Senior Corporate Development Manager

Stout Investment Banking Role

At Stout, we're dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Stout is a Global Investment Bank and Advisory firm that received investment from Audax Private Equity in November 2021. We have an ambitious growth plan which will include targeted M&A. This role will support the CFO and Deal team(s) to successfully diligence and integrate new firms onto the Stout platform.

Major Duties and Responsibilities

Deal Sourcing – 5%

• Support the growth team in preparing "Why Stout" materials for prospective targets

Deal Analysis – 10%

• From initial target financial information
  • Create high level analysis to inform deal team of target viability
  • Create question lists / areas for deal team to investigate with target management

Financial Modeling and Valuation – 10%

• From initial data request
  • Partner with Director of FP&A and Deal team to create deal specific financial model
  • Analyze synergy opportunities
  • Create Investment Committee Presentation to inform offer terms, implied value and LOI
  • Support process to present Stout offer in a compelling format for target management and shareholders
    • TEV, Rollover Equity, Equity Growth Plan

Deal Diligence / Project Management – 40%

• From LOI Acceptance to close, support business line COO
  • Support/lead cross functional diligence activities on target firms
    • Open and Manage Virtual Data Room
    • Manage and coordinate Data Request Lists
    • Manage and coordinate Diligence Processes and vendors for
      • Tax and Finance
      • Human Resources
      • Legal
      • Business
      • Marketing
    • Lead weekly deal tracking and process updates through to successful close within 90 days of LOI being accepted.
  • Monitor and synthesize data provided during diligence process; apply learnings and findings to investment case throughout the diligence process
  • Summarize financial and business trends for investment committee and COO during diligence process.

Integration – 20%

• Partnering with COO teams
  • Create detailed integration plans
  • Form part of integration task force for Day -30 to Day 100

Miscellaneous Tasks – 15%

• Support CFO with
  • Financial updates for Audax or current PE Sponsor
  • Prepare Quarterly Board Updates on
    • Deal Pipeline
    • Deal Processes
    • Post Close Performance

Knowledge, Skills & Abilities

• Bachelor's Degree required, preferably in Operations, Business, Finance, or Economics
• Project Management Discipline – PMP
• 5+ years of experience in Investment Banking, Corporate Development or Financial Due Diligence
• Highly Skilled in PowerPoint, Excel and Project Management Tools MS Project / SmartSheet
• Strong analytical skills, with extreme attention to detail, accuracy and accountability balanced with sound business judgment
• Very organized, able to work on multiple projects effectively at the same time
• Excellent professional written/verbal communication and interpersonal skills
• Bias toward proactive communication
• Ability to become a trusted liaison to senior management and board members
• Proficient in MS Office Suite; Highly proficient in Excel and PowerPoint
• Proven ability to be flexible and work hard, both independently and in a team environment, in a high pressure on-call environment with changing priorities

Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.