About the Opportunity
We are partnering with a leading middle-market investment bank specializing in mergers & acquisitions, capital raising, and financial advisory services for private and public companies. The firm has completed more than 300 transactions and has built a reputation for delivering exceptional outcomes.
With a strong national presence and an expanding platform, the firm is seeking an Investment Banking Vice President to join its team.
Position Overview
The Vice President will play a critical role in leading transaction execution, managing client relationships, mentoring junior bankers. This position offers client exposure and the opportunity to work directly alongside senior leadership across a broad range of M&A and capital raising engagements.
The ideal candidate will have transaction experience within Business Services, Technology, or Industrials, though candidates from other sectors will also be considered.
Key Responsibilities
- Lead the execution of M&A, capital raising, and financial advisory engagements from launch through closing.
- Manage day-to-day transaction processes and serve as a primary point of contact for clients and counterparties.
- Oversee financial modeling, valuation analyses, due diligence, CIM preparation, management presentations, and other transaction materials.
- Review and mentor Analysts and Associates while ensuring the delivery of high-quality work product.
- Participate in client meetings, management presentations, negotiations, and strategic discussions.
- Work closely with senior bankers to develop and maintain client relationships.
- Manage multiple live engagements simultaneously while maintaining exceptional execution standards.
Qualifications
- 4+ years of investment banking experience with meaningful M&A transaction execution experience.
- Strong financial modeling, valuation, analytical, and presentation skills.
- Experience managing multiple transactions and leading junior team members.
- Excellent communication and client-facing abilities.
- Demonstrated success operating in a fast-paced, entrepreneurial environment.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
Why Join?
- Strong and consistent deal flow with an active transaction pipeline.
- Opportunity to work directly with highly experienced senior bankers.
- Significant client exposure and leadership responsibility.
- Growing platform with expansion opportunities across multiple offices.
- Collaborative, people-first culture focused on long-term career development.
- Clear path for advancement and increased responsibility as the firm continues to grow.
If you're an investment banking professional seeking a platform that combines strong deal flow, meaningful client interaction, and a collaborative culture, don't hesitate to apply.