VP Capital Formation

EPL Group

3d

About The Position

One capital relationship, three ways to be useful. You will serve the same investor as a fund LP, a deal co-investor, and an acquisition counterparty.

EPL Group Advisory is an independent M&A and capital markets firm. We have advised on more than $900 million in transactions. We work with Seed and Series A+ scale-ups in B2B technology and manufacturing, and with independent sponsors, SPVs, and VC managers raising capital for their vehicles. Over half our deals are cross-border.

We take a small number of clients at a time so senior partners stay involved from signature to close.

EPL Group operates through Finalis Securities LLC, an SEC-registered broker-dealer and FINRA member.

Requirements

• FINRA registration through a broker-dealer, or sponsorable within 120 days
• 5+ years in capital formation, LP coverage, placement, or alternative investment distribution
• Verifiable capital relationships you can activate on day one. Required, not preferred
• Direct experience raising private markets vehicles
• Command of fund and sponsor economics: carry, waterfalls, hurdles, promote, side letters
• Fluency in Regulation D and accredited investor standards
• Bachelor's degree in finance or a related field

Nice To Haves

• Transferable RIA book
• Prior platform or approved-list experience
• Buy-side M&A exposure
• Cross-border experience
• Spanish or Portuguese

Responsibilities

• Own capital relationships across both branches of the firm.
• M&A Advisory: buyer and capital coverage on sell-side and buy-side mandates.
• Investment Vehicles: capital formation for VC funds, independent sponsor deal equity, and SPV syndication.
• Cover institutional allocators, direct-investing family offices, and wealth intermediaries including RIAs and advisor networks.
• Build senior relationships across allocators, family offices, and RIA and advisor networks.
• Run raises for funds, sponsor deals, and SPVs from positioning through close.
• Support M&A mandates with live buyer and capital intelligence.
• Formalize partnerships with RIA firms, broker-dealers, and advisor networks.
• Educate advisors and investors on private markets structures and economics.
• Source mandates into both branches.
• Partner with Finalis on compliance, onboarding, and Regulation D requirements.

Benefits

• Partner-level exposure
• Ownership of the firm's capital relationships
• Attractive performance-driven variable compensation (revenue-sharing role only)
• Cross-border reach
• Opportunity to build our wealth channel from scratch

What This Job Offers

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