Houlihan Lokey (HLI) Investor presentation summary

Strategic positioning and culture

• Operates a client-centric, entrepreneurial, and collaborative culture with a strong focus on data-driven decision making and innovation.

• Maintains broad-based, long-term employee ownership and blue-chip institutional ownership.

• Deep commitment to community engagement through charitable programs and employee participation.

Core services and market leadership

• Provides corporate finance, financial restructuring, and financial and valuation advisory services across diverse industries and geographies.

• Recognized as a top global M&A, restructuring, and fairness opinion advisor, leading in deal count and industry rankings.

• Serves over 2,000 clients annually with no single transaction, professional, or shareholder representing more than 2% of revenues or shares.

Financial performance and growth

• Achieved a five-year revenue CAGR of 11% and adjusted pre-tax income CAGR of 9%, with consistent double-digit pre-tax margins.

• Revenue reached $2.5B in the LTM ended June 30, 2026, with 2,790 global employees and 365 managing directors.

• Maintains a capital-light, scalable model with low leverage and strong cash flow, supporting disciplined expense management and shareholder returns.