Se;by Jennings is partnering with a high-growth boutique investment bank based in the Phoenix/Scottsdale market seeking to add a Associate to its M&A team. This Investment Bank operates as Generalist (outside of Healthcare), working on Middle Market mergers and acquisitions transactions with 6-8 live mandates. This individual will play a key role in supporting transaction execution and supporting business development initiatives, operating within a lean, entrepreneurial platform with significant client exposure.
Key Responsibilities
- Support end-to-end execution of M&A transactions, including both sell-side and buy-side advisory
- Serve as the day-to-day project manager across live deals, coordinating internal teams and external stakeholders
- Work on financial analysis and valuation work, including DCF, comparable companies, and precedent transactions
- Manage the preparation of client-facing materials, including CIMs, management presentations, and pitchbooks
- Interface directly with clients, private equity firms, and strategic buyers throughout the transaction lifecycle
- Support Managing Directors in origination efforts, including pitch development and relationship management
- Mentor and manage Analysts, ensuring high-quality deliverables
- Coordinate and oversee due diligence processes and buyer outreach
Qualifications
- 3-6 years of investment banking experience with a strong focus on M&A execution
- Strong technical capabilities in financial modeling, valuation, and transaction structuring
- Experience working within a boutique or middle-market platform preferred
- Excellent client-facing communication and relationship management skills
- Proven ability to manage multiple concurrent transactions in a fast-paced environment
- Bachelor's degree required
If there's interest, don't hesistate to apply!