Capstone Partners' Financial Advisory Services - Vice President, Valuations
About The Position
Capstone Partners’ Financial Advisory Services team is seeking a motivated and articulate Vice President with significant experience in business valuation and related financial advisory services. The team works with companies in transition on matters including mergers and acquisitions, turnarounds, performance improvement, restructuring, and interim management. Vice Presidents support business development and client engagements, including managing engagement execution. The role manages valuation and financial advisory projects from initial analysis through final deliverables and prepares client reports, presentations, and supporting analyses.
Requirements
- Bachelor’s degree in accounting or finance.
- At least 4 years of valuation, investment banking, and/or corporate restructuring experience.
- Prior experience in M&A, valuations, and related financial advisory services.
- Willingness to take on challenging projects and work with clients and colleagues across a broad range of projects.
Nice To Haves
- Ability to work independently in a fast-paced environment.
- Strong knowledge and practical experience with accounting and corporate finance.
- Deep analytical capabilities and excellent verbal and written communication skills.
- Motivation, creativity, an outgoing nature, and a strong work ethic.
- Strong financial analysis skills.
- Professional valuation credential such as ASA, CVA, or comparable credential; preferred but not required.
- FINRA SIE, Series 79, and Series 63.
- Experience with PitchBook and CapIQ.
- Graduate degree.
- Willingness to travel.
Responsibilities
- Manage and execute business valuation and financial advisory engagements from initial analysis through final deliverables.
- Value businesses, equity interests, securities, and intangible assets for M&A and strategic planning, purchase price allocations and other financial reporting, gift tax, shareholder disputes, litigation, and other contested matters.
- Value minority and controlling ownership interests, including analysis of applicable valuation discounts and premiums.
- Develop valuation models using discounted cash flow analyses and analyses of guideline public companies and comparable M&A transactions.
- Analyze historical and projected financial performance, key valuation drivers, capital structures, and industry and market conditions.
- Prepare valuation reports, presentations, supporting analyses, and other client deliverables.
- Coordinate and perform detailed financial and business due diligence.
- Assist with engagement marketing and planning and prepare new business proposals.
- Build and maintain relationships with clients, prospective clients, attorneys, accountants, and other professional advisors.
- Perform other duties as assigned.
Benefits
- Health insurance coverage.
- Wellness program.
- Life and disability insurance.
- Retirement savings plan.
- Paid leave programs.
- Paid holidays.
- Paid time off (PTO).
- Eligibility to participate in an applicable incentive compensation plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
