Investment Banking Associate, Mergers & Acquisitions (M&A)

Location:  New York Tri-state area or Southeast Florida

PKF Investment Banking (https://www.pkfib.com/) is seeking an Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur-minded firm which is supported by a top-tier private equity-backed accounting and advisory platform. Successful candidates for this position have the ability to make a tangible impact from the onset and contribute to building a leading middle-market M&A advisory firm.

As an Associate at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries.

At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family and founder-owned companies with revenue between $15 million and $350 million.

Primary Responsibilities

• Assist in the preparation of financial and valuation models and other key financial analyses
• Support the preparation of client presentations, pitch materials and other marketing documents
• Conduct industry and market research to identify key trends, potential buyers and acquisition targets
• Facilitate due diligence processes, coordinating with internal teams, other advisors and clients
• Coordinate and manage various aspects of deal execution from origination to closure
• Assist senior bankers in their business development efforts and support all aspects of the transaction process
• Ensure the timely and accurate completion of deliverables, adhering to internal and client deadlines

Required Skills and Experience

• Effective communication skills – both written and verbal – and ability to develop relationships
• Excellent analytical and problem-solving skills as well as financial modeling experience
• Strong project management skills
• Strong attention to detail
• Ability to work in a high-pressure environment and handle multiple priorities simultaneously
• Ability to work independently and as part of a team

 Qualifications 

• 4 year degree in Finance, Economics, Accounting, or a related field or MBA from a top-tier business school
• Four or more years of M&A advisory experience focused on serving privately owned companies in the middle market
• Series 79 and 63 licenses

Additional Information

We offer a competitive total rewards package based on several factors including, but not limited to, relevant education, qualifications, experience, skills, seniority, performance, travel requirements and business or organizational needs. We also offer a comprehensive package of benefits to eligible employees.

About PKF Investment Banking

PKF O’Connor Davies Capital LLC (D/B/A PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards.

PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,700 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list. For further information, please visit https://www.pkfod.com/.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

The compensation for this position ranges from $125,000 - $150,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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Salary : $125,000 - $150,000