Houlihan Lokey adds head of technology, cybersecurity practice | News
“With more than 20 years of delivering professional services and IT experience, including substantial industry experience in healthcare, industrials, TMT, financial services, and retail, Stephen is the perfect leader for this new service line in TAS,” Head of TAS Sean Murphy said in a release.
Based in Chicago, Lee will lead a team providing IT, product, and cybersecurity diligence as well as technology- and security-related advisory services to Houlihan Lokey’s financial sponsors and clients.
“As we continue to expand and deepen our financial and valuation advisory offerings most requested by clients, we look forward to the enhanced technology and cyber capabilities Stephen and his team will add to our advisory platform alongside our financial due diligence and accounting and financial reporting teams. This is consistent with our goal of providing a truly comprehensive, ‘one-stop’ service offering to our clients,” Global Co-Head of Financial and Valuation Advisory Kreg Jackson said.
Lee joins Houlihan Lokey from KPMG, where he was a managing director in the deal advisory and strategy – technology strategy group and served as the national pre-close and private equity technology leader for the past three years. He served as the technology diligence lead for some of KPMG’s largest global private equity accounts on transactions ranging from early-stage startups to enterprise values up to $10 billion.
Prior to KPMG, Lee was at West Monroe Partners. He began his career in the U.S. Air Force in 1999 and holds a B.S. in computer information systems and business from Bellevue University.
“Houlihan Lokey’s innate understanding of the modern-day significance of technology and cybersecurity to nearly every facet of business, set alongside its commitment to client service excellence and growth, is a very powerful value proposition for its corporate and financial clients,” Lee said. “I am honored to be leading this new practice in Transaction Advisory Services, and I’m excited to work with the firm’s clients across the globe to help them manage challenges and seize opportunities in the ever-changing and evolving landscape.”
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