Investment Banking/M&A Analyst

Job Description

Job Description

Salary :

Established in 1993, SealedBid is a boutique Mergers & Acquisitions ( M&A ) firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management / partner buy-outs, and recapitalizations.

Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada.

SealedBid is an affiliate of BGM (www.bgm360.com), a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

Primary Purpose :

As an Analyst for the SealedBid team, you will work on engagements with lower mid-market companies in the Upper Midwest. This position supports the transaction team in several areas.

Responsibilities include but are not limited to :

• Financial Analysis and Communication :
• Conduct thorough financial analysis for a given company and its peers within the industry
• Clearly explain financial information to transaction team
• Presentation Preparation :
• Create confidential offering memorandums, management presentations, buyer lists, and marketing pitches
• Assist in planning and executing engagements
• Client Relationship Management :
• Assist with maintaining client and industry relationships
• Responsible for overseeing Salesforce.com system as the foundation for prospect / client relationship management and marketing campaigns
• Transaction Execution :
• Participate in end-to-end transaction execution, including :
• Developing client marketing presentation.
• Analyzing historical and projected financial data
• Coordinating transaction processes and conducting business due diligence
• Marketing Strategy and Materials :
• Contribute to marketing strategy development
• Create marketing materials for SealedBid

Preferred Qualifications and Skills :

• 3-5 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc.
• Bachelor’s degree in accounting, finance or other related area of study
• Strong analytical capabilities
• Fundamental understanding of valuation theory, methodologies, and applications
• Experience in financial modeling and working with Microsoft office products, Salesforce.com and / or other related technology
• Ability to collaborate effectively with colleagues and clients at all levels
• Solid listening skills and ability to identify gaps in logic inquisitive
• Strong organization and follow up skills, including the ability to handle competing priorities and meet all deadlines and commitments
• Ability to flourish in a fast-paced, complex environment and willing to adapt to change
• Willingness and ability to adapt to new circumstances, information, and challenges

What You'll Love About Us

• Make an Impact . We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation . 18 days paid time off, 8 paid holidays,
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future . 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back . Get paid to give your time to the community : ask us about this!
• Educational Benefits . Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway !

We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid we are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds.

We are excited to learn more about you and encourage you to apply!

SealedBid & BGM are proud to be equal opportunity employers. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.

It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.