Investment Banking Associate and/or Vice President

Capstone Partners; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

Capstone Partners is seeking two professionals on the Industrials/Infrastructure team: Associate and/or Vice President, to support middle-market sell-side M&A deals. You will lead financial analyses, model development, CIMs, and client communications under senior bankers.

You will coordinate due diligence, manage timelines, and assist in business development. The roles require strong finance skills, regulatory readiness, and client-facing capabilities in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 3–5 years of investment banking or M&A advisory experience.
• Experience in live sell-side M&A transactions.
• Strong accounting and financial statement analysis knowledge.
• Experience with Capital IQ, PitchBook, FactSet or similar databases.
• Ability to pass FINRA Series 79 & 63 exams and FBI background check.

Responsibilities

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate milestones, timelines, and deliverables.
• Assist in outreach and process management during marketing and due diligence phases.
• Facilitate communications among clients, buyers, attorneys, and lenders.
• Support negotiations with analyses and transaction materials.
• Build and maintain financial models, including cash flow, comps, DCF, and LBO analyses.
• Prepare CIMs, management presentations, teasers, and buyer lists.
• Develop investment highlights and industry positioning analyses.
• Coordinate due diligence and manage data room activities.
• Mentor junior team members and support senior bankers in client meetings.

Skills

M&A advisory

Financial modeling

Valuation

CapitalIQ

PitchBook

Excel proficiency

CRM systems

Client communication

Project management

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA/CPA/CFA (plus)

Tools

Capital IQ

PitchBook

FactSet

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 is searching for two motivated professionals on our Industrials/Infrastructure team: Associate and/or Vice President. These roles are responsible for supporting the execution of middle-market mergers and acquisitions transactions, with a primary focus on sell-side advisory assignments. The Associate and VP levels play a critical part in transaction execution, financial analysis, valuation, client communications, marketing materials preparation, and managing due diligence processes. Each position works closely with senior bankers, clients, buyers, legal counsel, and other transaction participants to deliver successful outcomes for business owners and shareholders. The Vice President serves as the primary day-to-day contact for clients and transaction counterparties while both roles have responsibilities to oversee more junior level colleagues of the deal team.

Duties and Responsibilities:

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate and track transaction milestones, timelines, and deliverables.
• Assist in third-party outreach and process management throughout marketing and due diligence phases.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.

Financial Analysis & Valuation

• Build and maintain complex financial models, including:
• Historical and projected operating models
• Discounted Cash Flow (DCF) analyses
• Comparable company analyses
• Precedent transaction analyses
• Leveraged buyout (LBO) analyses
• Analyze company financial performance, market position, and growth opportunities.
• Assess transaction structures and financial implications for clients.
• Prepare confidential information memoranda (CIMs), management presentations, teasers, and buyer lists.
• Develop investment highlights and industry positioning analyses.
• Conduct industry, market, and competitive research.
• Assist in creating pitchbooks and business development presentations.
• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management teams in preparing responses.
• Monitor buyer inquiries and ensure timely resolution of information requests.
• Identify and communicate potential transaction risks or issues.

Client Relationship Support

• Participate in client meetings, management presentations, and buyer meetings.
• Maintain regular communication with clients throughout the transaction process.
• Help prepare senior bankers for client discussions and negotiations.
• Deliver exceptional client service and professionalism.

Business Development Support (More for Vice President Level)

• Conduct industry and company research.
• Assist with sector coverage initiatives and market intelligence gathering.
• Support preparation of proposals and pitch presentations.
• Track and maintain target company and buyer databases.

Basic Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• At least 3-5 years (varies per level) of investment banking, M&A advisory, valuation, transaction advisory services, corporate development, or private equity experience.
• Previous experience in elements of live sell-side M&A transactions.
• Strong accounting and financial statement analysis knowledge.
• Experience with Capital IQ, PitchBook, FactSet, or similar databases.
• Will be expected to hold or pass the FINRA Series 79 & 63 exams.
• Ability to pass an FBI (Federal Bureau of Investigations) background check, with fingerprinting, to be associated with the broker dealer.

Preferred Qualifications:

• MBA, CPA, CFA, or other advanced credentials are a plus.
• Advanced in Microsoft Excel, PowerPoint, Word, and CRM systems.
• Progressive financial modeling and valuation skills.
• Strong analytical and problem-solving capabilities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple transactions and deadlines simultaneously.
• Strong project management and organizational skills.
• Professional presence and client-facing capabilities.
• Team-oriented mindset with a willingness to mentor junior professionals.