We are seeking an experienced Senior Investment Banking professional to join our San Francisco office, which focuses on small to mid-market merger and acquisition advisory, capital raising and secondary transactions.
The ideal candidate will assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written memorandum, meeting with potential investors/buyers/sellers, negotiating key terms, closing the deal and maintaining the client relationship. We work on a variety of transactions, including equity offerings, M&A advisory assignments, private equity placements and strategic advisory.
We are looking for candidates who are effective at working independently and on a small deal team, and who are interested in building a long-term commitment.
- Current Series 79 and 63 licenses.
- Existing institutional investor relationships.
- Existing C-level relationships.
IMPORTANT: Position is commission only.