Associate

Taureau Group; Milwaukee (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

Taureau Group seeks an Associate to contribute on live M&A engagements from day one, working directly with business owners, entrepreneurs, and private equity sponsors. You’ll help drive sell-side and buy-side execution across transactions and assist in new business development, gaining early ownership opportunities and hands-on mentorship.

You will lead coordination of deals, develop memoranda, and perform rigorous financial analysis, with exposure to full deal lifecycles and direct client

Qualifications

• 2+ years of experience in investment banking or corporate M&A.
• Bachelor’s degree in Accounting, Finance or General Business; MBA preferred; FINRA licensing preferred.
• Strong analytical skills and knowledge of accounting.
• Excellent verbal and written communication.

Responsibilities

• Lead day-to-day coordination and execution of M&A transactions from engagement through close with clients and senior bankers.
• Create confidential information memoranda, management presentations, and marketing materials.
• Conduct rigorous company, industry, and buyer/investor research to sharpen deal strategy.
• Build and stress-test historical and projected financial models and translate numbers into a client narrative.
• Value companies using multiple methodologies (comps, precedent, DCF) and defend conclusions in conversations.
• Help shape deal strategy and marketing approach with senior bankers from positioning through negotiation.
• Cultivate relationships with clients, prospects, and advisors to support repeat business.
• Pursue ongoing personal and professional development aligned with growth and leadership trajectory.

Skills

Verbal & writing

Financial analysis

Attention to detail

Leadership potential

Education

Bachelor's in Accounting/Finance/Business

MBA preferred

Job description

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for five consecutive years (2021 – 2025), Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork.

As an Associate, you’ll be a hands‑on contributor on live M&A engagements from day one — working directly with business owners, entrepreneurs, and private equity sponsors to structure, market, and close deals that define the next chapter of their companies. You’ll help drive sell‑side and buy‑side execution across business sales, divestitures, acquisitions, and recapitalizations, and you’ll contribute to the new business development that fuels the firm’s growth. This is a seat for someone who wants real deal responsibility early, works shoulder‑to‑shoulder with senior bankers on every transaction, and is building toward leading engagements of their own.

Principal Accountabilities

The duties identified below are the essential responsibilities of the position:

• Lead day-to-day coordination and execution of M&A transactions from engagement through close, working directly with clients and senior bankers.
• Craft compelling confidential information memoranda, management presentations, and marketing materials that tell a company’s story to the right buyers.
• Conduct rigorous company, industry, and buyer/investor research that sharpens deal strategy and surfaces the best‑fit counterparties.
• Build and stress‑test historical and projected financial models, translating the numbers into a clear narrative for clients and buyers.
• Value companies using multiple methodologies — comparable companies, precedent transactions, discounted cash flow — and defend those conclusions in client and buyer conversations.
• Shape deal strategy and marketing approach alongside senior bankers, from positioning through negotiation.
• Build genuine relationships with clients, prospective clients, and professional advisors that outlast any single transaction.
• Pursue ongoing personal and professional development in step with Taureau’s growth — and your own trajectory toward leadership.

Taureau Group is a relationship‑driven M&A advisory firm built on respect, trust, and transparency — where Associates work directly alongside senior bankers on every deal, not behind layers of hierarchy. We invest in real mentorship and readiness‑based advancement, so your growth tracks your capability, not your tenure. You’ll get exposure to the full lifecycle of a transaction, direct client contact from early on, and a genuine path toward ownership and leadership within the practice — at a firm that takes deal intensity as seriously as work‑life balance.

Qualifications

The requirements listed below are representative of the knowledge and skills required. The individual must be able to successfully pass background checks.

Education/Certification/Licensure

• Bachelor’s degree in Accounting, Finance or general Business; MBA preferred; FINRA licensing preferred.

Experience Required

• 2+ year(s) of experience in investment banking or Corporate M&A or broader experience adjacent to a corporate finance role.

Knowledge and Skills Required

• Exellent verbal and written skills
• Strong financial analysis skills and knowledge of accounting
• Motivated, self‑starter with a desire to grow into leadership for the practice area
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

Working Conditions

• Work is considered sedentary and performed mainly in a pleasant office environment with rare exposure to environmental factors
• Minimal safety hazards with general office working conditions
• Travel up to 15%

INTENT AND FUNCTION OF POSITION DESCRIPTIONS

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the company in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the firm. Position descriptions are not intended as and do not create employment contracts. The firm maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.