Associate and/or Vice President - Capstone Investment Banking
Core
Supporting the execution of middle-market sell-side M&A transactions, including financial analysis, valuation, and due diligence management.
Role type
Associate and/or Vice President Investment Banker (M&A)
Builds
Confidential information memoranda, management presentations, teasers, buyer lists, and complex financial models.
Domain
Investment Banking / M&A / Middle Market
Deliverable
product features
Required skills
Financial modeling (DCF, LBO, comps), transaction execution, due diligence management, client communications, industry research, database management (Capital IQ, PitchBook, FactSet)
Preferred skills
MBA, CPA, CFA, advanced Excel/PPT/CRM skills, project management, mentoring
Technologies
Capital IQ, PitchBook, FactSet, Microsoft Excel, PowerPoint, Word
Responsibilities
Manage day-to-day execution of sell-side M&A transactions from engagement through closing; Build and maintain complex financial models including DCF, comps, and LBO analyses; Coordinate due diligence processes and virtual data room activities; Prepare marketing materials such as CIMs, teasers, and pitchbooks; Facilitate communications among clients, buyers, attorneys, and internal teams; Support senior bankers in client meetings and negotiations.
Seniority
Mid-level IC (Associate) to Senior IC with client ownership (VP)
