Financial Advisory Services - Vice President, Valuations

Capstone Partners; Boston (MA); On-site; USD 140,000 - 210,000; Full time

Job summary

Capstone Partners, based in Boston, seeks a Vice President with substantial valuation and financial advisory experience to lead engagements from analysis to deliverables.

You will manage valuations for M&A, strategic planning, and related services, develop models (DCF, comps), and coordinate due diligence with clients and advisors.

Requires a Bachelor’s degree in accounting or finance and 4+ years in valuation; CPA/ASA/CVA and FINRA licenses are a plus.

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.
• Strong analytical and communication skills.

Responsibilities

• Manage and execute business valuation and financial advisory engagements.
• Perform valuations of businesses, equity interests, securities, and intangible assets.
• Develop valuation models utilizing DCF analyses and analyses of guideline public companies and comparable M&A transactions.
• Prepare valuation reports, presentations, supporting analyses, and other client deliverables.
• Coordinate and perform detailed financial and business due diligence.

Skills

Valuation

M&A

Financial analysis

Client management

Education

Bachelor’s degree in accounting or finance

Job 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