Director, Transaction Advisory Services - Financial Due Diligence - London, UK

Business Unit: Financial and Valuation Advisory

Industry: TAS – Transaction Advisory Services

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 global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine 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 Refinitiv.

Transaction Advisory Services

Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge, and industry experience, the TAS team supports clients in M&A, strategic transformations, and capital markets endeavors.

Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

Job Purpose:

Our TAS – Financial Due Diligence practice is growing rapidly and seeking a Director to spearhead our growth in the UK. As a senior professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.

The environment at Houlihan Lokey is collaborative and entrepreneurial. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, developing people, and business development. Candidates must have a strong knowledge and prior experience in M&A financial due diligence.

We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts.

Responsibilities:

1. Develop a go-to-market approach, build an experienced execution team, and develop trusted relationships with clients and other HL business leaders.
2. Lead business development initiatives and events for both existing firm accounts as well as targeted new accounts and network with prospects to build revenue-producing relationships.
3. Spearhead internal and external practice development efforts and overall account management for the UK and European markets.
4. Assist in leading various firm-level strategic growth and operational initiatives with senior members of the firm.
5. Operate as the lead officer on various multi-discipline client accounts.
6. Serve as the lead professional on engagements—serving as a principal contact with client personnel, managing client deliverables, and overseeing engagement colleagues.
7. Lead client and diligence meetings with senior sponsor and C-suite professionals, draft and review tailored due diligence reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and working capital analysis.
8. Direct the efforts of Senior Vice Presidents, Vice Presidents, Associates, and Financial Analysts, providing guidance with an apprenticeship approach and serving as a career mentor responsible for the development of the team.
9. Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues and drive cross-firm execution and selling efforts.

Basic Qualifications:

1. The ideal candidate will be highly motivated with an exceptional work ethic and have a demonstrated track record of client development (private equity client experience preferred).
2. 12+ years of professional experience, including extensive financial due diligence experience at a Big 4 firm.
3. Undergraduate degree from an accredited institution.
4. Qualified Chartered Accountant or similar designation.
5. Representative domestic and cross-border deal and client history on private and public transactions and capital markets activities. Significant experience with VDD engagements.

Preferred Qualifications:

1. Demonstrated client account management abilities.
2. Demonstrated direct impact to revenue growth at clients.
3. Mastery of IFRS and UK GAAP including transaction-related issues.
4. Exceptional analytical abilities.
5. Exceptional verbal and written communication skills and project management skills.
6. Strong command of Microsoft Excel, PowerPoint, and common database systems. Experience with data analytics tools (Alteryx, Tableau, etc.) preferred.
7. Ability and desired willingness to travel.
8. Ability to manage multiple assignments simultaneously.
9. Strong sector experience in one of the following sectors: Business Services; Consumer, Foods & Retail; Financial Services; TECH; or Real Estate.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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