Associate – M&A

Cascadia Capital, LLC; Town of Texas, Northern (WI, KY); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Cascadia Capital, a leading independent investment bank, seeks an Experienced Investment Banking Associate to join one of our industry teams in the U.S. You will perform day-to-day execution of M&A and capital-raising engagements, manage analysts, and help create marketing materials and financial models.

The role offers substantial exposure to deal teams, direct client interaction, and opportunities to advance within a collaborative, performance-driven environment dedicated to growth and value

Qualifications

• 3–5 years of middle market investment banking experience.
• Experience mentoring and coaching Analysts.
• Strong financial modeling and accounting skills.
• Excellent written and verbal communication skills.

Responsibilities

• Execute day-to-day client engagements in M&A and capital raises.
• Manage Analyst resources and workflows.
• Create and refine financial models and analyses.
• Draft information memorandums and management presentations.
• Coordinate investor meetings for private placements.
• Lead due diligence alongside management teams and investors.
• Conduct extensive company and industry analyses including M&A trends.
• Collaborate with senior bankers on deal strategy and markets.
• Support ideas for capital market and buyer relationships.
• Be an active member of deal teams with client exposure.

Skills

Financial modeling

Finance & accounting

Written & verbal communication

Mentoring / coaching

M&A deal experience

Education

BA/BS degree in Finance or related field

Job description

Cascadia is one of the nation’s largest independent advisory-only investment banks. With scale, diverse perspectives, and a collaborative model, we select clients as carefully as they select us partnering only with leading companies positioned for growth.

We bring a differentiated approach to investment banking: deep industry expertise, a process that blends creative storytelling with disciplined execution, and a custom strategy for every client. This enables us to deliver outcomes beyond the norm, maximizing valuation, terms, and long-term value.

Job Overview:

Cascadia is seeking an Experienced Investment Banking Associate to join one of our industry teams. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models.

Key Responsibilities:

• Day-to-day execution of client engagements
• Management of analyst resources
• Managing the creation of and review/refinement of financial models and related analysis
• Drafting information memorandums and management presentations
• Coordinating and attending investor meetings for private placement clients
• Managing due diligence efforts working directly with management teams and investor groups
• Extensive company and industry analyses (trends, M&A, etc.)
• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
• Associates at Cascadia Capital are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure

Qualifications:

• Approximately 3-5 years of middle market investment banking experience
• Experience managing, coaching and developing investment banking Analysts
• Strong financial modeling, finance and accounting skills
• Critical/strategic thinking and market orientation
• Outstanding quantitative and technical skills
• Outstanding written and verbal communication skills
• Team player
• Self-motivated, proactive work habits
• Mergers & acquisition and capital raises experience for privately held clients
• FINRA Series 79 and 63
• BA/ BS degree in Finance or a related field with demonstrated academic excellence

Our Values:

• One Firm – We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team.
• Integrity – We uphold the highest ethical standards in everything we do—how we collaborate, serve clients, and pursue opportunities. Trust is our foundation.
• Accountability – We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact.
• Results – We are sector experts who deliver best in class service and exceptional results.

*Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.