Investment Banking Director

1 week ago


Reston, Virginia, United States Carter Morse & Goodrich Full time
We are seeking a highly skilled and experienced M&A advisory professional to join our team at Carter Morse & Goodrich. As a Director or Vice President-level hire, you will play a key role in expanding our investment banking team in our Southport, Connecticut office.

Our focus on delivering "once-in-a-lifetime" outcomes for family-held and founder-led businesses requires a unique individual who can balance technical skills with a high-touch client-centric service mentality.

Key attributes of a successful candidate include:

* Runs Through Walls: Accountability, reliability, and a willingness to take initiative
* Insatiable Curiosity: Critical listening, ah-ha discoveries, and a growth mindset
* Humble Confidence: Professionalism, unbiased advice, and a willingness to challenge the status quo
* Engages Personally: Authenticity, high social emotional intelligence, and a foundation of trust
* Team Player: Proactive collaboration, a focus on what's best for CMG and clients, and a willingness to share credit and ask for feedback

Candidate Qualifications:

* 7-10 years of experience in M&A, private equity, or related fields
* Excellent verbal and written communication skills
* Strong quantitative and analytical skills
* Exceptional problem-solving capabilities
* Strong organization and time management skills
* Ability to work on multiple projects simultaneously under pressure
* Enjoy managing and inspiring colleagues and direct reports

Role Responsibilities:

* Coordinating and working with Partners and Managing Directors through all facets of an M&A transaction
* Managing the preparation of marketing materials to support client engagements
* Managing the preparation of financial models and business valuations
* Actively participating in business development activities
* Analyzing a prospect's financial statements and conducting accounting due diligence
* Conducting industry and company-specific due diligence
* Leading calls with client management teams and investor counterparties
* Facilitating diligence activities with third-party partners
* Managing and mentoring junior bankers

CMG's unique culture offers an excellent career opportunity for those who value:

* Delivering life-changing outcomes for clients
* A steep learning curve via hands-on experience
* Direct collaboration with Partners and senior bankers in an open-door, collaborative work environment
* Taking on more responsibility
* Making a huge impact on the lives of our clients
* Enjoying a better work/life balance
* Getting involved in our local community

Compensation and Benefits:

* CMG offers a competitive compensation and benefits package

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