Founded in Los Angeles in 1970, Houlihan Lokey Howard & Zukin provides specialty investment banking services. The bulk of Houlihan Lokey's clients are privately held middle-market companies. A well-respected leader in middle-market deals, Houlihan Lokey acted in 1998 as advisor on $33.5 billion of M&A transactions, agent in 42 middle-market financings, advisor on 40 restructuring transactions, and rendered over 100 fairness opinions.

The company has eight offices in the U.S. In 1998, the company announced a partnership with a Korean financial services firm, Samjong M&A finance, to form a new company, Samjong Houlihan Lokey. Samjong Houlihan Lokey provides financial restructuring and financial valuation to the Asian Markets. Houlihan Lokey Howard & Zukin Canada, headquartered in Toronto and formed in April 1999, offers a full range of investment banking services to the Canadian market.

Range of services

With 10 offices and nearly 300 employees, Houlihan Lokey provides clients with a variety of services including m&a advisory, management buyouts, financial restructurings, tax and estate-related valuations, and private placements. In addition, the company offers financial viability, valuation, fairness and solvency opinions to its clients. The company has an expanding merchant banking practice through two investment vehicles, Churchhill ESOP Capital Partners and Sunrise Capital Partners, L.P.

Research: Mergerstat.com