2001
The Palm Beach Post 1997 - 1998
The Bond Buyer 1994 - 1997
The Whittier Daily News 1992 - 1994
Skills
Editorial, Equities, Journalism, Mergers & Acquisitions, Press Releases, Strategy, Internal Communications, Management, New Media, Media Relations, Marketing Communications, Blogging, Public Relations, Strategic Partnerships, Digital Media, Social Media Marketing, Newsletters, Copy Editing, Editing, Advertising, Corporate Communications, Copywriting, Investor Relations, Strategic Communications, Social Media, Writing, Crisis Communications, Competitive Analysis
Education
University of Southern California 1988 — 1992
Bachelor of Arts (B.A.), Journalism
Capital Group April 2012 - Present
Houlihan Lokey 2009 - 2012
The TCW Group, Inc. 2001 - 2009
The Press Enterprise 1998 - 2001
The Palm Beach Post 1997 - 1998
The Bond Buyer 1994 - 1997
The Whittier Daily News 1992 - 1994
Skills
Editorial, Equities, Journalism, Mergers & Acquisitions, Press Releases, Strategy, Internal Communications, Management, New Media, Media Relations, Marketing Communications, Blogging, Public Relations, Strategic Partnerships, Digital Media, Social Media Marketing, Newsletters, Copy Editing, Editing, Advertising, Corporate Communications, Copywriting, Investor Relations, Strategic Communications, Social Media, Writing, Crisis Communications, Competitive Analysis
Education
University of Southern California 1988 — 1992
Bachelor of Arts (B.A.), Journalism
Nora Turek's Houlihan Lokey Experience July 2013 - September 2015
Job Financial Operations Analyst at Greycroft Partners
Industry Financial Services
Experience
Greycroft Partners September 2015 - Present
Houlihan Lokey July 2013 - September 2015
Houlihan Lokey May 2012 - August 2012
William Blair & Company May 2011 - August 2011
Skills
Venture Capital, Matlab, Corporate Finance, Technology Management, Financial Modeling, Microsoft Excel, Data Analysis, Valuation, PowerPoint, Financial Analysis, Microsoft Office, Finance, Economics, Investment Banking, Microsoft Word, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Systems Engineering
Greycroft Partners September 2015 - Present
Houlihan Lokey July 2013 - September 2015
Houlihan Lokey May 2012 - August 2012
William Blair & Company May 2011 - August 2011
Skills
Venture Capital, Matlab, Corporate Finance, Technology Management, Financial Modeling, Microsoft Excel, Data Analysis, Valuation, PowerPoint, Financial Analysis, Microsoft Office, Finance, Economics, Investment Banking, Microsoft Word, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Systems Engineering
Jake Decker's Houlihan Lokey Experience June 2015 - August 2015
Job Summer Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
Alvarez & Marsal Global Professional Services June 2014 - July 2014
Cbeyond, Inc. June 2013 - August 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering (B.S.E.), Systems Engineering
Holy Innocents' Episcopal School 1999 — 2012
Houlihan Lokey June 2015 - August 2015
Alvarez & Marsal Global Professional Services June 2014 - July 2014
Cbeyond, Inc. June 2013 - August 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering (B.S.E.), Systems Engineering
Holy Innocents' Episcopal School 1999 — 2012
Bharat Reddy Bharat Reddy's Houlihan Lokey Experience June 2006 - August 2006
Job Solution Manager at MetricStream
Industry Management Consulting
Experience
MetricStream December 2013 - Present
MetricStream December 2013 - November 2014
CompassX Group January 2013 - December 2013
Starting Block Technology September 2012 - January 2013
Accenture February 2011 - July 2012
OrthAlign, Inc. May 2010 - August 2010
Iridescent August 2008 - May 2009
University of Southern California, Imaging Processing and Informatics Lab (Keck School of Medicine) June 2008 - August 2008
BioImagene June 2007 - August 2007
Houlihan Lokey June 2006 - August 2006
Skills
Business Analysis, Program Management, Project Management, Product Management, Cross-functional Team..., Management Consulting, Consulting, Data Science, Hadoop, Java, Strategy, SaaS, Enterprise Software, Business Intelligence, Start-ups, Data Analysis, Leadership, ERP, Data Visualization
Education
University of Southern California 2009 — 2011
Master of Science (MS), Biomedical Engineering (BME) - Medical Devices and Diagnostics Engineering (MDDE)
University of Southern California 2005 — 2009
Bachelor of Science (BS), Biomedical Engineering (BME) - Bioelectronics (EE)
The Harker School 2001 — 2005
MetricStream December 2013 - Present
MetricStream December 2013 - November 2014
CompassX Group January 2013 - December 2013
Starting Block Technology September 2012 - January 2013
Accenture February 2011 - July 2012
OrthAlign, Inc. May 2010 - August 2010
Iridescent August 2008 - May 2009
University of Southern California, Imaging Processing and Informatics Lab (Keck School of Medicine) June 2008 - August 2008
BioImagene June 2007 - August 2007
Houlihan Lokey June 2006 - August 2006
Skills
Business Analysis, Program Management, Project Management, Product Management, Cross-functional Team..., Management Consulting, Consulting, Data Science, Hadoop, Java, Strategy, SaaS, Enterprise Software, Business Intelligence, Start-ups, Data Analysis, Leadership, ERP, Data Visualization
Education
University of Southern California 2009 — 2011
Master of Science (MS), Biomedical Engineering (BME) - Medical Devices and Diagnostics Engineering (MDDE)
University of Southern California 2005 — 2009
Bachelor of Science (BS), Biomedical Engineering (BME) - Bioelectronics (EE)
The Harker School 2001 — 2005
Damien Perera Damien Perera's Houlihan Lokey Experience May 2011 - August 2011
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
Houlihan Lokey May 2011 - August 2011
Booz Allen Hamilton December 2007 - June 2010
Lockheed Martin August 2001 - December 2007
Skills
Investment Banking, Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Mergers, Analysis, Business Process, Business Valuation, Executive Management, Management Consulting, Risk Management, Private Equity, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Master of Business Administration
University of Pennsylvania 1997 — 2001
Bachelor of Science, Electrical Engineering
SunTrust Robinson Humphrey July 2012 - Present
Houlihan Lokey May 2011 - August 2011
Booz Allen Hamilton December 2007 - June 2010
Lockheed Martin August 2001 - December 2007
Skills
Investment Banking, Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Mergers, Analysis, Business Process, Business Valuation, Executive Management, Management Consulting, Risk Management, Private Equity, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Master of Business Administration
University of Pennsylvania 1997 — 2001
Bachelor of Science, Electrical Engineering
Gregory Rollman Gregory Rollman's Houlihan Lokey Experience June 2009 - August 2009
Job Investment Associate at CIM Group
Industry Real Estate
Experience
The CIM Group 2014 - Present
Peter J. Solomon Company 2011 - 2014
León, Mayer & Co. June 2010 - August 2010
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Financial Modeling, DCF Valuation, Valuation, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
The CIM Group 2014 - Present
Peter J. Solomon Company 2011 - 2014
León, Mayer & Co. June 2010 - August 2010
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Financial Modeling, DCF Valuation, Valuation, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
James Kwon James Kwon's Houlihan Lokey Experience September 2010 - March 2011
Job Manager, Corporate FP&A at Dun & Bradstreet Credibility Corp.
Industry Investment Banking
Experience
Dun & Bradstreet Credibility Corp. January 2013 - Present
FocalPoint Partners, LLC July 2011 - December 2012
Houlihan Lokey September 2010 - March 2011
BDO SEIDMAN, LLP September 2008 - April 2010
Skills
Financial Modeling, Finance, Financial Analysis, Auditing, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, US GAAP, Capital Markets
Education
University of Southern California 2004 — 2008
BS, Accounting
Northfield Mount Hermon
Dun & Bradstreet Credibility Corp. January 2013 - Present
FocalPoint Partners, LLC July 2011 - December 2012
Houlihan Lokey September 2010 - March 2011
BDO SEIDMAN, LLP September 2008 - April 2010
Skills
Financial Modeling, Finance, Financial Analysis, Auditing, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, US GAAP, Capital Markets
Education
University of Southern California 2004 — 2008
BS, Accounting
Northfield Mount Hermon
Ken Beierlein II Ken Beierlein II's Houlihan Lokey Experience July 2014 - Present
Job Restructuring Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey May 2013 - August 2013
BASF May 2012 - August 2012
Revolution Prep April 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Research, Microsoft Excel, Microsoft Office, VBA, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Econ., finance and accounting
Anchor Bay High School 2006 — 2010
High School Diploma
Houlihan Lokey July 2014 - Present
Houlihan Lokey May 2013 - August 2013
BASF May 2012 - August 2012
Revolution Prep April 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Research, Microsoft Excel, Microsoft Office, VBA, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Econ., finance and accounting
Anchor Bay High School 2006 — 2010
High School Diploma
Harriet Hyeryung Jeon Harriet Hyeryung Jeon's Houlihan Lokey Experience June 2015 - August 2015
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
Houlihan Lokey June 2015 - August 2015
EY May 2014 - July 2014
One Million Lights May 2013 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Event Planning, Teamwork, Photoshop, Finance, Marketing, Leadership, Strategy, Market Research
Education
University of Pennsylvania 2012 — 2016
BS, Economics
Universidad de Torcuato di Tella 2013 — 2013
Seoul Global High School 2009 — 2012
Houlihan Lokey June 2015 - August 2015
EY May 2014 - July 2014
One Million Lights May 2013 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Event Planning, Teamwork, Photoshop, Finance, Marketing, Leadership, Strategy, Market Research
Education
University of Pennsylvania 2012 — 2016
BS, Economics
Universidad de Torcuato di Tella 2013 — 2013
Seoul Global High School 2009 — 2012
Connor Bernstein Connor Bernstein's Houlihan Lokey Experience July 2012 - June 2013
Job Associate Life Sciences M&A at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Johnathan Lee Johnathan Lee's Houlihan Lokey Experience August 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2014 - Present
Houlihan Lokey June 2013 - August 2013
Citi July 2012 - July 2012
CareMore Health Plan June 2011 - September 2011
Skills
Matlab, Mandarin, Data Analysis, Financial Modeling, Economics
Education
University of Pennsylvania 2010 — 2014
Master of Science in Engineering (M.S.E.), Bioengineering
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance)
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Bioengineering
Taipei American School 2006 — 2010
Houlihan Lokey August 2014 - Present
Houlihan Lokey June 2013 - August 2013
Citi July 2012 - July 2012
CareMore Health Plan June 2011 - September 2011
Skills
Matlab, Mandarin, Data Analysis, Financial Modeling, Economics
Education
University of Pennsylvania 2010 — 2014
Master of Science in Engineering (M.S.E.), Bioengineering
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance)
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Bioengineering
Taipei American School 2006 — 2010
Samuel Winthrop Samuel Winthrop's Houlihan Lokey Experience July 2011 - August 2014
Job Research Analyst at Deep Field Asset Management
Industry Investment Management
Experience
Deep Field Asset Management October 2014 - Present
Houlihan Lokey July 2011 - August 2014
Goldman Sachs June 2010 - August 2010
Education
University of Pennsylvania
Finance
Deep Field Asset Management October 2014 - Present
Houlihan Lokey July 2011 - August 2014
Goldman Sachs June 2010 - August 2010
Education
University of Pennsylvania
Finance
Christopher Chang Christopher Chang's Houlihan Lokey Experience 2009 - 2011
Job CEO at Niles Health
Industry Computer Software
Experience
Niles Health 2015 - Present
Facebook 2013 - 2015
Sansome Partners 2012 - 2013
Google 2012 - 2012
Houlihan Lokey 2009 - 2011
Air Force Research Laboratory 2005 - 2008
Skills
Java, JavaScript, Scala, SQL, PHP, Objective-C, Financial Modeling, Value Investing
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E), Computer Science
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science (B.Sc.), Finance
Niles Health 2015 - Present
Facebook 2013 - 2015
Sansome Partners 2012 - 2013
Google 2012 - 2012
Houlihan Lokey 2009 - 2011
Air Force Research Laboratory 2005 - 2008
Skills
Java, JavaScript, Scala, SQL, PHP, Objective-C, Financial Modeling, Value Investing
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E), Computer Science
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science (B.Sc.), Finance
Jennifer Rong'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
Deloitte June 2013 - August 2013
Vista Point Advisors May 2013 - June 2013
LookMazing June 2012 - August 2012
Skills
Financial Modeling, Market Research, Microsoft Excel, Data Analysis, Statistics, Finance
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Mathematics & Economics
Wharton Business School 2011 — 2015
Statistics
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Deloitte June 2013 - August 2013
Vista Point Advisors May 2013 - June 2013
LookMazing June 2012 - August 2012
Skills
Financial Modeling, Market Research, Microsoft Excel, Data Analysis, Statistics, Finance
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Mathematics & Economics
Wharton Business School 2011 — 2015
Statistics
James Frier James Frier's Houlihan Lokey Experience June 2015 - August 2015
Job Summer Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
Bloomberg LP June 2014 - 2015
Bloomberg LP June 2013 - August 2013
Randall's Island Park Alliance June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics
Stuyvesant High School 2008 — 2012
Houlihan Lokey June 2015 - August 2015
Bloomberg LP June 2014 - 2015
Bloomberg LP June 2013 - August 2013
Randall's Island Park Alliance June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics
Stuyvesant High School 2008 — 2012
Sunny Shen Sunny Shen'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
Calkins Media Inc. May 2013 - August 2013
Global Television (BC) May 2012 - August 2012
The Daily Pennsylvanian January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Photoshop, Mandarin, Social Media Marketing, Public Speaking, Social Networking, Social Media, Data Analysis, Research, Teamwork, Financial Modeling
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics (Finance), Summa cum laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.) in Communication, Summa cum laude, with Distinction
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Calkins Media Inc. May 2013 - August 2013
Global Television (BC) May 2012 - August 2012
The Daily Pennsylvanian January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Photoshop, Mandarin, Social Media Marketing, Public Speaking, Social Networking, Social Media, Data Analysis, Research, Teamwork, Financial Modeling
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics (Finance), Summa cum laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.) in Communication, Summa cum laude, with Distinction
Gary Alcock Gary Alcock's Houlihan Lokey Experience June 2007 - November 2008
Job Founder and Managing Partner at The Alcock Group
Industry Venture Capital & Private Equity
Experience
The Alcock Group March 2015 - Present
Revolution Capital Group January 2013 - March 2015
Revolution Capital Group March 2010 - January 2013
Revolution Capital Group January 2009 - March 2010
Houlihan Lokey June 2007 - November 2008
Morgan Stanley September 2006 - March 2007
Skills
Financial Modeling, LBO, DCF Valuation, Liquidation, Due Diligence, Mergers, Team Leadership, Business Development, Microsoft Excel, Contract Negotiation, Sales, Technology, Valuation Modeling, Value Investing, Investment Banking, Private Equity, Mergers & Acquisitions, Business Valuation, Corporate Finance, Investments, Valuation, Financial Analysis, Strategy
Education
Swiss Finance Academy
University of Southern California
The Alcock Group March 2015 - Present
Revolution Capital Group January 2013 - March 2015
Revolution Capital Group March 2010 - January 2013
Revolution Capital Group January 2009 - March 2010
Houlihan Lokey June 2007 - November 2008
Morgan Stanley September 2006 - March 2007
Skills
Financial Modeling, LBO, DCF Valuation, Liquidation, Due Diligence, Mergers, Team Leadership, Business Development, Microsoft Excel, Contract Negotiation, Sales, Technology, Valuation Modeling, Value Investing, Investment Banking, Private Equity, Mergers & Acquisitions, Business Valuation, Corporate Finance, Investments, Valuation, Financial Analysis, Strategy
Education
Swiss Finance Academy
University of Southern California
Jake Felman Jake Felman's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Shoretuck Investors LLC November 2010 - Present
University of Pennsylvania September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Starwood Capital Group May 2013 - July 2013
Starwood Capital Group July 2012 - August 2012
Wheelock Street Capital July 2010 - August 2010
Skills
Investments
Education
University of Pennsylvania 2011 — 2015
BA Candidate, Economics
Staples High School 2007 — 2011
Houlihan Lokey July 2015 - Present
Shoretuck Investors LLC November 2010 - Present
University of Pennsylvania September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Starwood Capital Group May 2013 - July 2013
Starwood Capital Group July 2012 - August 2012
Wheelock Street Capital July 2010 - August 2010
Skills
Investments
Education
University of Pennsylvania 2011 — 2015
BA Candidate, Economics
Staples High School 2007 — 2011
Sheryl Sears's Houlihan Lokey Experience February 2015 - Present
Job Assistant at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
Accounting Principals, Ajilon Professional Staffing, Parker + Lynch July 2014 - January 2015
Kforce June 2013 - July 2014
Kforce May 2013 - June 2013
First Southwest Company March 2011 - May 2013
ResidentCheck April 2009 - March 2011
Fein, Kaplan & Morales Law Firm August 2008 - April 2009
Skills
Microsoft Excel, Access, Customer Service, Outlook, Analysis, PowerPoint, Leadership, Human Resources, Strategic Planning, Microsoft Word, Microsoft Office, Financial Analysis, Project Management, CRM, Research, Administrative Office..., E-Verify, Onboarding, PeopleSoft, Background Checks, Fieldglass, Employee Benefits, Team Building, Recruiting, Peanuts, Sword Fighting, Disney
Education
University of Phoenix 2006 — 2010
Bachelor of Science, Psychology
Bishop Lynch High School
Houlihan Lokey February 2015 - Present
Accounting Principals, Ajilon Professional Staffing, Parker + Lynch July 2014 - January 2015
Kforce June 2013 - July 2014
Kforce May 2013 - June 2013
First Southwest Company March 2011 - May 2013
ResidentCheck April 2009 - March 2011
Fein, Kaplan & Morales Law Firm August 2008 - April 2009
Skills
Microsoft Excel, Access, Customer Service, Outlook, Analysis, PowerPoint, Leadership, Human Resources, Strategic Planning, Microsoft Word, Microsoft Office, Financial Analysis, Project Management, CRM, Research, Administrative Office..., E-Verify, Onboarding, PeopleSoft, Background Checks, Fieldglass, Employee Benefits, Team Building, Recruiting, Peanuts, Sword Fighting, Disney
Education
University of Phoenix 2006 — 2010
Bachelor of Science, Psychology
Bishop Lynch High School
Andrew Burge Andrew Burge's Houlihan Lokey Experience June 2005 - August 2005
Job Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Private Wealth Management January 2014 - January 2015
First Republic Private Wealth Management January 2013 - January 2014
First Republic Investment Management January 2009 - January 2013
First Republic Investment Management January 2008 - January 2009
Westmont College August 2007 - January 2008
Houlihan Lokey June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Due Diligence, Strategic Planning, Data Management, Data Analysis
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Double Major, Political Science and Economics
First Republic Private Wealth Management February 2015 - Present
First Republic Private Wealth Management January 2014 - January 2015
First Republic Private Wealth Management January 2013 - January 2014
First Republic Investment Management January 2009 - January 2013
First Republic Investment Management January 2008 - January 2009
Westmont College August 2007 - January 2008
Houlihan Lokey June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Due Diligence, Strategic Planning, Data Management, Data Analysis
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Double Major, Political Science and Economics
Patrick Kearney Patrick Kearney's Houlihan Lokey Experience June 2013 - August 2013
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
The Wharton School February 2013 - December 2014
Houlihan Lokey June 2013 - August 2013
The Wharton School September 2012 - December 2012
Frontier Associates, LLC June 2012 - August 2012
Skills
Java Programming, VBA Programming, Conversational Spanish, Microsoft Excel, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance
Moelis & Company July 2015 - Present
The Wharton School February 2013 - December 2014
Houlihan Lokey June 2013 - August 2013
The Wharton School September 2012 - December 2012
Frontier Associates, LLC June 2012 - August 2012
Skills
Java Programming, VBA Programming, Conversational Spanish, Microsoft Excel, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance
Leon Cheung's Houlihan Lokey Experience February 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2015 - Present
J.P. Morgan June 2012 - January 2015
Skills
Mergers & Acquisitions, Valuation, DCF Valuation, Leveraged Finance, LBO, Accretion/dilution, Private Equity, Credit Analysis, Debt & Equity Financing, Investment Banking, Hedge Funds, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint
Education
University of Southern California 2008 — 2012
Bachelor's degree, Accounting and Finance
Houlihan Lokey February 2015 - Present
J.P. Morgan June 2012 - January 2015
Skills
Mergers & Acquisitions, Valuation, DCF Valuation, Leveraged Finance, LBO, Accretion/dilution, Private Equity, Credit Analysis, Debt & Equity Financing, Investment Banking, Hedge Funds, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint
Education
University of Southern California 2008 — 2012
Bachelor's degree, Accounting and Finance
Griffin Dann's Houlihan Lokey Experience June 2012 - July 2014
Job Analyst at Birch Grove Capital
Industry Investment Management
Experience
Birch Grove Capital August 2014 - Present
Houlihan Lokey June 2012 - July 2014
The Wharton School September 2011 - December 2011
Skills
Financial Modeling, Valuation, LBO, High Yield, Leveraged Finance, Debt Restructuring, Private Equity, Corporate Finance, Special Situations, Structured Finance, Bloomberg, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Finance
Birch Grove Capital August 2014 - Present
Houlihan Lokey June 2012 - July 2014
The Wharton School September 2011 - December 2011
Skills
Financial Modeling, Valuation, LBO, High Yield, Leveraged Finance, Debt Restructuring, Private Equity, Corporate Finance, Special Situations, Structured Finance, Bloomberg, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Finance
Andrew Weinstock Andrew Weinstock's Houlihan Lokey Experience July 2013 - March 2015
Job Associate at Monarch Alternative Capital LP
Industry Investment Banking
Experience
Monarch Alternative Capital LP March 2015 - Present
Houlihan Lokey July 2013 - March 2015
Houlihan Lokey May 2012 - August 2012
Arlon Group May 2011 - July 2011
Skills
Restructuring, Microsoft Excel, Microsoft Word, Financial Analysis, Corporate Finance, Economics, Valuation, Accounting, Business Valuation, Finance, Bloomberg, Data Analysis, Investment Banking
Education
Wharton School, University of Pennsylvania 2009 — 2013
B.S. in Economics, Concentrations in Finance and Legal Studies
The Pingry School 1996 — 2009
Monarch Alternative Capital LP March 2015 - Present
Houlihan Lokey July 2013 - March 2015
Houlihan Lokey May 2012 - August 2012
Arlon Group May 2011 - July 2011
Skills
Restructuring, Microsoft Excel, Microsoft Word, Financial Analysis, Corporate Finance, Economics, Valuation, Accounting, Business Valuation, Finance, Bloomberg, Data Analysis, Investment Banking
Education
Wharton School, University of Pennsylvania 2009 — 2013
B.S. in Economics, Concentrations in Finance and Legal Studies
The Pingry School 1996 — 2009
Sanjeev Shahani Sanjeev Shahani's Houlihan Lokey Experience July 2012 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Skills
Financial Modeling, Financial Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Technical Recruiting, Recruiting, Staff Augmentation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentration in Finance
Detroit Country Day School 2004 — 2008
High School Diploma
Houlihan Lokey July 2012 - Present
Skills
Financial Modeling, Financial Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Technical Recruiting, Recruiting, Staff Augmentation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentration in Finance
Detroit Country Day School 2004 — 2008
High School Diploma
Jonathan Tyburski's Houlihan Lokey Experience July 2002 - November 2004
Job Principal, Middle Market Special Situations at DW Partners, LP
Industry Venture Capital & Private Equity
Experience
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
Ross Solomon Ross Solomon's Houlihan Lokey Experience June 2009 - August 2009
Job Vice President at American Securities Opportunities Fund
Industry Venture Capital & Private Equity
Experience
American Securities Opportunities Fund June 2014 - Present
American Securities Opportunities Fund July 2012 - June 2014
Evercore Partners July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Restructuring, Private Equity, Financial Modeling, Valuation, Finance, Venture Capital, Due Diligence, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S.E., Finance and Statistics
Clarkstown South
Clarkstown South
American Securities Opportunities Fund June 2014 - Present
American Securities Opportunities Fund July 2012 - June 2014
Evercore Partners July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Skills
LBO, Restructuring, Private Equity, Financial Modeling, Valuation, Finance, Venture Capital, Due Diligence, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S.E., Finance and Statistics
Clarkstown South
Clarkstown South
Evan Heflin's Houlihan Lokey Experience July 2012 - August 2013
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2013 - Present
Houlihan Lokey July 2012 - August 2013
UBS Investment Bank June 2011 - July 2012
Suntiva Executive Consulting July 2010 - August 2010
University of Pennsylvania April 2010 - July 2010
George Mason University, Center for History and New Media June 2007 - August 2009
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
Barclays Investment Bank August 2013 - Present
Houlihan Lokey July 2012 - August 2013
UBS Investment Bank June 2011 - July 2012
Suntiva Executive Consulting July 2010 - August 2010
University of Pennsylvania April 2010 - July 2010
George Mason University, Center for History and New Media June 2007 - August 2009
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
Riley McCluskey's Houlihan Lokey Experience May 2011 - August 2011
Job Sr. Business Analyst at Live Nation Entertainment
Industry Entertainment
Experience
Live Nation Entertainment February 2015 - Present
McKinsey & Company September 2013 - February 2015
Credit Suisse June 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Waters, McCluskey, and Boehle May 2009 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, M&A experience, Bloomberg, Mergers, Capital Markets, Capital IQ, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Economics- Finance
Loyola High School 2005 — 2009
Mirman
Live Nation Entertainment February 2015 - Present
McKinsey & Company September 2013 - February 2015
Credit Suisse June 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Waters, McCluskey, and Boehle May 2009 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, M&A experience, Bloomberg, Mergers, Capital Markets, Capital IQ, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Economics- Finance
Loyola High School 2005 — 2009
Mirman
Garrett Taylor Garrett Taylor's Houlihan Lokey Experience March 2007 - October 2008
Job Entrepreneur and Consultant
Industry Internet
Experience
resmio GmbH July 2015 - Present
Societly January 2015 - Present
BrowseLabs July 2013 - December 2014
Siemer & Associates January 2010 - July 2013
Siemer & Associates August 2009 - January 2010
ORIX Venture Finance October 2008 - March 2009
Houlihan Lokey March 2007 - October 2008
Marshall & Stevens 2006 - 2006
Morgan Stanley 2005 - 2006
Smith Barney 2004 - 2005
Skills
Valuation, Financial Modeling, Finance, Due Diligence, Entrepreneurship, Investment Banking, Private Equity, Start-ups, Restructuring, Corporate Development, Mergers & Acquisitions, Business Strategy, LBO, Investments, Venture Capital, Negotiation, Portfolio Management, Private Placements, DCF
Education
University of Southern California
BS, Finance
University of Southern California - Marshall School of Business
Business Administration, Finance
resmio GmbH July 2015 - Present
Societly January 2015 - Present
BrowseLabs July 2013 - December 2014
Siemer & Associates January 2010 - July 2013
Siemer & Associates August 2009 - January 2010
ORIX Venture Finance October 2008 - March 2009
Houlihan Lokey March 2007 - October 2008
Marshall & Stevens 2006 - 2006
Morgan Stanley 2005 - 2006
Smith Barney 2004 - 2005
Skills
Valuation, Financial Modeling, Finance, Due Diligence, Entrepreneurship, Investment Banking, Private Equity, Start-ups, Restructuring, Corporate Development, Mergers & Acquisitions, Business Strategy, LBO, Investments, Venture Capital, Negotiation, Portfolio Management, Private Placements, DCF
Education
University of Southern California
BS, Finance
University of Southern California - Marshall School of Business
Business Administration, Finance
Nathan Gordon Nathan Gordon's Houlihan Lokey Experience July 2012 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Veridiam - a WHI Capital Partners Portfolio Company September 2011 - February 2012
WHI Capital Partners August 2008 - June 2011
Trinity Capital May 2006 - August 2008
KPMG August 2004 - May 2006
Education
University of Southern California 2001 — 2004
BS, Accounting
Houlihan Lokey July 2012 - Present
Veridiam - a WHI Capital Partners Portfolio Company September 2011 - February 2012
WHI Capital Partners August 2008 - June 2011
Trinity Capital May 2006 - August 2008
KPMG August 2004 - May 2006
Education
University of Southern California 2001 — 2004
BS, Accounting
Ben Biran Ben Biran's Houlihan Lokey Experience June 2014 - August 2014
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Cambridge Information Group June 2013 - August 2013
The Wharton School January 2013 - June 2013
The Wharton School January 2012 - June 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
University College London 2013 — 2013
Study Abroad
Marlboro High School
Moelis & Company July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Cambridge Information Group June 2013 - August 2013
The Wharton School January 2013 - June 2013
The Wharton School January 2012 - June 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
University College London 2013 — 2013
Study Abroad
Marlboro High School
Justin Shand's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Douglas Emmett May 2014 - July 2014
The Shand Group July 2012 - July 2014
Undergraduate Economics Society at the University of Pennsylvania September 2012 - November 2013
Adizes Institute June 2013 - August 2013
cielo24 May 2013 - June 2013
Research Entrepreneurship and Innovation Residential Program September 2012 - May 2013
Social Planning Events Committee for the University of Pennsylvania September 2012 - December 2012
Sirius Advisors LLC May 2012 - June 2012
UC Santa Barbara July 2011 - August 2011
Skills
Research, Editing, Marketing, PowerPoint, Social Networking, Microsoft Word, Community Outreach, Teamwork, Public Speaking, Event Planning, Blogging, Social Media, Team Leadership, Analysis, Market Research, Entrepreneurship, Online Marketing, Customer Service, English, Economics, Social Media Marketing, Facebook, Mathematics, Writing, Math Tutoring, Financial Modeling, Real Estate, Microsoft Excel, R studio coding
Education
University of Pennsylvania 2012 — 2016
Laguna Blanca High School
Houlihan Lokey June 2015 - Present
Douglas Emmett May 2014 - July 2014
The Shand Group July 2012 - July 2014
Undergraduate Economics Society at the University of Pennsylvania September 2012 - November 2013
Adizes Institute June 2013 - August 2013
cielo24 May 2013 - June 2013
Research Entrepreneurship and Innovation Residential Program September 2012 - May 2013
Social Planning Events Committee for the University of Pennsylvania September 2012 - December 2012
Sirius Advisors LLC May 2012 - June 2012
UC Santa Barbara July 2011 - August 2011
Skills
Research, Editing, Marketing, PowerPoint, Social Networking, Microsoft Word, Community Outreach, Teamwork, Public Speaking, Event Planning, Blogging, Social Media, Team Leadership, Analysis, Market Research, Entrepreneurship, Online Marketing, Customer Service, English, Economics, Social Media Marketing, Facebook, Mathematics, Writing, Math Tutoring, Financial Modeling, Real Estate, Microsoft Excel, R studio coding
Education
University of Pennsylvania 2012 — 2016
Laguna Blanca High School
Merrill Greulich Merrill Greulich's Houlihan Lokey Experience June 2015 - Present
Job Executive Assistant at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
MESA Global April 2011 - June 2015
Pearson Partners, Inc. June 2009 - April 2011
William D. Witter, Inc. May 2006 - August 2006
Education
University of Richmond 2005 — 2009
BA, Art History
University of Bristol - Florence Program 2007 — 2007
Art History
Houlihan Lokey June 2015 - Present
MESA Global April 2011 - June 2015
Pearson Partners, Inc. June 2009 - April 2011
William D. Witter, Inc. May 2006 - August 2006
Education
University of Richmond 2005 — 2009
BA, Art History
University of Bristol - Florence Program 2007 — 2007
Art History
Pej Sabet's Houlihan Lokey Experience 1998 - 2001
Job Finance & Operations Executive
Industry Marketing and Advertising
Experience
Pitch 2009 - Present
HD Buttercup 2005 - 2009
USBX 2003 - 2004
Houlihan Lokey 1998 - 2001
Skills
Financial Modeling, Mergers, Brand Development, Mergers & Acquisitions, Finance, Investments, Strategic Partnerships, Retail, Real Estate, Start-ups, Strategy, Business Development, Marketing Strategy, Competitive Analysis, Entrepreneurship, Business Strategy
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of Southern California 1994 — 1998
BS
Pitch 2009 - Present
HD Buttercup 2005 - 2009
USBX 2003 - 2004
Houlihan Lokey 1998 - 2001
Skills
Financial Modeling, Mergers, Brand Development, Mergers & Acquisitions, Finance, Investments, Strategic Partnerships, Retail, Real Estate, Start-ups, Strategy, Business Development, Marketing Strategy, Competitive Analysis, Entrepreneurship, Business Strategy
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of Southern California 1994 — 1998
BS
Chris Hebble's Houlihan Lokey Experience September 2015 - Present
Job Managing Director at Houlihan Lokey
Industry Venture Capital & Private Equity
Experience
Houlihan Lokey September 2015 - Present
Cerberus March 2007 - September 2015
Caltius September 2004 - February 2007
Houlihan Lokey Howard & Zukin 2000 - 2004
Skills
Mergers, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Executive Management, Entrepreneurship, Strategy, Corporate Law, Mezzanine, Loans, Restructuring, Finance, Recapitalizations, Private Equity, Private Placements, Venture Capital, Leveraged Lending, Corporate Development, Business Valuation, Due Diligence, Management, Start-ups, Investment Banking, Joint Ventures, Insurance, Valuation
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
University of Southern California 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Highland Park High School 1984 — 1988
Houlihan Lokey September 2015 - Present
Cerberus March 2007 - September 2015
Caltius September 2004 - February 2007
Houlihan Lokey Howard & Zukin 2000 - 2004
Skills
Mergers, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Executive Management, Entrepreneurship, Strategy, Corporate Law, Mezzanine, Loans, Restructuring, Finance, Recapitalizations, Private Equity, Private Placements, Venture Capital, Leveraged Lending, Corporate Development, Business Valuation, Due Diligence, Management, Start-ups, Investment Banking, Joint Ventures, Insurance, Valuation
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
University of Southern California 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Highland Park High School 1984 — 1988
John McIntosh's Houlihan Lokey Experience 2004 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2004 - Present
Ernst & Young 1995 - 2004
Russell Miller Inc. 1990 - 1995
Skills
Fairness Opinions, Purchase Price..., Intangible Assets, Valuation, Business Valuation, Intellectual Property..., Equity Valuation, Transaction Advisory, Investment Banking, FAS 123R, Fair Value, Enterprise Valuation, Financial Modeling, FAS 157, M&A Due Diligence, Goodwill Impairment, Solvency Opinions, Quality of Earnings, Forensic Services, Due Diligence, Corporate Development, Transaction Processing, Divestitures, Mergers & Acquisitions, M&A experience, Private Equity, LBO, IPO, Corporate Finance, FAS 5, Restructuring, Private Placements
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
M.B.A., Finance and International Business
Avonworth
Avonworth
Houlihan Lokey 2004 - Present
Ernst & Young 1995 - 2004
Russell Miller Inc. 1990 - 1995
Skills
Fairness Opinions, Purchase Price..., Intangible Assets, Valuation, Business Valuation, Intellectual Property..., Equity Valuation, Transaction Advisory, Investment Banking, FAS 123R, Fair Value, Enterprise Valuation, Financial Modeling, FAS 157, M&A Due Diligence, Goodwill Impairment, Solvency Opinions, Quality of Earnings, Forensic Services, Due Diligence, Corporate Development, Transaction Processing, Divestitures, Mergers & Acquisitions, M&A experience, Private Equity, LBO, IPO, Corporate Finance, FAS 5, Restructuring, Private Placements
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
M.B.A., Finance and International Business
Avonworth
Avonworth
Greg Shin's Houlihan Lokey Experience 2007 - 2012
Job
Industry Government Administration
Experience
State Bar of CA September 2012 - Present
Houlihan Lokey 2007 - 2012
Blackstone Consulting, Inc. 2006 - 2006
American Career College 2005 - 2006
Goldman, Sachs & Co. 2000 - 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Mergers, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
B.S.
State Bar of CA September 2012 - Present
Houlihan Lokey 2007 - 2012
Blackstone Consulting, Inc. 2006 - 2006
American Career College 2005 - 2006
Goldman, Sachs & Co. 2000 - 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Mergers, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
B.S.
Spring Harris's Houlihan Lokey Experience July 2005 - August 2006
Job Senior PR Specialist at Symantec
Industry Public Relations and Communications
Experience
Symantec June 2015 - Present
Edelman April 2013 - May 2015
Weber Shandwick September 2009 - April 2013
TriSight Communications August 2008 - December 2010
Economics Research Associates August 2006 - March 2008
Houlihan Lokey July 2005 - August 2006
Skills
Media Relations, Public Relations, Social Media, Strategic Planning, Marketing Communications, French, Speech, Event Planning, Public Speaking, Crisis Communications, Non-profits, Leadership, Market Research, Internal Communications, Press Releases, Corporate Social..., Corporate Social Media, Sports Marketing, Article Creation
Education
University of Southern California 2008 — 2010
M.A., Strategic Public Relations
University of Southern California 1999 — 2003
Bachelor of Arts, International Relations, French
Symantec June 2015 - Present
Edelman April 2013 - May 2015
Weber Shandwick September 2009 - April 2013
TriSight Communications August 2008 - December 2010
Economics Research Associates August 2006 - March 2008
Houlihan Lokey July 2005 - August 2006
Skills
Media Relations, Public Relations, Social Media, Strategic Planning, Marketing Communications, French, Speech, Event Planning, Public Speaking, Crisis Communications, Non-profits, Leadership, Market Research, Internal Communications, Press Releases, Corporate Social..., Corporate Social Media, Sports Marketing, Article Creation
Education
University of Southern California 2008 — 2010
M.A., Strategic Public Relations
University of Southern California 1999 — 2003
Bachelor of Arts, International Relations, French
Randolph Chao's Houlihan Lokey Experience June 2010 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2010 - Present
Bryant Park Capital June 2008 - June 2010
Fairmount Partners February 2005 - May 2008
The Children's Hospital of Philadelphia January 2003 - February 2005
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Development, Valuation, Mergers, Due Diligence, Venture Capital, Corporate Finance, LBO, Financial Analysis, Bloomberg, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelors, Jerome Fisher Management and Technology Program
University of Pennsylvania 1998 — 2002
Bachelors, Systems Engineering
Houlihan Lokey June 2010 - Present
Bryant Park Capital June 2008 - June 2010
Fairmount Partners February 2005 - May 2008
The Children's Hospital of Philadelphia January 2003 - February 2005
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Development, Valuation, Mergers, Due Diligence, Venture Capital, Corporate Finance, LBO, Financial Analysis, Bloomberg, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelors, Jerome Fisher Management and Technology Program
University of Pennsylvania 1998 — 2002
Bachelors, Systems Engineering
Soo Romanoff's Houlihan Lokey Experience May 2006 - July 2009
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Huron Consulting Group December 2010 - Present
Ernst & Young January 2010 - December 2010
Houlihan Lokey May 2006 - July 2009
Deloitte & Touche 2005 - 2006
William Blair and Company 2004 - 2005
AT&T 2003 - 2004
UBS 1997 - 2002
Skills
Financial Modeling, Valuation, Tax, Financial Reporting, Due Diligence, Finance, Corporate Finance, Business Valuation, Private Equity, Restructuring, Financial Analysis, Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1989 — 1993
Ramapo High School
Ishika Das's Houlihan Lokey Experience July 2012 - January 2013
Job Product at Compass
Industry Higher Education
Experience
Compass January 2015 - Present
The Raine Group January 2013 - January 2015
Houlihan Lokey July 2012 - January 2013
Bank of America Merrill Lynch, Technology Group June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.Sc.), Finance
Dubai College 2002 — 2008
Economics, Maths, Physics and French
Compass January 2015 - Present
The Raine Group January 2013 - January 2015
Houlihan Lokey July 2012 - January 2013
Bank of America Merrill Lynch, Technology Group June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.Sc.), Finance
Dubai College 2002 — 2008
Economics, Maths, Physics and French
Akash Kumar's Houlihan Lokey Experience July 2011 - January 2012
Job Analyst at Talpion Fund Management LP
Industry Financial Services
Experience
Talpion Fund Management LP January 2015 - Present
H.I.G. Capital August 2013 - January 2015
Millstein and Co. January 2012 - July 2013
Houlihan Lokey July 2011 - January 2012
TPG Capital June 2010 - August 2010
United Nations September 2009 - December 2009
ValStone Partners May 2009 - August 2009
The Wharton School January 2009 - April 2009
GreenWorld Capital July 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B. S. Econ., Finance
Talpion Fund Management LP January 2015 - Present
H.I.G. Capital August 2013 - January 2015
Millstein and Co. January 2012 - July 2013
Houlihan Lokey July 2011 - January 2012
TPG Capital June 2010 - August 2010
United Nations September 2009 - December 2009
ValStone Partners May 2009 - August 2009
The Wharton School January 2009 - April 2009
GreenWorld Capital July 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B. S. Econ., Finance
Barry An's Houlihan Lokey Experience August 2010 - September 2012
Job Analyst at ICE Canyon LLC
Industry Financial Services
Experience
ICE Canyon LLC September 2012 - Present
Houlihan Lokey August 2010 - September 2012
Sanford C. Bernstein June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Corporate Finance, Valuation, Business Development, Financial Modeling, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BSc), Economics
Torrey Pines High School 2002 — 2006
ICE Canyon LLC September 2012 - Present
Houlihan Lokey August 2010 - September 2012
Sanford C. Bernstein June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Corporate Finance, Valuation, Business Development, Financial Modeling, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BSc), Economics
Torrey Pines High School 2002 — 2006
Crystal Fisher's Houlihan Lokey Experience July 2009 - June 2011
Job Director, Business Development for Golf Channel at NBC Sports
Industry Investment Banking
Experience
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
Chris Wright, CFA's Houlihan Lokey Experience March 2004 - June 2007
Job Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Pia Banerjee's Houlihan Lokey Experience July 2010 - May 2012
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company March 2015 - Present
Leerink Partners LLC May 2012 - February 2015
Houlihan Lokey July 2010 - May 2012
Houlihan Lokey June 2009 - August 2009
Galenea June 2008 - August 2008
Education
University of Pennsylvania 2006 — 2010
BA, Biology
University of Pennsylvania - The Wharton School 2006 — 2010
Moelis & Company March 2015 - Present
Leerink Partners LLC May 2012 - February 2015
Houlihan Lokey July 2010 - May 2012
Houlihan Lokey June 2009 - August 2009
Galenea June 2008 - August 2008
Education
University of Pennsylvania 2006 — 2010
BA, Biology
University of Pennsylvania - The Wharton School 2006 — 2010
Aaron Peltz's Houlihan Lokey Experience April 2010 - April 2011
Job Associate at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC April 2011 - Present
Houlihan Lokey April 2010 - April 2011
Bovitz Research Group January 2010 - April 2010
ALJ Capital Management, LLC August 2009 - January 2010
University of Southern California September 2008 - May 2009
USC Marshall School of Business August 2005 - May 2009
CTS Capital Advisors June 2008 - August 2008
UBS Wealth Management May 2007 - February 2008
Skills
Financial Analysis, Research, Market Research, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Statistics, Corporate Finance, Due Diligence, Analysis, Private Equity, Marketing, International Relations, Microsoft Word, Event Planning, Public Speaking, Competitive Analysis, Business Strategy, Strategic Visionary, World Building, Venture Capital, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Capital IQ, Investments, Business Valuation, DCF, LBO, Economics, Leveraged Finance
Education
University of Southern California 2005 — 2009
Bachelor of Science (BSc), Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
BSc, Business Administration, Emph. Finance
Salem Partners LLC April 2011 - Present
Houlihan Lokey April 2010 - April 2011
Bovitz Research Group January 2010 - April 2010
ALJ Capital Management, LLC August 2009 - January 2010
University of Southern California September 2008 - May 2009
USC Marshall School of Business August 2005 - May 2009
CTS Capital Advisors June 2008 - August 2008
UBS Wealth Management May 2007 - February 2008
Skills
Financial Analysis, Research, Market Research, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Statistics, Corporate Finance, Due Diligence, Analysis, Private Equity, Marketing, International Relations, Microsoft Word, Event Planning, Public Speaking, Competitive Analysis, Business Strategy, Strategic Visionary, World Building, Venture Capital, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Capital IQ, Investments, Business Valuation, DCF, LBO, Economics, Leveraged Finance
Education
University of Southern California 2005 — 2009
Bachelor of Science (BSc), Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
BSc, Business Administration, Emph. Finance
Stephen Migdal's Houlihan Lokey Experience March 2013 - March 2014
Job Associate at Medley Capital
Industry Financial Services
Experience
Medley March 2014 - Present
Houlihan Lokey March 2013 - March 2014
Bank of America June 2011 - March 2013
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marshall School of Business
La Jolla Country Day School 2003 — 2007
High School Degree
Medley March 2014 - Present
Houlihan Lokey March 2013 - March 2014
Bank of America June 2011 - March 2013
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marshall School of Business
La Jolla Country Day School 2003 — 2007
High School Degree
Andrew Ciarfalia's Houlihan Lokey Experience June 2006 - May 2007
Job Financial Analyst at Delphos International
Industry Financial Services
Experience
Delphos International November 2008 - Present
MCG Capital May 2006 - August 2008
Houlihan Lokey June 2006 - May 2007
Skills
Valuation, Capital Markets, Fixed Income
Education
University of Rochester 2000 — 2004
BA, Mathematics
University of Arizona
Delphos International November 2008 - Present
MCG Capital May 2006 - August 2008
Houlihan Lokey June 2006 - May 2007
Skills
Valuation, Capital Markets, Fixed Income
Education
University of Rochester 2000 — 2004
BA, Mathematics
University of Arizona
Cortney Peretz's Houlihan Lokey Experience 2005 - 2007
Job Recruiter
Industry Financial Services
Experience
CPI 2007 - Present
Houlihan Lokey 2005 - 2007
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance and Management
CPI 2007 - Present
Houlihan Lokey 2005 - 2007
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance and Management
Gregg Feinstein's Houlihan Lokey Experience April 2005 - Present
Job Managing Director/CoHead of M&A at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Houlihan Lokey April 2005 - Present
Jefferies & Company 2002 - 2005
Berenson Minella 1991 - 2002
Merrill Lynch 1986 - 1991
Lehman Brothers Kuhn Loeb 1983 - 1986
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Business Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance and Accounting
Nicholas Whitehead's Houlihan Lokey Experience January 2013 - Present
Job Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Milestone Advisors May 2012 - December 2012
Royal Bank of Scotland August 2011 - February 2012
Royal Bank of Scotland June 2010 - August 2010
Boenning & Scattergood, Inc. June 2009 - August 2009
Head of the Charles Regatta Office March 2007 - June 2007
Belmont HIll School June 2005 - August 2005
Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration
Belmont Hill School 2001 — 2007
High School Diploma
Houlihan Lokey January 2013 - Present
Milestone Advisors May 2012 - December 2012
Royal Bank of Scotland August 2011 - February 2012
Royal Bank of Scotland June 2010 - August 2010
Boenning & Scattergood, Inc. June 2009 - August 2009
Head of the Charles Regatta Office March 2007 - June 2007
Belmont HIll School June 2005 - August 2005
Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration
Belmont Hill School 2001 — 2007
High School Diploma
Christopher Ritchie's Houlihan Lokey Experience July 2012 - June 2014
Job Investment Associate at ABRY Partners
Industry Investment Banking
Experience
ABRY Partners June 2014 - Present
Houlihan Lokey July 2012 - June 2014
Houlihan Lokey February 2010 - July 2012
Houlihan Lokey July 2009 - February 2010
Houlihan Lokey June 2008 - August 2008
Skills
Financial Structuring, Valuation, Financial Modeling, Mergers & Acquisitions, Investments, Finance, Investment Banking, Capital Markets, Due Diligence, Private Equity, Equities, Corporate Finance, Hedge Funds
Education
University of Pennsylvania 2005 — 2009
BA, International Relations and Political Science
ABRY Partners June 2014 - Present
Houlihan Lokey July 2012 - June 2014
Houlihan Lokey February 2010 - July 2012
Houlihan Lokey July 2009 - February 2010
Houlihan Lokey June 2008 - August 2008
Skills
Financial Structuring, Valuation, Financial Modeling, Mergers & Acquisitions, Investments, Finance, Investment Banking, Capital Markets, Due Diligence, Private Equity, Equities, Corporate Finance, Hedge Funds
Education
University of Pennsylvania 2005 — 2009
BA, International Relations and Political Science
Cindy Ju's Houlihan Lokey Experience July 2012 - July 2014
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Mark Schlecker's Houlihan Lokey Experience August 2010 - January 2014
Job Analyst at HoldCo Asset Management
Industry Financial Services
Experience
HoldCo Asset Management January 2014 - Present
Houlihan Lokey August 2010 - January 2014
Red Pine Advisors LLC February 2010 - July 2010
KBC Bank June 2009 - February 2010
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts
New Rochelle High School 2001 — 2005
HoldCo Asset Management January 2014 - Present
Houlihan Lokey August 2010 - January 2014
Red Pine Advisors LLC February 2010 - July 2010
KBC Bank June 2009 - February 2010
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts
New Rochelle High School 2001 — 2005
Max Vorhoff's Houlihan Lokey Experience July 2010 - August 2011
Job Associate at LongueVue Capital, LLC
Industry Financial Services
Experience
LongueVue Capital, LLC July 2013 - Present
New Orleans Business Alliance June 2012 - July 2013
Global Hunter Securities September 2011 - January 2012
Houlihan Lokey July 2010 - August 2011
American Express November 2009 - July 2010
American Express September 2008 - November 2009
American Express April 2007 - September 2008
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
B.S., Economics
LongueVue Capital, LLC July 2013 - Present
New Orleans Business Alliance June 2012 - July 2013
Global Hunter Securities September 2011 - January 2012
Houlihan Lokey July 2010 - August 2011
American Express November 2009 - July 2010
American Express September 2008 - November 2009
American Express April 2007 - September 2008
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
B.S., Economics
Zhao Kuang, CFA's Houlihan Lokey Experience May 2010 - June 2012
Job Associate at BlackRock
Industry Financial Services
Phillip Laroche's Houlihan Lokey Experience July 2009 - September 2012
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Guggenheim Partners October 2012 - Present
Houlihan Lokey July 2009 - September 2012
UBS Wealth Management June 2008 - August 2008
Skills
Financial Modeling, Special Situations, Valuation, High Yield, Investment Banking, Capital Structure, Financial Analysis, Debt Restructuring, Restructuring, Due Diligence, Bloomberg, Capital IQ, Recapitalizations, DCF
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics
Jody Burfening's Houlihan Lokey Experience 1987 - 1989
Job Investor Relations Professional
Industry Public Relations and Communications
Experience
LHA, Inc. 1997 - Present
Duracell 1990 - 1995
W.R. Grace 1989 - 1990
Houlihan Lokey 1987 - 1989
Education
Wharton Business School 1985 — 1987
MBA, Finance
LHA, Inc. 1997 - Present
Duracell 1990 - 1995
W.R. Grace 1989 - 1990
Houlihan Lokey 1987 - 1989
Education
Wharton Business School 1985 — 1987
MBA, Finance
Yash Kandoi's Houlihan Lokey Experience May 2011 - August 2011
Job Private Equity Associate at Veronis Suhler Stevenson
Industry Financial Services
Experience
Veronis Suhler Stevenson November 2013 - Present
Citi June 2012 - November 2013
Houlihan Lokey May 2011 - August 2011
Deloitte June 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Finance, Business Strategy, LBO, Private Equity, Mergers & Acquisitions, Strategy, Asset Management, Economics, Data Analysis, Venture Capital, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
Bachelor of Applied Science, Computer and Information Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Accounting
Veronis Suhler Stevenson November 2013 - Present
Citi June 2012 - November 2013
Houlihan Lokey May 2011 - August 2011
Deloitte June 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Finance, Business Strategy, LBO, Private Equity, Mergers & Acquisitions, Strategy, Asset Management, Economics, Data Analysis, Venture Capital, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
Bachelor of Applied Science, Computer and Information Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Accounting
Lance Carr, CFA's Houlihan Lokey Experience October 2010 - Present
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2010 - Present
Deloitte Financial Advisory Services July 2008 - December 2010
Skills
Valuation, Financial Modeling, Business Valuation, Financial Reporting, Purchase Price..., Analysis
Education
University of Pennsylvania 2004 — 2008
BA, Economics
Houlihan Lokey October 2010 - Present
Deloitte Financial Advisory Services July 2008 - December 2010
Skills
Valuation, Financial Modeling, Business Valuation, Financial Reporting, Purchase Price..., Analysis
Education
University of Pennsylvania 2004 — 2008
BA, Economics
Jeremy Keith's Houlihan Lokey Experience July 2009 - January 2011
Job Millennium Partners
Industry Investment Banking
Experience
Millennium Partners February 2011 - Present
Houlihan Lokey July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Economics, Finance, Entrepreneurship
Millennium Partners February 2011 - Present
Houlihan Lokey July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Economics, Finance, Entrepreneurship
Benjamin Pollock's Houlihan Lokey Experience May 2010 - October 2011
Job Product
Industry Marketing and Advertising
Experience
Dun & Bradstreet September 2012 - Present
BlockBeacon.com (acquired by Dun & Bradstreet) October 2011 - September 2012
Houlihan Lokey May 2010 - October 2011
Skills
SEO, Market Research, Social Media, Digital Marketing, Product Marketing, PPC, Financial Modeling, Valuation, SEM, Private Equity, Marketing, Analysis, Management, Competitive Analysis
Education
University of Southern California 2005 — 2009
BS, Finance
Dun & Bradstreet September 2012 - Present
BlockBeacon.com (acquired by Dun & Bradstreet) October 2011 - September 2012
Houlihan Lokey May 2010 - October 2011
Skills
SEO, Market Research, Social Media, Digital Marketing, Product Marketing, PPC, Financial Modeling, Valuation, SEM, Private Equity, Marketing, Analysis, Management, Competitive Analysis
Education
University of Southern California 2005 — 2009
BS, Finance
Frank Hou's Houlihan Lokey Experience July 2014 - August 2015
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2015 - Present
Houlihan Lokey July 2014 - August 2015
Education
University of Southern California 2010 — 2013
B.S., Business Administration
Piper Jaffray September 2015 - Present
Houlihan Lokey July 2014 - August 2015
Education
University of Southern California 2010 — 2013
B.S., Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS