May 21, 2013

News Feed

2155.16 – Director of Business Development – Financial Advisory & Valuations

May 6, 2013 By

Outstanding Opportunity!

** Gem of a Company **

Are you a polished, dedicated, sales professional in the financial sector?

Let us know.

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This candidate should have concentrated Business Development experience.  Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. They will train on their product line.

MBA preferred.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Selling financial opinions with respect to valuation, fairness and solvency;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:
* Extensive Business Development experience
* Excellent Prospecting skills

* Long hours and insight and desire to keep up with the M&A service advisors 

* Valuation Experience a plus
* Bachelors Degree

* MBA preferred
* CFA a plus

Location: New York, NY

Salary: $100,000 – $150,000 Plus Bonus and Quarterly Profit Sharing

Contact: Richelle Konian

Filed Under: Featured Jobs, New York, Valuation Tagged With: , , , , , , , ,

2101.21 – Investment Banker

April 19, 2012 By

Our client independent valuation firm with a 20+ year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, real estate, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.  We are seeking Investment Bankers to  expand broker dealer sister company.

In working with business owners who are contemplating a transition, private equity groups interested in sell-side transactions, or corporations planning the divestiture of a subsidiary or division, assists clients in assessing viable options and exploring appropriate liquidity alternatives such as:

  • an outright or partial sale
  • a merger
  • a management buyout
  • a recapitalization
  • a sale to existing shareholders
  • an Employee Stock Ownership Plan (ESOP)

Provide investment banking services specific to mergers, acquisitions and divestitures to closely held middle-market enterprises as well as publicly traded companies.

Assist business owners in a variety of industries by planning and directing the valuation and sale of their businesses

Valuation and sale of businesses with an emphasis on the development and implementation of strategies to rapidly achieve client objectives and maximize shareholder value

Requirements:

Bachelor’s degree

A successful investment banker who can source his or her own deals in the $30 million to $200 million range

Track record of deals sourced last 4 years

Must have green card or be US Citizen. 

Location: New York, NY and Irvine, CA

Salary: $100,000 – $150,000 Plus Bonus

Contact: Kendal Ridgeway

Filed Under: Banking, California, New York Tagged With: , , , , , , , , , , ,

2063.16 – Valuation Associate

February 8, 2012 By

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Sample Transaction:

- A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms

Responsibilities:

§ Providing financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

§ Rendering financial opinions with respect to valuation, fairness and solvency;

§ Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

§ Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;

§ Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

§ Continually monitoring certain economic, industry, capital market and company trends and developments;

§ Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;

Requirements:

* 1-4  years of relevant experience, preferably in a Valuation  Services Group

* Knowlegde of the entire M&A process from start to finish

* Experience in Financial Reporting, and Valuation of Businesses and Portfolio Investments

* A thorough understanding of valuation theory and practice (MBA and/or CFA preferred but not required)

Location: Princeton, NJ

Salary: $50,000 – $60,000 Plus Bonus & Outstanding Benefits

Contact: Kendal Ridgeway

Filed Under: Accounting, New Jersey, Valuation Tagged With: , , , , , ,

2045.11 – Senior Associate – Valuations

December 30, 2011 By

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.

The Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others. 

The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions.  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Excel and Word.  Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 2-4 years experience only.

Location: Princeton, NJ

Salary: $70,000 – $80,000 + Bonus

Contact: Kendal Ridgeway

Filed Under: Accounting, Featured Jobs, Financial Services, New Jersey, Valuation Tagged With: , , , , ,