Associate or Vice President - Capstone Investment Banking (M&A)

Location: One Logan Square; office workplace. Applicants must be currently authorized to work in the United States on a full-time basis.

Company

Capstone Partners is a U.S. investment banking firm providing M&A advisory, debt and equity placement, restructuring, valuation, and financial advisory services to middle-market companies. Capstone is a subsidiary of Huntington Bancshares Incorporated.

What you will do

• Execute middle-market sell-side M&A transactions from engagement through closing.
• Coordinate transaction milestones, timelines, deliverables, buyer outreach, and communications with clients, advisors, lenders, and internal deal teams.
• Build and maintain operating models, DCF analyses, comparable company analyses, precedent transaction analyses, and LBO analyses.
• Prepare CIMs, management presentations, teasers, buyer lists, pitchbooks, and industry positioning materials.
• Manage due diligence processes, virtual data rooms, buyer inquiries, and transaction risk tracking.
• Support client meetings, negotiations, business development, and the mentoring of junior deal team members; Vice Presidents serve as primary day-to-day client contacts.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3–5 years of experience in investment banking, M&A advisory, valuation, transaction advisory services, corporate development, or private equity.
• Experience with live sell-side M&A transactions and strong accounting and financial statement analysis skills.
• Experience with Capital IQ, PitchBook, FactSet, or similar databases.
• Ability to hold or pass the FINRA Series 79 and 63 exams and pass an FBI background check with fingerprinting.
• U.S. work authorization is required; immigration sponsorship is not available.

Nice to have

• MBA, CPA, CFA, or another advanced credential.
• Advanced Microsoft Excel, PowerPoint, Word, and CRM skills.
• Progressive financial modeling and valuation experience.
• Strong project management, communication, analytical, organizational, and client-facing skills.

Culture & Benefits

• Full-time office-based workplace.
• Some positions outside the branch network may be eligible for flexible in-office and work-from-home arrangements, subject to hiring team confirmation.
• Work includes collaboration with senior bankers, clients, buyers, legal counsel, accountants, lenders, and cross-functional deal teams.
• Exempt position, not eligible for overtime pay.