Investment Banking Associate to VP - M&A & Valuation

Huntington National Bank; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 260,000; Full time

Job summary

Capstone Partners is a leading investment banking firm providing M&A advisory, debt and equity placement, and financial advisory services to middle-market clients.

The role involves managing sell-side M&A transactions, executing complex financial analyses, and developing marketing materials. You will coordinate due diligence, interact with clients and buyers, and support deal teams to drive successful closings in a fast-paced environment.

Qualifications

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

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 during marketing and due diligence.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.
• Build and maintain financial models (historical projections, DCF, comps, precedent transactions, LBO).
• Analyze financial performance, market position, and growth opportunities.
• Prepare confidential information memoranda, management presentations, teasers, and buyer lists.
• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management responses.
• Monitor buyer inquiries and communicate risks or issues.
• Participate in client meetings and management presentations.
• Help prepare senior bankers for client discussions and negotiations.
• Track industry research and assist with proposals and pitch collateral.

Skills

Financial analysis

Accounting knowledge

Communication skills

Analytical thinking

Project management

Team player

Education

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

MBA, CPA, CFA or other advanced credentials

Tools

Capital IQ

PitchBook

FactSet

Job description

Capstone Partners is a leading investment banking firm providing M&A advisory, debt and equity placement, and financial advisory services to middle-market clients.

The role involves managing sell-side M&A transactions, executing complex financial analyses, and developing marketing materials. You will coordinate due diligence, interact with clients and buyers, and support deal teams to drive successful closings in a fast-paced environment.