Case Study: Houlihan Lokey doubles revenue and streamlines accounting with Oracle Cloud ERP

Houlihan Lokey powers automation, growth with Oracle Cloud

Houlihan Lokey is a global, independent investment bank founded in 1972 and a top U.S. M&A advisor. Rapid international growth exposed limits in its legacy ERP: the firm needed better automation, stronger multicurrency and regulatory support, and more efficient risk and compliance controls so accounting staff could spend less time on routine tasks and more time partnering with the business.

Houlihan Lokey implemented Oracle Cloud ERP and Oracle Fusion Cloud Risk Management and Compliance, migrating 65 million records from JD Edwards to create a single financial system and automating Sarbanes‑Oxley controls, VAT handling, and other processes. The result: doubled revenue over five years with only marginal accounting headcount growth, improved margins by keeping administrative costs low, reduced labor and risk through automated controls, and a unified, auditable source of financial data.

Houlihan Lokey

Allen Fazio

Chief Information Officer