M&A Advisory Analyst

CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

We offer a competitive total rewards package including:

• Hybrid workplace: work from home 2 days per week!
• Health insurance: competitive medical, dental, and vision programs
• Commuter benefits
• 401(k) with a company match
• Charitable contribution match program for employees
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off: vacation, personal days, sick leave, etc.
• Intentional culture celebrations and social outings
  
  

Position:

The M&A Advisory Analyst will be a critical part of the CastleOak M&A Advisory team, reporting directly to the Head of M&A Advisory. CastleOak's M&A expertise has been developed over several years and is a growth area for the firm. This is an opportunity to get in on the ground level of a merit-based, collaborative team whose senior professionals span relationships and industry expertise across a variety of verticals. This person will be part of a nimble, entrepreneurial team responsible for sourcing and executing M&A advisory engagements with new and existing clients including buy-side and sell-side mandates, strategic asset reviews, valuation assessments, and fairness opinions. The ideal candidate will assist in the execution of M&A assignments, working closely with client executives, the internal deal team, external counsel, accountants, consultants, and lenders to perform a variety of assignments and tasks, depending on business need.

Essential Responsibilities:

The M&A Advisory Analyst will lead or manage the following deal execution processes:

• Deliver customized financial analysis, valuation work, and pro forma financial modeling;
• Research, write, and structure client-ready presentations including pitchbooks and responses to competitive RFPs;
• Assist in conducting tailored new acquisition screens, identify bolt-on acquisition targets, and spearhead roll-up consolidation studies for Investment Banking & Advisory clients and prospects;
• Draft engagement letters on new M&A Advisory mandates;
• Draft sell-side decks and marketing documents (e.g., teasers, confidential information memoranda, private placement memoranda, etc.)
• Conduct financial and transactional due diligence;
• Help identify and contact potential buyers and sellers;
• Source optimal financing alternatives to facilitate selected M&A Advisory mandates;
• Interface internally with stakeholders such as compliance, finance, and legal for internal approvals or to accomplish tasks; and
• Review, analyze, and negotiate NDAs, LOIs, term sheets, and definitive purchase agreements.
  
  

In addition, the candidate will prepare deliverables for high level strategic projects and summarize major M&A industry trends utilized for periodic speaking engagements, marketing conferences, and in the firm's business planning and budgeting cycles.

Required Qualifications:

• Understanding of fundamental financial concepts
• Proven ability to meet deadlines and manage multiple simultaneous projects
• Genuine commitment to teamwork
• Outstanding achievement in academics, employment, and personal endeavors
• Ability to thrive in an entrepreneurial, roll up your sleeves, results-driven environment
• Exceptional ethics, accountability, and integrity
• Knowledge of Microsoft Office Suite
• Quantitative analysis and writing skills
• Excellent listening and marketing skills
• Strong desire to learn and exceptional critical thinking skills
• Track record of outstanding achievement in academics, employment and personal endeavors
  
  

Preferred Qualifications:

• Previous financial analyst experience is preferred (1-2 years), and analyst training experience is a plus
• Securities Industry Essentials (SIE) exam, FINRA Series 79 and 63 licenses, or obtain within 3 months
• Proficiency in using PitchBook and S&P Capital IQ
  
  

Location: New York, NY

% Travel: 20‐30%

Work type: Full‐time, hybrid

Expected salary range: $80,000-$90,000; eligible for discretionary bonus

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.