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Houlihan Lokey Continues Expansion of Its Capital Markets Group With Senior Hire

Michael Schwartz Joins as a Managing Director in New York

Houlihan Lokey, Inc. (NYSE: HLI), the global investment bank, announced today that Michael Schwartz has joined as a Managing Director in its Capital Markets Group. Based in New York, Mr. Schwartz will support and enhance the firm’s private capital financing efforts across all industry verticals.

Mr. Schwartz joins following seven years at Lazard, where he most recently was a Managing Director and Head of the Private Financing Group focused on executing capital raises for private equity and other privately owned clients of Lazard. Prior to Lazard, he was a Managing Director in the Debt Capital Markets group at Cowen and Company.

“We are thrilled to be adding an individual of Michael’s caliber to our Capital Markets team,” said Anthony Martino, Managing Director and Global Co-Head of Houlihan Lokey’s Capital Markets Group. “Michael’s background and deep, longstanding client relationships fit seamlessly with our team, and his addition underscores our deep commitment to delivering successful outcomes to our clients around the world.”

“The explosive growth in private capital over the past several years has opened up new opportunities for clients to access flexible, bespoke solutions to their financing needs, and Houlihan Lokey’s Capital Markets Group has been at the forefront of this trend, growing its expertise and track record of success in line with the market,” added Mr. Schwartz. “I am excited to begin working alongside my colleagues and continue to deliver the highest level of service to our global client base.”

Mr. Schwartz’s hire follows the recent additions of Brent Shepherd and Michael Hommeyer to the Capital Markets team, who have also joined as managing directors.

Houlihan Lokey’s Capital Markets Group now has more than 90 dedicated finance professionals across offices in New York, Los Angeles, Chicago, Houston, Dallas, San Francisco, London, Manchester, Frankfurt, Milan, Dubai, and Paris. The Group is among the largest of its kind in financial services, providing capital-raising services for a wide variety of clients, from private-equity-backed portfolio companies and publicly held corporations to privately held businesses. In 2023, the group raised and advised on more than ~$14 billion in capital across approximately 100 transactions with ~65 different financial sponsors.

About Houlihan Lokey

Houlihan Lokey, Inc. (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey 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).

Contacts

Investor Relations

+1 212.331.8225

IR@HL.com

Media Relations

John Gallagher

+1 917.331.1580

PR@HL.com

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