Associate | M&A and Capital Advisory

Investment Banking Senior Analyst / Associate

Location: Minneapolis, MN

Company Overview

Our client is a middle-market advisory and investment platform specializing in complex and highly structured transactions. The firm advises closely held, founder-and family-owned businesses on a range of strategic initiatives, including M&A, ESOP, and capital markets transactions. In addition to its advisory capabilities, the platform maintains an affiliated investment strategy, allowing for a differentiated, aligned approach when structuring and executing transactions.

Role Overview

The team is seeking a Senior Analyst / Associate to support transaction execution and contribute to a growing, entrepreneurial platform. This is a highly collaborative, hands-on role offering exposure across a variety of deal types and meaningful responsibility throughout the transaction lifecycle.

Key Responsibilities

• Support execution of M&A, ESOP, and capital raising transactions
• Build and review financial models, including cash flow modeling and valuation analyses
• Analyze historical and projected financial performance
• Prepare client-facing materials (CIMs, presentations, marketing materials)
• Assist with due diligence, process management, and overall deal execution
• Work closely with senior bankers and help mentor junior team members

Qualifications

• 2-6 years of experience in investment banking, private equity, or leveraged finance
• Strong technical skillset, including valuation analysis & financial modelling
• Excellent communication and project management skills
• Ability to manage multiple workstreams in a fast-paced environment
• Entrepreneurial mindset with a high level of ownership and attention to detail
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline

If you're interested in learning more, please apply today and a member of our team will reach out with more information.