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Houlihan Capital

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Who We Serve

Independent Valuation and Investment Banking Across the Full Client Spectrum

From Funds to Founders

From private equity sponsors and institutional funds to business owners and the professionals who advise them, Houlihan Capital delivers independent valuation and investment banking expertise across the full client spectrum.

Independent by Structure

As an employee-owned firm, Houlihan Capital delivers objective analysis across every engagement and every client type.

A Referral-Friendly Practice

Houlihan Capital works alongside attorneys, CPAs, and advisors without displacing existing relationships, contributing specialized valuation and investment banking expertise where it's needed.

Who We Serve

Find Your Client Type

Select the client type that best describes your situation to explore how Houlihan Capital supports your specific needs.

Business Owners

M&A advisory, pre-sale planning, and independent business valuations for founders and owners of closely held businesses navigating a sale, transition, or growth initiative.

Corporations

Fairness opinions, solvency opinions, and valuation advisory for public and private corporations navigating mergers, acquisitions, and other strategic transactions.

Family Offices

Independent business valuations, estate and gift tax analyses, and succession planning support for family offices managing closely held assets and complex wealth structures.

Hedge Funds

Independent portfolio valuation and fair value reporting for hedge funds across strategies and asset classes, structured to support audit review and LP reporting.

Private Equity, SBIC Funds, & BDCs

Portfolio valuation, transaction opinions, and investment banking support for fund sponsors and boards, from initial investment through exit.

Referral Partners

Independent valuation and transaction opinion support for attorneys, CPAs, and financial advisors serving clients through estate planning, business sales, and litigation matters.

Registered Funds

Independent portfolio valuation and fair value reporting for registered funds and '40 Act funds, structured to support Rule 2a-5 compliance.

Venture Capital

Independent portfolio valuation and fair value reporting for VC funds across pre-seed to late-stage investments, including crypto and digital assets.

Wealth Managers

Independent business valuations and tax compliance support for wealth managers whose clients hold closely held business interests.

30+ Years Expertise

Since 1996

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Clients Served

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Valuation Opinions Delivered

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Valuation Projects

Not sure where you fit?

Our advisors understand the specific requirements of the clients we work with. Reach out to discuss your situation.

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