Hybrid VP, M&A & Financial Consulting

MarshBerry; Dana Point, Plano, Grand Rapids (CA, TX, MI); Hybrid; USD 135,000 - 175,000; Full time

Job summary

MarshBerry, a subsidiary of Lincoln International, is seeking a Vice President of Investment Banking and Consulting to lead transaction teams and deliver high-impact financial advisory services. This hybrid role may be based in multiple offices, including Dana Point, CA, and supports growth across the firm’s M&A and valuation practices.

The position requires 6–10+ years of related experience, strong financial modeling, and a track record of leading teams.

Qualifications

• Bachelor’s degree in Finance, Accounting or Business Management.
• Master’s degree and/or Juris Doctor is a plus.
• FINRA SIE, Series 79, Series 63, and Series 7 preferred.
• Proven leadership and client-facing experience in M&A/advisory.

Responsibilities

• Lead client-facing merger and acquisition projects and financial consulting engagements.
• Manage both sell-side and buy-side advisory engagements, including financial analysis and deal negotiations.
• Drive growth, maintain client relationships, and expand service offerings across MarshBerry.
• Coordinate business development activities and cross-unit collaboration to generate revenue.
• Oversee project timelines, quality reviews, and delivery of client-ready work.
• Mentor and coach team members; manage priorities and performance.

Skills

Leadership

Strategic thinking

Client management

Negotiation

Communication

Education

Bachelor’s degree in Finance, Accounting or Business Management

Master’s degree and/or Juris Doctor

FINRA SIE, Series 79, Series 63, and Series 7

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

MarshBerry, a subsidiary of Lincoln International, is seeking a Vice President of Investment Banking and Consulting to lead transaction teams and deliver high-impact financial advisory services. This hybrid role may be based in multiple offices, including Dana Point, CA, and supports growth across the firm’s M&A and valuation practices.

The position requires 6–10+ years of related experience, strong financial modeling, and a track record of leading teams.