Real estate investment firm seeks senior acquisitions professional to source Self-Storage investment opportunities.
Our client is a principal investment firm focused on making complex, lower middle market investments in US real estate. The firm pursues opportunistic direct real estate investments and invests on both a direct basis and as a capital partner (LP) with top tier operating partners who have asset class and/or geographical expertise. Since its inception in 2007, the firm has executed investments with a total capitalization of more than $1.2 billion.
Our client is a growth equity / private equity fund in San Francisco that invests in both secondary and special situation opportunities in high-growth software and internet companies. The team joined a well established Private Equity fund from a previous fund not affiliated with them where they generated top decile returns with investments such as Spotify, AppDynamics, and Anaplan.
Our client is looking to hire one investment team member for a highly entrepreneurial role comprising both sourcing and execution. This team member will work directly with the Managing Partner and Vice President and offer candidates a unique opportunity to join a rapidly expanding private equity fund on the ground floor. The career-track role is best suited for candidates with a strong self-starting work ethic and deep network in the startup and VC ecosystem. The candidate should have a track record of thriving in unstructured entrepreneurial environments and a strong interest in technology and growth equity / private equity.
Candidates with backgrounds in venture capital, growth equity, private equity, investment banking, or management consulting are highly preferred. Ideal candidates should have prior experience sourcing and performing diligence in an investment role, exhibit fundamental knowledge of the technology space, and be comfortable in a lean team environment. This is an exciting opportunity to join a young, hungry, and entrepreneurial team with tremendous upside.
Our client is a Healthcare focused Merchant Bank and their team is looking for an Associate in New York.
Assisting the senior bankers and clients throughout the transaction process by:
- Completing detailed due diligence on new clients, including routine meetings with management to gain a thorough understanding of the business
- Preparing detailed analyses to effectively model the client’s financial forecasts, providing basis for company valuations and financial / business due diligence
- Developing high quality marketing material and process update presentations
- Identifying and researching potential buyers or investors for sell-side mandates
- Conducting the execution phase of the engagement, coordinating due diligence efforts between parties
- Managing and coaching junior banking team members
- Staying abreast of new developments within specific healthcare segments by
- Monitoring the activities of potential buyers, including direct briefings with industry leaders to obtain unique insights related to their strategic priorities
- Tracking recent M&A activity and trends in the industry
- Following the financial performance of public companies within the sector
Assisting in the prospect/business development generation by:
- Preparing client proposals and presentations
- Building relationships and maintaining contact with prospective clients
- Leading the research, positioning and writing of the firm's thought leadership (e.g. blogs, research etc.)
Our client is a leading middle market investment bank. They are currently looking for an Associate for their their Consumer & Retail team in New York, NY. This position will offer exposure to a variety of different verticals and give you the ability to hone your skills in M&A, debt, and equity executions. Sector exposure is including but not limited to Food, Beverages, Agribusiness, Home, Beauty and Personal Care.
The role will involve the following:
Preparing and delivering presentation materials
Performing extensive valuation, due-diligence, and pricing analyses
Attending client meetings
Supervising other Analyst level banking professionals
Playing key leadership roles in all aspects of the transaction process - primarily in M&A execution
Working on lean deal teams to maintain client relations and building M&A product expertise
Ideally will be working at another leading investment bank
Public and Private deal experience preferred
Bachelors degree in Finance, Math, or Economics from a target school preferred
Consumer & Retail Investment Banking Experience is ideal
Advanced proficiency in Excel, Microsoft Office, Word, & PowerPoint
Team player and a self-starter
Strong communication skills and able to work with tight deadlines
Exposure to lean deal teams
Working on some of the most sought after buy and sell-side M&A deals in the market
Live deal experience
All cash compensation
Upward progression and hands-on learning from senior management
The core expectations for this role are quality and turnaround. Analysts will be tasked with projects by the investment partners and expected to deliver a high-quality work product in an efficient time frame in the form of thoughtful, concise, and organized write-ups and/or presentations.
The core expectations for this role are quality and turnaround. Analysts will be tasked with projects by the investment partners and expected to deliver a high quality work product in an efficient time frame in the form of thoughtful, concise, and organized write-ups and/or presentations.
In the course of fulfilling that expectation, analysts should expect to:
Develop and maintain financial models
Read and interpret financial statements
Conduct comprehensive due diligence on potential investment opportunities
Summarize and communicate investment assumptions, risks, and opportunities in a concise and thoughtful way to the investment team
Develop and maintain a detailed understanding of multiple industries and business models
Expand his “circle of competence” to new areas and to master those areas
Interact with investor relations and senior management at companies of interest
Interact with sell-side analysts and other industry experts on companies of interest
Maintain detailed knowledge of the economy and financial markets
Analysts will report directly to a partner, who will provide mentoring, feedback on job performance, and help prioritizing various assignments.
Our client provides capital for early-stage data-driven digital health companies that are poised to disrupt the status quo by expanding access to healthcare services, improving how care is delivered and paid for, and making the healthcare system more reliable and easier to navigate.
The fund was launched in 2017 and now has $600M under management. Our client rapidly accelerates and grows the impact of its portfolio companies by providing unparalleled access to incomparable data resources, channel relationships, and understanding of how health care is paid for and delivered at scale. Led by an impressive CEO and a group of passionate entrepreneurs and investors, our client is dedicated to supporting transformational ideas and teams that are making healthcare better for everyone.
Motivated and driven executor with strong commitment to organization and results.
Confident and positive teammate bringing high-energy and drive for success while collaborating with team members and senior management.
Flexible, agile and willing to get involved in many different aspects of the business as required.
Passion, knowledge and developing networks within the entrepreneurial, investment and healthcare ecosystems.
Lead, drive and manage the end to end investment process for new and follow-on investments as directed by Principals and Partners.
Lead investment committee preparation for new and follow-on investments
Lead research on areas of interest, investment theses and prospects.
Nurture and expand networks within the healthcare, entrepreneurial and healthcare communities in order to source prospective investment opportunities.
Attend events and conferences to build relationships, sell the firm’s story and portfolio companies, and expand knowledge of industry/market.
Expand relationships and knowledge across venture firms, accelerators, universities and the healthcare communities.
Partner with Principals and Partners to participate in and learn key duties of Board role.