We work with clients as a placement agent to offer private and public clients market-leading access to private capital (revolving credit facilities; first-lien, second-lien, and unitranche term loans; mezzanine debt; HoldCo PIK notes; preferred equity; convertible preferred equity, etc.). We create bespoke private capital solutions for a wide variety of uses, including acquisition finance, growth capital, recapitalizations, shareholder liquidity, and special situations.

Supported by our Financial Sponsors Group, we maintain an active network of financial institutions, global asset managers, pension funds, mutual funds, insurance companies, BDCs, and family offices seeking to invest in, or lend directly to, private and public companies. By combining these resources with our significant expertise in structuring, executing, and syndicating private capital, we offer our private capital-seeking clients the broadest funding choices possible.

We provide independent advisory services, assisting clients in achieving best execution by helping them determine which markets to access, what structures are most appropriate, and how to position their businesses with rating agencies, banks, and institutional investors to attain optimal terms. We also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

With our deep knowledge of the financing markets and firm expertise in the areas of mergers and acquisitions and financial restructuring, we provide capital markets advice and innovative solutions to address some of the most challenging financing needs.  

We, through HL Finance, arrange on senior secured leveraged loans for financial sponsor-backed, privately held, and public corporate entities. HL Finance acts as arranger on syndicated loan transactions and enters into agreements with strategic investors to provide underwriting commitments in support of, and to participate in, those transactions.

Houlihan Lokey, through this platform, participates in both committed and best efforts transactions across a broad range of financings, including leveraged buyouts, acquisitions, dividend recapitalizations, and refinancings, primarily for borrowers with EBITDA and capital needs in excess of $50 million and $250 million, respectively.

Houlihan Lokey has a successful and differentiated practice advising clients in situations that fall between traditional capital markets and restructuring services to obtain an out-of-court solution to their balance sheet issues. Our services include:

• Addressing maturities and other capital structure constraints
• Balance sheet deleveraging
• Structuring M&A and other strategic transactions for companies with over-leveraged capital structures
• Creating value for stakeholders through complex balance sheet solutions

Contacts