Ad-hoc Industry Advisor for M&A Deals
Palmstone Capital
About The Company Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and investment group. About The Company Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and investment group. We advise mid-market companies on capital raising and M&A transactions. Our advisory network includes senior professionals from institutions including JPMorgan, Citi, and Lazard, with over $14B in aggregate transaction volume. Our model combines institutional investment banking discipline with entrepreneurial speed and proprietary deal-origination systems. About The Role We're looking for experienced industry professionals to advise on transactions in their sector on an ad hoc basis. When we take on a mandate in your industry, we engage you directly. You bring deep domain expertise and sector relationships. We handle deal origination, execution, and infrastructure. This is not a full-time position. This is on an Ad-Hoc basis. There is no minimum time commitment and no exclusivity. What You'll Do Provide ad-hoc sector-specific expertise on active mandates in your industry Support client and investor conversations with deep domain knowledge Identify and introduce potential buyers, investors, or strategic partners within your sector Advise on industry-specific valuation benchmarks, market dynamics, and deal structures Refer qualified deal opportunities from your industry relationships What We're Looking For 10+ years of senior-level experience in a specific industry (e.g., healthcare, technology, real estate, energy, manufacturing, consumer, financial services) Strong professional relationships within your sector Understanding of M&A or capital raising dynamics within your industry (direct transaction experience is a plus but not required) Former C-suite executives, board members, senior operators, or industry consultants are ideal What You Get Competitive performance-based compensation discussed individually with qualified candidates Access to live deal flow in your industry – we bring you in when a mandate in your sector requires your input Institutional-grade execution infrastructure so you focus on what you know, not logistics Zero time commitment, zero exclusivity – we reach out only when relevant Work alongside senior professionals from top-tier institutions #J-18808-Ljbffr Palmstone Capital
- ...companies on capital raising and M&A transactions. Our advisory... ...entrepreneurial speed and proprietary deal-origination systems. About... ...on live transactions on an ad hoc basis. When a mandate matches... ..., senior corporate finance advisors, or experienced M&A intermediaries...SuggestedFull time
- ...a global leader in the financial services industry.Pay and Benefits:Competitive compensation,... ...development of business cases and analysis of deal economicsTranslate complex business models... ..., and key risks in partnership and M&A discussionsApply AI tools to accelerate financial...SuggestedRemote workFlexible hours
$130k - $180k
...majority of the role, with the remainder dealing with financial reporting, profitability studies... ...vision and leverage available data, industry information, foundational analytics for... ...of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term...SuggestedFull timeTemporary workWork at office- ...Liquide Group, a world leading supplier of industrial gases. Present in 75 countries, Air... ...interests during refinancing rounds. Bring added-value for the Air Liquide group (synergies... ...financial transactions (Corporate Finance, M&A), business development or internal audit....SuggestedRemote work
$150k - $175k
...Vice President to join our rapidly growing M&A advisory practice. As a Senior Associate /... ...M&A transactions for a diverse group of industries.At PKF Investment Banking, we are focused... ...Medical, Dental, and Vision plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan...SuggestedFull timeWork at officeLocal areaWorldwideVisa sponsorshipWork visa3 days per week$137k - $205.6k
...engineering, development, and external advisor workstreams from initial... ...Track market pricing, deal structures, competitive dynamics... ...paid leaves Employer paid Life, AD&D, and disability insurance No... ...owns and operates a portfolio of Industrial, Medical Office, Life Science...H1bWork at office- ...and financial exposure management. Support M&A activities, strategic partnerships, and... ...insurance, or operational risk within EPC, industrial construction, energy, infrastructure, or related... ..., an employment referral program, AD&D insurance, pre-taxed accounts, voluntary...Contract workWork experience placementFlexible hours
$154.5k - $302k
...singular focus on the real estate and finance industry and the capital markets that serve it.... ...companies, hedge funds, pension advisors and owners/developers. **What You’ll Do*... ...notices* Potential exposure or assistance to ad hoc or special accounting projects such as...Full timeInterim roleWork at officeFlexible hours$102.8k - $188.4k
...transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at... ...financial instruments, as well as conducting client, economic, industry, competitor, and ratio analysesExperience preparing and...Local area$100k - $150k
...client meetings. Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians,... ...reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews Lead...Work experience placementWork at officeWork from homeWork visa3 days per week- ...financial planning & analysis, business operations, fundraising and M&A. What You'll Do Cross-functional role supporting Vice... ...within a disruptive growth stage business, preferably within the CPG industry and/or other high tech enabled manufacturing businesses ~...
$120k - $200k
...the RIHC Board is in accordance with regulatory expectations and industry best practices.What will you do? Leads the preparation and... ...Reserve, OCC, DTCC etc.)As priorities shift within the department, ad-hoc assignments will inevitably occur, and resources are expected...Full timeFlexible hoursShift work$150k - $170k
...lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-... ...documentation review Oversee the process of adding new distributed energy projects into... ...diligence requests, audits, and ad hoc information needs from financing counterparties...Local area- Jones Lang LaSalle Incorporated (JLL) is seeking an Industrial Investment Sales Associate in Miami, FL. You will develop complex financial... ...use of Argus and Excel are essential. You will participate in deal flow, support business development, and interact with senior executives...
- ...scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States.... ...markets, supporting closing of project and portfolio financings, M&A acquisitions, and managing fundings for projects under construction...Full timeInternshipWork at officeVisa sponsorshipWork visa
- ...and solar + storage assets for commercial, industrial, municipal, and utility customers across... ...coordinating complex processes across deal, accounting, legal, and lender teams. ️... ...fast-growing portfolio to scale without adding friction. Contribute to corporate FP&A...Full time
- ...from revising financial models to be more streamlined to creating ad‑hoc analyses and spearheading special projects, your insights will... ...2 years of experience in the alternative investment management industry, with a strong blend of private equity and hedge fund, credit,...3 days per week
- ...Concentrating for long periods of time Continuous Applying common sense to deal with problems involving standardized situations Continuous Reading, writing and comprehending instructions Continuous Adding, subtracting, multiplying and dividing Continuous The above...Work at officeLocal areaWork from homeFlexible hours
$27.75 - $41.5 per hour
...Partners regularly with the Wealth Financial Advisor including warm referrals and joint... ...Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred... ...the highest level of client service when dealing with internal partners or vendors Works...Bank staff- ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... ...~ Demonstrated success using a value-added, relationship-oriented approach to acquire... ...not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state...Immediate startAfternoon shift
- ...compliance with company guideline and HIPAA standards.• Perform ad hoc reporting and analyses as necessary• Leads high-profile cross... ...experience in financial services, consumer products or retail industries. Health Insurance industry experience a definite plus.• Minimum...
$72k - $85k
...digital fundraising program, this role will use data, benchmarks and industry insights to inform recommendations, support continuous... ...recommendations grounded in data, benchmarks, and best practices. Support ad hoc email requests outside of fundraising, particularly for high-...Full timeTemporary workWork at officeNight shiftAfternoon shift- ...procure-to-pay, payroll and HR processes, strategic investments, M&A, financial close, third-party dependencies, systems, and other high... ...friction. Support new or changing processes, systems, deals, vendors, payment flows, and operating models by ensuring risk, control...Work at officeRelocation package
$100k - $120k
...Transformation and is a registered investment advisor with the U.S. Securities and Exchange... ...reports. Support Managing Partners with ad hoc reporting needs. Review and approve marketing... ...inclusion, and/or impact investing industry, also a plus. Excellent English communication...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$220k - $250k
...market transactions as well as select large-cap and cross-border deals. This position provides meaningful responsibility, direct... ...and related instruments Collaborate closely with clients across industries, including financial institutions, private equity sponsors, and...Immediate start$112k - $179k
...customers. Ensure the contracts system as well as filing is up-to-date in accordance with policies and procedures and support general ad hoc reporting and tasking. Qualifications Must live in the Northern Virginia/ Washington DC/Maryland area and be able to periodically...Contract workWork experience placementLive inShift work- ...with functional departments and operations and be able to provide direct financial support Provide support for related analytical ad-hoc requests from senior management Use, develop and maintain processes, information systems and software Use advanced financial analysis...For contractorsWork experience placement
$78.8k - $137.9k
...to all the music in shuffle mode, and top ad-free podcasts, included with their... ...site at activations, client meetings, and industry events.Key job responsibilitiesRole Summary... ...Relationship Management**- Build trusted advisor relationships with agency planners, buyers...Contract workInternshipLocal areaFlexible hoursNight shiftAfternoon shift- ...technology expenses, where you will be expected to deliver value-added financial reporting and analysis to support and influence senior... ...for key internal clients including senior management; support ad-hoc special projects and requests, as neededPerform variance analysis...Work experience placementVisa sponsorshipFlexible hours
- ...senior management as required. Supporting broader finance and Investor Relations teams in dealing with new product development, existing clients and prospective investors. Other ad-hoc projects as required. Qualifications Degree or professional qualifications in Finance...
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