Preparing for a Sale: What to Expect from a Sell-Side Advisor
Framing the Decision to Sell For many founder-owned businesses, a sale represents one of the most significant financial and strategic decisions an owner will make. It is often the culmination of years, if not decades, of effort, risk-taking, and reinvestment. Despite its importance, most founders go through the process only once. Unlike operating decisions made daily within […]
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 law—in most situations, they aren’t. Rather, […]
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 groundwork for an effective and efficient audit. Build […]
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 than 25 years of operations. […]
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, with operations in Batavia, Illinois, […]