What are the responsibilities and job description for the Vice President position at Crown Peak Advisors?
About the Role
Crown Peak Advisors is seeking motivated candidates with prior investment banking experience for a Vice President position based at our headquarters in Miami, Florida, with the option to work fully remote.
As a Vice President, you will lead all aspects of the M&A process, from transaction strategy and process design through day-to-day deal execution, including oversight of marketing materials and financial analyses, while mentoring and developing junior team members. You will also support business development initiatives by maintaining client relationships and overseeing the preparation and delivery of pitches to prospective clients across the technology and business services sectors.
Key Responsibilities
- Manage all aspects of transaction execution, serving as the primary lead across live deals
- Oversee the development and preparation of client-facing marketing materials, pitchbooks, confidential information memoranda, and management and board presentations
- Prepare comprehensive strategic and M&A analyses, detailed company valuations, financial / operating models and other company and transaction-related financial analyses
- Manage, mentor and develop junior team members
- Lead due diligence and drafting sessions with clients
- Interact with potential buyers and manage buyer due diligence processes
- Prepare and lead client presentations and meetings, contributing to the development of long-term client relationships
- Analyze complex business and financial information, synthesizing large volumes of disparate data into clear, actionable insights
Qualifications
- 5 years of prior investment banking experience
- Exceptional work ethic, integrity and professionalism
- Bachelor's degree required; MBA and / or JD a plus
- Strong financial modeling, valuation and analytical capabilities
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and perform under tight deadlines
- Detail-oriented with high standards for quality and accuracy
- Entrepreneurial mindset with a desire to take ownership and grow
Company Overview
Crown Peak Advisors is a rapidly growing strategic M&A advisory and investment banking firm dedicated exclusively to the technology, business services and IT services ecosystem. Built by operators, advisors and investors, we advise founder-owned businesses and investors pursuing platform and add-on acquisitions. Our size, focus and breadth of industry and transaction experience empower us to deliver rigorous, institutional-grade investment banking execution to middle-market founders and owners, with a relentless focus on achieving optimal outcomes.
We are deeply embedded in the technology, business services and IT services community, with long-standing relationships across founders, owners, equity and debt investors, and strategic acquirors. We actively participate in industry events, provide thought leadership and maintain ongoing market dialogue that helps shape transaction dynamics.
Crown Peak partners with founder-owned businesses exploring liquidity events, including full or partial exits and ownership transitions. Blending operator-level strategic insight with disciplined execution, we serve as a true strategic partner, providing practical, tailored advice to guide founders through the sale process to maximize value and certainty of close.