Vice President - Capstone Partners' Financial Advisory Services, SSIB
About The Position
Capstone Partners' Special Situations Investment Banking (SSIB) group, part of its Financial Advisory Services team, is seeking an experienced Vice President for its Chicago, New York, or Boston office. SSIB provides investment banking and financial advisory services in complex situations, both out of court and in Chapter 11 reorganizations. The group primarily advises companies and debtors, with opportunistic representation of creditors and equity holders. The Vice President will work on special situation transactions involving distressed M&A, private financings, liability management exercises, and restructurings, on both debtor and creditor sides and in and out of court. The role involves direct interaction with clients and counterparties, transaction execution under a Managing Director’s supervision, and support for business development through pitch preparation, idea generation, and a personal long-term business development plan. The position also supervises junior professionals.
Requirements
- Bachelor’s degree, preferably in accounting, finance, or a related discipline.
- At least 4 years of investment banking experience, including at least 3 years of special situations or corporate restructuring experience.
- Ability to work independently in a fast-paced environment.
- Proven deal execution experience in special situations or restructuring transactions.
- Experience managing and training junior special situations professionals.
- Demonstrable experience leading discussions with senior client executives and target management.
- Excellent analytical skills and ability to develop and maintain financial models using Excel.
- Motivated, creative, outgoing, and strong in financial analysis.
- Strong knowledge of accounting and applied financial theory.
- Excellent verbal and written communication skills.
- FINRA Series 79 and 63 licenses (Series 63 where required by state).
- Willingness to travel.
- Must be authorized to work in the United States.
- Ability to pass an FBI background check with fingerprinting to be associated with the broker dealer.
Nice To Haves
- MBA in Finance or Accounting preferred.
- Graduate degree.
- Experience with PitchBook and CapIQ.
- Developed professional network and relationships with firm, client, and target professionals.
Responsibilities
- Lead execution, under the supervision of a Managing Director, of transactions including creditor- and debtor-side restructurings and distressed mergers and acquisitions.
- Prepare and analyze historical and projected financial information.
- Coordinate and perform business due diligence.
- Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations.
- Value companies and businesses.
- Assist in initiating and extending group marketing and client development efforts.
- Assist in the marketing and planning of engagements.
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors.
- Supervise and manage the activities of junior professionals.
- Support new business development, including pitch materials, idea generation, and development of a personal long-term business development plan.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life insurance
- Disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Applicable incentive compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
