Houlihan Lokey Management

Management criteria checks 4/4

Houlihan Lokey's CEO is Scott Beiser, appointed in Jan 2003, has a tenure of 21.25 years. total yearly compensation is $7.00M, comprised of 7.1% salary and 92.9% bonuses, including company stock and options. directly owns 1.24% of the company’s shares, worth $106.73M. The average tenure of the management team and the board of directors is 19.5 years and 7.4 years respectively.

Key information

Scott Beiser

Chief executive officer

US$7.0m

Total compensation

CEO salary percentage	7.1%
CEO tenure	21.3yrs
CEO ownership	1.2%
Management average tenure	19.5yrs
Board average tenure	7.4yrs

Recent management updates

Recent updates

Houlihan Lokey Q1 Earnings: Upgrading To Buy As I Gain Confidence On CY24 Recovery

Aug 05

Houlihan Lokey (NYSE:HLI) Is Increasing Its Dividend To $0.55

Jul 31

Houlihan Lokey: Fairly Valued, Now A 'Hold' (Rating Downgrade)

Jul 04

Houlihan Lokey Non-GAAP EPS of $1.14 beats by $0.02, revenue of $456M misses by $14.81M

Jan 31

Houlihan Lokey Non-GAAP EPS of $1.19 beats by $0.16, revenue of $489.54M beats by $48.12M

Oct 27

Houlihan Lokey: A Stock To Hold For The Recession And Beyond

Oct 11

Here's Why We Think Houlihan Lokey (NYSE:HLI) Might Deserve Your Attention Today

Oct 07

The Fallacy Of Inflation Protection Through Dividend Yields - Altria And Houlihan Lokey In Focus

Sep 27

Houlihan Lokey: Number One Financial Advisor, My Number One Financial Investment

Sep 07

Houlihan Lokey goes ex-dividend tomorrow

Aug 31

Houlihan Lokey Has Resilience In Sponsors And Restructuring

Jul 19

Struggling crypto lender Babel Finance reportedly employs Houlihan Lokey

Jul 01

CEO Compensation Analysis

How has Scott Beiser's remuneration changed compared to Houlihan Lokey's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	US$259m
Sep 30 2023	n/a	n/a	US$251m
Jun 30 2023	n/a	n/a	US$245m
Mar 31 2023	US$7m	US$500k	US$254m
Dec 31 2022	n/a	n/a	US$260m
Sep 30 2022	n/a	n/a	US$370m
Jun 30 2022	n/a	n/a	US$423m
Mar 31 2022	US$11m	US$500k	US$438m
Dec 31 2021	n/a	n/a	US$472m
Sep 30 2021	n/a	n/a	US$417m
Jun 30 2021	n/a	n/a	US$353m
Mar 31 2021	US$7m	US$500k	US$313m
Dec 31 2020	n/a	n/a	US$272m
Sep 30 2020	n/a	n/a	US$203m
Jun 30 2020	n/a	n/a	US$187m
Mar 31 2020	US$5m	US$500k	US$184m
Dec 31 2019	n/a	n/a	US$170m
Sep 30 2019	n/a	n/a	US$165m
Jun 30 2019	n/a	n/a	US$172m
Mar 31 2019	US$5m	US$400k	US$159m
Dec 31 2018	n/a	n/a	US$152m
Sep 30 2018	n/a	n/a	US$169m
Jun 30 2018	n/a	n/a	US$163m
Mar 31 2018	US$7m	US$400k	US$172m

Compensation vs Market: Scott's total compensation ($USD7.00M) is about average for companies of similar size in the US market ($USD8.30M).

Compensation vs Earnings: Scott's compensation has been consistent with company performance over the past year.

CEO

Scott Beiser (63 yo)

21.3yrs

Tenure

US$7,000,000

Compensation

Mr. Scott Lee Beiser has been the Chief Executive Officer of Houlihan Lokey, Inc. since 2003 and its Director since 1991. Mr. Beiser was Senior MD of Houlihan Lokey, Inc. He serves on the Board of Director...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Irwin Gold	Executive Chairman	30.3yrs	US$5.00m	1.61% $ 138.9m
Scott Beiser	CEO & Director	21.3yrs	US$7.00m	1.24% $ 106.7m
David Preiser	Co-President	11yrs	US$3.25m	0.79% $ 68.0m
Scott Adelson	Co-President	22.3yrs	US$7.40m	1.28% $ 110.6m
J. Alley	MD & CFO	11.3yrs	US$2.70m	0.11% $ 9.6m
Jacques Cornet	Investor Relations Professional	no data	no data	no data
Christopher Crain	MD, General Counsel & Secretary	19.6yrs	no data	0.078% $ 6.8m
Charles Yamarone	Chief Corporate Governance & Compliance Officer	no data	no data	no data
Jeffrey Werbalowsky	Senior Managing Director	no data	no data	no data
James Lavelle	MD & Head of Corporate Coverage and Industrials	19.5yrs	no data	no data
Paul Siegert	Global Co-Head of Financial Restructuring	no data	no data	no data
Matthew Niemann	Managing Director	no data	no data	no data

19.5yrs

Average Tenure

61.5yo

Average Age

Experienced Management: HLI's management team is seasoned and experienced (19.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Irwin Gold	Executive Chairman	30.3yrs	US$5.00m	1.61% $ 138.9m
Scott Beiser	CEO & Director	33.3yrs	US$7.00m	1.24% $ 106.7m
David Preiser	Co-President	9.3yrs	US$3.25m	0.79% $ 68.0m
Scott Adelson	Co-President	9.3yrs	US$7.40m	1.28% $ 110.6m
Todd Carter	MD & Director	1.9yrs	no data	0.17% $ 14.5m
Robert Schriesheim	Lead Independent Director	9.3yrs	US$211.91k	0.045% $ 3.9m
Jacqueline Kosecoff	Independent Director	9.3yrs	US$181.41k	0.020% $ 1.8m
Matthias Wissmann	Member of International Advisory Board	2.8yrs	no data	no data
Paul Zuber	Independent Director	5.5yrs	US$181.41k	0.0071% $ 613.6k
Cyrus Walker	Independent Director	3.4yrs	US$181.41k	0.0064% $ 553.1k
Gillian Zucker	Independent Director	4.4yrs	US$181.41k	0.0090% $ 780.4k
Ekpedeme Bassey	Independent Director	3.4yrs	US$181.41k	0.0063% $ 541.0k

7.4yrs

Average Tenure

62.5yo

Average Age

Experienced Board: HLI's board of directors are considered experienced (7.4 years average tenure).

Houlihan Lokey Management

Management criteria checks 4/4

Key information

Recent management updates

Houlihan Lokey, Inc. Appoints Ashish Patel as Managing Director in Its Capital Markets Group

Houlihan Lokey, Inc Announces Management Appointments

Houlihan Lokey, Inc. Appoints Abhishek Jain as a Managing Director in its Transaction Advisory Services Practice

Houlihan Lokey, Inc. Appoints Val Shapiro to its Financial Sponsors Group as Managing Director

Brent Shepherd Joins as Managing Director in its Capital Markets Group of Houlihan Lokey, Inc

Houlihan Lokey, Inc. Announces Chief Executive Officer Changes

Recent updates

Houlihan Lokey, Inc. Appoints Ashish Patel as Managing Director in Its Capital Markets Group

Houlihan Lokey, Inc Announces Management Appointments

Houlihan Lokey, Inc. Appoints Abhishek Jain as a Managing Director in its Transaction Advisory Services Practice

Houlihan Lokey, Inc. Appoints Val Shapiro to its Financial Sponsors Group as Managing Director

Brent Shepherd Joins as Managing Director in its Capital Markets Group of Houlihan Lokey, Inc

Houlihan Lokey, Inc. Announces Chief Executive Officer Changes

Upcoming dividend of US$0.55 per share

Third quarter dividend of US$0.55 announced

Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beat

Houlihan Lokey: Current Rate Environment Is Positive

Houlihan Lokey, Inc. Declares A Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on March 15, 2024

Houlihan Lokey: Limited Upside Due To High Valuation

Houlihan Lokey, Inc. Appoints Michael Hommeyer as Managing Director in Its Capital Markets Group

Houlihan Lokey, Inc. to Report Q3, 2024 Results on Feb 01, 2024

Price target increased by 8.8% to US$121

Houlihan Lokey, Inc. Expands Healthcare Group with Two Senior Hires

Getting In Cheap On Houlihan Lokey, Inc. (NYSE:HLI) Is Unlikely

Executive Chairman notifies of intention to sell stock

Houlihan Lokey, Inc. (NYSE:HLI) signed a definitive agreement to acquire Triago Management Development S.A.R.L.

Houlihan Lokey, Inc. (NYSE:HLI) signed a definitive agreement to acquire Triago Management Development S.A.R.L.

Houlihan Lokey, Inc. Announces Management Changes

Houlihan Lokey, Inc. Appoints Rob Kordas as Managing Director in Its Industrials Group

MD & CFO exercised options and sold US$1.1m worth of stock

Upcoming dividend of US$0.55 per share at 2.1% yield

Houlihan Lokey, Inc. Appoints Kartik Sudeep as A Managing Director to Financial Technology Group

CEO & Director notifies of intention to sell stock

Houlihan Reportedly in Talks to Acquire Triago

Houlihan Lokey: Recovery Is On The Right Track

Houlihan Lokey, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 15, 2023

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Houlihan Lokey, Inc. to Report Q2, 2024 Results on Oct 26, 2023

Houlihan Lokey: It Can Gain From Economy's Pain

Houlihan Lokey, Inc. Announces Appointment of Julia Perroni as Managing Director in its Capital Markets Group

Houlihan Lokey Launches Sustainability Advisory Services Practice

Houlihan Lokey (NYSE:HLI) Is Paying Out A Larger Dividend Than Last Year

Upcoming dividend of US$0.55 per share at 2.2% yield

Houlihan Lokey Q1 Earnings: Upgrading To Buy As I Gain Confidence On CY24 Recovery

Houlihan Lokey (NYSE:HLI) Is Increasing Its Dividend To $0.55

Houlihan Lokey, Inc., Annual General Meeting, Sep 20, 2023

First quarter 2024 earnings: EPS and revenues miss analyst expectations

Houlihan Lokey, Inc. Declares Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on September 15, 2023

Houlihan Lokey, Inc. Appoints Jonathan Jameson as Managing Director of Private Funds Group

Price target increased by 10% to US$103

Houlihan Lokey, Inc. to Report Q1, 2024 Results on Jul 27, 2023

Houlihan Lokey, Inc. (NYSE:HLI) entered into an agreement to acquire 7 Mile Advisors, LLC.

Houlihan Lokey: Fairly Valued, Now A 'Hold' (Rating Downgrade)

Houlihan Lokey, Inc.(NYSE:HLI) dropped from Russell 2000 Growth-Defensive Index

Executive Chairman notifies of intention to sell stock

Upcoming dividend of US$0.55 per share at 2.5% yield

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Upcoming dividend of US$0.53 per share at 2.2% yield

Houlihan Lokey Appoints Daniel East as Managing Director

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Houlihan Lokey Declares A Regular Quarterly Cash Dividend Payable on March 15, 2023

Houlihan Lokey Non-GAAP EPS of $1.14 beats by $0.02, revenue of $456M misses by $14.81M

Houlihan Lokey, Inc. to Report Q3, 2023 Results on Jan 31, 2023

Consensus EPS estimates fall by 12%

Now 21% undervalued

Executive Chairman exercised options and sold US$1.5m worth of stock

Upcoming dividend of US$0.53 per share

High number of new directors

Houlihan Lokey, Inc. (NYSE:HLI) agreed to acquire Oakley Advisory Limited.

CEO & Director exercised options and sold US$1.5m worth of stock

Houlihan Lokey Appoints Matthew Hudson and Spencer Lippman as Managing Directors

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Houlihan Lokey, Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2022

Houlihan Lokey Non-GAAP EPS of $1.19 beats by $0.16, revenue of $489.54M beats by $48.12M

Houlihan Lokey Appoints Andy Cairns as Managing Director and Head of Middle East and Africa, Capital Markets, Based in Dubai

Houlihan Lokey Announces Rainer Hepberger Joins Firm as A Managing Director in Its European Healthcare Team