Experienced Associate, Transaction Opinions & Board Advisory

Lincoln International•Dallas, NY

8h•Hybrid

About The Position

Lincoln International is seeking an Associate to join its rapidly growing Transaction Opinions & Board Advisory team within the Valuations & Opinions Group (VOG). This role offers an excellent opportunity to gain transactional experience and build on existing technical finance skills through a mix of engagements for public and private companies, as well as leading private equity firms. The engagements involve M&A, restructuring, recapitalization, and spin-off transactions, as well as board or special committee advisory situations where Lincoln delivers advisory services including fairness and solvency opinions or valuations. Responsibilities are often entrepreneurial, providing self-motivated individuals with opportunities to contribute to a dynamic and growing platform. Successful Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Associates are critical deal team members and hold primary responsibility for execution-related workstreams, including information review, construction of complex financial models, drafting and review of board-level presentations, and primary review of analyst workstreams.

Requirements

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Advanced financial modeling and Microsoft Excel skills
Strong writing skills and experience with PowerPoint and Microsoft Word
Effective organizational skills and the aptitude to manage people and work products
Strong communication skills and experience interacting with teammates and clients
Three to five years of professional experience in the financial services industry, such as investment banking or valuations is strongly preferred
Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)

Nice To Haves

Active CPA and/or minimum of CFA Level I is preferred, but not required

Responsibilities

Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling
Having primary ownership for the development and review of board-level presentations and reports
Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts
Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses
Coordinating with clients and, at times, leading diligence efforts or information gathering processes
Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team