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Houlihan Lokey Adds Experienced Tax Advisor to Its Financial and Valuation Advisory Business

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Houlihan Lokey (NYSE:HLI) announced the appointment of Tom Goldrick as Managing Director and Head of M&A Tax Services in its Transaction Advisory Services practice, based in Chicago. Goldrick brings over 13 years of experience from KPMG, where he specialized in M&A tax consulting services across various sectors globally. His expertise will be vital for clients navigating changing M&A tax landscapes. Houlihan Lokey continues to solidify its leadership in the M&A advisory sector, having been ranked as the No. 1 M&A advisor in the U.S. for five consecutive years.

Positive
  • Appointment of Tom Goldrick enhances expertise in M&A Tax Services.
  • Goldrick's extensive experience in tax consulting may attract more clients.
  • Houlihan Lokey maintains strong market position as the No. 1 M&A advisor in the U.S. for five consecutive years.
Negative
  • None.

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CHICAGO--()--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that Tom Goldrick has joined the firm’s Transaction Advisory Services practice as a Managing Director and Head of M&A Tax Services. He is based in Chicago.

Mr. Goldrick joins following a 13-year career at KPMG, where he was most recently a Managing Director in its Mergers & Acquisitions Tax practice focused on providing buyside and sellside tax consulting services to both financial sponsors and strategic buyers. During his time there, he was instrumental in developing cross-border tax models under both pre- and post-tax reform frameworks and has advised on transactions in North America, Europe, and the Asia-Pacific region. Mr. Goldrick’s tax due diligence experience spans numerous sectors, including industrials, healthcare, technology, financial services, and retail.

“We are delighted that Tom has joined our team to help our clients in the U.S. and around the world navigate these changing times,” said Sean Murphy, Head of Transaction Advisory Services at Houlihan Lokey. “His experience in comparative modeling around tax reform and its potential impact on M&A transactions will be tremendously valuable to our clients in the U.S. going forward, and his equally impressive international experience will assist both U.S. multinationals and our international clients. We’re excited to introduce him to our clients as they increasingly seek the kind of expertise Tom possesses,” he added.

“Houlihan Lokey’s leadership across its businesses, global footprint, and depth of M&A due diligence expertise made this a perfect fit for me,” said Mr. Goldrick. “I am eager to continue the growth of the firm’s M&A Tax Services and work across Financial and Valuation Advisory, Corporate Finance, and Financial Restructuring to develop the most compelling and comprehensive tax structuring and diligence offerings in financial services for our clients around the world.”

Mr. Goldrick holds a B.B.A. in Accountancy from the University of Notre Dame and is a licensed CPA in the state of Illinois.

About Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is the No. 1 M&A advisor for the past five consecutive years in the U.S., the No. 1 global restructuring advisor for the past six consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv (formerly Thomson Reuters).

Contacts

Investor Relations
212.331.8225
IR@HL.com

Media Relations
John Gallagher
212.497.4220
PR@HL.com

FAQ

Who is Tom Goldrick and what is his role at Houlihan Lokey?

Tom Goldrick has joined Houlihan Lokey as Managing Director and Head of M&A Tax Services, bringing expertise in tax consulting from KPMG.

What impact will Tom Goldrick's appointment have on Houlihan Lokey's services?

Goldrick's appointment is expected to enhance Houlihan Lokey's M&A Tax Services, providing valuable insights for clients navigating tax reforms.

How has Houlihan Lokey performed in the M&A advisory sector recently?

Houlihan Lokey has been ranked as the No. 1 M&A advisor in the U.S. for the past five consecutive years.
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