Experienced Associate, Transaction Opinions & Board Advisory

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients. Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts. Lincoln International follows a hybrid work structure with an emphasis on in-office collaboration. Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays. Duties & Responsibilities Lincoln International is seeking an Associate to join our rapidly growing Transaction Opinions & Board Advisory team within our Valuations & Opinions Group (VOG). Successful candidates will have strong technical and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading transaction opinions practice in a fast-paced, growth environment. The Transaction Opinions Associate role provides an excellent opportunity to gain transactional experience and build on your existing technical finance skills through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or valuations. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Key Responsibilities Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling Having primary ownership for the development and review of board-level presentations and reports Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses Coordinating with clients and, at times, leading diligence efforts or information gathering processes Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team Qualifications The Associate position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.) Advanced financial modeling and Microsoft Excel skills Strong writing skills and experience with PowerPoint and Microsoft Word Effective organizational skills and the aptitude to manage people and work products Strong communication skills and experience interacting with teammates and clients Three to five years of professional experience in the financial services industry, such as investment banking or valuations is strongly preferred Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate) Active CPA and/or minimum of CFA Level I is preferred, but not required Additional Information Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. The salary range for this role is $150,000 to $200,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Georgia, Texas, Illinois, New York or California. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs. This job may also be eligible for discretionary bonus pay.** We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees. © 2026 Lincoln International LLC. 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