CHICAGO–(BUSINESS WIRE)–Houlihan Lokey (NYSE:HLI), the worldwide funding financial institution, introduced at this time that Stephen Lee has joined as a Managing Director and Head of the Know-how and Cybersecurity observe, a brand new service line inside Transaction Advisory Providers (TAS). He’s based mostly in Chicago and can lead a crew offering IT, product, and cybersecurity diligence on buyside and sellside engagements, in addition to expertise and safety associated advisory companies to Houlihan Lokey’s monetary sponsors and strategic/company purchasers.
Mr. Lee joins from KPMG, the place he was a Managing Director within the Deal Advisory and Technique – Know-how Technique Group, and served because the nationwide pre-close and personal fairness expertise chief for the previous three years and served because the expertise diligence lead for a few of KPMG’s largest international non-public fairness accounts on transactions starting from early-stage startups to enterprise values as much as $10 billion. Previous to KPMG, he was at West Monroe Companions, the place he used his substantial expertise and safety background to bridge the hole between expertise and enterprise for corporates, in addition to non-public fairness companies and their portfolio firms. Mr. Lee started his profession in the US Air Pressure in 1999.
“With greater than 20 years of delivering skilled companies and IT expertise, together with substantial trade expertise in healthcare, industrials, TMT, monetary companies, and retail, Stephen is the proper chief for this new service line in TAS,” mentioned Sean Murphy, Head of Transaction Advisory Providers at Houlihan Lokey.
“As we proceed to increase and deepen our Monetary and Valuation Advisory choices most requested by purchasers, we stay up for the improved expertise and cyber capabilities Stephen and his crew will add to our advisory platform alongside our Monetary Due Diligence and Accounting and Monetary Reporting groups. That is in keeping with our purpose of offering a very complete, ‘one-stop’ service providing to our purchasers,” mentioned Kreg Jackson, International Co-Head of Monetary and Valuation Advisory at Houlihan Lokey.
“Houlihan Lokey’s innate understanding of the modern-day significance of expertise and cybersecurity to almost each aspect of enterprise, set alongside its dedication to shopper service excellence and progress, is a really highly effective worth proposition for its company and monetary purchasers,” mentioned Mr. Lee. “I’m honored to be main this new observe in Transaction Advisory Providers, and I’m excited to work with the agency’s purchasers throughout the globe to assist them handle challenges and seize alternatives within the ever-changing and evolving panorama.”
Mr. Lee holds a B.S. in Laptop Data Programs and Enterprise from Bellevue College.
About Houlihan Lokey
Houlihan Lokey (NYSE:HLI) is a world funding financial institution with experience in mergers and acquisitions, capital markets, monetary restructuring, and valuation. The agency serves firms, establishments, and governments worldwide with workplaces in the US, Europe, the Center East, and the Asia-Pacific area. Impartial recommendation and mental rigor are hallmarks of the agency’s dedication to shopper success throughout its advisory companies. Houlihan Lokey is the No. 1 M&A advisor for the previous six consecutive years within the U.S., the No. 1 international restructuring advisor for the previous seven consecutive years, and the No. 1 international M&A equity opinion advisor over the previous 20 years, all based mostly on variety of transactions and in accordance with information supplied by Refinitiv.