---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-197982"
form_type: "8-K"
ticker: "HLI"
cik: "0001302215"
company_name: "HOULIHAN LOKEY, INC."
filed_at: "2024-08-09T23:59:59+00:00"
generated_at: "2026-05-31T10:20:29.872224+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Houlihan Lokey to acquire Waller Helms for up to $183.3M in cash or stock

## Summary
- Acquisition adds nearly 50 financial professionals including 13 managing directors.
- Consideration up to $183.3M, payable in cash or Class B common stock at Houlihan Lokey's discretion.
- Expected close within 3-6 months, subject to regulatory approvals and customary conditions.
- Shares issued will be registered for resale; Class B common stock convertible to Class A common stock.

## SEC filing metadata
- accession: 0001193125-24-197982
- form_type: 8-K
- ticker: HLI
- cik: 0001302215
- company_name: HOULIHAN LOKEY, INC.
- filed_at: 2024-08-09T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 3.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1302215/000119312524197982/0001193125-24-197982-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1302215/000119312524197982/d814853d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-197982
- JSON: https://secwatch.observer/filing/0001193125-24-197982.json
- Plain text: https://secwatch.observer/filing/0001193125-24-197982.txt

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