Job Summary:
The BDO Capital Advisors mergers and acquisitions (M&A) team of professionals provide a number of strategic advisory services to small and mid-sized companies.
Our ultimate goal is to maximize the value of our client’s business interest.
The team tends to work with privately held middle market businesses with enterprise values between $25 and $500 million with an emphasis on sell-side M&A transactions.
The BDO Capital Advisors Associate is responsible for utilizing their previously obtained educational background, along with established organizational and project management skills to successfully serve clients of BDO Capital Advisors.
In this role, the BDO Capital Advisors Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members.
The Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research, and assisting in the development of client presentations and appropriate documentation.
Job Duties:
Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and works directly with client management teams
Prepares pitch books, selling memoranda and management presentations
Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
Manages several projects at once and works effectively as an individual and as a leader of a team, including managing analysts
Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes)
Other duties as assigned
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Business Administration or Finance, required
Experience:
Two (2) or more years of relevant experience in the investment banking industry
License/Certifications:
FINRA (Financial Industry Regulatory Authority) Series 79 and 63, required
Software:
Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Languages:
N/A
Other Knowledge, Skills, and Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to successfully interact with professionals at all levels
Ability to travel, as necessary
BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe.
We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs.
We currently serve more than 400 publicly traded domestic and international clients.
Unparalleled partner-involvement
Deep industry knowledge and participation
Geographic coverage across the U.
S.
Cohesive global network
Focused capabilities across disciplines
BDO brings world-class resources and exceptional service to each and every one of our clients.
BDO USA is a member of BDO International, the world’s fifth largest accounting network.
BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”.
Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.
Some examples of our Total Rewards offerings include:
Competitive pay and eligibility for an annual performance bonus.
A 401k plan plus an employer match
Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one
Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays
Paid Parental Leave
Adoption Assistance
Firm paid life insurance
Wellness programs
Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance
Above offerings may be subject to eligibility requirements.
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