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Houlihan Lokey Expands Its Financial Services Investment Banking Group With Experienced Senior Hire

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Houlihan Lokey, Inc. (NYSE:HLI) has appointed Jennifer Fuller as a Managing Director in its Financial Services Group, enhancing its focus on the mortgage and mortgage REIT sectors. With over 20 years in financial services, Fuller previously held the Managing Director position at Keefe, Bruyette & Woods, where she specialized in investment banking for financial institutions. The firm boasts a strong reputation in M&A advisory and has topped the specialty finance sector in the U.S. for a decade according to S&P Global Market Intelligence. Fuller's expertise is expected to provide valuable guidance for clients navigating current market challenges.

Positive
  • Jennifer Fuller joins as Managing Director, enhancing expertise in mortgage and mortgage REIT sectors.
  • Fuller's 20+ years of experience is expected to drive growth and client success.
  • Houlihan Lokey's Financial Services Group has been the top advisor in specialty finance in the U.S. for the past 10 years.
Negative
  • None.

Jennifer Fuller Joins as a Managing Director in New York

NEW YORK--(BUSINESS WIRE)-- Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Jennifer Fuller has joined the firm’s Financial Services Group as a Managing Director, bolstering the firm’s coverage in the mortgage and mortgage REIT subsectors. Ms. Fuller is based in Houlihan Lokey’s New York office.

Ms. Fuller joins Houlihan Lokey with two decades of experience in financial services investment banking. Most recently, she was a Managing Director at Keefe, Bruyette & Woods, Inc. (KBW), a Stifel Company, where she spent 10 years in its investment banking practice covering financial institutions.

“We are thrilled to welcome Jenn to our market-leading residential real estate practice,” said Jeffrey M. Levine, Global Head of Houlihan Lokey’s Financial Services Group. “Jenn has extensive experience overseeing numerous M&A transactions and debt and equity financings across the financial services landscape. We are confident that her skillset will prove invaluable in guiding our mortgage and mortgage REIT clients through today’s ever-changing markets. We are excited to have Jenn on board and look forward to her continued success at the firm.”

“I am absolutely delighted to be joining the team at Houlihan Lokey. I look forward to partnering closely with my new colleagues to expand coverage of non-bank and bank-owned mortgage lenders and mortgage REITs as well as collaborating with the entirety of the Financial Services Group as we work to deliver innovative solutions to our clients,” said Ms. Fuller.

With more than 40 bankers located in five offices around the world, Houlihan Lokey’s Financial Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and financial and valuation advisory across nearly every segment of the financial services sector. The group has been the top advisor to specialty finance clients in the U.S. for the past 10 years based on number of transactions, according to data from S&P Global Market Intelligence.

About Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm 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. Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine 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 Refinitiv.

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Source: Houlihan Lokey, Inc.

FAQ

Who is Jennifer Fuller at Houlihan Lokey?

Jennifer Fuller has joined Houlihan Lokey as a Managing Director in its Financial Services Group.

What is the focus of Houlihan Lokey's Financial Services Group?

The Financial Services Group focuses on mortgage and mortgage REIT sectors.

What experience does Jennifer Fuller bring to Houlihan Lokey?

Jennifer Fuller brings over 20 years of experience in financial services investment banking.

How has Houlihan Lokey performed in the specialty finance market?

Houlihan Lokey has been the top advisor to specialty finance clients in the U.S. for the past 10 years.

What is the significance of Jennifer Fuller joining Houlihan Lokey?

Her addition strengthens the firm's expertise in navigating complex mortgage market challenges.

Houlihan Lokey, Inc.

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