Description
About Capstone Partners:
Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.
Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.
Special Situations Investment Banking (SSIB)
Capstone Partners' SSIB is an active, rapidly growing practice that provides investment banking and financial advisory services in complex situations -- both out-of-court and in chapter 11 reorganizations. The SSIB group, part of Capstone's Financial Advisory Services (FAS) team, is primarily a “company/debtor-side” advisor, with opportunistic representation of creditor and equity-holder constituencies. The group is led by seasoned professionals with decades of experience in special situations and restructuring transactions.
Role Overview
SSIB is seeking an experienced Analyst or Associate to join its Chicago, Boston or Dallas office. The role provides exposure to a range of special situation transaction opportunities, including debtor- and creditor-side transactions, both in- and out-of-court, involving distressed M&A, private financings, liability management exercises (LMEs), and restructurings.
Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Analyst or Associates in SSIB will be expected to have direct interaction with clients and counterparties. Analyst or Associates also will support new business development, including preparation of pitch materials, idea generation, and development of a personal, long-term business development plan.
Duties And Responsibilities
- Prepare, analyze, and develop financial models for historical and projected financial information, including preparation and review of three-statement models, 13-week cash flow projections, debt capacity analyses, merger models, and valuation analyses
- Execute M&A, capital raise, and LME/Restructuring transactions, manage day-to-day process activities, and maintain strict deadlines
- Organize and prepare confidential information memoranda, management presentations, marketing pitches and other presentations
- Lead the maintenance and execution of counterparty diligence activities for transactions
- Build relationships and maintain contact with clients, prospective clients, and professional advisors
- Supervising and mentoring other junior professionals
- Performs other duties as assigned
Basic Qualifications
- Bachelor’s degree, preferably in accounting, finance, or related discipline
- Analyst: 1+ years of investment banking experience, preferably involving special situations/corporate restructuring experience
- Associate: 3+ years of investment banking experience, including at least 2 years of special situation/corporate restructuring experience
- Excellent analytical skills and ability to develop and maintain financial models using Excel
Preferred Qualifications
- The ability to work independently in a fast-paced environment
- Strong knowledge and practical experience with special situations, restructuring, and bankruptcy transactions
- Motivated, creative, outgoing and possess strong skills in financial analysis
- Excellent verbal and written communication skills
- FINRA Series 79 and 63 licenses (63 where required by state)
- Experience with Pitchbook and CapIQ
- Willingness to travel
- Must be authorized to work in the United States – E-Verify Employer
- Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
Exempt Status: (Yes = not eligible for overtime pay) (
No = eligible for overtime pay)
Yes
Workplace Type
Office
Our Approach to
Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range
$97,000-$150,000 annual base salary (dependent on position/level)
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.