Responsibilities
Lead the execution of mergers and acquisitions, capital raising transactions, and strategic advisory engagements.
Serve as the primary day-to-day client contact, managing relationships with executive management teams, boards of directors, private equity sponsors, and strategic buyers.
Oversee transaction execution from initial engagement through closing, including valuation analyses, due diligence, negotiation support, documentation, and coordination among all parties.
Direct the preparation and review of financial models, valuation analyses, confidential information memoranda, management presentations, pitch materials, and board presentations.
Manage transaction teams by overseeing associates and analysts, providing coaching, allocating responsibilities, and ensuring the delivery of high-quality work product.
Coordinate internal and external advisors, including legal counsel, accountants, lenders, consultants, and other transaction participants to ensure efficient execution.
Support senior bankers in originating new business opportunities by developing marketing strategies, preparing client presentations, participating in prospect meetings, and maintaining relationships with existing and prospective clients.
Identify industry trends, strategic opportunities, valuation developments, and market dynamics within the consumer sector to provide informed advice to clients and support business development initiatives.
Review and ensure the accuracy, quality, and consistency of all client deliverables while maintaining adherence to firm standards and regulatory requirements.
Drive efficient transaction management by proactively identifying execution risks, resolving issues, and maintaining project timelines.
Mentor and develop junior bankers through regular coaching, performance feedback, and technical training to foster professional growth and team excellence.
Collaborate with industry and product partners across the firm to deliver integrated advisory solutions and enhance client relationships.
Contribute to the continued growth of the Consumer Investment Banking practice through thought leadership, market intelligence, and active participation in recruiting and team development initiatives.
Skills
Deep expertise in mergers and acquisitions, capital raising, corporate finance, and strategic advisory.
Advanced financial modeling and valuation capabilities, including DCF, comparable company analysis, precedent transactions, LBO, merger models, and complex scenario analyses.
Demonstrated ability to independently lead multiple live transactions from initial engagement through closing.
Strong client relationship management skills, with the ability to serve as the primary day-to-day contact for corporate executives, private equity sponsors, and other key stakeholders.
Proven business development capabilities, including identifying opportunities, cultivating client relationships, and supporting new client origination efforts.
Exceptional project management skills with the ability to coordinate multiple internal and external workstreams under tight deadlines.
Excellent written, verbal, and presentation skills, including experience presenting recommendations to executive management teams and boards of directors.
Strong leadership and people management skills, with experience mentoring, developing, and managing associates and analysts.
Sound commercial judgment, strategic thinking, and the ability to identify key value drivers and transaction risks.
High degree of professionalism, integrity, and client service orientation.
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms including Capital IQ, FactSet, Bloomberg, and PitchBook.
Strong knowledge of the consumer sector, including industry trends, competitive dynamics, valuation drivers, and transaction activity.
Certifications
Securities Industry Essentials Exam (SIE), Series 63, Series 79
