Business Unit:
Financial And Valuation Advisory
Industry:
Transaction Opinions
Scope

Our Board Advisory & Opinions group works closely with other areas of the firm to provide boards of directors and special committees with advice in navigating complex transactions, which includes understanding strategic considerations, advising on alternatives, valuing complex businesses and securities, giving consideration to structuring issues, and rendering transaction opinions. The group primarily focuses on assisting companies, boards of directors and special committees in fulfilling fiduciary duties in high stakes strategic situations, complex transactions and conflict-prone dynamics - with an emphasis on rigorous financial analysis and valuation. . This particular position also focuses on advising financial sponsors in conflict transactions, including continuation vehicles and cross-fund transactions, and works alongside our Corporate Finance team and other industry experts across the firm on high profile mandates.

As the No. 1 global M&A fairness opinion advisor over the past 25 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions. Our dedicated Board Advisory & Opinions practice delivers fairness, solvency, and valuation advisory services across a variety of situations, including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.

Our Vice Presidents drive complex analytics, financial models and valuation analyses, oversee the work of our Associates and Financial Analysts, and interface directly with our clients. Vice Presidents support engagements and new business development by:

• Acting as a project manager on multiple simultaneous client projects;
• Analyzing and explaining historical and projected financial information;
• Performing business and financial due diligence;
• Valuing companies, businesses and securities;
• Directing our Associates and Financial Analysts in the construction of complex financial models, financial analyses and client presentations;
• Preparing board/special committee presentations supporting advice and opinions in close collaboration with our Corporate Finance team and other industry experts across the firm;
• Helping pitch engagements and participating in business development initiatives;
• Advising financial sponsors on conflict transactions, including continuation vehicles and cross-fund transactions;
• Playing a key role in continuing to build our Energy & Infrastructure Financial and Valuation Advisory coverage team; and
• Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

• The ideal candidate would possess the following qualities and background:
  • At least six years of experience in financial services with at least three years of investment banking, valuation or related experience
  • Experience in energy & infrastructure subsectors, ideally including Oil & Gas
  • Advanced accounting, finance, financial modeling and analytical abilities
  • Excellent oral and written communication skills
  • Experience managing associates, analysts or other personnel
  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
  • Have a very strong work ethic, organizational skills and ability to multi-task
• Additional consideration will be given to candidates who possess:
  • An undergraduate degree with academic distinction and/or a graduate degree;
  • A demonstrated ability to work cooperatively with all levels of staff
• Engineers by background with Oil & Gas experience and a desire for a more financially oriented position are welcome candidates

Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$180,000 - $200,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits