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M&A Associate

2 months ago


Santa Monica, California, United States The Donerail Group Full time

Position Overview: The M&A Associate will engage in various aspects of The Donerail Group's investment banking operations, playing a crucial role in supporting the initiation and execution of mergers and acquisitions for clients and portfolio entities.

About The Donerail Group: The Donerail Group is a financial services organization with a dedicated investment banking advisory division, offering M&A advisory services to both large public and private enterprises. The firm also operates as an investment manager, overseeing capital for institutional clients and other aligned investors. The selected candidate will gain exposure to all segments of our business, with a focus on

Unique Work Environment: We provide a distinctive atmosphere that merges an entrepreneurial platform with a focus on strategic M&A. The successful candidate will be actively involved in live transactions from the beginning. Candidates will be expected to take on significant responsibilities and engage in client-facing activities right away. There are no limitations based on title; individuals will have the opportunity to take on greater responsibilities and compensation as they showcase their skills.

Key Responsibilities:

  • Conducting intricate financial modeling and valuation assessments
  • Performing thorough and detailed research on companies and industries
  • Preparing comprehensive memoranda and presentations that highlight essential attributes of client organizations
  • Participating in due diligence processes
  • Managing multiple projects simultaneously while working effectively both independently and as part of a team
  • Engaging regularly with clients (willingness to travel is essential)
  • Creating marketing and pitch materials

Qualifications:

  • Ability to relocate if necessary
  • 1-3 years of relevant experience in investment banking or corporate M&A
  • Experience in Consumer, Retail, or Real Estate sectors is advantageous but not mandatory
  • Bachelor's degree with exceptional academic performance, preferably in finance, economics, engineering, computer science, or a related discipline
  • High proficiency in Microsoft Office Suite, particularly Excel (including CapitalIQ plug-in), PowerPoint, and Word
  • Excellent verbal and written communication abilities
  • Strong leadership and teamwork skills
  • Exceptional work ethic and ability to manage multiple tasks
  • Professional maturity to interact directly with clients and facilitate transaction execution
  • Aptitude for synthesizing extensive information and generating innovative ideas
  • Capability to perform under pressure and meet tight deadlines
  • Series 79 licensing preferred (or equivalent recognized by FINRA)
  • Authorization to work in the US is required