Senior Vice President Investment Banking

6 days ago

Ridgewood, New Jersey, United States The DAK Group Full time
About the Role

We are seeking a highly skilled and experienced Executive Director Investment Banking to join our team at The DAK Group. As a key member of our Investment Banking team, you will be responsible for leading the execution of middle-market M&A transactions, providing strategic advice to clients, and managing client relationships.

Key Responsibilities
  • Deal Execution and Financial Analysis
    • Lead the day-to-day execution of M&A transactions, including buy and sell-side mergers, acquisitions, divestitures, joint ventures, and capital raises.
    • Conduct thorough financial analyses, including valuation modeling, financial statement analysis, and due diligence, to assess the feasibility and potential impact of proposed transactions.
    • Manage market sale processes, due diligence, client meetings, financial models, and management presentations.
    • Create pitch materials and presentations.
    • Participate in presentations to clients.
    • Develop market and competitor research, growth opportunities and key investment needs.
    • Provide strategic advice to clients on deal structures, pricing, and negotiation tactics to optimize transaction outcomes.
    • Support senior dealmakers throughout all phases of transactions.
    • Lead Analyst and Associate execution teams.
  • Client Relationship Management
    • Serve as the primary day-to-day point of contact and trusted advisor for DAK's clients throughout the deal process.
    • Understand clients' industries and market trends to tailor solutions that align with their long-term objectives.
    • Foster and maintain strong client relationships to generate repeat business and referrals.
  • Team Leadership and Coordination
    • Oversee and collaborate with cross-functional teams, including analysts, associates, and other support staff as well as external attorneys, accountants and other advisors to ensure the seamless execution of transactions.
    • Provide guidance, mentoring, and feedback to junior team members to facilitate their professional growth and development.
    Requirements
    • Bachelor's degree in finance, business, economics, or a related field. An advanced degree or CFA or CPA (e.g., MBA) is preferred.
    • 5+ years of progressive experience successfully executing middle-market M&A transactions within an investment banking, corporate development or corporate finance setting.
    • Proven financial modeling skills with high analytic and critical thinking ability.
    • Self-motivated, highly focused and a high level of attention to detail.
    • Precise written and verbal communication and the ability to communicate in a transparent and honest manner directly with clients.
    • Working proficiency in Excel and related programs.
    • Effective team management and leadership skills.
    • Ability to thrive in a fast-paced environment and meet tight deadlines.
    • Strong working knowledge of Excel, PowerPoint and other relevant software and platforms.

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