Duties: Provide expertise in the area of Mergers & Acquisitions (M&A) to the firm’s clients, including execution of M&A assignments from engagement to completion for public and private clients across multiple industries, including Diversified Industrials, Transportation, Business Services, Chemicals and Aerospace & Defense sectors. Advise on buy-side, sell-side, merger combination, activism, defense and shareholder engagement assignments, working closely with Chairmen, Vice Chairmen, Managing Di... more details
DESCRIPTION:
Duties: Provide expertise in the area of Mergers & Acquisitions (M&A) to the firm’s clients, including execution of M&A assignments from engagement to completion for public and private clients across multiple industries, including Diversified Industrials, Transportation, Business Services, Chemicals and Aerospace & Defense sectors. Advise on buy-side, sell-side, merger combination, activism, defense and shareholder engagement assignments, working closely with Chairmen, Vice Chairmen, Managing Directors and Executive Directors within the firm as well as other stakeholders. Work with junior team members on the development, review and presentation of financial analyses to clients, including client and counterparty valuation analyses, and transaction financial impact analyses. Work with team members to conduct/oversee transaction process management. Work with team members to investigate, evaluate, and analyze transaction structures and examine the feasibility of transactions for clients. Advise clients on all business/financial aspects of transaction negotiations with counterparties leading to definitive transaction agreements. Develop long-term external client relationships, contribute to the firm’s origination effort in partnership with industry coverage groups, and anticipate new business opportunities. This position requires up to 50% travel (both domestic and international travel).
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in any field of study plus 7 years of experience in the job offered or as Investment Banking Analyst/Associate, or related occupation. The employer will alternatively accept a Master’s degree in any field of study plus 5 years of experience in the job offered or as Investment Banking Analyst/Associate, or related occupation.
Skills Required: Requires experience in the following: Financial modeling and analyses pertaining to both U.S. and cross-border Mergers & Acquisitions (M&A), including building detailed financial operating models, 3-statement combination and divestiture models, discounted cash flow valuations, present value of future stock prices, precedent transactions, trading comparables, LBO analyses, intrinsic and market-based value creation analysis and accretion and dilution analyses; M&A transactions, including acquisition and sale of both U.S. and non U.S. private and public companies; Divestiture of a division, spin-off, Reverse Morris Trusts, and related corporate restructuring; Financial restructuring transactions, including representing sellers and buyers in section 363 sales processes under the bankruptcy code; Transaction involving PE funds, and both cash and stock consideration; Fairness opinion analyses for clients, including related procedures and drafting proxy disclosures; U.S. or cross-border M&A transactions in an investment bank within several sections; Corporate defense assignments against activist investors; Financial statement analysis, due diligence for buy-side and sell-side M&A transactions, including distressed M&A, negotiating with stakeholders including creditors of distressed businesses and transaction structuring; Microsoft Office, including Excel, Word, and PowerPoint; and FactSet.
Job Location: 560 Mission St., San Francisco, CA 94105
Full-Time. Salary: $260,000.00-$275,000.00 per year.
