Job Description

At Persient, M&A is our singular focus. We are a middle market investment banking firm delivering creative, global take-to-market strategies for mature, profitable business owners ready to sell. Our exceptional client service is guided by our passion for M&A and our core values: High Standards, Higher Intelligence, Highest Value.

We are different than your typical investment bank. We are a tight-knit team and only work with a few select clients at any given time – allowing us to create genuine partnerships and ensure our clients are supported during this life changing period. Joining us means you will work directly with the leadership team at Persient and be deeply involved with each client engagement, interacting with CEOs, founders, and entrepreneurs on a daily basis.

We are looking for someone who is as deeply passionate about M&A and client service as we are. This is a unique opportunity for a professional with a background in a top accounting firm or relevant M&A experience to leverage their experience and take on a challenging and rewarding role in the investment banking field. The ideal candidate would be based in the Southern California region, with preference for San Diego.

Key Responsibilities

• Responsible for the preparation of take-to-market materials, such as teasers, information memoranda, management presentations, and client pitches.
• Prepare and manage detailed financial data packs for each client engagement.
• Build financial models and related analyses using various valuation approaches.
• Compile and manage detailed buyer lists for each client engagement.
• Manage the comprehensive due diligence process.
• Conduct research and market studies.
• Contact both strategic and institutional investors.
• Interact with both clients and prospects in a professional manner.
• Support business development and marketing initiatives to source new clients and transactions.
• Manage and develop junior members of the team.

Key Skills Desired

• Excellent written communication skills, with ability to craft compelling business plans, information memorandums, and management presentations showcasing clients’ businesses to potential acquirers.
• Advanced proficiency with Microsoft Office productivity products, including Excel, PowerPoint, Word.
• Excellent financial modeling skills, with understanding of Excel formulas and ability to quickly compile and analyze data from various formats.
• Knowledge of accounting and finance principles, with understanding of the link between the three financial statements.
• Strong attention to detail, with ability to critically think and problem-solve.
• Positive, self-starter, deadline-oriented, and ability to work autonomously.
• Desire to work in a small team environment and be part of a growing firm.

Background Desired

• A Bachelor’s degree.
• 1-3 years of experience in a top accounting firm, investment bank, private equity, corporate finance or similar role.
• Experience in drafting business plans and information memorandum is highly desirable.

Compensation and Benefits

• Base salary and year-end bonus program.
• Paid time-off and sick leave.
• Health, dental, and vision insurance.
• 401k matching.

If you believe you are a fit for this opportunity, we would love to hear from you. To be considered, please send an updated resume along with cover letter to careers@persient.com . To learn more about us and our firm, please visit .

Persient LLC is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. Investment banking services are offered through IIB Corp., a broker-dealer, Member FINRA/SIPC. Persient LLC and IIBCorp. are not affiliated entities

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