2027 Summer Financial Analyst (Class of 2028) - Equity Private Placements - New York

Houlihan Lokey•New York, NY

35d•$110,000 - $110,000•Onsite

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 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. Houlihan Lokey's Capital Solutions Group comprises more than 170 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has deep senior-level relationships across the capital markets and a long track record of raising capital across varying market conditions. With deep expertise in both private and public markets, we are committed to delivering innovative, value-enhancing solutions that support long-term success for our clients. Our Equity Private Placements practice, a dedicated team within the Equity Capital Solutions vertical of the broader Capital Solutions Group, originates, structures, and executes private financings. Members of the Equity Private Placements team work closely with a range of sponsor-backed, family-owned, public, and privately-owned clients, as well as with Houlihan Lokey's industry coverage, M&A, and financial restructuring teams. The Equity Private Placements team executes on a variety of private financing transactions, such as growth equity, structured equity, Private Investments in Public Equities (PIPEs), co-invest equity, and other minority equity placements for a variety of situations across industries. Use of proceeds for these transactions include growth capital, acquisition financings, refinancings, dividend recapitalizations, leveraged buyouts (LBOs), and special situations. In 2024, Houlihan Lokey completed more equity private placements than any other non-balance sheet bank. The Equity Private Placements team is seeking to recruit a Summer Analyst to join the team in New York, New York for the Summer of 2026. The Summer Analyst will be responsible for supporting Analysts, Associates, and senior bankers on the day-to-day aspects of equity private placement transaction and marketing efforts, as well as other Capital Solutions projects. Equity Private Placements transactions involve similar stages to M&A deals, e.g. creating marketing materials (CIMs, three-statement financial models), spearheading counterparty diligence, coordinating management meetings, and ultimately structuring/negotiating the financing to close. The environment at Houlihan Lokey is collegial and entrepreneurial, and, as such, rewards our Analysts with substantial responsibility and interaction with senior-level professionals.

Requirements

Currently pursuing a bachelor's and/or master's degree with a graduation date between December 2027 and June 2028
Top academic performer and a quick learner capable of performing in an unstructured environment
Proven interest in corporate finance, including valuation, accounting, capital structure analysis, and 3-statement financial modeling
Excellent verbal and written communication skills
Demonstrated leadership qualities that are team-oriented and collegial, including the ability to work cooperatively and constructively with all levels of staff
Very strong work ethic and careful attention to detail
Strong organizational skills and a proven self-starter, with the ability to own a workstream end-to-end

Responsibilities

Work on live deals alongside a talented, dedicated staff of seasoned capital-raising professionals who will provide broad exposure to the many different considerations affecting private placement transactions
Work across various industries/sectors and business models
Assist with evaluating and structuring customized financing alternatives for a range of clients, including modeling, preparing marketing materials, and preparing structuring analysis, among other activities
Gain exposure to a variety of investors, including venture capital funds, growth equity funds, private equity funds, hybrid capital funds, co-investment funds, insurance companies, hedge funds, asset managers, and family offices, as well as growth / venture debt providers
Gain hands-on transaction experience by playing a role on deal teams, with activities and workstreams ranging from initial pitches through closings
Broaden your corporate finance and valuation skills relevant to raising capital.

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