Vice President / Sr. Associate of Investment Banking

Participate in the origination and execution of capital raise and M&A transactions, strategic advisory work, and valuations

Participate in the marketing of the company to new company prospects, company owners, and referral sources

Researching prospective companies, soliciting meetings and calls, attending trade shows and events, obtaining contact information, managing published company research material such as the Annual Deal Survey, etc.

Pursue the development of relationships which may result in client growth

Perform the duties of a Managing Director when they are unavailable

Participate in the overall growth of the company

Presentations, analysis and administrative tasks not performed by junior staff. Presentation work involves compiling and writing various PowerPoint presentations including marketing documents (“Pitchbooks”) and documents for live transactions

Financial modeling including DCF, LBO, and comparables analysis not performed by junior staff and the supervision of its creation

Writing Confidential Information Memoranda (“CIMs”) including composition of text and the assessment of supportive research related to company, competitor, and industry information to be incorporated

Any administrative work not performed by the Office Manager or Junior staff, such as scheduling and setting up conference calls and meetings, making travel arrangements, organizing events, etc.

Recruit new team members, manage junior staff, represent the company at marketing functions, create systems and processes to support and contribute to the company’s growth.