Fairness Opinions: When They Matter and Why
05
Mar
Fairness Opinions, Financial Advisory

Fairness Opinions: When They Matter and Why

Three weeks before a board vote on a management-led buyout. The terms are reasonable. Management has been transparent. Then board counsel asks the question that changes everything: "Do we need a fairness opinion?"  The answer isn't obvious, and it matters more than most boards realize. Not because fairness opinions are required by…
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Best Practices for Year-End Audit Preparation for your Investment Fund
26
Feb
Financial Advisory, Valuation

Best Practices for Year-End Audit Preparation for your Investment Fund

Authored by Monica Blocker, Director, Houlihan Capital & Herbert M. Chain, CPA, Director, CBIZ Advisors  As the year-end audit season approaches, proactive planning for the annual financial statement audit is essential. The audit process can be complex and demanding, but with careful preparation, your investment firm can not only meet reporting deadlines, but also make the process less “painless”. Below are practical insights and strategies to help you lay the…
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Houlihan Capital Served as the Exclusive Sell-Side Advisor to North American Warehousing Company
02
Dec
Financial Advisory, Investment Banking, Transaction Announcement

Houlihan Capital Served as the Exclusive Sell-Side Advisor to North American Warehousing Company

Houlihan Capital acted as the exclusive financial advisor to North American Warehousing Company on its sale to The Integration Group, a portfolio company of Maxwell Street Capital Partners. The transaction closed in September 2025. Founded in 1997, North American Warehousing Company is a specialized third party logistics provider with more…
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Houlihan Capital acted as the exclusive financial advisor to Advanced Compressor Technology, Inc.
29
Sep
Financial Advisory, Investment Banking

Houlihan Capital acted as the exclusive financial advisor to Advanced Compressor Technology, Inc.

Houlihan Capital acted as the exclusive financial advisor to Advanced Compressor Technology, Inc. (ACT), based in Batavia, IL, on its sale to Burckhardt Compression (Winterthur, Switzerland), a global leader in reciprocating compressor systems. Founded in 1991, ACT is a U.S.-based service company specializing in reciprocating equipment for the downstream market,…
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