Investment Banking Senior Associate
4 days ago
Investment Banking Senior Associate – M&A and Capital Raising
Location: Denver, Colorado
About Forbes Partners
Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.
Position Overview
We are seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity, aligning with Forbes Partners' forward-thinking strategy.
Key Responsibilities
- Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.
- Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment.
- Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm’s efficiency in executing deals.
- Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables.
- Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle.
- Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing Forbes Partners’ vast network of strategic acquirers, private equity groups, and non-traditional lenders.
- Process Optimization: Leverage Forbes' rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes.
- Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.
Qualifications
- 4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
- Demonstrated ability to manage and close transactions independently, with a client-centric approach.
- Experience managing and mentoring junior team members, fostering growth and collaboration.
- Excellent proficiency in financial modeling, valuations, and transaction material preparation.
- Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
- Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders.
- Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
- MBA, CFA, or equivalent professional designation preferred but not required.
- Series 79 & 63
Why Join Forbes Partners?
Forbes Partners is committed to building a collaborative and rewarding culture. We offer:
- Entrepreneurial, Partner-Driven Culture: Our firm fosters an environment that supports individual initiative and collective success.
- Dual-Producer System: Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
- High-Quality Deal Flow: We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
- Competitive Compensation: We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success, and typically target 45%-90% of your base salary with no upper limit.
- Global Reach, Local Access: With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
- Hybrid Work Environment: 1-2 days of remote week offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
- Clear Career Progression: Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.
Apply Today
To apply, please visit our website at www.forbes-partners.com/careers or send your resume and cover letter to Blake Shear, blake.shear@forbes-partners.com.
EOE AA/M/F/V/D
Forbes Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.
-
Investment Banking Managing Director
4 weeks ago
Denver, Colorado, United States Bridgepoint Investment Banking Full timeAbout Bridgepoint Investment BankingBridgepoint Investment Banking is a next-generation investment bank that prioritizes impact, growth, and entrepreneurship. We offer a unique platform for senior investment bankers to utilize their skills and expertise to provide uncompromised and impactful advice and solutions to our clients.Job SummaryWe are seeking an...
-
Investment Banking Associate
6 days ago
Tampa, FL, United States Selby Jennings Full timeTitle: Investment Banking Associate Company Summary: We are currently partnered with an Elite Boutique/Upper MM Investment Bank based out of Tampa, FL looking to add on an Associate to their growing team. This team is led by the top Managing Directors in the country in their respective space. The Investment Banking Associate will have the opportunity to work...
-
Denver, CO, United States Forbes Partners Full timeInvestment Banking Senior Associate – M&A and Capital Raising Location: Denver, ColoradoAbout Forbes PartnersForbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for...
-
Investment Banking Associate: Business Services
4 weeks ago
Denver, Colorado, United States TBWA\Chiat\Day Full timeJob Title:Investment Banking Associate: Business ServicesFirm Overview:GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments.The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in...
-
Investment Banking Associate: Business Services
4 weeks ago
Denver, Colorado, United States TBWA\Chiat\Day Full timeJob Title:Investment Banking Associate: Business ServicesAbout the Role:We are seeking an exceptional Investment Banking Associate to join our Business Services & Industrials practice in our Denver office. As an Associate, you will work on deal teams with direct exposure to clients and senior bankers, handling a high level of responsibility in the execution...
-
Investment Banking Associate
4 weeks ago
Denver, Colorado, United States D.A. Davidson & Co. Full timeJob Opportunity: Investment Banking Associate - Diversified IndustrialsD.A. Davidson & Co. is a leading investment bank that delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. Our firm provides straightforward, personalized advice, nationally recognized research, and capital market...
-
Investment Banking Associate
7 days ago
Greenwich, CT, United States Burnham Sterling Full timeSeeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of...
-
Investment Banking Associate
7 days ago
Cleveland, OH, United States EGIS Careers Full timeInvestment Banking AssociateSeeking an experienced Associate living in Cleveland or in the mid-west with an interest in relocating to Cleveland to join an award-winning middle-market investment bank. What we look for:Key competencies and skillsComprehensive knowledge of accounting practices and the capability to conduct detailed financial analysesProficiency...
-
Investment Banking Associate
7 days ago
Chicago, IL, United States Livingstone Full timeInvestment Banking Associate Livingstone is an international mid-market M&A and debt advisory firm with offices in Amsterdam, Beijing, Chicago, Düsseldorf, Hamburg, Los Angeles, Madrid, Stockholm, and Valencia.Job DescriptionLivingstone is seeking an experienced Investment Banking Associate for an immediate/near-term hire in its Chicago office. Associates...
-
Investment Banking Associate- Healthcare
6 days ago
New York, NY, United States Selby Jennings Full timeThis client is a premier elite boutique investment bank located in New York City and is looking to expand their healthcare group at the junior level. This firm is renowned for providing high-touch, high quality advisory services in M&A and capital raises.They are seeking a highly motivated and talented Investment Banking Associate to join their dynamic team....
-
Investment Banking Specialist
4 weeks ago
Denver, Colorado, United States Talent Software Services, Inc. Full timeInvestment Advisor - SeniorTalent Software Services, Inc. is seeking a seasoned Investment Advisor - Senior to join our private banking sector team in Denver, CO.Job Summary: We are looking for a highly motivated and experienced professional to stabilize the deposit book and identify opportunities for growth.Primary Responsibilities:Proactively engage with...
-
Boston, MA, United States Add Talent Full timeWe are looking to recruit an Investment Banking Associate – Technology M&A. Our client is a boutique investment bank specializing in mergers and acquisitions (M&A) within the technology sector. They pride themselves in deep industry knowledge and personalized service, helping clients navigate complex transactions and achieve their strategic goals. As they...
-
denver, United States Forbes Partners Full timeInvestment Banking Senior Associate – M&A and Capital Raising Location: Denver, ColoradoAbout Forbes PartnersForbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for...
-
Denver, United States Forbes Partners Full timeInvestment Banking Senior Associate – M&A and Capital Raising Location: Denver, ColoradoAbout Forbes PartnersForbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for...
-
denver, United States Forbes Partners Full timeInvestment Banking Senior Associate – M&A and Capital Raising Location: Denver, ColoradoAbout Forbes PartnersForbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for...
-
Denver, United States Forbes Partners Full timeInvestment Banking Senior Associate – M&A and Capital Raising Location: Denver, ColoradoAbout Forbes PartnersForbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for...
-
Senior Investment Associate
4 weeks ago
, NC, United States Selby Jennings Full timeSenior AssociateAt Selby Jennings, we are seeking a highly skilled Senior Associate to join our dynamic team. As a key member of our real estate private equity firm, you will play a crucial role in identifying and executing strategic investments that drive value creation.Key Responsibilities:Market Research: Conduct comprehensive market research to identify...
-
Denver, Colorado, United States Forbes Partners Full timeAbout Forbes PartnersForbes Partners is a boutique investment bank that excels in M&A and capital raising transactions. Our team of experts is dedicated to delivering exceptional results for our clients.Job OverviewWe are seeking a highly experienced Senior Associate to join our team. The ideal candidate will have a strong background in M&A and capital...
-
Investment Banking Managing Director
2 weeks ago
Denver, United States Selby Jennings Full timeCompany Summary: We are currently working with a premier Middle Market investment bank out of Denver, CO who is looking to add senior talent to their active deal team. This opportunity will allow candidates to source and execute deals with the help of a strong junior team in both M&A and Capital Markets.Investment Banking Managing Director will be...
-
Investment Banking Managing Director
2 weeks ago
denver, United States Selby Jennings Full timeCompany Summary: We are currently working with a specialty Middle Market investment bank out of Denver, Colorado who is looking to add senior talent to their active deal team. This opportunity will allow candidates to source and execute deals with the help of a strong junior team in both M&A and Capital Markets. Investment Banking Managing Director will be...
