M&A Advisory Energy & infrastructure Director, Executive Director, or Managing Director

Our open roles are listed below; if you see a good fit, we encourage you to apply.

M&A Advisory Energy & infrastructure Director, Executive Director, or Managing Director

CastleOak Securities, L.P. ( CastleOak ) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.

Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).

Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

We offer a competitive total rewards package including :

Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.

• Hybrid workplace : work from home 2 days per week!
• Health insurance : competitive medical, dental, and vision programs
• 401(k) with a company match
• Charitable contribution match program for employees
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off : vacation, personal days, sick leave, etc.
• Intentional culture celebrations and social outings

The M&A Advisory Energy & Infrastructure Director, Executive Director, or Managing Director will be a critical part of the CastleOak M&A Advisory team reporting directly to the Head of M&A Advisory and responsible for sourcing and executing M&A advisory engagements with new and existing energy and infra clients including buy-side and sell-side mandates, strategic asset reviews, valuation assessments, and fairness opinions.

The person in this role will advise public and private companies across the energy and infrastructure verticals on transactions including M&A, JVs, spin- offs, private placements, acquisition financing, IPO / follow-on equity offerings, and strategic partnerships.

The M&A Advisory Energy & Infrastructure Director, ED, or MD will serve as the primary project leader in the execution of M&A assignments working closely with client executives, the internal deal team, and external counsel, consultants, and lenders.

In the development of actionable strategic ideas and origination of new M&A advisory mandates, the M&A Advisory Energy & Infrastructure Director, ED, or MD will collaborate closely with financial sponsor coverage and capital markets professionals.

Responsibilities

The M&A Advisory Energy & Infrastructure MD will lead or manage the following business development and deal execution processes :

o originate new engagements and manage an active pipeline of potential M&A healthcare deals

• o conceive, orchestrate, and deliver customized financial analysis and modeling;
• o research, write, and structure client-ready presentations;
• o conduct financial and transactional due diligence;
• o identify and contact potential investors, buyers and sellers;

o source the most optimal and cost-effective financing alternatives in coordination with the capital markets team; (vii) review, analyze, and negotiate contracts and agreements; and

o successfully close M&A energy and infrastructure deals.

• Mine Rolodex contacts and develop new relationships to win business
• Identify, screen, and diligence potential growth-oriented investment opportunities and present findings to internal committees for approval
• Analyze market trends and competitive landscapes to identify potential client solutions and M&A ideas
• Manage, cultivate, and coach junior team members, providing consistent and constructive performance feedback

Required Qualifications

• Proven track records of managing client relationships, anticipating major trends, advising on strategic transactions, and generating M&A advisory fees and in the energy and infrastructure industries, including renewables, power, water, waste, transportation, and digital infrastructure
• Strong industry relationships and substantial transaction experience
• Knowledge of U.S. takeover laws, corporate defense principles and merger accounting
• Previous energy and infrastructure M&A advisory experience (7 or more years)
• Strong communication, marketing, and presentation skills
• Ability to supervise vice presidents, associates, and analysts
• Outstanding achievement in academics, employment, and personal endeavors
• Superior interpersonal, management and organizational capabilities
• Ability to thrive in an entrepreneurial, roll up your sleeves, results-driven environment
• Exceptional ethics, accountability, and integrity
• FINRA Series 79 and 63 licenses
• Bachelor’s degree

Preferred Qualifications

Expertise in private placements.

Additional Info

Location : New York, NY

Travel : 30 - 50%

Work type : Full time, hybrid

Expected salary range : $175,000 - $275,000

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and / or any other characteristic protected by law.

Please indicate your undergraduate GPA. *

Do you have a currently valid Series 79 and 63? *

Do you have prior investment banking analyst training? *

Do you have prior M&A advisory experience? *

Have you completed M&A transactions in the energy industry? *

Have you completed M&A transactions in the infrastructure industry? *

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Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary.

Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in CastleOak Securities, L.P.’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.

Classification of protected categoriesis as follows :

A "disabled veteran" is one of the following : a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs;

or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.

S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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CastleOak Securities, L.P.

3 World Financial Center

200 Vesey Street

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New York, NY 10281

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