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Vice President, Transaction Advisory Services (FDD) - Multiple Locations
Lateral
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About this role
Business Unit: Financial And Valuation Advisory Industry: Transaction Advisory Services

 Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

 Financial and Valuation Advisory Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

 Job Purpose: The open position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, and financial services). As a 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.
Responsibilities & Deliverables: • Lead buy-side and sell-side transaction advisory engagements • Drive discussions with senior client executives and target management • Manage team members (Analysts and Associates) on engagements • Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives • Review target company financial information and other data to identify: • Historical and projected financial and operating and commercial trends • Quality of earnings • Working capital and net debt considerations, and • Potential liabilities and risks which impact valuation and negotiation of the target company • Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company • Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis • Review financial models including database systems • Develop professional network and relationships with firm, client and target professionals • Review transaction agreements, customer and supplier contracts and develop valuation considerations • Collaborate closely with corporate finance, valuation and financial restructuring colleagues
Basic Qualifications: • Undergraduate degree from an accredited institution • 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm • CPA
Preferred Qualifications: • Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals • Demonstrated professional achievement and client service excellence • Healthcare transaction advisory experience • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues • Strong analytical abilities • Exceptional verbal and written communication skills • Strong command of Microsoft Word, Excel, and PowerPoint • Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) • Ability and desired willingness to travel
Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

 $160,000 - $210,000 

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

 Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion
Salary insight
The midpoint of this range ($185k) is about 13% above the median disclosed salary for New York roles listed on ForgeApply ($163k across 9,186 jobs).
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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