Finance M&A Integration Associate for a growing reinsurance company managing finance integration. Collaborating on acquisitions and supporting financial processes within a dynamic environment.
PP
Hybrid Managing Director, Investment Banking – Technology Mergers & Acquisitions
Posted 3 months ago
About the role
- Managing Director in Investment Banking overseeing Technology M&A for a consultancy firm. Leading client relationships and complex engagements in middle market environments.
Responsibilities
- 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
Benefits
- N/A
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