Capstone Partners' Financial Advisory Services - Vice President, Valuations

Huntington National Bank; Dallas (TX); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays and PTO

Job summary

Capstone Partners, a leading investment banking firm, seeks a Vice President for its Financial Advisory Services team. The role centers on business valuation, financial advisory engagements, and client delivery in various corporate finance contexts.

The position emphasizes independent work in a fast-paced environment, with duties spanning valuation analyses, model development, due diligence, and client interaction. Travel may be required as part of engagements.

Qualifications

• Bachelor’s degree in accounting or finance.
• 4+ years of valuation, investment banking and/or corporate restructuring experience.
• Prior experience in M&A, valuations and related financial advisory services.
• The ability to work independently in a fast-paced environment.
• Strong knowledge and practical experience with accounting and corporate finance.
• Deep analytical capabilities and excellent verbal and written communication skills.
• Professional valuation credential such as ASA, CVA, or comparable credential preferred (not required).
• FINRA - SIE, Series 79 and Series 63 preferred.
• Experience with Pitchbook and CapIQ is a plus.
• Willingness to travel.

Responsibilities

• Manage and execute business valuation and financial advisory engagements from initial analysis through final deliverables.
• Perform valuations of businesses, equity interests, securities, and intangible assets for M&A and strategic planning, buy-side/sell-side engagements.
• Perform valuations of minority and controlling ownership interests, including discounts and premiums analyses.
• Develop valuation models using DCF, guideline public companies, and comparable M&A analyses.
• Analyze historical and projected financial performance, key valuation drivers, capital structures, and market conditions.
• Prepare valuation reports, presentations, and client deliverables.
• Coordinate and perform detailed financial and business due diligence.
• Assist in marketing engagements and new business proposals.
• Build and maintain relationships with clients and professionals.
• Performs other duties as assigned.

Skills

Valuation expertise

Financial analysis

Communication skills

Independent work

Travel willingness

Education

Bachelor’s degree in accounting or finance

Graduate degree a plus

Tools

Pitchbook

CapIQ

Job description

Description

Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Headquartered in Boston, the firm has 250+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com .Capstone Partners’ Financial Advisory Services (“FAS”) team is seeking a motivated and articulate Vice President with significant experience in business valuation and related financial advisory services. The team actively works with companies in transition in a range of strategic areas, including mergers and acquisitions; turnarounds; performance improvement; restructuring; and interim management.

Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in the Financial Advisory Services group support new business development and client engagements, including managing the execution of the processes.

Duties and Responsibilities:

• Manage and execute business valuation and financial advisory engagements from initial analysis through final deliverables

• Perform valuations of businesses, equity interests, securities, and intangible assets for a variety of purposes including for M&A and strategic planning purposes, purchase price allocations and other financial reporting valuations, gift tax, shareholder disputes, litigation and other contested matters

• Perform valuations of minority and controlling ownership interests, including analysis of applicable valuation discounts and premiums

• Develop valuation models utilizing discounted cash flow (DCF) analyses, and analyses of guideline public companies and comparable M&A transactions

• Analyze historical and projected financial performance, key valuation drivers, capital structures, and industry and market conditions

• Prepare valuation reports, presentations, supporting analyses, and other client deliverables

• Coordinate and perform detailed financial and business due diligence

• Assist in the marketing and planning of engagements and preparation of new business proposals

• Build and maintain relationships with clients, prospective clients, attorneys, accountants, and other professional advisors

• Performs other duties as assigned

Basic Qualifications:

• Bachelor’s degree in accounting or finance

• 4+ years of valuation, investment banking and/or corporate restructuring experience is required

• Prior experience in M&A, valuations and related financial advisory services

Preferred Qualifications:

• The ability to work independently in a fast-paced environment

• Strong knowledge and practical experience with accounting and corporate finance

• Deep analytical capabilities and excellent verbal and written communication skills

• Be motivated, creative, outgoing with a strong work ethic

• Possess strong skills in financial analysis

• Professional valuation credential such as an ASA, CVA, or comparable credential preferred, but not required

• FINRA - SIE, Series 79 and Series 63 preferred

• Experience with Pitchbook and CapIQ a plus

• Bachelor’s degree in accounting or finance…graduate degree a plus

• Willingness to travel

  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$140,000-$160,000 annual base salary

The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.