Associate, M&A & Capital Markets
The Associate will take ownership of day-to-day execution on sell-side M&A and private capital processes, working closely with Partners on middle-market and growth-company mandates across North America and cross-border situations.
Responsibilities
- Lead financial modeling, valuation, and marketing materials for active processes
- Manage investor/buyer outreach, meeting scheduling, and process correspondence
- Draft teasers, CIM sections, and management presentation content with Partner review
- Coordinate with legal, tax, and accounting advisors on diligence and documentation
- Support junior team members on formatting, analysis, and process discipline
Requirements
- Bachelor's degree required; MBA or CFA progress a plus
- 2-4 years of experience in investment banking, corporate development, or a related advisory role
- Demonstrated experience running workstreams on live transactions
- Comfort interfacing with founders, management teams, and institutional investors
