This role will be focused on performing buy- and sell-side financial due diligence services on behalf of a broad range of financial and strategic buyers & sellers as well as privately-held business owners (sell-side diligence) within the dynamic middle market. Given the entrepreneurial nature and structure of our firm, current employees enjoy the opportunity to progress their career at their own pace. JOB DESCRIPTION Execute financial due diligence (buy-side and sell-side) engagements including: Working collaboratively with senior team members, clients, and target business management teams Collecting financial information from the target business / managing the diligence request list Performing financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.) Actively participate in management discussions and correspondence Prepare key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.) Writing reports and supporting delivery of findings to clients Cultivate key client relationships through advisory work Provide leadership, mentorship, and supervision to junior team members Exposure to transactional support for capital raising, restructuring, and traditional sell-side investment banking transactions and strategies
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Job Type
Full-time
Career Level
Mid Level