Contact Us
For further information regarding our services or investment opportunities, please contact:
Karl D'Cunha
Senior Managing Director
Phone: (212) 355.5151
kdcunha@houlihansmith.com
Houlihan Smith & Co., Inc.
845 Third Avenue
New York, NY 10022
Jim Honan
Managing Director
Phone: (212) 355-5151
jhonan@houlihansmith.com
Houlihan Smith & Co., Inc.
845 Third Avenue
New York, NY 10022
HEDGE FUND SPECIALISTS
HOULIHAN SMITH & COMPANY, INC. provides comprehensive financial advisory and valuation services for several of the largest asset managers around the world. Backed by years of experience, Houlihan is frequently called upon to provide a broad range of services, including M&A advisory, advisor valuation, portfolio valuation and fairness opinions.
Our clients, which include fund advisors, fund administrators and related financial services firms, rely upon us for solutions to their complex challenges. Leveraging our core strengths in M&A and valuation, Houlihan has an expertise in structuring and negotiating acquisitions, divestitures and strategic alliances as well as providing fair value portfolio valuations to comply with financial reporting requirements. Additionally, Houlihan has advised Boards and Special Committees on issues of fairness arising from transactions at both the advisor and fund levels.
Houlihan’s core investment banking services for Investment Managers include:
ADVISOR M&A
- Sales and divestitures
- Acquisitions and acquisition targeting
- Mergers and strategic alliances
ADVISOR VALUATION
- Firm valuation for financial and tax purposes
- Proceeds distribution
- Internal equity transfer/incentive programs
TRANSACTION SERVICES
- Sale and Purchase of Portfoilio's (or Illiquid Assets)
- Experienced professionals who can structure Transactions and ensure optimal deal is obtained
- Management of the Due Diligence process from introduction to close
PORTFOLIO VALUATION
- Quarterly and annual portfolio valuations
- Financial reporting compliance procedures
- Side pocket transactions
- Specific Complex investment valuation(s)
RESTRUCTURING SERVICES
- Fund Advisor Capital Restructuring
- Fund Liquidations
- Fund Advisor Bankrupticies
FAIRNESS OPINIONS
- Fairness opinions issued for:
- The purchase/sale of portfolios
- The purchase/sale of investment advisors
- Recapitalization/reorganizations
For further information regarding our services or investment opportunities, please contact:
Karl D'Cunha
Senior Managing Director
t:(212) 355-5151
kdcunha@houlihansmith.com
Houlihan Smith & Company, Inc.
845 Third Ave.
New York, NY 10022
Jim Honan
Managing Director
t:(212) 355-5151
jhonan@houlihansmith.com
Houlihan Smith & Company, Inc.
845 Third Ave.
New York, NY 10022
www.houlihansmith.com
www.hedgefundvaluation.com
www.fairnessopinion.com
www.solvencyopinion.com