Vice President - Capstone Partners' Financial Advisory Services, SSIB

0304 Capstone Corporate Finance LLC; Boston (MA); Hybride; USD 160 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid time off

Paid holidays

Résumé du poste

Capstone Partners’ Special Situations Investment Banking (SSIB) team seeks a Vice President to join in Chicago, New York, or Boston. You will work on debtor- and creditor-side restructurings, distressed M&A, private financings, and liability management exercises, interfacing with clients and senior management.

The role emphasizes deal execution, business development, and mentoring junior professionals, with travel as needed. A strong background in restructurings and finance is essential.

Qualifications

• Bachelor’s degree in accounting, finance, or related discipline (MBA preferred)
• 4+ years of investment banking experience, including at least 3 years in special situations/corporate restructuring
• Ability to work independently in a fast-paced environment
• Proven deal execution experience in special situations/restructuring transactions
• Experience training and leading junior professionals
• Excellent verbal and written communication skills
• FINRA Series 79 and 63 licenses (as applicable)
• Willingness to travel; authorized to work in the United States – E-Verify

Responsabilités

• Lead execution, under MD supervision, on creditor- and debtor-side restructurings and distressed M&A
• Prepare and analyze historical and projected financial information
• Coordinate and perform business due diligence
• Prepare confidential information memoranda and management presentations
• Value companies and businesses
• Assist in client development and marketing efforts
• Supervise and mentor junior professionals
• Perform other duties as assigned

Connaissances

Financial modeling

Analytical skills

Communication skills

Client relations

Formation

Bachelor’s degree in accounting/finance

MBA in Finance or Accounting (preferred)

Outils

Excel

PitchBook

CapIQ

Description du poste

About Capstone Partners

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.

Special Situations Investment Banking (SSIB)

Capstone Partners' SSIB is an active, rapidly growing practice that provides investment banking and financial advisory services in complex situations -- both out-of-court and in chapter 11 reorganizations. The SSIB group, part of Capstone's Financial Advisory Services (FAS) team, is primarily a “company/debtor-side” advisor, with opportunistic representation of creditor and equity-holder constituencies. The group is led by seasoned professionals with decades of experience in special situations and restructuring transactions.

Role Overview

SSIB is seeking an experienced Vice President to join its Chicago, [New York], or Boston office. The role provides exposure to a range of special situation transaction opportunities, including debtor- and creditor-side transactions, both in- and out-of-court, involving distressed M&A, private financings, liability management exercises (LMEs), and restructurings. 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 SSIB will be expected to have direct interaction with clients and counterparties. Vice Presidents also will support new business development, including preparation of pitch materials, idea generation, and development of a personal, long-term business development plan.

Duties and Responsibilities

• Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
• Prepare and analyze historical and projected financial information
• Coordinate and perform business due diligence
• Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
• Value companies and businesses
• Assist in initiating and extending group marketing and client development efforts
• Assist in the marketing and planning of engagements
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
• Supervise and manage activities of junior professionals
• Performs other duties as assigned.

Basic Qualifications

• Bachelor’s degree, preferably in accounting, finance, or related discipline (MBA in Finance or Accounting preferred)
• 4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
• The ability to work independently in a fast-paced environment
• Proven deal execution experience in special situations/restructuring transactions
• Experience managing and training junior special situations professionals
• Demonstrable experience in leading discussions with senior client executives and target management
• Excellent analytical skills and ability to develop and maintain financial models using Excel
• Motivated, creative, outgoing and possess strong skills in financial analysis
• Strong knowledge of accounting and applied financial theory
• Excellent verbal and written communication skills
• FINRA Series 79 and 63 licenses (63 where required by state)
• Willingness to travel
• Must be authorized to work in the United States – E-Verify Employer
• Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer

Preferred Qualifications

• Graduate Degree
• Experience with Pitchbook and CapIQ
• Develop professional network and relationships with firm, client and target professionals

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type / Office Arrangements

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

$160,000-$180,000 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).

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer.

Company Culture

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team.

Reasonable Accommodations

Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction‑free environment, with the candidate on camera and without the use of virtual backgrounds.

EEOC Disclaimer

Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice