Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
Create and present client deliverables
Negotiate, document and assist in transaction execution
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture
Requirements
Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
15 plus years of middle market investment banking experience
Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
Experience with privately held and sponsor-backed businesses
Commanding knowledge of current market terms and trends
Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments
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