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Houlihan Capital

Insights

Market Intelligence, Industry Analysis, and Advisory Perspectives from Houlihan Capital

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Houlihan Capital publishes research, analysis, and educational content across the industries and service areas we cover. Select a category to explore.

Quarterly Reports

Quarterly market intelligence covering M&A activity, valuation trends, and sector developments across our core industries.

Articles

Analysis and perspectives on valuation, transaction advisory, and financial topics relevant to our clients and their advisors.

News

Transaction announcements, firm updates, and Houlihan Capital in the press.

101 Guides

Foundational explanations of key advisory concepts, written for business owners, fund managers, and professional advisors.

Management Company Valuations in Trust and Estate Planning: A Strategic Overview

Investment management firms present a distinctive set of valuation challenges in the context of estate and gift planning. The same characteristics that make these businesses

Valuing Private Assets in Retail Funds: Insights from the SEC’s Private Markets Roundtable

Key Takeaways for Fund Managers and Boards On March 4, 2026, the Securities and Exchange Commission hosted a roundtable examining the growing intersection between private

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