Houlihan Lokey Further Strengthens Tax and Financial Reporting Valuation Services with New Hire

CHICAGO--(BUSINESS WIRE)--Houlihan Lokey, the international investment bank, today announced that Rick Nathan has joined the firm as a Director in Financial Advisory Services (FAS), based in Chicago. He reports to Sam Clark, Head of Tax and Financial Reporting Valuation Services within FAS.

“With more than 25 years of combined industry and financial advisory services experience, Rick will doubtless be an invaluable resource to our clients as we continue to strengthen our Tax and Financial Reporting Valuation Services practice”

Mr. Nathan joins from Ceteris, where he was a managing director leading tax valuation engagements for the firm’s U.S. multinational clients. Prior to Ceteris, he was a founder and managing director of the Sorbi Group, a boutique financial valuation and economic consulting firm focused on strategic management initiatives, adverse party matters, tax planning, and financial reporting. He began his career at KPMG and PricewaterhouseCoopers.

“With more than 25 years of combined industry and financial advisory services experience, Rick will doubtless be an invaluable resource to our clients as we continue to strengthen our Tax and Financial Reporting Valuation Services practice,” said Mr. Clark. “Rick also brings a tremendous amount of synergy to the platform with strategic and controversy matters involving intellectual property,” he continued.

“I’m excited to join Houlihan Lokey’s top-ranked FAS business,” said Mr. Nathan. “More than ever, clients need thoughtful, circumspect advice on a range of valuation and tax-related issues, and I look forward to working with my colleagues to provide the unparalleled service that Houlihan Lokey delivers to its clients,” he added.

Mr. Nathan holds an MBA in finance and behavioral science, with honors, from The University of Chicago, an MSE in electrical engineering (Eta Kappa Nu Honorarium) from The University of Texas at Austin, and a BSE in biomedical engineering from Tulane University. Mr. Nathan is a CFA Charterholder as designated by The CFA Institute, and an Accredited Senior Appraiser (ASA) in business valuation as designated by the American Society of Appraisers.

Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors and business owners we serve.

Houlihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and Asia. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked globally as the No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over the past 10 years, and the No. 1 M&A advisor for U.S. transactions under $1 billion, according to Thomson Reuters. For more information, please visit www.HL.com.