Vice President, Investment Banking Consumer Retail, M&A
G2 Capital Advisors
2021-12-03 08:58:07
Boston, Massachusetts, United States
Job type: fulltime
Job industry: Banking & Financial Services
Job description
G2 Capital Advisors () is a multi-product and sector focused investment bank and restructuring firm. G2 was formed on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of M&A or capital markets transactions. G2 is not your typical investment bank or restructuring firm: we are a group of former business operators with unique industry experience and financial advisory bankers who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven and intellectually curious team members to join our team in achieving success for our clients.
Location: Northeast (Tristate Area or New England)
What You'll Do
- Lead day-to-day project management and oversee execution of transactions within the C&R practice; proactively identify issues affecting project success and help to develop strategies to effectively resolve those issues; proactively ensure the team delivers materials, etc. on time and meeting or exceeding quality expectations
- Assist with drafting offering memoranda for distribution to investors as well as other financial presentations detailing client and transaction-related fundamental information
- Manage scope and idea generation of client pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
- Evaluate and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities within the C&R sector
- Collaborate with internal G2 stakeholders in business development efforts and assist in driving new lead opportunities
- Build and develop relationships with prospects and clients through ongoing engagement and demonstration of financial knowledge
- Proactively identify industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards into project deliverables
- Serves as an analyst and associate role model by identifying training and learning opportunities as well as monitoring work quality.
- Participates in the junior team talent management programs - hiring, selection and training
- Other such duties, responsibilities and authority as may be reasonably required
What We Look For
- 7+ years of investment banking or other active M&A transaction execution experience with a solid understanding of key M&A deal dynamics, transaction process, transaction legalese, etc.
- An undergraduate degree with a strong academic record; Master's degree preferred
- Strong experience, knowledge, and understanding of the unique dynamics present in the consumer, retail, eCommerce and/or marketing service environments
- Strong experience of the project and/or engagement lifecycle; this would include the planning, development and management of resources, budgets, client expectations and deliverables
- Critical thinking skills with ability to frame business issues and apply data analysis to support the strategic decision-making opportunities
- Proven ability to build and sustain relationships within the G2 team, across the organization and with clients (lenders, investors, etc.)
- Strong presentation and marketing skills; deep knowledge of Microsoft Office especially Excel and PPT, ability to use CapIQ and other research sites, navigate and update G2's CRM
- Thrives in a fast-paced environment with proven organizational and time management skills; ability to manage multiple projects and manage up and across accordingly
- Strict attention to detail and excellent work ethic required with an enthusiastic, proactive positive attitude
- Advanced written and spoken communication skills with demonstrated ability to prepare well laid out, easily comprehendible analysis and presentations to a variety of audiences
- Advanced client relationship skills, demonstrating both acumen and empathy
- Demonstrated business acumen; ability to quickly grasp new business concepts and issues, strong active listening skills as well as strong written and oral communication skills
- Self-sufficient, yet thrives on working in concert as part of a broader team
- Intellectually curious and fearless in his/her choices and pursuits.
All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.