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Houlihan Lokey Continues Expansion of Global Capital Markets Group

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Houlihan Lokey (NYSE:HLI) has announced the appointment of Carle Felton as Managing Director in its Capital Markets Group, based in Atlanta. Felton joins from Cascadia Capital, where he headed the Capital Markets Advisory practice, and previously worked at Goldman Sachs' Private Capital and Hybrid Capital Group.

The appointment aims to strengthen the firm's private capital financing capabilities for its global client base. Houlihan Lokey's Capital Markets Group, comprising over 100 dedicated finance professionals across thirteen offices worldwide, is one of the largest independent private capital markets platforms in financial services. In 2024, the group successfully raised and advised on more than $18 billion in capital across more than 80 transactions.

Houlihan Lokey (NYSE:HLI) ha annunciato la nomina di Carle Felton come Direttore Generale nel suo Capital Markets Group, con sede ad Atlanta. Felton proviene da Cascadia Capital, dove ha guidato la pratica di consulenza per i mercati dei capitali, e ha precedentemente lavorato nel Private Capital e nel Hybrid Capital Group di Goldman Sachs.

La nomina mira a rafforzare le capacità di finanziamento di capitale privato dell'azienda per la sua clientela globale. Il Capital Markets Group di Houlihan Lokey, composto da oltre 100 professionisti dedicati alla finanza in tredici uffici in tutto il mondo, è una delle più grandi piattaforme indipendenti di mercati dei capitali privati nei servizi finanziari. Nel 2024, il gruppo ha raccolto e consulato con successo oltre 18 miliardi di dollari in più di 80 transazioni.

Houlihan Lokey (NYSE:HLI) ha anunciado el nombramiento de Carle Felton como Director General en su Capital Markets Group, con sede en Atlanta. Felton se une desde Cascadia Capital, donde lideró la práctica de asesoría en mercados de capitales, y anteriormente trabajó en el Private Capital y el Hybrid Capital Group de Goldman Sachs.

El nombramiento tiene como objetivo fortalecer las capacidades de financiamiento de capital privado de la firma para su base de clientes global. El Capital Markets Group de Houlihan Lokey, que cuenta con más de 100 profesionales de finanzas dedicados en trece oficinas en todo el mundo, es una de las plataformas independientes más grandes de mercados de capitales privados en servicios financieros. En 2024, el grupo recaudó y asesoró con éxito más de 18 mil millones de dólares en más de 80 transacciones.

Houlihan Lokey (NYSE:HLI)는 애틀란타에 본사를 두고 있는 Capital Markets Group의 전무이사로 Carle Felton을 임명했다고 발표했습니다. Felton은 Cascadia Capital에서 자본 시장 자문 업무를 이끌었으며, 이전에는 Goldman Sachs의 Private Capital 및 Hybrid Capital Group에서 근무했습니다.

이번 임명은 글로벌 고객 기반을 위한 회사의 사모 펀드 자금 조달 능력을 강화하는 것을 목표로 하고 있습니다. Houlihan Lokey의 Capital Markets Group은 전 세계 13개 사무소에 걸쳐 100명 이상의 전담 금융 전문가로 구성되어 있으며, 금융 서비스 분야에서 가장 큰 독립적인 사모 자본 시장 플랫폼 중 하나입니다. 2024년에는 이 그룹이 180억 달러 이상을 80건 이상의 거래에서 성공적으로 모금하고 자문했습니다.

Houlihan Lokey (NYSE:HLI) a annoncé la nomination de Carle Felton en tant que Directeur Général dans son Capital Markets Group, basé à Atlanta. Felton rejoint l'entreprise en provenance de Cascadia Capital, où il dirigeait la pratique de conseil en marchés de capitaux, et a précédemment travaillé dans le Private Capital et le Hybrid Capital Group de Goldman Sachs.

Cette nomination vise à renforcer les capacités de financement en capital privé de l'entreprise pour sa clientèle mondiale. Le Capital Markets Group de Houlihan Lokey, composé de plus de 100 professionnels de la finance dédiés dans treize bureaux à travers le monde, est l'une des plus grandes plateformes indépendantes de marchés de capitaux privés dans les services financiers. En 2024, le groupe a réussi à lever et à conseiller plus de 18 milliards de dollars dans plus de 80 transactions.

Houlihan Lokey (NYSE:HLI) hat die Ernennung von Carle Felton zum Managing Director in seiner Capital Markets Group mit Sitz in Atlanta bekannt gegeben. Felton kommt von Cascadia Capital, wo er die Beratungspraxis für Kapitalmärkte leitete, und arbeitete zuvor in der Private Capital und Hybrid Capital Group von Goldman Sachs.

Die Ernennung zielt darauf ab, die Finanzierungsfähigkeiten des Unternehmens im Bereich privater Kapitalanlagen für seine globale Kundenbasis zu stärken. Die Capital Markets Group von Houlihan Lokey, die aus über 100 engagierten Finanzfachleuten an dreizehn Standorten weltweit besteht, ist eine der größten unabhängigen Plattformen für private Kapitalmärkte im Finanzdienstleistungssektor. Im Jahr 2024 hat die Gruppe erfolgreich über 18 Milliarden Dollar in mehr als 80 Transaktionen gesammelt und beraten.

Positive
  • Capital Markets Group raised over $18 billion across 80+ transactions in 2024
  • Expansion of global presence with 100+ finance professionals across 13 offices
  • Strategic hire strengthens private capital financing capabilities
Negative
  • None.

Insights

The strategic expansion of Houlihan Lokey's Capital Markets Group reveals a calculated move to capitalize on the burgeoning alternative lending market. The $18 billion raised across 80+ transactions in 2024 demonstrates the firm's substantial market presence, while the addition of Carle Felton in Atlanta strengthens their regional footprint in a key financial hub.

The expansion carries several strategic implications. First, establishing a stronger presence in Atlanta positions HLI to better serve the Southeast's growing middle-market segment, where private equity activity has been particularly robust. Second, Felton's expertise in private equity-owned and family-owned businesses aligns perfectly with HLI's target market, as these segments increasingly seek sophisticated financing solutions beyond traditional bank lending.

With over 100 dedicated finance professionals across 13 global offices, HLI's Capital Markets Group has built a formidable platform that differentiates it from boutique competitors while challenging larger investment banks. This scale is important as private capital markets become more complex and specialized, requiring deep expertise across various financing structures and industry verticals.

The timing of this expansion is particularly strategic given the current market dynamics. As traditional lending becomes more constrained due to regulatory pressures and economic uncertainty, alternative capital providers are filling the void, creating opportunities for firms with strong private capital relationships. HLI's continued investment in this space suggests confidence in the sustained growth of alternative financing solutions and their ability to capture market share in this evolving landscape.

Carle Felton Joins as a Managing Director in Atlanta

ATLANTA--(BUSINESS WIRE)-- Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Carle Felton has joined as a Managing Director in its Capital Markets Group. Mr. Felton is based in Atlanta and will further strengthen the firm’s private capital financing capabilities for its global client base.

“The extraordinary growth of alternative capital has opened up countless financing opportunities for our clients, but achieving superior outcomes with customized and often complex financing solutions requires both deep expertise and trusted relationships among capital providers. Carle is an outstanding advisor in these respects, and his experience and compatibility with our client-first corporate culture make him an excellent addition to the team,” said Gregg Newman, Managing Director and Global Co-Head of Houlihan Lokey’s Capital Markets Group.

Mr. Felton joins following two years with Cascadia Capital, where he served as the Head of the Capital Markets Advisory practice, focused on advising private equity-owned, family-owned, and public companies on both debt and equity financing transactions. Prior to Cascadia, he worked in Goldman Sachs’ Private Capital and Hybrid Capital Group.

“Houlihan Lokey’s prescient observations regarding the growth of the alternative asset class have enabled the firm to establish one of the largest and best independent private capital markets platforms in financial services. I look forward to partnering with my colleagues and continuing to deliver exceptional advice to clients across all of our industry verticals,” said Mr. Felton.

With more than 100 dedicated finance professionals located in thirteen offices around the world, Houlihan Lokey’s Capital Markets Group is among the largest of its kind in financial services. The group provides capital-raising services for a wide variety of clients, from private-equity-backed portfolio companies and publicly held corporations to privately held businesses. In 2024, the group raised and advised on more than $18 billion in capital across more than 80 transactions.

About Houlihan Lokey

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, 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. The firm is the No. 1 investment bank for all global M&A transactions for the past two consecutive years, the No. 1 M&A advisor for the past 10 consecutive years in the U.S., the No. 1 global restructuring advisor for the past 11 consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).

Investor Relations

+1 212.331.8225

IR@HL.com

Media Relations

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PR@HL.com

Source: Houlihan Lokey, Inc.

FAQ

How much capital did Houlihan Lokey (HLI) raise in 2024?

Houlihan Lokey's Capital Markets Group raised and advised on more than $18 billion in capital across more than 80 transactions in 2024.

What is the size of Houlihan Lokey's (HLI) Capital Markets Group?

Houlihan Lokey's Capital Markets Group has more than 100 dedicated finance professionals located in thirteen offices around the world.

Who is the new Managing Director at Houlihan Lokey (HLI) in Atlanta?

Carle Felton has joined Houlihan Lokey as Managing Director in its Capital Markets Group, based in Atlanta.

Where did Houlihan Lokey's (HLI) new Managing Director Carle Felton work previously?

Carle Felton previously served as Head of Capital Markets Advisory practice at Cascadia Capital and worked in Goldman Sachs' Private Capital and Hybrid Capital Group.

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