Houlihan Lokey

Independent Investment Bank & Financial Advisory Firm

Houlihan Lokey is a globally leading independent investment bank and financial advisory firm with extensive business coverage, focusing on corporate finance, M&A, capital markets advisory, financial restructuring, and financial & valuation advisory. The company has a broad global network with offices in the Americas, Europe, Middle East, and Asia Pacific, with particular presence in Asia including Hong Kong, Beijing, and Shanghai.

Core Business Areas

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Corporate Finance

Corporate Finance / M&A / Capital Markets Advisory

Including corporate M&A, capital structure design, high-yield bonds, leveraged loans / mezzanine financing, convertible bonds, private equity and private placements, public offerings and refinancing (IPO / follow-on / secondary offering), liability management, and more.

โญ This is the company's largest revenue source โ€” Corporate Finance business accounts for approximately 65% of total revenue in FY 2025
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Financial Restructuring

Financial Restructuring / Bankruptcy Reorganization / Debt Restructuring

Providing debt restructuring, bankruptcy reorganization (both in and out of bankruptcy proceedings), creditor and debtor advisory, restructuring plan design, asset disposition, distressed asset management, restructuring M&A services, and more.

๐Ÿ’ช This business line gives Houlihan Lokey a competitive advantage during economic downturns or corporate distress โ€” often retained as creditor committee, restructuring committee, or bankruptcy proceeding advisor
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Financial & Valuation Advisory

Financial & Valuation Advisory

Including company valuation (especially for private companies), fairness opinions, transaction structure advisory, portfolio valuation, financial advisory services, M&A due diligence assistance, financial due diligence, bankruptcy asset valuation, and more.

๐ŸŽฏ Enables the company to not only excel in M&A / restructuring but also provide support in company valuation, private equity, due diligence, and post-merger integration

Global Network & Clients

Client Base

  • โœ“ Publicly Listed Companies
  • โœ“ Private Companies
  • โœ“ Private Equity Funds / Financial Sponsors
  • โœ“ Government / Sovereign Wealth Funds
  • โœ“ Institutional Investors

Global Coverage

๐ŸŒ Global Network

Americas ยท Europe ยท Middle East ยท Asia Pacific

๐Ÿ‡จ๐Ÿ‡ณ Asia Presence

Hong Kong, Beijing, Shanghai, China

Engaging in cross-border M&A, restructuring, and valuation services

My Professional Expertise

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Investment Analysis

Valuation & Financial Modeling

Utilizing professional financial analysis tools to provide clients with accurate investment assessments and financial modeling services.

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Corporate M&A

M&A Transaction Advisory

Assisting clients in completing complex M&A transactions with full-process support from strategic planning to transaction execution.

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Cross-border Business

International M&A & Restructuring

Leveraging the company's network advantages in Asia to provide cross-border M&A and restructuring advisory services to clients.

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Strategic Advisory

Capital Structure Optimization

Helping clients optimize capital structure and develop financing solutions aligned with corporate development strategies.

Career Development Path

2008-2010

Accounting Firm - Investment Advisory

Focused on corporate M&A, restructuring, and strategic analysis. Accumulated rich investment advisory experience, laying a solid foundation for subsequent career development.

2010-2012

Part-time MBA Studies

Following my aunt's advice, I took a leave of absence to pursue MBA studies, completing all courses and obtaining the degree two years later. The MBA program emphasized management capability enhancement and comprehensive business thinking, laying a solid foundation for my development in finance, consulting, strategy, and enterprise management.

โœ“ Management Capability Enhancement

โœ“ Comprehensive Business Thinking

โœ“ Finance, Consulting, Strategy, Enterprise Management

2018

Morgan Stanley - Intern

Through my aunt's introduction, I joined Morgan Stanley as an intern, leaving after one year of work. This experience gave me deeper insights into international investment banking.

2019-Present

Houlihan Lokey - Senior Investment Advisor

Through my aunt's recommendation, I joined Houlihan Lokey and have been serving as a Senior Investment Advisor to this day, focusing on corporate finance, M&A, and capital markets advisory.

Professional Alignment:

My background (Tsinghua University + Accounting/Auditing) aligns well with the following directions:

  • Investment Banking / Consulting
  • Corporate Finance / Strategy
  • M&A, Risk Control, Financial Management

Why Houlihan Lokey

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Industry Leader

Global leader in independent investment banking

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Global Network

Extensive network covering major global markets

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Professional Services

Comprehensive financial advisory and investment banking services