Exclusive Sale support for prominent M&A boutique

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Occasional travel to New York, NY  
Starts on 12/11/18
Payment Rate
$32,400 Fixed
Est. Duration
6 mo.
Est. Intensity
30 hr/week

About The Work

Finance & Accounting
M&A Support
Seeking experienced junior banker to assist in Exclusive Sale of leading wealth management firm. Incl. financial modelling/analysis, due diligence, development of management presentation, identification of prospective acquirers, and assistance in management of entire "process" from indications of interest to closing. Under mentorship of veteran banker.

This opportunity has a very high likelihood of extending into a long-term, 5-6 month opportunity.


Financial Services


1-5 years professional experience
Ideal Candidate
Former mid-market banker experienced in M&A support, modelling, book-building, presentation/deck-building, and deal-management.

About The Client

Est. 1993, boutique investment bank providing corporate sale, acquisition, financing and strategic advisory services to leading closely-held companies, their owners and their Boards. The firm specializes in corporate sales for companies with $20 million to $2 billion in revenue, in niche manufacturing, consumer/retail, business services, media and healthcare... primarily, sub-$100 million rev niche leaders) and ongoing Board advisory work.

The firm is known for the scope and quality of its advice, for its long-term relationships and for its track-record of successful results over 120+ assignments.

The firm's resources include those of an affiliated group of C-level executives (that meets quarterly and invest together) and an annual conference hosted by the firm for 20 years.
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