About the job
About Sharp Financial's Investment Banking Division
Sharp Financial's Investment Banking division caters to the dynamic needs of growing middle-market and lower middle-market firms. We adeptly navigate M&A transactions as both sellers and buyers, devising liquidity strategies, and sourcing as well as structuring debt or equity financing solutions. Our commitment is to deliver comprehensive, high-touch solutions that empower business owners at every juncture of their growth and transition. Leveraging our innovative integrated financial management platform, we create value for our clients by unifying business strategy, accounting, tax, wealth management, investment banking, and family office services.
Key Responsibilities
- Lead and evaluate intricate financial models, encompassing valuation, transaction structures, capital raises, and liquidity analyses.
- Supervise Analyst outputs, offering guidance, review, and ensuring quality control across models, presentations, and analyses.
- Assist in the execution of M&A transactions, including the creation of buyer outreach materials, development of Confidential Information Memorandums (CIM), management presentations, and coordination of data rooms.
- Conduct comprehensive research on companies, industries, and potential buyers to support transaction strategy and positioning.
- Help structure and assess financing options, debt, equity, and hybrid, for growth initiatives, recapitalization, or liquidity events.
- Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries.
- Engage in client calls and meetings alongside senior bankers, gaining insights into deal strategies and client communications.
- Collaborate across Sharp’s integrated platform to ensure seamless execution and value enhancement for clients.
- Contribute to internal process enhancements, templates, and best practices as the Investment Banking platform evolves.
