Houlihan Lokey · 8 hours ago
Associate, Transaction Advisory Services (FDD) - Boston, Chicago, Dallas, or New York
Boston, MA
Full-time
Onsite
Mid Level
$95K/yr - $160K/yr
3+ years expHoulihan Lokey is a global investment bank specializing in mergers and acquisitions, capital solutions, and financial advisory. The Associate role in Transaction Advisory Services involves conducting financial due diligence for M&A transactions, managing teams, and providing insights into financial trends and risks.
BankingFinanceFinancial Services
Responsibilities
Drive discussions with senior client executives and target management
Manage team members (Analysts) on engagements
Review target company financial information and other data to identify:
Historical and projected financial and operating and commercial trends
Quality of earnings
Working capital and net debt considerations, and
Potential liabilities and risks which impact valuation and negotiation of the target company
Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
Review financial models including database systems
Develop professional network and relationships with firm, client and target professionals
Review transaction agreements, customer and supplier contracts and develop valuation considerations
Collaborate closely with corporate finance, valuation and financial restructuring colleagues
Qualification
Required
Undergraduate degree from an accredited institution
3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm
CPA
Preferred
Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
Demonstrated professional achievement and client service excellence
Healthcare transaction advisory experience
Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
Strong analytical abilities
Exceptional verbal and written communication skills
Strong command of Microsoft Word, Excel, and PowerPoint
Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
Ability and desired willingness to travel
Benefits
Discretionary incentive compensation
Competitive benefits package
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
2026-01-14
Secondaries Investor
2025-12-18
2025-12-01
Company data provided by crunchbase