Description

Capstone Partners Investment Banking / Debt Advisory Group

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.

We are recruiting for a motivated Analyst to work within our Debt Advisory Group (in Denver, CO). The Analyst will be an active member and involved in all aspects of debt advisory and placement client engagements, including: transaction screening, new client marketing, financial modeling and accounting analysis, industry and sector analysis, transaction due diligence, memorandum drafting, prospective lender/investor marketing, and other execution efforts.

Responsibilities will vary but all levels will help market and execute corporate debt transactions within the firm’s Debt Advisory Group which specializes in providing debt placement and advisory services to middle-market companies (less than $50 million of EBITDA) in connection with cashflow- and asset-based senior credit facilities, second-lien loans, unitranche facilities, mezzanine debt, and structured equity across a range of industry sectors.

Capstone’s debt advisory team operates primarily from Capstone’s Denver, CO office and is currently comprised of eight members.  We are one of the few middle market investment banking firms that has developed a debt-only placement (non-lending) practice staffed by leveraged finance veterans focused solely on the debt funding needs of mid-sized companies and the private equity firms that invest in them.

The majority of our engagements involve raising debt for acquisitions, recapitalizations, refinancings, and growth/expansion financings with a particular focus on special situations where non-traditional debt capital is required. Capstone’s Debt Advisory Group completed over 25 transactions over the last three years and is looking to add a highly motivated member to the team to help continue to scale the practice.

The position requires strong interpersonal and technical skill sets in leveraged finance. The job entails extensive interaction with colleagues and clients; financial analysis; preparation of financial projections and credit analyses; drafting of private placement memoranda; preparation of new business pitch material; management of client due diligence processes; and preparing management for meetings with prospective lenders and investors. It may also require outgoing calling efforts for transactions or market intelligence gathering purposes.

Primary Responsibilities:

• Perform preliminary credit analysis of new transaction opportunities

• Participate in financial and business due diligence

• Meet with client management teams

• Identify key credit merits and risks

• Development of three-statement financial projection models

• Research and analysis of public information, equity research and credit rating reports

• Analyze existing credit agreements

• Draft informational memorandums, presentations and related materials

• Organize, QC, and populate virtual data rooms

• Assist with creation of pitchbooks and marketing materials

• Assist with the team’s business development efforts including industry / target company research and qualification

• Participating in new client pitch meetings and calls

Basic Qualifications:

• Bachelor's degree in business, economics, finance, accounting or similar

• 1 year of investment banking (preferably Debt) experience or an internship

• Proficiency with Microsoft Office products and Capital IQ

Pref