Investment Banking, Mergers and Acquisitions Analyst

Baker Tilly Capital, LLC, a boutique investment bank specializing in Mergers & Acquisitions (M&A), capital sourcing, project finance and corporate finance advisory services, has an incredible career opportunity for an Analyst to join our growing practice in our Madison office. Our M&A practice is made up of  professionals working closely with middle market companies nationwide to help maximize opportunity and minimize risk associated with a variety of strategic transactions to grow, acquire, consolidate, finance or exit a business. Paired with strong client relationships and business-focused perspectives, this specialization allows us to bring tangible value to each client engagement or transaction. Under the direction of a Managing Director, Vice President, or a Senior Associate, an Analyst is expected to perform many of the elements of an engagement.

You will enjoy this role if:

• You would like to work with a variety of middle market clients and help them maximize their value by completing transactions for public and private companies. Clients are in industries such as business services, manufacturing and distribution, food and beverage, healthcare, energy, transportation and retail throughout the United States and internationally.
• You want to continue to expand your leadership experiences and hone your skills as a comprehensive Investment Banking/ Finance professional in the areas of executing sell-side and buy-side M&A strategies and identifying cost-effective financing alternatives and sources.
• You crave a leadership opportunity to be part of a thriving Mergers & Acquisitions practice where you are part of a talented, down-to-earth team that thrives on collaboration.
• You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What You’ll Do:

• Interact directly with transaction team members on matters related to client and engagement management
• Create transaction financial models to be used in valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Data gathering, document review and preparation of reports
• Research & financial analysis of target companies
• Transaction structuring for tax and accounting issues
• Negotiation support
• Communication with business owners to ensure delivery of exceptional client service
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs

Successful candidates will have:

• Bachelor's degree in Finance, Accounting or related field required. 
• One (1) year of experience in investment banking, business valuation services, commercial banking, or public accounting.
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and highly developed Microsoft Suite skills required.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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