U.S. Micro Middle Market – 1H 2023 Update

Houlihan Capital’s Investment Banking group specializes in providing sell-side M&A advisory services to owners of privately held businesses within the Micro Middle Market (“MMM”), which we define as those with total enterprise value (“TEV”) below $250M. We are pleased to announce the publication of our newest report,  M&A Activity – U.S. Micro Middle Market Update […]

SPAC Report Q3 2023 Update

SPAC Report

As a leading and trusted service provider of SPAC Fairness Opinions, we are pleased to share with you our FREE SPAC Report for Q3 2023. This industry report provides: Quarterly Statistics De-SPAC Performance – Closed Business Combinations Cash for Close Trends – Redemptions, PIPEs Competition for De-SPAC – Searching Capital IPO Trends To access the […]

Growth Trends & Valuations – 2023 National Summit for Middle Market Funds Panel

Houlihan Capital’s Michael Norton will be a panelist for Small Business Investor Alliance’s “Growth Trends & Valuations: A Deeper Dive by Industry Experts” on Sunday, October 15th at the National Summit for Middle Market Funds! The summit will take place in Palm Beach, FL. During this session, panelists will discuss key growth trends in healthcare, […]

How to Value Illiquid Investments Webinar

How to Value Illiquid Investments Webinar – A Free Webinar Opportunity We invite you to join Akram and Houlihan Capital in a discussion on “How to Value Illiquid (Level 3) Investments” on October 12, 2023. Houlihan Capital’s Michael Moscarelli will share comprehensive analysis and discuss current valuation best practices. You can register for free CPE. Date: […]

SEC’s New Rules for Private Fund Advisers

Rules for Private Fund Advisers

UPDATE: On June 5, 2024, the 5th U.S. Circuit Court of Appeals in New Orleans issued a unanimous ruling overturning the SEC’s Private Fund Rules. In this whitepaper, Houlihan Capital discusses the SEC’s new rules for private fund advisers under the Investment Advisers Act of 1940 and changes that create major compliance obligations involving the […]