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Brendan James O'Brien

Research Analyst at Wolfe Research

Brendan James O'Brien is Senior Vice President and Senior Equity Analyst at Wolfe Research, specializing in the financial sector with a particular emphasis on capital markets and coverage of major investment banks and advisory firms including Moelis & Company, Lazard, and Houlihan Lokey. He has contributed to equity research with a focus on industry-leading companies but has limited published ratings, and platforms such as StockAnalysis rank his performance metrics as still developing compared to peers. O'Brien began his career in finance in 2017 at Goldman Sachs as a Senior Analyst before joining Wolfe Research in 2019, advancing from Research Associate to Senior Vice President. He holds a Bachelor's degree in Economics from Wesleyan University and is a CFA Level III candidate, underlining his professional commitment, though FINRA registration or securities licenses are not explicitly listed.

Brendan James O'Brien's questions to HOULIHAN LOKEY (HLI) leadership

Question · Q2 2026

Brendan O'Brien inquired about the M&A activity trends in Europe relative to the U.S. and their expected trajectory, as well as whether restructuring deal flow is shifting more towards traditional Chapter 11 cases over liability management activity.

Answer

Scott Adelson, CEO, noted that while the U.S. is the largest market, EMEA and Asia-Pacific are gaining importance with significant year-over-year activity increases. Lindsey Alley, CFO, added that EMEA and Asia have outperformed U.S. corporate finance year-to-date, and the European fee pool could eventually match the U.S. Scott Adelson stated it's too early to confirm a definitive shift from liability management to traditional Chapter 11 in restructuring.

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