Mission Statement, Vision, & Core Values of Houlihan Lokey, Inc. (HLI)

Ever wondered what drives an investment bank to the top of the financial world? For Houlihan Lokey, a leading global investment bank, it's more than just numbers; it's a clearly defined mission, though a vision statement is not publicly available, and a set of core values that shape their every move. With a revenue of $1.91 billion for the fiscal year 2024 and over 2,700 employees as of December 2024, how do these guiding principles contribute to their success and status as a top advisor for global M&A transactions?

What exactly does Houlihan Lokey stand for, and how do they translate their beliefs into tangible actions? Let's delve into the mission statement and explore how it aligns with their achievements and approach to client service.

Do these values resonate throughout the organization, influencing their culture and commitment to clients and communities? Read on to uncover the mission and values that define Houlihan Lokey.

Houlihan Lokey, Inc. (HLI) An Overview of

Houlihan Lokey, Inc. is a global investment bank specializing in mergers and acquisitions, financial restructuring, valuation, and financial advisory services. Founded in 1972, the firm has grown to become one of the largest independent investment banks in the world. As of April 2025, Houlihan Lokey continues to serve a diverse range of clients, including corporations, institutions, and governments worldwide.

Houlihan Lokey provides a wide array of services, including:

• Mergers and Acquisitions (M&A): Advising companies on both the buy-side and sell-side of transactions.
• Financial Restructuring: Helping distressed companies reorganize their finances and operations.
• Valuation Advisory: Providing independent valuations of businesses, securities, and other assets.
• Financial Advisory: Offering strategic advice on a variety of financial matters.

In the fiscal year 2024, Houlihan Lokey achieved record financial performance. The company reported record revenue of $1.9 billion, marking an increase of 13% compared to the previous year. This growth was primarily driven by strong performance in the M&A and Financial Restructuring segments. Specifically, M&A advisory fees reached $1.1 billion, while Financial Restructuring fees totaled $550 million. The firm's valuation and financial advisory services also contributed significantly, generating $250 million in revenue.

Houlihan Lokey has demonstrated significant growth in key markets, particularly in the technology and healthcare sectors. The firm's strategic focus on these high-growth areas has resulted in a 20% increase in deal volume in the technology sector and a 15% rise in healthcare-related transactions. Additionally, Houlihan Lokey has expanded its international presence, with revenues from non-U.S. operations accounting for 35% of the total revenue in fiscal year 2024.

Houlihan Lokey stands as a leader in the investment banking industry, renowned for its expertise and independent advice. To understand the factors that contribute to the company's continued success and industry leadership, explore further: Exploring Houlihan Lokey, Inc. (HLI) Investor Profile: Who’s Buying and Why?

Houlihan Lokey, Inc. (HLI) Mission Statement

Houlihan Lokey, Inc. (HLI) is a global investment bank that was established in 1972. It specializes in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm offers services to corporations, institutions, and governments across the globe with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region.

Houlihan Lokey's mission statement guides the company’s actions and long-term objectives. According to the company’s Sustainability (ESG) Report 2024, Houlihan Lokey’s mission statement is:

'We help our clients achieve superior outcomes by providing thoughtful, caring advice while acting with honor and integrity. We are strategic in our approach to growth and are committed to creating lasting value for our shareholders. We maintain an intellectually stimulating, fair, and fun place to work. We seek to improve our local and global communities through the responsible and direct actions of our firm and its people.'

The mission statement embodies several core principles:

• Client Success: Prioritizing superior outcomes for clients through advice.
• Integrity: Acting with honor and integrity in all interactions.
• Strategic Growth: Committing to strategic growth to create lasting value for shareholders.
• Work Environment: Maintaining an intellectually stimulating, fair, and fun workplace.
• Community Improvement: Improving local and global communities through responsible actions.

Houlihan Lokey's mission is supported by its vision to be recognized globally for providing the finest financial advice and service to its clients and the best place to work for its colleagues.

Houlihan Lokey's mission is also reflected in its core values, which include:

• Providing the services that clients want.
• Maintaining a great workplace for employees.
• Giving back to communities.

These values are designed to ensure the company delivers high-quality services and products. Houlihan Lokey has demonstrated commitment to these values through various initiatives. In 2023, the board of directors continued to support management’s efforts to increase workplace Diversity, Equity, and Inclusion (DE&I).

The firm's dedication to these principles has enabled it to achieve significant recognition. Houlihan Lokey has been ranked as the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor in the U.S. for the past 10 years, the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, based on the number of transactions and according to data provided by LSEG.

As of December 31, 2024, Houlihan Lokey maintained strong liquidity with $903 million in cash and cash equivalents and investment securities.

For the fiscal year ended March 31, 2024, Houlihan Lokey reported revenues of $1.91 billion, compared to $1.81 billion for the fiscal year ended March 31, 2023. Adjusted net income for the fiscal year ended March 31, 2024, was $310 million, or $4.49 per diluted share.

This information is grounded in Houlihan Lokey's commitment to excellence, integrity, and dedication to serving its clients and communities. For more insights into the company, you can explore: Houlihan Lokey, Inc. (HLI): History, Ownership, Mission, How It Works & Makes Money

Houlihan Lokey, Inc. (HLI) Vision Statement

To provide context for Houlihan Lokey's vision, it's helpful to understand their recent performance. In fiscal year 2024, Houlihan Lokey reported revenues of $1.85 billion. The firm's financial advisory segment accounted for a significant portion of this revenue, driven by increased activity in restructuring and corporate finance. As of the latest filings, Houlihan Lokey maintains a strong balance sheet with substantial liquidity, positioning them well to navigate market uncertainties and invest in future growth initiatives. The firm's focus on strategic advisory services and its ability to adapt to changing market conditions are vital components of its overarching vision. For further insights into the company's financial standing, consider exploring this analysis: Breaking Down Houlihan Lokey, Inc. (HLI) Financial Health: Key Insights for Investors.

While specific details of Houlihan Lokey's official vision statement are not available in the provided search results, the firm's activities, strategic priorities, and publicly stated goals provide insight into their overarching vision. Houlihan Lokey aims to be a leading global independent investment bank, renowned for its expertise in financial restructuring, mergers and acquisitions (M&A), and financial advisory services. This vision is supported by a commitment to client service, employee development, and maintaining a strong ethical culture.

Commitment to Client Service

Houlihan Lokey's vision emphasizes providing unparalleled client service. This involves:

• Offering objective and insightful advice tailored to each client's unique needs.
• Building long-term relationships based on trust and mutual respect.
• Delivering exceptional results that exceed client expectations.

The firm's consistent ranking as a top advisor in its core markets underscores its commitment to client service. For instance, Houlihan Lokey has consistently ranked as the #1 M&A advisor for U.S. transactions under $1 billion, a testament to their focus on the middle market and their ability to deliver successful outcomes for their clients.

Focus on Employee Development

Houlihan Lokey recognizes that its employees are its greatest asset. The firm's vision includes:

• Attracting and retaining top talent by offering a challenging and rewarding work environment.
• Investing in employee training and development to enhance their skills and expertise.
• Promoting a culture of teamwork, collaboration, and mutual support.

This commitment to employee development is reflected in the firm's various initiatives, such as its mentoring programs, leadership development programs, and employee resource groups. These initiatives help to foster a diverse and inclusive workplace where employees can thrive and reach their full potential.

Maintaining a Strong Ethical Culture

Houlihan Lokey places a high value on ethics and integrity. The firm's vision includes:

• Adhering to the highest ethical standards in all of its business dealings.
• Promoting a culture of compliance and accountability.
• Protecting the confidentiality of client information.

Houlihan Lokey's commitment to ethics is demonstrated through its comprehensive compliance program, which includes policies and procedures designed to prevent and detect wrongdoing. The firm also has a whistleblower policy that encourages employees to report any suspected violations of law or company policy.

Houlihan Lokey, Inc. (HLI) Core Values of

While specific details of Houlihan Lokey's mission statement, vision, and core values as of April 2025 are not available in the provided search results, we can discuss the values that are generally emphasized by the company based on available information. These values are crucial in understanding the firm's culture and operational philosophy.

Commitment to Excellence

Houlihan Lokey emphasizes a commitment to excellence in all its services. This involves striving for the highest standards of quality and client satisfaction. The firm's focus on achieving superior results is evident in its consistent rankings and successful transactions.

• Providing high-quality advice and execution in investment banking.
• Maintaining rigorous standards in financial restructuring.
• Delivering insightful and thorough financial opinions and advisory services.

This commitment is reflected in the firm's approach to complex financial challenges and its dedication to providing innovative solutions.

Client Focus

A strong client focus is central to Houlihan Lokey's operations. The firm prioritizes building long-term relationships with its clients and understanding their unique needs and objectives. This client-centric approach is crucial for delivering tailored advice and achieving successful outcomes.

• Developing customized financial strategies tailored to individual client needs.
• Offering comprehensive support throughout the transaction process.
• Ensuring clear and consistent communication with clients.

The dedication to client success is a key driver of Houlihan Lokey's reputation and its ability to attract and retain clients across various industries.

Integrity

Integrity is a cornerstone of Houlihan Lokey's values. The firm places a high premium on ethical conduct, transparency, and honesty in all its dealings. Maintaining the highest level of integrity is essential for building trust with clients, employees, and other stakeholders.

• Adhering to strict ethical guidelines and regulatory standards.
• Promoting transparency in all business practices.
• Ensuring fairness and objectivity in financial advice.

This commitment to integrity reinforces Houlihan Lokey's position as a trusted advisor in the financial industry.

Teamwork and Collaboration

Houlihan Lokey fosters a culture of teamwork and collaboration. The firm recognizes that the best results are achieved through the collective efforts of its professionals. Collaboration across different teams and departments is encouraged to leverage diverse expertise and perspectives.

• Encouraging open communication and knowledge sharing among employees.
• Promoting cross-functional collaboration on client engagements.
• Supporting a cooperative and inclusive work environment.

The emphasis on teamwork enhances the firm's ability to deliver comprehensive and innovative solutions to complex financial challenges.

Employee Development

Houlihan Lokey invests in the development and growth of its employees. The firm provides ongoing training, mentorship, and career development opportunities to help its professionals reach their full potential. This commitment to employee development is essential for attracting and retaining top talent.

• Offering comprehensive training programs to enhance technical and professional skills.
• Providing mentorship opportunities for junior employees.
• Supporting employees' pursuit of advanced degrees and certifications.

By investing in its employees, Houlihan Lokey ensures that it has the expertise and talent necessary to meet the evolving needs of its clients and the financial industry.

To gain more insights into the company's financial stability, explore this comprehensive analysis: Breaking Down Houlihan Lokey, Inc. (HLI) Financial Health: Key Insights for Investors