Associate​/Vice President - Capstone Investment Banking

Description 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 250+ 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

Capstone is searching for two motivated professionals on our Industrials/Infrastructure team:
Associate and/or Vice President. These roles are responsible for supporting the execution of middle-market mergers and acquisitions transactions, with a primary focus on sell-side advisory assignments. The Associate and VP levels play a critical part in transaction execution, financial analysis, valuation, client communications, marketing materials preparation, and managing due diligence processes. Each position works closely with senior bankers, clients, buyers, legal counsel, and other transaction participants to deliver successful outcomes for business owners and shareholders.

The Vice President serves as the primary day-to-day contact for clients and transaction counter parties while both roles have responsibilities to oversee more junior level colleagues of the deal team.

• Manage day-to-day execution of sell-side M&A transactions from engagement through closing.
• Coordinate and track transaction milestones, timelines, and deliverables.
• Assist in third-party outreach and process management throughout marketing and due diligence phases.
• Facilitate communications among clients, prospective buyers, attorneys, accountants, lenders, and internal deal teams.
• Support negotiations by preparing analyses and transaction materials.

• Build and maintain complex financial models, including:
• Historical and projected operating models
• Discounted Cash Flow (DCF) analyses
• Comparable company analyses
• Precedent transaction analyses
• Leveraged buyout (LBO) analyses
• Analyze company financial performance, market position, and growth opportunities.
• Assess transaction structures and financial implications for clients.

• Prepare confidential information memoranda (CIMs), management presentations, teasers, and buyer lists.
• Develop investment highlights and industry positioning analyses.
• Conduct industry, market, and competitive research.
• Assist in creating pitchbooks and business development presentations.

• Coordinate due diligence processes and virtual data room activities.
• Review diligence requests and support management teams in preparing responses.
• Monitor buyer inquiries and ensure timely resolution of information requests.
• Identify and communicate potential transaction risks or issues.

• Participate in client meetings, management presentations, and buyer meetings.
• Maintain regular communication with clients throughout the transaction process.
• Help prepare senior bankers for client discussions and negotiations.
• Deliver exceptional client service and professionalism.

• Conduct industry and company research.
• Assist with sector coverage initiatives and…