What are the responsibilities and job description for the Senior Investment Banker position at BGM Group?
Established in 1993, SealedBid is a boutique Mergers & Acquisitions (“M&A”) firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada.
SealedBid is an affiliate of BGM (www.bgm360.com), a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.
Primary Purpose:
This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid.
Responsibilities include but are not limited to:
- Lead the M&A process and act as the primary day-to-day client contact.
- Coordinating marketing material review and completion as well as execution of the marketing process.
- Refine materials and provide guidance to maximize deal exposure and client impact.
- Oversee and finalize financial presentations, projections, and models for active and prospective clients.
- Identify and manage risks and negotiation points throughout a given transaction.
- Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
- Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings.
Preferred Qualifications and Skills:
- Bachelors degree in Finance, Accounting, Business, or a related discipline
- 15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc.
- Experience in training and collaborating with junior staff
- Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
- Very strong quantitative and analytical skills (including Excel modelling and valuation work)
- Ability to work well under pressure and to tight deadlines
- Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
- Ability to comfortably interact with clients in a professional and mature manner
What You'll Love About Us:
- Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
- Rest and Relaxation. 18 days paid time off, 8 paid holidays,
- Health Benefits. Medical with HSA and FSA options, dental, and vision.
- Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
- Give back. Get paid to give your time to the community: ask us about this!
- Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
- Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
Not sure if you qualify? Think about applying anyway!
We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply!
SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.
Salary : $120,000
