As part of the team, you’ll provide strategic advisory and investment banking services to middle-market companies, helping business owners and executives make strategic decisions about the future of their companies. You’ll be involved in financial analyses, strategic planning, and competitive evaluations. You'll also help with performing key merger and acquisition transactions as well as arranging growth or buyout capital of private companies.
You'll collaborate with our valuation services team, which performs hundreds of valuations each year. Focus areas include mergers and acquisitions, purchase price allocation, stock option reporting, wealth planning and compliance services, ESOPs, shareholder admission, litigation, and dissolution.
You may also participate in projects related to patents, licenses, customer lists, trademarks and trade names, song catalogs, promissory notes, and personal goodwill.