Vice President leading special situations investment banking at Capstone Partners in various complex transaction environments. Engaging in client relationships and team management as part of a robust advisory service.
Responsibilities
Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
Prepare and analyze historical and projected financial information
Coordinate and perform business due diligence
Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
Value companies and businesses
Assist in initiating and extending group marketing and client development efforts
Assist in the marketing and planning of engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
Supervise and manage activities of junior professionals
Performs other duties as assigned.
Requirements
Bachelor’s degree, preferably in accounting, finance, or related discipline (MBA in Finance or Accounting preferred)
4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
The ability to work independently in a fast-paced environment
Proven deal execution experience in special situations/restructuring transactions
Experience managing and training junior special situations professionals
Demonstrable experience in leading discussions with senior client executives and target management
Excellent analytical skills and ability to develop and maintain financial models using Excel
Motivated, creative, outgoing and possess strong skills in financial analysis
Strong knowledge of accounting and applied financial theory
Excellent verbal and written communication skills
FINRA Series 79 and 63 licenses (63 where required by state)
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