Ryan Lund Joins as Co-Head of U.S. Technology and Global Co-Head of Software; Vikram Kaushik and Ted Sullivan Join to Further Bolster Software Team

Houlihan Lokey (NYSE: HLI), the global investment bank, announced today that Ryan Lund has joined the firm’s global Technology Group as a Managing Director. Mr. Lund has been appointed Co-Head of U.S. Technology alongside John Lambros and Jason Hill and Global Co-Head of Software with Sascha Pfeiffer. He is based in Miami.

Mr. Lund joins from UBS, where he was a Managing Director and Global Head of Software Investment Banking. Prior to UBS, Mr. Lund was Global Head of Software for RBC Capital Markets and spent more than 20 years at Raymond James where he most recently co-led the enterprise software investment banking team. Since 1999, Mr. Lund has advised on more than 100 M&A, public capital markets, and private capital transactions for software companies.

“Ryan has an outstanding track record in sellside advisory for some of the world’s leading technology companies and private equity firms. His deep expertise in the software domain will only further bolster our best-in-class team, and he will be a tremendous resource for our clients at a time when emerging technological advancements are precipitating rapid changes in software,” said Phil Adams, Managing Director and Head of Global Technology at Houlihan Lokey. “Ryan’s robust domain knowledge and experience in navigating extremely complex transactions in tech will be hugely additive to our team and our clients, and his leadership and client-centric approach represent an excellent cultural fit with Houlihan Lokey. We are thrilled he is joining us.”

In addition to Mr. Lund, Vikram Kaushik and Ted Sullivan also have joined Houlihan Lokey’s Technology Group as directors to further strengthen the software practice. Mr. Kaushik and Mr. Sullivan both join from UBS, where they were executive directors in the Technology Investment Banking Group, primarily focused on enterprise software. Both officers also have held roles in RBC Capital Markets’ Technology Group. They are based in New York.

“The software sector continues to change rapidly as enterprises adopt artificial intelligence and other ascendant technologies. Houlihan Lokey’s Technology Group, the largest and most prolific global entity of its kind in investment banking, is uniquely positioned to provide highly specialized, subsector-specific advisory services, particularly to those that are in the middle market and focused on enterprise use cases and who are navigating the opportunities that this fast-changing industry landscape brings,” said Mr. Lund. “It’s an exciting prospect to join Houlihan Lokey’s growing team at this time, and we are looking forward to capitalizing on the growing momentum in the market.”

With more than 170 financial professionals worldwide, Houlihan Lokey’s Technology Group has earned a global reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Its clients range from early-stage businesses and midsized companies to large, publicly traded corporations. In 2023, Houlihan Lokey was ranked as the No. 1 investment bank for all global technology transactions, with 89 deals, according to LSEG (formerly Refinitiv).

About Houlihan Lokey

Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).

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