secwatch.observer — SEC 8-K summary ====================================== Issuer: HOULIHAN LOKEY, INC. (HLI) CIK: 0001302215 Form: 8-K Filed at: 2024-08-09T23:59:59+00:00 Accession: 0001193125-24-197982 Event type: m_and_a Sentiment: positive Materiality: 0.70 Item codes: 3.02 LLM model: deepseek-v4-flash:cloud@v2 Houlihan Lokey to acquire Waller Helms for up to $183.3M in cash or stock ------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1302215/000119312524197982/0001193125-24-197982-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1302215/000119312524197982/d814853d8k.htm HTML page: https://secwatch.observer/filing/0001193125-24-197982 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer