As a seasoned Investment Banking professional specializing in Consumer Retail M&A, you will advise corporate and financial sponsor clients on strategic transactions, including acquisitions, divestitures, mergers, carve-outs, joint ventures, and corporate restructurings. You will develop and maintain trusted client relationships, lead transaction execution, and collaborate with product and industry partners to deliver comprehensive strategic advice throughout the M&A lifecycle.
This role requires deep M&A execution expertise, strong financial and valuation skills, and the ability to manage complex transaction processes while serving as a trusted advisor to senior client executives.
Job Responsibilities
- Serve as the primary day-to-day client contact and lead banker on M&A transactions, driving execution from origination through closing.
- Lead all aspects of transaction execution, including strategic alternatives analysis, valuation, due diligence, process management, and negotiation support.
- Review and coordinate the analytical work of junior bankers, ensuring accuracy and quality of financial analyses, valuation materials, and client deliverables.
- Oversee the development of complex financial models, including merger consequences analyses, accretion/dilution analyses, discounted cash flow models, leveraged buyout analyses, and other valuation methodologies.
- Manage all key transaction workstreams, identifying risks and proactively developing solutions to address execution challenges.
- Coordinate with internal and external stakeholders, including legal counsel, accounting advisors, consultants, counterparties, and financing partners.
- Lead management presentations, due diligence sessions, Q&A processes, and negotiations throughout the transaction lifecycle.
- Develop and refine client presentations, board materials, strategic reviews, and marketing materials to support M&A advisory engagements.
- Mentor and develop junior bankers through active coaching, transaction leadership, and formal training initiatives.
- Support business development efforts by identifying opportunities, preparing client pitches, and contributing strategic insights on industry trends and transaction opportunities.
Required Qualifications, Capabilities, and Skills
- Extensive experience executing M&A transactions, including buy-side and sell-side advisory assignments.
- Strong knowledge of valuation methodologies, financial statement analysis, merger modeling, and transaction structuring.
- Demonstrated experience managing transaction processes and coordinating multiple stakeholders in complex deal environments.
- Proven ability to lead and develop junior bankers while maintaining high standards of analytical rigor and execution excellence.
- Strong project management and organizational skills with the ability to manage competing priorities under demanding timelines.
- 3+ years of Investment Banking experience post-MBA, or 6+ years of Investment Banking experience post-BA is required.
Preferred Qualifications, Capabilities, and Skills
- Experience advising Consumer & Retail companies on strategic M&A transactions.
- Established relationships with corporate clients, private equity sponsors, and industry advisors.
- Exceptional communication and presentation skills, with the ability to interact effectively with senior executives, boards of directors, clients, and key stakeholders across lines of business.
- Demonstrated ability to originate business opportunities and contribute to client relationship development.
- Strong leadership presence and sound judgment in high-profile transaction environments.