Associate or Vice President - Capstone Investment Banking

Huntington National Bank • Logan, UT

49d • Hybrid

About The Position

Capstone Partners is a leading investment banking firm with over 20 years of experience advising middle-market companies. They offer a comprehensive suite of services including M&A advisory, debt and equity placement, and financial advisory. Headquartered in Boston, the firm has over 250 professionals across multiple U.S. offices and is a subsidiary of Huntington Bancshares Incorporated. Capstone is seeking two professionals, an Associate and a Vice President, for their Industrials/Infrastructure team. These roles are crucial for executing middle-market M&A transactions, with a focus on sell-side advisory. Responsibilities include transaction execution, financial analysis, valuation, client communication, marketing material preparation, and managing due diligence. Both roles involve close collaboration with senior bankers, clients, buyers, and other transaction participants to achieve successful outcomes. The Vice President will act as the primary day-to-day client contact, while both positions will oversee junior team members.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• At least 3-5 years (varies per level) of investment banking, M&A advisory, valuation, transaction advisory services, corporate development, or private equity experience.
• Previous experience in elements of live sell-side M&A transactions.
• Strong accounting and financial statement analysis knowledge.
• Experience with Capital IQ, PitchBook, FactSet, or similar databases.
• Will be expected to hold or pass the FINRA Series 79 & 63 exams.
• Ability to pass an FBI (Federal Bureau of Investigations) background check, with fingerprinting, to be associated with the broker dealer.
• Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

• MBA, CPA, CFA, or other advanced credentials are a plus.
• Advanced in Microsoft Excel, PowerPoint, Word, and CRM systems.
• Progressive financial modeling and valuation skills.
• Strong analytical and problem-solving capabilities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple transactions and deadlines simultaneously.
• Strong project management and organizational skills.
• Professional presence and client-facing capabilities.
• Team-oriented mindset with a willingness to mentor junior professionals.

Responsibilities

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate and track transaction milestones, timelines, and deliverables.
• Assist in third-party outreach and process management throughout marketing and due diligence phases.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.
• Build and maintain complex financial models, including historical and projected operating models, DCF analyses, comparable company analyses, precedent transaction analyses, and LBO analyses.
• Analyze company financial performance, market position, and growth opportunities.
• Assess transaction structures and financial implications for clients.
• Prepare confidential information memoranda (CIMs), management presentations, teasers, and buyer lists.
• Develop investment highlights and industry positioning analyses.
• Conduct industry, market, and competitive research.
• Assist in creating pitchbooks and business development presentations.
• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management teams in preparing responses.
• Monitor buyer inquiries and ensure timely resolution of information requests.
• Identify and communicate potential transaction risks or issues.
• Participate in client meetings, management presentations, and buyer meetings.
• Maintain regular communication with clients throughout the transaction process.
• Help prepare senior bankers for client discussions and negotiations.
• Deliver exceptional client service and professionalism.
• Conduct industry and company research (more for VP level).
• Assist with sector coverage initiatives and market intelligence gathering (more for VP level).
• Support preparation of proposals and pitch presentations (more for VP level).
• Track and maintain target company and buyer databases (more for VP level).

Benefits

• Flexible work arrangement (combining in-office and work from home).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level