Houlihan Lokey Expands Healthcare Group With Two Senior Hires

Dudley Baker and Kerr Robertson Join as Managing Directors to Cover Healthcare Information Technology and Behavioral and Other Healthcare Services, Respectively

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that both Dudley Baker and Kerr Robertson have joined the firm’s Healthcare Group as Managing Directors. Mr. Baker is based in Dallas covering healthcare information technology (HCIT), while Mr. Robertson is based in Charlotte, covering behavioral healthcare and other healthcare services.

Mr. Baker joins the firm after spending eight years with Canaccord Genuity Group. Most recently, he served as a Managing Director and Head of Digital & Tech-Enabled Health Investment Banking for Canaccord Genuity. Prior to joining Canaccord Genuity, Mr. Baker spent almost five years at Avondale Partners, where he led coverage of HCIT. Mr. Baker will partner with Luiz Greca in the HCIT practice to bring best-in-class insights, relationships, and experience to our HCIT clients.

Mr. Robertson comes to Houlihan Lokey from William Blair, where he was a Partner and Managing Director for healthcare investment banking, covering healthcare services focused on behavioral health, post-acute/home health, healthcare staffing, radiology/imaging, and specialty pharmacies. Prior to joining William Blair, he spent 15 years at Wells Fargo Securities.

“I am excited to have both Dudley and Kerr joining our team,” said Mark Francis, Managing Director and Global Head of Healthcare at Houlihan Lokey. “Both of them bring significant experience and insights into two fast-growing healthcare sectors that will enhance our leadership in healthcare services and HCIT. Their expertise and client focus will be a great value for our clients as we continue to grow our market-leading Healthcare Group.”

These appointments follow the addition of Jay Ferguson, who joined the Healthcare Group in Charlotte in September as a Director to further bolster the Group’s coverage of the pharma services sector.

“Dudley and Kerr both exemplify Houlihan Lokey’s team-oriented and deeply client-centric culture,” added Mike Pisani, Co-Head of U.S. Healthcare. “These additions, along with Jay joining earlier this year, place us in a better position than ever to deliver outstanding service to our HCIT and healthcare clients around the world,” he added.

Houlihan Lokey’s Healthcare Group is among the largest of its kind in investment banking, with around 100 financial professionals in New York, Dallas, Los Angeles, Chicago, San Francisco, Atlanta, Minneapolis, Charlotte, Tokyo, Milan, Gurugram, Zurich, and London.

About Houlihan Lokey

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, 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. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

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