secwatch / observer
8-K filed August 21, 2025, 7:59 PM ET ticker HLI CIK 0001302215
debt confidence high sentiment neutral materiality 0.55

HOULIHAN LOKEY, INC. (HLI): debt financing — Houlihan Lokey expands revolving credit facility to $150M, extends maturity to 2030

HOULIHAN LOKEY, INC.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

HOULIHAN LOKEY, INC. amended revolving credit of increases the revolving commitments under the Credit Agreement from $100 million to $150 million with Bank of America, N.A., as agent at reduces the applicable interest rate margin for borrowings based on an adjusted maturing extends the maturity of the credit facility under the Credit Agreement to August 19, 2030.

Instrument
revolving credit
Principal
increases the revolving commitments under the Credit Agreement from $100 million to $150 million
Counterparty
Bank of America, N.A., as agent
Rate
reduces the applicable interest rate margin for borrowings based on an adjusted
Maturity
extends the maturity of the credit facility under the Credit Agreement to August 19, 2030
Event
amendment
Exact text from the filing
On August 19, 2025 (the “Effective Date”), Houlihan Lokey, Inc. (the “Company”) and certain subsidiaries of the Company entered into the Second Amendment to Credit Agreement, Amendment to Pledge Agreement and Joinder Agreement (the “Amendment”), which amends the Credit Agreement, dated as of August 23, 2019 (as amended through and including the Amendment, the “Credit Agreement”), by and among the Company, the guarantors party thereto, the lenders party thereto, and Bank of America, N.A., as agent. The Amendment, among other things, (a) increases the revolving commitments under the Credit Agreement from $100 million to $150 million, (b) reduces the applicable interest rate margin for borrowings based on an adjusted term SOFR rate from 1.00% to 0.95% per annum and eliminates the 0.10% credit spread adjustment, (c) reduces the commitment fee from 0.30% to 0.15% per annum, (d) modifies the definition of Consolidated EBITDA, (e) extends the maturity of the credit facility under the Credit A
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HOULIHAN LOKEY, INC. filing history →

Source: SEC EDGAR
accession 0001193125-25-184314
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