Managing Director, Houlihan Lokey
Jeff Bollerman is a Managing Director in Houlihan Lokey’s Illiquid Financial Assets practice, where he advises institutional investors seeking liquidity solutions for non-exchange-traded assets that are difficult to value and price. Mr. Bollerman represents the sponsors of private capital vehicles or their investors, financial institutions, government agencies, creditors, or other owners with portfolio disposition plans, pricing intelligence, structuring insight, liquidity alternatives, and transaction execution. Mr. Bollerman is a frequent speaker and commentator on life settlements and other longevity-related assets. He is based in the firm’s New York office.
Before joining Houlihan Lokey, Mr. Bollerman was a Director at SecondMarket, Inc., where he built and led the limited partnership trading business and designed tax-sensitive liquidity products for private partnerships. Previously, he was the Head of Private Equity Product Development at Citigroup Global Wealth Management. Before Citigroup, he was a private equity and hedge fund formation attorney at Ropes & Gray. Earlier, he held an appointment in the Outstanding Scholars Program in the United States Department of Justice, Antitrust Division.
Mr. Bollerman holds a B.A. in History and Political Science, cum laude and Phi Beta Kappa, from Furman University. He also holds an M.A. in History and a J.D. from the University of Virginia.