Houlihan Smith works with 20 of Alpha Magazine’s Top 100 Hedge Funds. The firm’s tailored services to asset managers include Portfolio Valuation (FAS 157); Restructuring, M&A and Transaction Advisory. We are highly experienced with dealing with complicated transactions and complex asset classes that challenge the most sophisticated client. Houlihan covers all investment strategies, including those that are illiquid and underperforming.

ADVISOR M&A

• Sales and Divestitures
• Acquisitions of Targets
• Mergers and Strategic Ventures
• Transactional Support / Due dilligence

RESTRUCTURING

• Asset Level
• Portfolio Level
• Advisor Level

PORTFOLIO VALUATION

• Monthly, Quarterly and Annual Portfolio Valuations
• Financial Reporting Compliance
• Side Pocket Transactions
• Specific Investment Valuation(s)

TRANSACTION ADVISORY

• Secondary Market Transactions
• Financial Opinions
• Advisor Valuation

Karl D’Cunha
Senior Managing Director

P: 212-523-0500
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Houlihan Smith & Company, Inc.
410 Park Avenue
Suite 930
New York, NY 10022

Houlihan is a nationally recognized valuation and investment banking firm (Member FINRA, SIPC) with offices in Chicago, London, Los Angeles, New York and Toronto. Houlihan provides comprehensive services to several of the largest asset managers around the world. Backed by years of experience, Houlihan is frequently called upon to provide valuation and advisory services to hedge fund advisors, traditional fund managers, family offices, fund administrators, pension funds, endowments and other financial institutions.

www.hedgefundvaluation.com