Investment Banking Associate | IT Services

Business Unit:

Corporate Finance

Industry:

Business Services

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Business Services - IT Services

The IT services sector operates within Houlihan Lokey's Business Services Group, which has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our clients run the gamut from early-stage businesses and midsized companies to large, publicly traded corporations.

We understand that an industry driven by innovation and change requires the sophistication of an advisor who can think ahead of the market and utilize solid industry relationships to help advance your vision. We optimize client outcomes by running executed, competitive processes, focusing on deep domain knowledge to position for synergy and scarcity value, and leveraging our world-class strategic and private equity access to bring the right senior decision-makers to the negotiation table.

Sub-Sector Coverage:

• MSPs, VARS and Security

• Cloud, Data and AI

• Enterprise Applications

• Digital Engineering

• International Markets

Job Description

Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams, comprising a Managing Director, Vice President, Associate, and Financial Analyst.

As part of our team, you will:

• Prepare, analyze, and explain historical and projected financial information

• Coordinate and perform business due diligence and execute M&A transactions

• Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed

• Perform valuation and ad hoc financial analyses

• Assist in the marketing and execution of existing engagements

• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors

• Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications

• Advanced knowledge of accounting and finance

• Undergraduate degree

• 3+ years of Investment Banking experience

• Strong analytical/technical and qualitative abilities

Preferred Qualifications

• Excellent verbal and written communication skills

• Strong financial and computer skills (Excel, Word and PowerPoint)

• Excellent public speaking and presentation skills

• Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously

• Extensive operational financial modeling and valuation experience

• Hands-on M&A experience

• Transaction experience in Business Services is a plus

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:

$175,000.00-$225,000.00

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 and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

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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