Merchant Banking Associate

Greenwich, CT | Merchant Banking, M&A & Principal Investing

Our client, a boutique Merchant Bank based in Greenwich, Connecticut, is seeking two Associates to join its growing team.

This is a unique opportunity to work directly alongside senior bankers and investors on live M&A transactions, strategic advisory mandates, and a differentiated merchant banking platform that includes a principal-backed SPAC initiative focused on identifying, acquiring, and building businesses at the intersection of National Security, Government Technology, and Commercial Technology.

What You'll Do

• Support execution of live M&A transactions and strategic advisory engagements
• Build and maintain complex financial models and valuation analyses
• Prepare client presentations, investment committee materials, and marketing documents
• Conduct industry, market, and company-specific research
• Participate in due diligence processes and transaction execution
• Evaluate investment opportunities within the firm's merchant banking and SPAC platform
• Work directly with senior executives, founders, and management teams

Why This Opportunity Is Different

✅ Direct exposure from day one – Work closely with Partners, CEOs, and senior decision-makers.

✅ Diverse transaction experience – Gain exposure to middle-market sell-side engagements as well as select headline transactions, including mandates such as Motorola Solutions' acquisition of Silvus Technologies.

✅ True merchant banking model – Participate in both advisory assignments and principal investing opportunities.

✅ Meaningful responsibility early – Take ownership of substantive workstreams rather than spending years focused solely on process management and presentations.

✅ Entrepreneurial platform – The firm's vision is inspired by the M. Klein & Co. model and the highly successful Churchill Capital SPAC franchise, creating an environment that blends investment banking, investing, and company building.

Qualifications

• 1-4 years of investment banking, transaction advisory, private equity, valuation, or related experience preferred at the associate level
• Strong financial modeling, valuation, and analytical skills
• Excellent written and verbal communication abilities
• High intellectual curiosity and a desire to learn from experienced dealmakers
• Strong attention to detail and ability to thrive in a fast-paced environment
• Interest in National Security, Government Technology, and Commercial Technology sectors is a plus

Location

📍 Greenwich, Connecticut

Interested?

I

f you'd like to learn more about this opportunity, please send your resume and include a few times that would work for an introductory conversation.

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