Embed Size (px)
Citation preview
MERGERS & ACQUISITIONS
CAPITAL MARKETS
FINANCIAL RESTRUCTURING
FINANCIAL ADVISORY
SERVICES
HL.com
Overview of QualificationsGranite Equity Partners Stakeholder
TradeshowMay 23, 2012
Confidential
A Leading Investment Banking FirmOverview ofHoulihan Lokey
2
Corporate Finance Financial Advisory Financial Restructuring
Mergers and Acquisitions
Capital Markets
² Sell-side & Buy-side Transactions
² Leveraged Transactions² Minority Equity Transactions
Ranked Among Top 10 M&A Advisors for Ten Straight Years
No. 1 Investment Banking Restructuring Advisor
² Debt & Equity Private Placements² High Yield² PIPEs Financings² Liabilities Management² Special Situations Advisory
² Fairness Opinions² Solvency Opinions² Valuation Opinions² Transaction Advisory Services² Tax & Financial Reporting Valuation² Portfolio Valuation & Advisory Services² Derivatives Valuation & Advisory Services² Dispute Resolution & Financial Expert
Opinions
² Chapter 11 Planning² Restructuring Debt and Equity² Debtor-in-Possession (“DIP”) Financing² Exchange Offers² Plans of Reorganization² Distressed Mergers and Acquisitions
M&A Advisor’s 2011Valuation Firm of the Year
2011 M&A Advisory RankingsU.S. Transactions Under $1 Billion
Rank AdvisorNumber of Deals
1 Houlihan Lokey 1032 Bank of America Merrill Lynch 913 Goldman Sachs & Co 804 Jefferies & Co Inc 735 Morgan Stanley 72
Source: Thom son R euters
Global M&A Fairness Advisory RankingsAnnounced or Completed Deals –2002 to 2011
Rank AdvisorNumberof Deals
1 Houlihan Lokey 5492 JP Morgan 5003 Bank of America Merrill Lynch 3384 Morgan Stanley 3375 Goldman Sachs & Co 289
Source: Thom son R euters
Global Distressed Debt & BankruptcyRestructuringRankings 2011
Rank AdvisorNumber of Deals
1 Houlihan Lokey 332 * Rothschild 282 * Lazard 284 Moelis & Co. 175 Blackstone Group LP 14
* denotes tie. Source: Thom son R euters, January 2012.
Serving the Evolving Needs of Our Middle Market Clients
Overview ofHoulihan Lokey
3
Time
Size
² Valuation Opinions² Tax & Financial Reporting Valuations² Dispute Resolutions
² Financial Expert Opinions² Portfolio Valuation & Advisory² Transaction Advisory Services
² Derivatives Valuation & Advisory² Solvency Opinions² Fairness Opinions
Ongoing ClientNeeds:
Maturing
Startup
Rapid Growth
Stable Growth & Innovatio
nRelationship Building, Strategic Introductions
& Advice, Stock Option Planning
Growth Capital (Majority/Minority Equity
Investments, Debt Offering)
Acquisition and Divestiture Advisory, Recapitalization,
Refinancing
Investment Capital, Sale of Company
Debt and Equity Capital Markets Alternatives (IPO, High-Yield,
Private Placements)
Corporate Infrastructure Advice, Executive Personnel
Introductions
Covenant Resets, Restructuring
Strategic Acquisitions
Trusted Partner and Independent Advisor to Boards of Directors, Management Teams, Investors and Entrepreneurs
Strategic Global PresenceOverview ofHoulihan Lokey
4
² Houlihan Lokey has approximately 850 employees in 14 offices worldwide
² With three offices in Europe and three offices in Asia, Houlihan Lokey has the global reach and local country presence tosupport international transactions
² In 2005, Houlihan Lokey partnered with ORIX Corporation (NYSE:IX), a leading integrated financial services group,headquartered in Tokyo, Japan
² In 2010, Houlihan Lokey expanded its presence into India and Singapore through a strategic minority investment in the AvistaAdvisory Group, a 25-person investment banking firm headquartered in Mumbai
Avista Advisory locations
ORIX Corporation locations
2009 M&A Advisory Rankings U.S. Transactions Under $1 Billion
Rank AdvisorNumber of Deals
1 Houlihan Lokey 712 Goldman Sachs & Co 573 Bank of America Merrill Lynch 554 JP Morgan 535 Lazard 516 * Credit Suisse 506 * Morgan Stanley 508 UBS 409 RBC Capita l Markets 38
10 * Cit i 3610 * Deutsche Bank AG 36
* denotes t ie.Source: Thomson R euters
Recent Highlights and AccomplishmentsIntroduction
5
Closed More Mid-Cap Deals Than Any Other Firm Winner of Numerous Industry Awards
2009
2010
2008
² Investment Banking Firm of the Year
² Valuation Firm of the Year
´ Awarded by the M&A Advisor International Awards in September 2011
² Investment Banking Firm of the Year
² Financing Dealmaker of the Year
´ Awarded by the M&A Advisor Financing Awards in May2011
² 2010 Mid-market Financial Advisor of the Year – United States
´ Awarded by Financial Times and Mergermarket on December 13, 2010
² 2010 Investment Bank of the Year –North America
´ Awarded by InterContinental Finance Magazine on September 20, 2010
2008 M&A Advisory Rankings U.S. Transactions Under $1 Billion
Rank AdvisorNumber of Deals
1 Houlihan Lokey 1122 Goldman Sachs & Co 873 JP Morgan 854 Credit Suisse 785 Merrill Lynch 626 Morgan Sta nley 617 * Lazard 597 * UBS 599 Citi 57
10 Jefferies & Co Inc 56* denotes t ie.Source: Thom son R euters
2010 M&A Advisory Rankings U.S. Transactions Under $1 Billion
Rank AdvisorNumber of Deals
1 Houlihan Lokey 1172 Goldman Sachs & Co 993 Lazard 824 Bank of America Merrill Lynch 775 JP Morgan 736 Jefferies & Co Inc 727 Morgan Stanley 598 Credit Suisse 579 Barclays Capita l 56
10 RBC Capita l Markets 53Source: Thom son R euters
2011
2011 M&A Advisory RankingsU.S. Transactions Under $1 Billion
Rank AdvisorNumber of Deals
1 Houlihan Lokey 1032 Bank of America Merrill Lynch 913 Goldman Sachs & Co 804 Jefferies & Co Inc 735 Morgan Stanley 726 JP Morgan 677 UBS 608 Credit Suisse 559 Lazard 51
10 Barclays Capital 50Source: Thom son R euters
Fully Integrated Industry, Product and Financial Sponsors Capabilities
Introduction
6
Aerospace • Defense • Government
Dedicated Industry Groups
Business Services
Consumer, Food & Retail
Energy
Financial Institutions
Financial Technology
Healthcare
Industrials
Infrastructure Services & Materials
Media & Telecom
Technology
Real Estate, Lodging & Leisure
Transportation & Logistics
Active dialogue
with a diversified group of private
equity firms, hedge funds,
capital alliances and
limited partners
Financial SponsorsProduct Expertise
Mergers & Acquisitions
Restructuring
Capital Markets
Financial Advisory
Contact InformationOverview ofHoulihan Lokey
7
Kreg J. Jackson Jeffrey A. ArnesenManaging Director & Director & Head of FinancialHead of Financial Sponsor Coverage – UpperAdvisory Services – Midwest Midwest & CanadaP: 312.456.4748 P: 612.215.2260E: [email protected] E: [email protected]
