Director / VP Investment Banking Role

Carter Morse & Goodrich is seeking to expand its investment banking team with the addition of a Director or Vice President-level hire in our Southport, Connecticut office.
 
Given our focus on M&A advisory that delivers “once-in-a-lifetime” outcomes for family-held and founder-led businesses, we are seeking a truly unique person that can balance the technical skills of Wall Street investment banking with the high-touch client-centric service mentality needed to manage the personal relationships we develop with each of our clients.
 
As is always the case, the most important attribute of a successful candidate is a strong cultural fit with the team. We are seeking those with the following core personal and professional characteristics:

‍

‍Candidate Qualifications:

• 7-10 years of experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending
• Excellent verbal and written communication skills
• Strong quantitative and analytical skills
• Exceptional problem-solving capabilities
• Strong organization and time management skills
• Ability to work on multiple projects simultaneously under pressure
• Enjoys managing and inspiring colleagues and direct reports

‍

‍Role Responsibilities:

• Coordinating and working with Partners and Managing Directors through all facets of an M&A transaction
• Managing the preparation of marketing materials to support client engagements
• Managing the preparation of financial models and business valuations
• Actively participating in business development activities
• Analyzing a prospect’s financial statements and conducting accounting due diligence
• Conducting industry and company-specific due diligence
• Leading calls with client management teams and investor counterparties
• Facilitating diligence activities with third-party partners (e.g., accountants, attorneys, strategy consultants)
• Managing and mentoring junior bankers

‍

CMG’s unique culture offers an excellent career opportunity for those who value the following:

• Opportunity to deliver life-changing outcomes for our clients that exceed their expectations
• Steep learning curve via hands-on experience
• Direct collaboration with Partners and senior bankers in an open-door, collaborative work environment
• Expectation to take on more responsibility
• Ability to make a huge impact on the lives of our clients
• Enjoy a better work/life balance – we work hard but family comes first
• Opportunity to get involved in our local community

‍

Compensation and Benefits:

• CMG offers a competitive compensation and benefits package