Houlihan Lokey to release Q1 FY27 results on July 29, 2026

1 min read     Updated on 09 Jul 2026, 04:57 AM
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Houlihan Lokey, Inc. scheduled the release of its Q1 FY27 results for July 29, 2026, post-market close. CEO Scott Adelson and CFO Lindsey Alley will host a conference call at 5:00 p.m. ET to review the results. Replay options for the call are available via telephone and webcast until August 5, 2026.

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Houlihan Lokey, Inc. will release its first quarter results for fiscal year 2027 on Wednesday, July 29, 2026, after the close of trading on the New York Stock Exchange. The global investment bank will host a conference call at 5:00 p.m. ET the same day to discuss the financial performance and business outlook.

Scott Adelson, Chief Executive Officer, and Lindsey Alley, Chief Financial Officer, will lead the discussion, which will include a question and answer session for analysts and investors. Access to the live call is available via telephone or audio webcast through the Investor Relations section of the company’s website.

Conference Call Details

Participants can join the call using the dial-in numbers provided below. Registration is recommended at least 10 minutes prior to the start time.

Access Type Details
Domestic Toll-Free 1-844-501-1995
International Dial-In 1-412-345-3006
Conference ID 10210272
Passcode (Call meâ„¢) 0695225

An instant telephone access option, Call meâ„¢, will be activated 15 minutes before the call begins. The audio webcast will be available at www.hl.com .

Replay Availability

A telephonic replay of the conference call will be accessible from 8:00 p.m. ET on July 29, 2026, through August 5, 2026.

Replay Access Details
Domestic Toll-Free 1-844-512-2921
International Dial-In 1-412-317-6671
Replay Pin 10210272

The audio webcast replay will also be archived on the company’s website.

What are the expected key performance indicators for Houlihan Lokey's first quarter of fiscal 2027?

How might current global economic conditions impact the company's M&A advisory and restructuring services?

What strategic initiatives or market trends will management highlight during the conference call?

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Houlihan Lokey to acquire Intrepid Financial Partners

1 min read     Updated on 30 Jun 2026, 11:53 PM
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Houlihan Lokey, Inc. has agreed to acquire Intrepid Financial Partners, LLC to substantially expand its energy sector coverage. The transaction, signed on June 27, 2026, adds 34 financial professionals and is expected to close by September 30, 2026. Intrepid's founders will join Houlihan Lokey's leadership team, and the combined group advised on 23 U.S. Energy and Power M&A transactions in 2025.

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Houlihan Lokey, Inc. (NYSE: HLI), the global investment bank, has agreed to acquire Intrepid Financial Partners, LLC (Intrepid), a premier independent investment bank specializing in advisory services for the energy sector. Signed on June 27, 2026, the transaction substantially expands Houlihan Lokey’s coverage capabilities across the oil and gas industry. The deal is expected to close before September 30, 2026, subject to regulatory approval. Intrepid Investment Management, LLC, the investment management business of Intrepid, is not part of the transaction and will continue to operate as a separate entity under the same name.

Founded in 2015 by Hugh E. "Skip" McGee III and Christopher F. Winchenbaugh, Intrepid provides mergers and acquisitions, fairness opinions, capital raising, and restructuring services. The firm serves clients across exploration and production, midstream and infrastructure, downstream and retail, energy services and technology, and energy transition. Since its inception, Intrepid has advised on more than 120 transactions in the energy sector with a total value exceeding $215 billion.

Following the transaction, the Intrepid team will join Houlihan Lokey’s global Oil & Gas Group. Mr. McGee, CEO of Intrepid, will join as a Managing Director and Global Chairman of Oil & Gas. Mr. Winchenbaugh, President of Intrepid, will join as a Managing Director and Global Co-Head of Oil & Gas alongside J.P. Hanson, currently Global Head of Oil & Gas at Houlihan Lokey. The acquisition adds 34 financial professionals to Houlihan Lokey’s Oil & Gas team, bringing the global team to more than 70 financial professionals worldwide.

On a pro forma basis, according to data from LSEG, the new combined group advised on 23 U.S. Energy and Power M&A transactions in 2025. In 2025, Houlihan Lokey was ranked as the No. 1 advisor for U.S. Energy and Power M&A transactions under $1 billion, according to data from LSEG. The firm’s Oil & Gas Group provides M&A and acquisition and divestiture (A&D) advisory, capital raising, valuation, and financial recapitalization and restructuring services.

"Intrepid’s suite of services is a perfect match with Houlihan Lokey, and its comprehensive coverage of the energy sector adds significantly to our longtime strategy of delivering the deepest possible sector expertise to our global client base," said Larry DeAngelo, Global Co-Head of Corporate Finance at Houlihan Lokey.

How will the integration of Intrepid’s team influence Houlihan Lokey’s competitive position in larger energy deals exceeding $1 billion?

What impact will the addition of 34 energy specialists have on Houlihan Lokey's revenue projections for the upcoming fiscal year?

Could this acquisition signal a broader consolidation trend among boutique investment banks specializing in the energy sector?

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