Corporate Banker - Transition to ESOPs and M&A Specialist

Available Locations: Boston, MA / Los Angeles, CA / Seattle, WA / San Francisco, CA / Baltimore, MD / Washington DC / Atlanta, GA / Cincinnati, OH / Houston, TX / Denver, CO

Key Responsibilities:

• Client Relationship Management: Develop and nurture relationships with middle-market corporate clients, providing tailored advice on a wide range of corporate finance services, including M&A, ESOPs, and lending solutions.
• Transition to ESOPs: Take advantage of internal resources and mentorship to transition into ESOP advisory, learning how to structure, finance, and execute ESOP transactions for corporate clients.
• M&A Advisory: Lead or support M&A transactions by providing insights on deal structuring, company valuations, and transaction execution. Work on complex corporate finance deals while learning how ESOPs can complement M&A strategies.
• Corporate Banking Services: Offer a broad suite of corporate banking solutions, including capital markets, lending, and treasury management, ensuring that clients have access to comprehensive financial products tailored to their needs.
• Transaction Support: Manage and oversee the full lifecycle of corporate finance transactions, including M&A and ESOP deals, working closely with internal and external advisors to ensure seamless execution.
• Business Development: Identify and pursue opportunities for new client engagements. Work with senior executives and external partners to grow the ESOP and M&A client base, leveraging your corporate banking background.
• Cross-functional Collaboration: Partner with internal teams and external advisors, such as legal, tax, and compliance experts, to deliver end-to-end solutions for M&A and ESOP transactions.
• Continuous Learning: Stay informed on industry developments, market trends, and regulatory changes in both corporate finance and ESOPs to provide cutting-edge advice to clients.

Qualifications:

• 20+ years of experience in middle-market corporate banking, with a strong focus on relationship management & origination
• Interest in transitioning into M&A and ESOP advisory; prior ESOP experience is not required, but a desire to learn and grow in this area is essential.
• Strong client management, business development, and negotiation skills.
• Excellent communication and presentation abilities, with a client-centric approach.