Investment Banking Associate, M&A Associate
Location : Richmond, VA
Experience Level : Associate (typically 2-5 years of relevant experience)
Compensation : Competitive salary and bonus package based on experience.
About Us
We are an independent or boutique investment bank specializing in sell-side M&A advisory for middle-market companies. Based in Richmond, VA, we provide expert guidance to business owners seeking to sell or divest their companies. Our collaborative, entrepreneurial culture offers significant client exposure and a direct role in all phases of the transaction process.
Position Overview
We are seeking a highly motivated and experienced Investment Banking Associate to join our team in Richmond. The ideal candidate will have prior experience in M&A, corporate finance, or private equity and a demonstrated ability to perform complex financial analysis and manage transaction workstreams. This role is a key part of our lean deal teams, working closely with senior bankers and client executives to execute sell-side mandates from origination to closing.
Key Responsibilities
- Transaction Execution : Lead the day-to-day execution of sell-side M&A transactions, including preparing confidential information memoranda (CIMs), pitch books, and other marketing materials.
- Financial Analysis : Develop and maintain complex financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, and leveraged buyout (LBO) analyses.
- Due Diligence : Manage the due diligence process, coordinating information flow between the client, potential buyers, legal advisors, and accounting partners.
- Research and Sourcing : Conduct in-depth industry and company-specific research to identify potential strategic buyers or investors.
- Client Interaction : Participate in client meetings, management presentations, and buyer discussions. Act as a primary point of contact for clients throughout the process.
- Business Development : Support senior bankers in new business development efforts by creating pitch materials and contributing to market research.
- Mentorship : Assist in the training and mentorship of junior analysts on the team.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field; an MBA or CFA designation is a plus.2-5 years of relevant experience in investment banking, corporate finance, private equity, or a related M&A finance field.Strong financial modeling and valuation skills are essential.Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.Assertive, self-motivated, and able to succeed in a fast-paced, entrepreneurial environment.Highly organized with meticulous attention to detail.Ability to work both independently and collaboratively as part of a small, dynamic team.Based in or willing to relocate to the Richmond, VA, area.Why Join Us?
High-Impact Role : Work on significant transactions with direct exposure to clients and senior leadership from day one.Entrepreneurial Culture : Thrive in a supportive environment that rewards initiative and provides clear opportunities for upward mobility.Strong Deal Flow : Join a firm with a robust pipeline of deals, offering continuous opportunities to build your experience.Richmond Advantage : Be part of the growing financial services scene in Richmond, with opportunities for both professional growth and work-life balance.How to Apply
Posted On : Thursday, October 9, 2025