Entities / Company
Houlihan Lokey.
American multinational investment bank and financial services company
- Reports this week
- 2
- Active events
- 1
- Connections
- 90
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
One to three months ago
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Cindy Ma is a Managing Director at Houlihan Lokey, and the firm utilizes DataBank for private credit data.Some support1 report
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Houlihan Lokey disclosed insider trading via SEC filing while Royal Bank of Canada increased its stake in the company's stock.Some support1 report
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A London-based chain is planning U.S. expansion, hiring Houlihan Lokey, and scouting locations in Austin.Some support1 report
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Houlihan Lokey retained legal counsel for Petrofac during a divestment process on May 27, 2026.Some support1 report1 development inside
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Appreciation Fund purchased Houlihan Lokey Inc. on August 2, 2026.Some support1 report
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Houlihan Lokey reported greater softness in Europe and noted that geopolitical uncertainty in the Middle East pressured its results.Some support2 reports
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Investment bank Houlihan Lokey expands advisory work in Angola.Some support2 reports
Gone quiet
No new reports in 90+ days-
Houlihan Lokey increased its stake in Fifth Third Bancorp stock on July 18, 2026.Some support1 report
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Houlihan Lokey and Intelligent Group are being compared as finance companies.Some support1 report
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Houlihan Lokey reported on trends affecting Accel's portfolio companies.Some support1 report
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Houlihan Lokey announced an agreement to acquire Intrepid Financial Partners, and the founder of Intrepid will join HLI as global chairman.Some support2 reports
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Baird and Houlihan Lokey are jointly acting as bookrunners/co-managers and underwriters for the ITG IPO.Some support5 reports
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TransDigm Group Inc. completed the acquisition of Servotronics on July 1, 2025, with Houlihan Lokey serving as financial advisor to Servotronics.Speculative1 report
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Houlihan Lokey established a global presence with offices in Los Angeles, Atlanta, Boston, Chicago, Dallas, Dubai, Frankfurt, and international offices in London and offices in Houston.Speculative1 report
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Houlihan Lokey and Stepstone are financial services companies as of July 18, 2025.Some support1 report1 development inside
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GlobalData published M&A rankings for H1 2025, naming Houlihan Lokey and J.P. Morgan & Co. as leading North American M&A advisers.Some support3 reports
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Lindsey Alley was appointed as Chief Financial Officer on July 16, 2025.Some support1 report
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Both Houlihan Lokey and Evercore Partners led M&A advisory rankings in the first half of 2025.Some support1 report
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Houlihan Lokey and Goldman Sachs were ranked as leading consumer M&A advisers on July 25, 2025.Well supported4 reports
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Houlihan Lokey is noted to be associated with an industry as of July 30, 2025, alongside Zacks Financial.Some support2 reports
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Houlihan Lokey's Corporate Finance division is facing challenges including muted activity from financial sponsors, higher interest rates, and performance lags in the EMEA region.Some support1 report
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Scott Adelson was appointed as the Chief Executive Officer of a company.Some support1 report
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Houlihan Lokey served as financial advisor on a transaction involving Evolv Technologies Holdings, Inc.Some support1 report
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Houlihan Lokey, LendingClub Corporation, and Zurn Elkay Water Solutions are all operating within the US financial and legal frameworks.Some support1 report
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Houlihan Lokey reported that its revenue forecast growth exceeded the industry average.Some support1 report
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THL Partners announced an agreement to acquire Headlands Research.Some support1 report
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Guitar Center operates across the U.S., and its sister brand, Music & Arts, was involved in a matter where Houlihan Lokey served as financial advisor to investors.Some support1 report
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Houlihan Lokey and Capital Dynamics are companies with professional presences in London.Some support1 report
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Anthony Basmajian joined Houlihan Lokey's Business Services Group to expand IT services coverage.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Houlihan Lokey this week
News at the entities that move Houlihan Lokey most-
SEC StructuralMarketBeat monitored consensus ratings for Sasol, and insider transactions related to the company were disclosed to the SEC on May 27, 2026.Moves Houlihan Lokey
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FED OperationalThe FED raised policy rates to curb inflation, while tariff plans caused dispersion in S&P 500 performance.Moves Houlihan Lokey
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Goldman Sachs OperationalGoldman Sachs upgraded CoreWeave to Buy, while Jensen Huang addressed debt concerns and Robinhood reported record purchases.Moves Houlihan Lokey
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Citizens Mentioned togetherCitizens Private Bank announced its expansion into the Greater Philadelphia area.Moves Houlihan Lokey
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Baird OperationalCitigroup and Baird lowered their stock targets for Intuitive Surgical on October 19, 2026.Moves Houlihan Lokey
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Bank of America OperationalBank of America issued a buy rating on the stock of Parabilis Medicines on October 16, 2026.Moves Houlihan Lokey
Connections
The 22 strongest of 90, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
SEC Structural
Houlihan Lokey operates under the regulatory framework and filing requirements mandated by the SEC.
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Goldman Sachs Operational
Houlihan Lokey and Goldman Sachs are direct competitors in the consumer M&A advisory market.
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Irwin Gold Structural
Irwin Gold serves as the chairman of the board for Houlihan Lokey.
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Databank Structural
Houlihan Lokey utilizes Databank as a provider of private credit data for its operational needs.
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Cindy Ma Structural
Cindy Ma holds the position of Managing Director at Houlihan Lokey.
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FED Operational
The FED's actions, such as increasing borrowing costs, pressure the dealmaking activities of Houlihan Lokey.
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representative Transactional
Representative purchased shares of Houlihan Lokey.
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Baird Operational
The firms operate in the investment banking sector and function as co-managers/joint bookrunners for specific mandates.
Show all 22 connections
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Valeo Foods Transactional
Houlihan Lokey acted as the financial advisor leading the sales process for Valeo Foods.
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J.P. Morgan & Co. Operational
Both companies are active competitors, consistently ranking as leaders in M&A financial advisory services.
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Fifth Third Bancorp Structural
The relationship is characterized by one entity increasing its financial stake in the other company's stock.
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Middle East Operational
Middle East geopolitical uncertainty impacts Houlihan Lokey's deal flow and operational results.
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Accel Mentioned together
Houlihan Lokey reports on market trends affecting Accel's portfolio companies.
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Petrofac Transactional
A provided legal counsel services to B during a divestment process.
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Royal Bank of Canada Transactional
RBC increased its investment stake in company stock.
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New York Shared context
Houlihan Lokey operates within the market context of New York.
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Angola Shared context
Houlihan Lokey operates within the market and geopolitical context of Angola, specifically expanding its advisory services there.
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Bank of America Operational
Houlihan Lokey and Bank of America compete for investment capital as financial services providers.
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Citizens Mentioned together
Citizens upgraded Houlihan Lokey stock to Outperform.
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Europe Shared context
Houlihan Lokey's performance is observed within the context of the European market.
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Morgan Stanley Transactional
Houlihan Lokey and Morgan Stanley shared roles in the underwriting of the ITG IPO.
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Ariel Investments Transactional
Houlihan Lokey was acquired by Appreciation Fund on 2026-08-03.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
3 events- Houlihan Lokey represented groups in transition while Lowenstein Sandler provided legal counsel to Cerity Partners.
- Cindy Ma is a Managing Director at Houlihan Lokey, and the firm utilizes DataBank for private credit data.
- Houlihan Lokey disclosed insider trading via SEC filing while Royal Bank of Canada increased its stake in the company's stock.
August 2026
3 events- A London-based chain is planning U.S. expansion, hiring Houlihan Lokey, and scouting locations in Austin.
- Appreciation Fund purchased Houlihan Lokey Inc. on August 2, 2026.
- Houlihan Lokey reported greater softness in Europe and noted that geopolitical uncertainty in the Middle East pressured its results.
Show 2 earlier months
July 2026
5 events- Investment bank Houlihan Lokey expands advisory work in Angola.
- Houlihan Lokey increased its stake in Fifth Third Bancorp stock on July 18, 2026.
- Houlihan Lokey and Intelligent Group are being compared as finance companies.
- Houlihan Lokey reported on trends affecting Accel's portfolio companies.
- Houlihan Lokey announced an agreement to acquire Intrepid Financial Partners, and the founder of Intrepid will join HLI as global chairman.
June 2026
19 events- Houlihan Lokey retained legal counsel for Petrofac during a divestment process on May 27, 2026.
- Baird and Houlihan Lokey are jointly acting as bookrunners/co-managers and underwriters for the ITG IPO.
- TransDigm Group Inc. completed the acquisition of Servotronics on July 1, 2025, with Houlihan Lokey serving as financial advisor to Servotronics.
- Houlihan Lokey established a global presence with offices in Los Angeles, Atlanta, Boston, Chicago, Dallas, Dubai, Frankfurt, and international offices in London and offices in Houston.
- Houlihan Lokey and Stepstone are financial services companies as of July 18, 2025.
- GlobalData published M&A rankings for H1 2025, naming Houlihan Lokey and J.P. Morgan & Co. as leading North American M&A advisers.
- Lindsey Alley was appointed as Chief Financial Officer on July 16, 2025.
- Both Houlihan Lokey and Evercore Partners led M&A advisory rankings in the first half of 2025.
- Houlihan Lokey and Goldman Sachs were ranked as leading consumer M&A advisers on July 25, 2025.
- Houlihan Lokey is noted to be associated with an industry as of July 30, 2025, alongside Zacks Financial.
- Houlihan Lokey's Corporate Finance division is facing challenges including muted activity from financial sponsors, higher interest rates, and performance lags in the EMEA region.
- Scott Adelson was appointed as the Chief Executive Officer of a company.
- Houlihan Lokey served as financial advisor on a transaction involving Evolv Technologies Holdings, Inc.
- Houlihan Lokey, LendingClub Corporation, and Zurn Elkay Water Solutions are all operating within the US financial and legal frameworks.
- Houlihan Lokey reported that its revenue forecast growth exceeded the industry average.
- THL Partners announced an agreement to acquire Headlands Research.
- Guitar Center operates across the U.S., and its sister brand, Music & Arts, was involved in a matter where Houlihan Lokey served as financial advisor to investors.
- Houlihan Lokey and Capital Dynamics are companies with professional presences in London.
- Anthony Basmajian joined Houlihan Lokey's Business Services Group to expand IT services coverage.