Investment Banking Associate - Middle Market M&A Advisory
We are working with an established, independent M&A advisory and investment banking firm that specializes exclusively in middle‑market transactions. The firm has built a strong reputation for delivering high‑touch, relationship‑driven advisory services to founder‑owned and sponsor‑backed businesses.
The firm is highly selective in its engagements, focusing only on transactions where client objectives can be achieved and where incentives are fully aligned. This approach has resulted in longstanding client relationships, repeat business, and an exceptionally strong reputation among business owners, attorneys, and private equity investors.
Platform Overview
• Focuses on middle‑market companies with revenues ranging from $10mm-$250mm
• Strong regional presence in the U.S. with meaningful cross‑border capabilities
• Member of a global M&A partnership providing access to local transaction expertise across dozens of countries
• Known for senior‑level involvement throughout the deal process and a collaborative internal culture
Role Overview
The firm is looking to add a talented Associate to support and lead M&A advisory engagements across a variety of industries. This individual will play a critical role in transaction execution while working closely with senior leadership and clients from mandate through close.
Responsibilities
• Support sell‑side and buy‑side M&A transactions from origination through execution
• Prepare and review marketing materials, including CIMs, management presentations, and buyer outreach materials
• Build and analyze financial models, valuations, and transaction scenarios
• Manage diligence processes and coordinate with clients, buyers, and third‑party advisors
• At the VP level: take increasing ownership of client relationships, transaction leadership, and junior team development
Candidate Profile
• Prior middle‑market investment banking or M&A advisory experience strongly preferred
• Background may include boutique investment banks, independent advisory firms, or relevant M&A groups
• Strong financial modeling, valuation, and transaction process management skills
• Client‑focused mentality with the ability to operate in a relationship‑driven advisory environment
• Desire to work at a firm that prioritizes quality of work, alignment, and long‑term reputation over pure volume
Why This Opportunity
• Exposure to full life cycle transactions with significant responsibility
• Direct access to senior decision‑makers and firm leadership
• Entrepreneurial platform with a strong, stable deal flow
• Culture centered around alignment, integrity, and client outcomes rather than bureaucracy
