Market leadership Houlihan Lokey is recognized as a leading global investment bank with strong M&A advisory credentials by value and volume in H1 2026, indicating potential for senior-level advisory engagements and cross-border deals with large clients.

Energy sector expansion Recent leadership changes and an acquisition in the energy advisory space (Intrepid Financial Partners) plus appointing a new global chairman for Oil & Gas suggest an intensified focus on energy sector advisory, presenting opportunities with energy incumbents and sponsors seeking strategic transactions.

Strategic growth moves New hires and leadership appointments, including the Energy group leadership, plus high-profile client pursuits (GoPro) signal an active expansion strategy that can be leveraged to introduce related services such as capital solutions, restructuring, and valuation to growing client bases.

Structured finance signals Launch of Morningstar Houlihan CLO Indexes indicates emphasis on structured finance benchmarks and CLO markets, offering potential collaboration with CLO managers, lenders, and fund sponsors seeking independent valuation and market insights.

Client diversification A diversified client base spanning corporations, financial sponsors, and governments, combined with a broad tech-enabled workflow (ServiceNow, analytical platforms) creates cross-sell opportunities across M&A, capital solutions, and financial restructuring for current and new clients.