Billy Goldstein Joins as a Managing Director in New York

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Billy Goldstein has joined as a Managing Director in its Technology Group. Based in New York, Mr. Goldstein will expand the team’s efforts across the digital infrastructure marketplace.

Mr. Goldstein joins following nearly five years as a Partner and Managing Director at CDX Advisors, a technology-enhanced investment bank focused on TMT and middle-market growth companies. At CDX, he focused primarily on the digital infrastructure space, originating and advising clients in more than $22.6 billion of closed M&A (buyside and sellside M&A) involving private and public targets. Mr. Goldstein also structured joint ventures and raised $4.8 billion in private equity for the firm’s digital infrastructure clients. Prior to his time at CDX, he had been a Managing Director in the TMT group at Goldman Sachs and, subsequently, Head of North American Telecom Merchant and Investment Banking for Macquarie Capital. Throughout his career, Mr. Goldstein has executed more than $130 billion of closed M&A and raised over $37 billion of debt and equity for clients.

“Billy brings a depth of sector knowledge, transaction experience, and dedication to client focus to our Digital Infrastructure team that is critical to our success. He also brings more than 25 years of experience executing some of the largest and most complex M&A transactions in TMT, which will benefit our team and our clients,” said Jason Hill, Managing Director and Co-Head of Houlihan Lokey’s U.S. Technology Group and Global Head of Digital Infrastructure. “We look forward to Billy leveraging his strong industry knowledge, reputation as a strategic advisor, cross-border execution experience, and deep relationships within the market as we grow and continue to deliver exceptional service to our clients.”

Houlihan Lokey’s Digital Infrastructure team has cultivated a strong track record in the market, with more than 25 years of targeted coverage and deep industry expertise. The firm’s dedicated team of nearly 40 digital infrastructure-focused financial professionals across the U.S. and Europe offers clients exceptional access to both domestic and international opportunities, facilitating strategic investments and partnerships in this rapidly evolving space.

“Houlihan Lokey’s deep market relationships, particularly within the rapidly expanding digital infrastructure world, its broad suite of services, and its client-centric culture make this an incredibly exciting opportunity. The Digital Infrastructure team’s expertise across subsectors is unparalleled and continues to grow at an explosive rate,” added Mr. Goldstein. “I share Houlihan Lokey’s commitment to driving successful outcomes for our clients in this dynamic and transformative space, and I am eager to collaborate with my new colleagues.”

With more than 140 financial professionals worldwide, Houlihan Lokey’s Technology Group has earned a global reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Its clients range from early-stage businesses and midsized companies to large, publicly traded corporations. In 2024, Houlihan Lokey was ranked as the No. 1 investment bank for all global technology transactions, with 101 deals, according to LSEG.*

* Excludes accounting firms and brokers.

About Houlihan Lokey

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Investor Relations +1 212.331.8225 IR@HL.com

Media Relations Matt Pignataro +1 203.451.9299 PR@HL.com

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