---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-058011"
form_type: "8-K"
ticker: "HLI"
cik: "0001302215"
company_name: "HOULIHAN LOKEY, INC."
filed_at: "2024-03-04T23:59:59+00:00"
generated_at: "2026-06-05T04:36:48.951557+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Houlihan Lokey appoints Scott Adelson as CEO; Scott Beiser transitions to Co-Chairman

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-24-058011
- form_type: 8-K
- ticker: HLI
- cik: 0001302215
- company_name: HOULIHAN LOKEY, INC.
- filed_at: 2024-03-04T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1302215/000119312524058011/0001193125-24-058011-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1302215/000119312524058011/d801583d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-058011
- JSON: https://secwatch.observer/filing/0001193125-24-058011.json
- Plain text: https://secwatch.observer/filing/0001193125-24-058011.txt

## Key facts
- Executive change
  David Preiser changed role as Vice Chairman at HOULIHAN LOKEY, INC..
  - Action: stepped down
  - Role: Vice Chairman
  source text: Mr. David Preiser will step down from his current role as Co-President and will continue to serve as Vice Chairman.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1302215/000119312524058011/0001193125-24-058011-index.htm
- Executive change
  Scott Adelson was appointed as Chief Executive Officer at HOULIHAN LOKEY, INC..
  - Action: appointed
  - Role: Chief Executive Officer
  source text: Mr. Scott Adelson will become the Chief Executive Officer of the Company.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1302215/000119312524058011/0001193125-24-058011-index.htm
- Executive change
  Scott Beiser changed role as Co-Chairman at HOULIHAN LOKEY, INC..
  - Action: transitioned
  - Role: Co-Chairman
  source text: Mr. Scott Beiser, the current Chief Executive Officer, will remain an executive officer of the Company as Co-Chairman.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1302215/000119312524058011/0001193125-24-058011-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.