Guide to Finance

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Houlihan Smith & Company

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Houlihan Smith is more than just an investment banking firm that offers evaluation and financial advice to businesses that are both public and private. They have also been acclaimed as leaders in the corporate advisory industry. This means that Houlihan Smith has been responsible for helping companies make the right decisions through hundreds of corporate mergers and acquisitions. Houlihan Smith also offers advisory services to corporate organizations during capital restructuring, private placement, bankruptcy services and employee stock ownership plans.



The Houlihan Smith team consists of more than 100 experts in the fields of investment banking and corporate advisory services. The team of professionals that call Houlihan Smith home have a great deal of experience in the industry, which makes it easy for them to respond to their clients? needs and handle even the most complicated situations quickly and competently. In the 12 years that Houlihan Smith & Co. Inc. has been in business, this registered broker-dealer and FINRA member has employed only the most professional individuals who are committed to keeping their company at the top of the industry in terms of reputation and track record.

The Houlihan Smith name was quickly built into a brand that stands for reputable assessment and deal making services with a team of experienced professionals to back it up. This reputation has earned Houlihan Smith engagements with Special Committees and Boards of Directors that seek their advice with all sorts of fiduciary pitfalls. Many of the largest publically traded corporations in the world have come to them to utilize their financial advice and valuation services.

The experience behind the team at Houlihan Smith also enables them to look into each client's unique situation and determine which course of action is best for them. There is now one-size-fits-all advice for the corporations that make the world turn. But with the right advice from a firm such as Houlihan Smith, public and private companies can determine the best route to take in regards to sell-offs, mergers, acquisitions, financing and building capital.
Houlihan Smith & Company
Two new senior members have joined the team at Houlihan Smith & Co Inc., a leading firm in the investment banking, assessment and corporate advisory industry. Houlihan Smith is welcoming Aaron Roberts, CFA, as a Senior Associate in the firm's Chicago office and Barry Petersen as a Managing Director. These gentlemen are a great addition to the Houlihan Smith team of experienced professionals.

As a new Senior Associate in the Houlihan Smith Chicago office, Aaron Roberts, CFA, brings the experience of working as an equity analyst and trading department supervisor at High Pointe Capital Management. Prior to joining the team at Houlihan Smith Roberts spent many years gaining experience in the capital market at High Pointe. Before that he had received his MBA from the University of Notre Dame and gained experience as a financial analyst for Miller Advisors.

As a new Managing Director for the growing capital markets group at Houlihan Smith, Barry Petersen brings the experience that he earned from many years as the vice president of Dresner Partners. Before he came to Houlihan Smith he worked diligently to manage an institutional futures desk and went on to become the principal of a debt futures arbitrage desk at Dresner. His experience includes knowledge of the capital markets and international trading.

As an investment banking firm, Houlihan Smith offers clients advisory services for a number of financial and corporate decisions, including mergers and acquisitions, corporate finance, appraisals, fairness and solvency. The firm is a registered broker-dealer and FINRA/SIPC Member. Roberts and Petersen are joining a team of experienced and reputable professionals with many years of experience in this field. They currently employ more than 100 individuals who understand the extreme time sensitivity of corporate finance and are able to respond quickly and steadfastly to opportunities wherever and however they should arise.
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