Investment Banking - Vice President

The firm is a middle‑market investment bank specializing in M&A advisory services for businesses at every stage of their lifecycle. Our team is composed of seasoned professionals with deep expertise in buying, growing, and selling companies.

This role will focus primarily on healthy companies within the sell‑side M&A market. The individual will be a key contributor in leading the execution of lower‑middle‑market transactions.

In this role, you will:

• Partner closely with Principals and Directors to manage the full execution of M&A engagements
• Lead the creation of confidential information memoranda, pitch materials, buyer/investor lists, and financial models
• Oversee day‑to‑day deal execution, including preparing deliverables, coordinating buyer outreach, and managing the diligence process
• Review and provide guidance on materials prepared by junior bankers
• Engage regularly with clients, buyers, and investors to gather information, communicate progress, and respond to diligence requests
• Assist VPs and Directors with assessing team workloads and determining staffing for active engagements
• Train and mentor junior team members on execution best practices
  
  

We are looking for candidates with:

• 5-8 years of sell‑side investment banking experience
• Exceptional financial modeling capabilities and strong business writing skills
• Outstanding communication and client‑facing skills
• A strong interest in deal execution and in developing junior talent
• Willingness to work onsite, five days per week.
  

Desired Skills and Experience

Our firm is a middle‑market investment bank specializing in M&A advisory services for businesses at every stage of their lifecycle. Our team is composed of seasoned professionals with deep expertise in buying, growing, and selling companies.

This role will focus primarily on healthy companies within the sell‑side M&A market. The individual will be a key contributor in leading the execution of lower‑middle‑market transactions.

In this role, you will:

- Partner closely with Principals and Directors to manage the full execution of M&A engagements
- Lead the creation of confidential information memoranda, pitch materials, buyer/investor lists, and financial models
- Oversee day‑to‑day deal execution, including preparing deliverables, coordinating buyer outreach, and managing the diligence process
- Review and provide guidance on materials prepared by junior bankers
Engage regularly with clients, buyers, and investors to gather information, communicate progress, and respond to diligence requests
- Assist VPs and Directors with assessing team workloads and determining staffing for active engagements
- Train and mentor junior team members on execution best practices


We are looking for candidates with:

- 5-8 years of sell‑side investment banking experience
- Exceptional financial modeling capabilities and strong business writing skills
- Outstanding communication and client‑facing skills
- A strong interest in deal execution and in developing junior talent
- Current authorization to work in the United States, with no visa sponsorship available now or in the future
- Willingness to work onsite, five days per week.