Vice President - Capstone SSIB
About The Position
Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com. Special Situations Investment Banking (SSIB): Capstone Partners' SSIB is an active, rapidly growing practice that provides investment banking and financial advisory services in complex situations -- both out-of-court and in chapter 11 reorganizations. The SSIB group, part of Capstone's Financial Advisory Services (FAS) team, is primarily a “company/debtor-side” advisor, with opportunistic representation of creditor and equity-holder constituencies. The group is led by seasoned professionals with decades of experience in special situations and restructuring transactions. Role Overview: SSIB is seeking an experienced Vice President to join its Chicago, [New York], or Boston office. The role provides exposure to a range of special situation transaction opportunities, including debtor- and creditor-side transactions, both in- and out-of-court, involving distressed M&A, private financings, liability management exercises (LMEs), and restructurings. Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in SSIB will be expected to have direct interaction with clients and counterparties. Vice Presidents also will support new business development, including preparation of pitch materials, idea generation, and development of a personal, long-term business development plan.
Requirements
- Bachelor’s degree, preferably in accounting, finance, or related discipline (MBA in Finance or Accounting preferred)
- 4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
- The ability to work independently in a fast-paced environment
- Proven deal execution experience in special situations/restructuring transactions
- Experience managing and training junior special situations professionals
- Demonstrable experience in leading discussions with senior client executives and target management
- Excellent analytical skills and ability to develop and maintain financial models using Excel
- Motivated, creative, outgoing and possess strong skills in financial analysis
- Strong knowledge of accounting and applied financial theory
- Excellent verbal and written communication skills
- FINRA Series 79 and 63 licenses (63 where required by state)
- Willingness to travel
Nice To Haves
- Graduate Degree
- Experience with Pitchbook and CapIQ
- Develop professional network and relationships with firm, client and target professionals
Responsibilities
- Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
- Prepare and analyze historical and projected financial information
- Coordinate and perform business due diligence
- Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
- Value companies and businesses
- Assist in initiating and extending group marketing and client development efforts
- Assist in the marketing and planning of engagements
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
- Supervise and manage activities of junior professionals
- Performs other duties as assigned.
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
