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Houlihan Lokey Expands Tax & Financial Reporting Valuation Practice

August 16, 2017, 07:00 AM
Related: Houlihan Lokey

Houlihan Lokey announced that James G. Wolf, CFA, has joined the Tax & Financial Reporting Valuation (TFR) practice within Financial Advisory Services as a Managing Director. He is based in New York.

Prior to joining Houlihan Lokey, Wolf spent nearly 30 years at EY, where he held a number of roles, including serving as a Market Leader for its Valuation and Business Modeling Group, a U.S. Fairness Opinion Leader, and a Managing Partner for its Center for Strategic Transactions.

“Jim’s track record of advising CEOs, CFOs, and boards around the world during his long career at EY is outstanding,” said Jack Berka, Global Head of Financial Advisory Services. “He has worked on nearly every type of valuation or strategic finance engagement, including acquisitions and sales, reorganizations and recapitalizations, privatizations, purchase price allocations, and many others, and we could not be more excited to add his expertise and leadership to the TFR platform,” he added.

“I’m excited to join a leading independent investment bank that combines a unique culture, global footprint, and truly comprehensive service offering with Houlihan Lokey’s TFR practice,” said Wolf.

“Adding an officer of Jim’s caliber will substantially enhance the exceptional client service we deliver to clients and contribute meaningfully to the growth of the practice. We look forward to introducing Jim to our client base as we continue to build our market-leading Tax & Financial Reporting Valuation capabilities,” said Tomasz Stefanowski, Managing Director of the firm’s New York TFR practice.

Wolf holds a B.B.A. from the University of Notre Dame and an MBA from the University of Texas, Austin. He is also a Chartered Financial Analyst and Senior Member of the American Society of Appraisers.

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