Full-Time
Updated on 9/16/2026
Global advisory on M&A, restructuring, valuations
No salary listed
Sydney NSW, Australia
In Person
Bachelor's
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Houlihan Lokey provides advisory services in mergers and acquisitions, capital markets, financial restructuring, and valuation for clients globally. It operates through three main lines: Corporate Finance (M&A and capital markets advisory), Financial Restructuring (advising debtors and creditors in distressed situations), and Financial and Valuation Advisory (valuations and fairness opinions). The firm earns fees for advisory work rather than underwriting and emphasizes independent, specialized guidance with deep expertise in complex restructurings and valuations, supported by a broad global footprint. Its goal is to help clients maximize value and make sound financial decisions through objective, rigorous advice on mergers, financing, restructurings, and valuations.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Los Angeles, California
Founded
1972
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Health Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Remote Work Options
Houlihan Lokey reports that private-credit stress is rising among smaller borrowers in Q2 2026. Companies with less than $100 million EBITDA posted default rates of 3% by loan value and 3.6% by borrower count. The weakest segment is firms with $10 million to $20 million EBITDA, where 12% of loans now trade below 90% of par, compared with roughly 1% in 2023. Larger borrowers remain healthier overall. Across the full market, defaults were only 0.8% of outstanding principal, yet 2.5% of borrowers were in default. Healthcare showed the clearest stress, with defaults at 4.2% by borrower count. Software had among the lowest default rates. Despite these pressures, median revenues rose 6.5% and EBITDA increased 7.4% year over year.
The Morning Briefing: Advisers hike fees and segment client books to beat rising cost to serve. Good morning and welcome to your Morning Briefing for Thursday 10 September 2026. To get this in your inbox every morning click here. Advisers hike fees and segment client books to beat rising cost to serve Financial advice practices are balancing ambitious recruitment and client onboarding plans with scrutiny of ongoing client suitability, according to research from NextWealth. The consultant's latest Financial Advice Business Benchmarks report, based on a survey of 318 financial advice professionals, reveals that 64% work at firms intending to expand by taking on new clients, while 53% aim to increase assets from existing relationships. Andrew Tully: Yet more complexity in the savings landscape Isas should be among the simplest and most trusted savings vehicles in the UK. Yet successive reforms are making the landscape harder for clients to understand and for advisers and providers to administer. From 6 April 2027, the Cash Isa subscription limit for under-65s will fall to £12,000, alongside anti-avoidance measures intended to stop non-Cash Isas being used as cash shelters. Utmost Group assets reach £123bn as European flows jump 50% Utmost Group has posted a 16% increase in normalised inflows for the first half of 2026, largely because demand accelerated sharply across its continental European markets. Consequently, the international provider of insurance-based wealth solutions saw its assets under administration climb to £123.4bn in the six months to 30 June, up from £107.1bn in the first half of 2025 and £116.3bn at full-year 2025. Quote Of The Day Savers lit a £10bn distress flare at the 2024 Budget, which was never extinguished. To avoid another damaging repeat, chancellor John Healey must side with savers by committing to pension tax stability now - Michael Summersgill, CEO, AJ Bell Stat Attack Nearly half (48.4%) of surveyed Britons say concerns regarding their credit score have negatively impacted their financial confidence over the past 12 months, according to new research from credit card company thimbl.com. The survey of 318 UK customers highlights a sharp disconnect between self-reported credit education and emotional reassurance, showing how score anxieties actively influence borrowing habits. It shows: feel confident they understand the factors that can affect their credit score. believe they are aware of the actions they can take to improve their credit rating. have worried about their credit score despite high self-reported understanding. know what their current credit score is, leaving nearly two in five unaware. have avoided applying for credit due to fears that their score would be too low. report that credit score worries have dented their overall financial confidence in the past year. have deliberately avoided checking their credit score out of fear of what it might reveal. Fairstone has appointed Scott Kirkby as chief corporate development officer as the wealth management group targets expanding client assets under management to £40bn over the next four years. Kirkby arrives from global investment bank Houlihan Lokey, bringing over 25 years of senior experience across firms including Bupa, NatWest and Credit Suisse. In his new role, he will direct group-wide deal origination and execution across the UK and Ireland. The appointment comes as Fairstone steps up its downstream buyout programme following eight acquisitions in the first quarter of 2026. Chief executive Steven Cooper CBE praised Kirkby's pedigree, noting his arrival will drive further consolidation momentum. The Chartered Institute for Securities & Investment has awarded three advice practices CISI Chartered Firm(TM) status, recognising their adherence to high professional and ethical standards. The newly accredited businesses are Manchester-based Smart Financial, Salisbury's Grovely Financial, and London-based Chancery Lane Income Planners. The pre-eminent designation requires firms to demonstrate rigorous continuous professional development programmes alongside a proven commitment to staff learning and development. Kevin Moore, executive director of membership and business development at the CISI, praised the trio for upholding excellence and high-calibre client advice within an increasingly globalised financial sector. Leaders across all three firms welcomed the benchmark accreditation. From Elsewhere Britain faces winter with soaring gas prices and thin reserves (Bloomberg) Net zero grid upgrades drive a £200bn energy industry civil war (The Telegraph) Currency markets subdued as oil shock lifts global yields; ECB, US inflation eyed (Reuters) Did You See? Extreme heat is often viewed primarily as an environmental or public health concern. Yet its effects are increasingly being felt on company operations, infrastructure, asset values and investment returns. Tom Browne interviews Dr Alejandro Martí, CEO and co-founder of climate risk intelligence firm Mitiga Solutions, and explains why advisers should begin factoring heat and other physical climate risks into conversations with clients.
Infinedi Partners expands investment team with three private equity hires. September 9, 2026 Rohan Arora, Nitish Jindal and Rob DeSena Infinedi Partners has expanded its investment team with the additions of Rohan Arora as principal, Nitish Jindal as vice president and Rob DeSena as associate, adding dealmaking and transaction experience as the New York private equity firm builds out its lower middle-market investment platform. Arora joined Infinedi in March 2026 and is responsible for sourcing, leading, growing and exiting investments. He most recently served as a senior vice president in the private equity group at H.I.G. Capital, where he worked from 2022 through 2026. At H.I.G., Arora was involved in identifying, structuring, executing and financing investments, as well as implementing post-closing operational growth and value-creation initiatives. His investment work focused primarily on the consumer and business services sectors. Before H.I.G., Arora held leadership roles at Insignia and Novalpina Capital. He began his career at Evercore. "Infinedi presented a compelling 'ground-floor' opportunity paired with an exceptional standalone track record," Arora said. "I look forward to capitalizing on opportunities in our unique lower middle-market PE buyout strategy." Jindal joined Infinedi in July 2026 and, like Arora, is responsible for sourcing, leading, growing and exiting investments. He previously worked as an associate in the Technology Opportunities Fund at Charlesbank Capital Partners, where his investment focus included cybersecurity and vertical software businesses. Earlier in his career, Jindal was an analyst at Houlihan Lokey, advising technology companies on sell-side mergers and acquisitions. His background adds technology-focused investing and transaction execution experience to Infinedi's expanding team. DeSena joined the firm in June 2026 after serving as a senior analyst at BrightTower, a boutique investment bank focused on technology and marketing services. At BrightTower, he advised corporate and private equity clients on middle-market M&A transactions. The three additions expand Infinedi's investment execution capacity as the firm continues to pursue founder-owned companies where it can serve as the first institutional private equity investor. That positioning distinguishes its strategy from buyout firms targeting businesses that have already moved through one or more rounds of private equity ownership. "I am thrilled to announce the addition of these talented professionals to the Infinedi team," said Jay Hegenbart, founder and managing partner. Hegenbart said the firm expects to draw on their experience as it pursues investments and works to generate returns across its portfolio. Partner Carter Harned indicated that Infinedi expects to continue expanding its organization. "We are excited to add experienced professionals to our growing team and look forward to similar announcements in the near future as we build out our firm," he said. Founded by Hegenbart in March 2018, Infinedi focuses on partnerships with founder-owned businesses and financial entrepreneurs. Its investment model centers exclusively on situations in which Infinedi is the first private equity investor in a company. The firm typically pursues control investments while retaining significant founder reinvestment. Its strategy also calls for using less financial leverage and holding investments for longer periods than is typical in private equity, creating a structure intended to align founders and institutional capital around longer-term business development. That approach makes sourcing and post-acquisition execution central to Infinedi's model. Rather than applying a standardized transaction structure, the firm works with owners to develop investment arrangements around individual businesses and their stakeholders. Infinedi is backed by a group of institutional investors and is actively seeking additional investment opportunities. The latest hires increase the personnel available to source transactions, execute acquisitions and work with portfolio companies as the firm continues building its lower middle-market private equity platform.
Global investment bank Houlihan Lokey has appointed Mayra Fregonesi as managing director in its Financial Sponsors Group to lead coverage efforts across Latin America. Based in São Paulo, Fregonesi brings over 25 years of experience in private capital markets. She joins from Patria Investments, where she served as managing director and global head of key accounts, working with institutional investors on private markets strategies. Previously, she led investor relations at GP Investments and began her career at Merrill Lynch. Fregonesi will leverage her relationships across alternative investment firms, family offices, and sovereign wealth funds to connect clients with Houlihan Lokey's advisory services in M&A, restructuring, and capital solutions. The firm cited Latin America's evolving private capital cycle as creating opportunities for strategic solutions.
Rockpoint, Newbond Holdings buy Hotel Maren Fort Lauderdale. Boston-based real estate private equity firm Rockpoint and real estate and hospitality investment platform Newbond Holdings acquired the Hotel Maren Fort Lauderdale, Curio Collection by Hilton. The transaction builds on the firms' existing relationship, which includes their September 2025 acquisition of the Westin Tampa Waterside. The new owners plan targeted enhancements to Hotel Maren's food-and-beverage offerings and public areas as part of an effort to strengthen the property's positioning in the Fort Lauderdale Beach market. Built in 2021, Hotel Maren Fort Lauderdale is a 12-story boutique hotel located on a 0.8-acre waterfront parcel at 525 South Fort Lauderdale Beach Boulevard, south of Las Olas Boulevard. The property has 141 guestrooms, each offering views of either the Atlantic Ocean or Intracoastal Waterway. Amenities include an oceanfront pool and sun deck, multiple dining and bar venues, retail offerings, meeting and social-event space, and a fitness studio. Wealth Enhancement Acquires Arbor Capital Management's Advisory Business Arbor Capital Management is an independent RIA with offices in Alaska. To read the entire story, you must be logged in. Gemspring's Airswift Buys Selected New Tech Global businesses New Tech Global serves customers across the upstream energy sector, providing specialized expertise and personnel supporting drilling, completions, field operations and other operational activities. To read the entire story, you must be logged in. Darcy Partners Purchases Kimberlite Oilfield Research Kimberlite Oilfield Research is a provider of proprietary voice-of-customer research to the global oil and gas industry. To read the entire story, you must be logged in. BlackArch Partners Adds Michael Mazhari as Director in Life Science & Healthcare Group Mazhari joins BlackArch from Houlihan Lokey, where he worked as a healthcare banker. To read the entire story, you must be logged in.