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This profile was last updated on 12/17/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Jeffrey I. Werbalowsky

Wrong Jeffrey I. Werbalowsky?

Co-Chief Executive Officer

Phone: (612) ***-****  
Email: j***@***.com
Local Address:  Minneapolis , Minnesota , United States
HOULIHAN LOKEY, INC.
10250 Constellation Blvd. 5Th Floor
Los Angeles , California 90067
United States

Company Description: Houlihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm...   more
Background

Employment History

  • Senior Managing Director, Vice Chairman
    HL
  • Executive Officer and A Senior Managing Director
    Co-Chief
  • Co-Chief Executive and Global Co-Director of Restructuring Practice
    Howard & Zukin Inc.
  • Director
    Akrion , Inc.

Board Memberships and Affiliations

Education

  • B.A. , economics
    University of Virginia
  • J.D. with honors
    Columbia University
173 Total References
Web References
AVISTA
avistaadvisory.com [cached]
January 28, 2011 - At first blush, Houlihan Lokey may appear to be a specialist in middle-market companies, but as its co-chief executive, Jeff Werbalowsky, will tell you, its work goes well beyond that.
"While our corporate finance group targets the middle market," its financial advisory services "and restructuring groups are very active in the larger end of the market as well and are normally involved in the biggest deals in the world," Werbalowsky said after his firm received IDD's Mid-Market Bank of the Year award.
...
Werbalowsky admitted that expanding the staff in a difficult financial environment was not easy. "Out of the depths of 2009, we figured this was the time to expand in corporate finance and FAS, where there was a lot of disappointed and dispirited talent looking for a better and more stable place to build their careers," he said. "However, it is fiscally and emotionally difficult to hire aggressively when your own dollars aren't expanding in an area and prospects look bleak."
Houlihan and its largest shareholder, Orix Corp. of Japan, though, believed it was time to build up those areas, and they "made a strategic and financial commitment in those embattled segments," Werbalowsky said.
Last year, Houlihan remained the most prolific middle-market financial adviser in the U.S., according to Thomson Reuters. It completed 111 such deals three fewer than it did in 2009 but 23 more than runner-up Goldman Sachs. Those 111 deals were worth $6.6 billion and generated $177.6 million of fees for the firm.
"Going into 2010, we faced a threefold challenge: to overcome the difficulties in the market and opportunistically build our business in corporate finance and FAS; to aggressively work for our restructuring clients and translate an improving economy into higher recoveries for them; and to continue our international expansion in the face of retrenchment from many of our competitors," Werbalowsky said.
Restructuring has always been a Houlihan sweet spot, he said. "In difficult years like 2009, well over half our business is restructuring.
...
"Our performance in Asia has a long way to go, although we've made some good hires," says Werbalowsky.
Last summer, Houlihan purchased Red Pine Advisors, a two-and-a-half-year-old New York firm that values complex structured securities. When it announced the deal, Houlihan said it anticipated a steady pickup in demand for independent assessments of securities held by banks, hedge funds and insurers.
Werbalowsky envisions a bigger international operation.
...
"We are committed to doing more business in Europe generally," Werbalowsky said.
...
Werbalowsky says it wants to cover more middle-market private-equity firms.
...
"While our corporate finance group targets the middle market," its financial advisory services "and restructuring groups are very active in the larger end of the market as well and are normally involved in the biggest deals in the world," Werbalowsky said after his firm received IDD's Mid-Market Bank of the Year award.
Board of Directors | Houlihan Lokey
www.hl.com [cached]
Jeff Werbalowsky Co-Chairman Senior Managing Director
Board of Directors | Houlihan Lokey
www.hl.com [cached]
Jeff Werbalowsky Co-Chairman Senior Managing Director
Board of Directors | Houlihan Lokey
www.hlhz.com [cached]
Jeff Werbalowsky Co-Chairman Senior Managing Director
Board of Directors | Houlihan Lokey
www.hlhz.com [cached]
Jeff Werbalowsky Co-Chairman Senior Managing Director
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