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October 2024 Houlihan Lokey Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank with expertise in mergers andacquisitions, capital markets, financial restructuring, and financial and valuation advisory.Our firm is the trusted advisor to more top decision-makers than any other independent global investment bank.LeadingCapital Markets AdvisorNo. 1Global M&A AdvisorAboutOur Firm3CORPORATE FINANCE2023 M&A Advisory RankingsAll Global TransactionsAdvisorSource: LSEG (formerly Refinitiv).Excludes accounting firms and brokers. No. 1Global Restructuring AdvisorNo. 1Global M&A Fairness OpinionAdvisor Over the Past 25 Years1,700+Transactions Completed Valued atMore Than $3.5 Trillion Collectively2,000+Annual Valuation EngagementsFINANCIAL RESTRUCTURINGFINANCIAL AND VALUATION ADVISORYDeals352Houlihan Lokey1349Rothschild & Co2300Goldman Sachs & Co3300JP Morgan3253Morgan Stanley52023 Global Distressed Debt &Bankruptcy Restructuring RankingsDealsAdvisor73Houlihan Lokey164PJT Partners Inc251Rothschild & Co337Lazard427Evercore Partners5Source: LSEG (formerly Refinitiv).1999–2023 Global M&AFairness Advisory RankingsAdvisorSource: LSEG (formerly Refinitiv).Announced or completed transactions. Learn more about howour advisors can serveyour needs:Corporate FinanceFinancial andValuation AdvisoryFinancial RestructuringOur Industry Coverage 2023 M&A Advisory RankingsAll Global Technology TransactionsAdvisorDeals1Houlihan Lokey892Rothschild & Co763JP Morgan684Goldman Sachs & Co635Morgan Stanley59Source: LSEG (formerly Refinitiv)Excludes accounting firms and brokers.No. 1Global Tech Team89Tech Dealsin CY2313%Tech % ofRevenues~180TeamMembersWinnerWinnerWinnerTechnology Industry Coverage 4No. 1Global M&A Advisor2023 M&A Advisory RankingsAll Global TransactionsAdvisorSource: LSEG (formerly Refinitiv).Excludes accounting firms and brokers.Sources: LSEG (formerly Refinitiv), Mergermarket.Notes: League tables as of 2023; (1) As of September 30, 2024; (2) LTM ended June 30, 2024; (3) As of June 30, 2024, excludes corporate MDs. One GlobalP&L~80Tech FinanceProfessionalsin the U.S.~70Tech FinanceProfessionalsin Europe~30TechManagingDirectorsGlobally 5AMERICASAtlantaLos Angeles(1)BaltimoreMiamiBostonMinneapolisCharlotteNew YorkChicagoSan FranciscoDallasSão PauloHoustonWashington, D.C.Unparalleled Global ReachWith One P&L AcrossAll Local Technology TeamsNote: (1) HQ. AmsterdamAntwerpDubaiFrankfurtLondonMadridManchester MilanMunichParisStockholmTel AvivZurich Highly Active GlobalWork ProductivitySoftwareCoverage6Strong Track Record in Work Productivity Software Advisoryhas been acquired bySellsideAdvisorawholly-owned subsidiaryofhas been acquired byawholly-owned subsidiary ofSellsideAdvisora portfolio company ofsold to the managementSellsideAdvisor*has been acquired bySellsideAdvisor*has been acquired bya subsidiary ofhas soldtoSellsideAdvisor*has received an equity investmentfromFinancialAdvisorNotes: Tombstones included herein represent transactions closed from 2014 forward.*Selected transactions were executed by Houlihan Lokey professionals while at other firms acquired by Houlihan Lokey or by professionals from a Houlihan Lokey joint venture company.has invested ina portfolio company ofFinancial Advisor*aportfolio company ofhasbeen acquired byFinancialAdvisorhas soldtoSellsideAdvisor*has been acquiredbyan operating subsidiary ofaportfolio company ofhas been acquired bya portfolio of companies owned bySellsideAdvisormajority recapitalization bySellsideAdvisor*a portfolio company ofhas merged witha portfolio company ofSellsideAdvisorhas acquireda portfolio company ofBuyside Advisorhas been acquired bySellsideAdvisor*has acquireda portfolio company ofBuyside Advisora portfolio company ofhas been acquired bySellside Advisora portfolio company ofhas received an investment fromSellside Advisorhas merged withDebt financing forFinancial Advisor* U.S.CoverageEuropeanCoverageCooper ByrneVice PresidentCooper.Byrne@HL.comKevin WalshManaging DirectorKevin.Walsh@HL.comPascal HaasSenior Vice PresidentPascal.Haas@HL.comSascha PfeifferManaging Director,Head of European TechnologySascha.Pfeiffer@HL.com Work ProductivitySoftwareMarket Dynamics Work Productivity Software is at theIntersection ofMultipleMultibillionMarketsFueled byStrongUnderlyingTrends8Work Productivity Software—Relevant Market Subsegments01ProjectManagement$5B 202402Content ServicePlatforms$8B 202403ContentCollaboration Tools$9B 202404Sales Tools andPlatforms$27B 202405Marketing Toolsand Platforms$29B 202406Business ProcessManagement$74B 2024Source: Equity research (BofA and TD Cowen based on Gartner Research).Intersections ofWork Productivity Software Underlying Market DynamicsSustainable shift to working from home accelerating digitalworkflows and the need for document access fromanywhere.Massive increase in data repositories and digital content,coupled with a rising demand for machine learning,generative AI, and process automation solutions.The importance of