VP/SVP, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Dallas, TX or Houston, TX

Business Unit:

Financial and Valuation Advisory

Industry:

PV - Portfolio Valuation

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2020, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 years.

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.

Houlihan Lokey’s PV practice is well-recognized and regarded in the alternative asset valuation community. In 2020, the PV Practice received the HFM US Hedge Fund Services Awards in which Houlihan Lokey was named “Best Valuations Firm for Hard to Value Assets,” its fourth time receiving this award.  We also received this same honor in Europe in 2020.  And, for the first time ever, Houlihan Lokey received the HFM Asia Hedge Fund Services Award for “Best Valuation Firm,” underscoring the outstanding valuation services the firm provides its hedge fund clients around the world. Also, Houlihan Lokey was named “Best Valuation Service” for the Alt Credit European Services Awards in both 2019 and 2020, which recognizes “service providers, credit hedge funds, CLO and private debt funds who are outperforming their competitors and leading the way in Europe.”

Scope

Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.  Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s real-world transaction experience and market knowledge.

The open position is for a Vice President or Senior Vice President based in the Dallas or Houston office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice.  

Our Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President or Senior Vice President level to focus on managing the execution of client engagements and building out our Portfolio Valuation and Fund Advisory (PV) practice.  While the primary execution and business development focus will be for PV, all members of the FVA practice are expected to broadly facilitate our firm’s growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings provided by Houlihan Lokey.

The PV-dedicated Vice President / Senior Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams, which can range in size from two to ten members.

Responsibilities

• Leading FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors;
• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing companies, businesses, and securities;
• Dir