What are the responsibilities and job description for the Vice President Investment Banking position at Merrimack Group?
ABOUT MERRIMACK GROUP
Merrimack Group is a growing boutique investment bank based in Nashua, New Hampshire, focused on sell-side mergers and acquisitions advisory services. We are a trusted advisor to companies that design, manufacture, and deliver engineered products, helping owners and management teams navigate important strategic transactions.
Our work spans a range of technical product sectors, with particularly deep experience in lighting, where Merrimack is recognized as one of the most active M&A advisors in the North American market. We help clients run confidential, well-prepared sale processes designed to generate competitive buyer interest and maximize transaction certainty, value, and fit.
POSITION OVERVIEW
Merrimack is seeking a Vice President to join its transaction execution team. The Vice President will serve as a day-to-day transaction leader across sell-side M&A engagements, working directly with clients, buyers, investors, attorneys, accountants, and other advisors from preparation through closing.
The ideal candidate has strong M&A execution experience, sound judgment, excellent communication skills, and the ability and desire to operate independently in a lean, entrepreneurial boutique investment banking environment.
Merrimack is hiring for this position at a time of meaningful firm growth. The firm is experiencing a record pipeline, advising larger clients, and expanding the scale of its transaction work. As a result, we are seeking a Vice President who can add immediate execution bandwidth and contribute from day one in a client-facing, process-management role.
KEY RESPONSIBILITIES
Transaction execution
- Manage day-to-day execution of sell-side M&A processes, including transaction preparation, buyer outreach, diligence coordination, management meetings, IOI/LOI review, and closing support.
- Lead the preparation and review of teasers, confidential information memoranda, management presentations, buyer lists, process letters, valuation materials, and transaction summaries.
- Develop and review financial analyses, operating models, buyer comparison materials, and key transaction work products.
- Coordinate NDA distribution, buyer access, process tracking, diligence requests, and communication with active counterparties.
- Prepare clients for management meetings, buyer calls, diligence discussions, and key transaction milestones.
- Analyze IOIs and LOIs, including valuation, structure, consideration mix, working capital, rollover, exclusivity, financing, and key legal or commercial terms.
- Work with the execution team to support negotiation strategy and transaction recommendations.
Client and counterparty management
- Serve as a day-to-day point of contact for clients, buyers, investors, lenders, attorneys, accountants, and other transaction advisors.
- Communicate clearly and professionally with business owners, executives, and senior-level counterparties.
- Maintain confidentiality, professionalism, and high ethical standards across all client and counterparty interactions.
Team leadership and business development support
- Supervise, train, and review the work of junior team members, including financial analyses, buyer research, marketing materials, and process workstreams.
- Support business development efforts, including industry research, prospect identification, pitch preparation, buyer/investor mapping, and relationship tracking.
- Contribute to sector-specific thought leadership, market updates, client presentations, and proprietary industry insights.
QUALIFICATIONS
Required
- Bachelor’s degree required. MBA, CPA, or other relevant advanced credential strongly preferred.
- 5 years of investment banking, private equity, or corporate development experience.
- Multiple closed M&A transactions, ideally including five or more sell-side transactions from launch through closing.
- Demonstrated ability to manage transaction workstreams under tight deadlines.
- Strong financial modeling, valuation, accounting, and financial statement analysis skills.
- High proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent written and verbal communication skills, including ability to draft, review, and improve client-ready materials with limited supervision.
- Strong attention to detail, organization, judgment, work ethic, and ethical standards.
- Superior academic achievement
Preferred
- Experience with manufacturing, industrial technology, engineered products, lighting, electrical products, or other technical product companies.
- Experience managing junior deal team members.
- Entrepreneurial orientation and interest in helping build a growing advisory firm.
- Residence in Southern New Hampshire or the Greater Boston area.
WORK ARRANGEMENT
- Full-time position based in Nashua, New Hampshire.
- Four days per week in the office, with one remote day per week.
- Occasional travel for client meetings, management presentations, buyer meetings, conferences, and other business needs.
- Applicants must be currently authorized to work in the United States on a full-time basis. Merrimack is not able to provide visa sponsorship for this role.
- Merrimack Group is an equal opportunity employer.