Houlihan Lokey Expands Its Private Funds Group With New Hire and Practice Openings

Shea Goggin Joins as a Managing Director and Head of the U.S. Private Funds Group; Greg Pupo Relocates to Open Group’s West Coast Practice

CHICAGO & SAN FRANCISCO–(BUSINESS WIRE)–Houlihan Lokey (NYSE:HLI), the global investment bank, today announced an expansion of its Private Funds Group (PFG) to Chicago and San Francisco. Shea Goggin has joined the firm as a Managing Director and Head of U.S. PFG to lead and continue the build-out of the Private Funds Group in North America. In addition, and as part of this expansion, Greg Pupo has relocated to the firm’s San Francisco office to serve its West Coast clients.

Mr. Goggin joins Houlihan Lokey following more than a decade at UBS. As Co-Head of Distribution in the Private Funds Group, he was responsible for distribution and limited partner coverage as well as general partner origination efforts. He was also a member of the Group’s Global Operating Committee, in which he oversaw underwriting and evaluated fundraising mandates.

“Shea’s domain expertise and depth of placement agent expertise is outstanding, with nearly two decades of experience in origination, execution, and distribution for a broad range of clients,” said Scott Adelson, Co-President and Global Co-Head of Corporate Finance. “In addition, Shea’s relationships in both the general partner and limited partner communities will be highly additive to the practice, while his tireless commitment to his clients represents an excellent cultural match with Houlihan Lokey’s approach to client service. We’re delighted that he has joined the firm,” he added.

In addition, Greg Pupo, a Senior Vice President in the Private Funds Group, has recently relocated to Houlihan Lokey’s San Francisco office. Previously based in New York, Mr. Pupo will build on the group’s coverage efforts for West Coast general and limited partners.

“As general partners’ fundraising efforts continue to take advantage of attractive investment opportunities, we are excited about the expansion of the Private Funds Group to better serve our clients across the United States,” said Andy Lund, Global Co-Head of the Private Funds Group. “We are pleased that Greg has made the move to San Francisco as we continue to build the Private Funds Group in the U.S., and we’re confident this expanded footprint will contribute substantially to our clients’ success and the growth of the business.”

Houlihan Lokey’s Private Funds Group, led by Global Co-Heads Andy Lund, Jim McGee, and Cristina Forcina Westermann, seeks to maximize the efficiency and effectiveness of the fundraising process for general partners, providing customized solutions to address its clients’ needs. Collectively, the group has contributed to the organization and raising of 190 funds aggregating more than $292 billion.

About Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters. For more information, please visit www.HL.com.

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