Senior Analyst

Senior Analyst

Analysts work in focused three to six person teams on M&A, private equity recapitalization, capital raising, and strategic advisory engagements. Our lean deal teams provide an excellent opportunity for senior-level banker interaction and client exposure, as well as immediate “hands-on” experience. The Analyst role provides broad experience across multiple healthcare sectors and all stages of transaction execution from pitch phase through closing. This is a potential career track position – we have promoted numerous Analysts to Associate.

Key Responsibilities

• Preparing financial models and valuation of private and public companies
• Creating offering memoranda, preparing internal committee memoranda, and creating client “pitch books”, management and board presentations
• Managing client due diligence processes

Qualifications

• Has been an Analyst for at least 2 years (candidates with master’s degree preferred)
• Primary middle market sell-side M&A experience
• Public markets and biotech financings experience not applicable
• Real Estate, Public Finance, or Power & Utilities backgrounds are unlikely to provide the relevant M&A experience required
• Industry experience in one or more of the following sectors: Healthcare (preferred), TMT (Technology, Media and Telecommunications), Consumer, Industrials, and Financial Sponsors (especially experience working on PE PortCo transactions)
• Closed one or more sell-side M&A transactions
• Experience at a firm with more than 10 professionals
• Licenses: Series 79 required, Series 63 preferred (not required)