home · filing · 0001193125-24-058011
8-K filed March 4, 2024, 6:59 PM ET
ticker HLI
CIK 0001302215
leadership
confidence high
sentiment neutral
materiality 0.70
Houlihan Lokey appoints Scott Adelson as CEO; Scott Beiser transitions to Co-Chairman
HOULIHAN LOKEY, INC.
Scott Adelson named CEO effective June 10, 2024, succeeding Scott Beiser who becomes Co-Chairman.
David Preiser steps down as Co-President, continues as Vice Chairman.
Eric Siegert appointed Co-Chairman alongside Beiser and Irwin Gold.
Adelson is Co-President and Global Co-Head of Corporate Finance; Siegert is Global Co-Head of Financial Restructuring.
Board approved changes on March 1, 2024; effective June 10, 2024.
Executive movements
Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements .
Role change
David Preiser
Vice Chairman
HLI ·
HOULIHAN LOKEY, INC.
Effective 2024-06-10
Filed March 4, 2024, 6:59 PM ET
Mr. David Preiser will step down from his current role as Co-President and will continue to serve as Vice Chairman.
Appointed
Scott Adelson
Chief Executive Officer
HLI ·
HOULIHAN LOKEY, INC.
Effective 2024-06-10
Filed March 4, 2024, 6:59 PM ET
Mr. Scott Adelson will become the Chief Executive Officer of the Company.
Role change
Scott Beiser
Co-Chairman
HLI ·
HOULIHAN LOKEY, INC.
Effective 2024-06-10
Filed March 4, 2024, 6:59 PM ET
Mr. Scott Beiser, the current Chief Executive Officer, will remain an executive officer of the Company as Co-Chairman.
Key facts
Extracted from this filing and checked against the source text.
Executive change
SEC 8-K Item 5.02
confidence 1.0
David Preiser changed role as Vice Chairman at HOULIHAN LOKEY, INC..
Action stepped down
Role Vice Chairman
Exact text from the filing
Mr. David Preiser will step down from his current role as Co-President and will continue to serve as Vice Chairman.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Scott Adelson was appointed as Chief Executive Officer at HOULIHAN LOKEY, INC..
Action appointed
Role Chief Executive Officer
Exact text from the filing
Mr. Scott Adelson will become the Chief Executive Officer of the Company.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Scott Beiser changed role as Co-Chairman at HOULIHAN LOKEY, INC..
Action transitioned
Role Co-Chairman
Exact text from the filing
Mr. Scott Beiser, the current Chief Executive Officer, will remain an executive officer of the Company as Co-Chairman.
View on SEC.gov
Source: SEC EDGAR
accession 0001193125-24-058011
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