Careers

First Year Analyst

Analysts work in focused three to six person teams on M&A, private equity recapitalization, capital raising, and strategic advisory engagements. Our lean deal teams provide an excellent opportunity for senior-level banker interaction and client exposure, as well as immediate “hands-on” experience. The Analyst role provides broad experience across multiple healthcare sectors and all stages of transaction execution from pitch phase through closing. This is a potential career track position – we have promoted numerous Analysts to Associate.

Key Responsibilities

• Preparing financial models and valuation of private and public companies
• Creating offering memoranda, preparing internal committee memoranda, and creating client “pitch books”, management and board presentations
• Managing client due diligence processes

Qualifications

• Relevant internship experience or prior work experience in investment banking, private equity, corporate development, finance and/or consulting
• Strong educational background with a Bachelor’s degree with coursework in finance and accounting with an overall cumulative minimum GPA of 3.5
• Strong analytical skills, including accounting fundamentals
• Superior written and oral communication skills
• Proven ability to work well in a fast-paced team environment

Second / Third Year Analyst

Qualifications

• Has been an Analyst for at least 2 years (candidates with master’s degree preferred)
• Primary middle market sell-side M&A experience
  • Public markets and biotech financings experience not applicable
  • Real Estate, Public Finance, or Power & Utilities backgrounds are unlikely to provide the relevant M&A experience required
• Industry experience in one or more of the following sectors: Healthcare (preferred), TMT (Technology, Media and Telecommunications), Consumer, Industrials, and Financial Sponsors (especially experience working on PE PortCo transactions)
• Closed one or more sell-side M&A transactions
• Experience at a firm with more than 10 professionals
• Licenses: Series 79 required, Series 63 preferred

Apply for this Position

Associates work in focused three to six person teams on M&A, private equity recapitalization, capital raising, and strategic advisory engagements. Edgemont’s deal team staffing provides extensive client exposure with leading healthcare industry companies and private equity/venture capital investors. We offer excellent potential for promotion within the firm.

The Associate role provides an exciting opportunity to be actively engaged in transaction execution within a broad range of healthcare industry sectors. Associates are supported by a mentorship program with senior bankers and outside continuing education and skill development.

Key Responsibilities

• Creation and oversight of presentations to senior management and board members of clients and prospective clients
• Preparation of offering memoranda, pitch books and other materials related to M&A transactions, private equity and debt financings, valuations and fairness opinions
• Comprehensive financial modeling and valuation analyses
• Managing client due diligence processes
• Oversight of Analysts on deal teams and assist in training and mentoring of Analysts;

Qualifications

• Completed a 2- or 3-year Analyst program
  • No MBA Associates (unless they completed a full-time investment banking Analyst program prior to their MBA)
• Primarily middle market sell-side M&A experience
  • Public markets and biotech financings experience not applicable
  • Real Estate, Public Finance, or Power & Utilities backgrounds are unlikely to provide the relevant M&A experience required
• Industry experience in one or more of the following sectors: Healthcare (preferred), TMT (Technology, Media and Telecommunications), Consumer, Industrials, and Financial Sponsors (especially experience working on PE PortCo transactions)
• Closed three or more sell-side M&A transactions and worked on deal teams where they have managed an Analyst
• Experience at a firm with more than 10 professionals
• Licenses: Series 79 and Series 63 required
• Bachelor’s degree in Finance, Business, Economics, Life Sciences, or a related field; advanced degree preferred
• Minimum of 4–6 years of experience in investment banking, with a focus on sell-side healthcare M&A transactions
• Strong financial modeling and valuation skills, including proficiency in Excel and financial modeling software; knowledge of healthcare-specific valuation methodologies preferred but not required
• Deep understanding of the healthcare sector, including sub-sectors such as Healthcare Services and Healthcare IT
• Excellent analytical, problem-solving, and strategic thinking abilities
• Exceptional communication and presentation skills, with the ability to interact effectively with clients and senior-level professionals
• Proven track record of successfully executing M&A transactions, including buy-side and sell-side deals within the healthcare industry
• Strong project management and organizational skills, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• High level of professionalism, integrity, and attention to detail

Apply for this Position

We seek to attract, develop and retain talented professionals at all levels of our firm. If you are an experienced professional who is interested in speaking with us, please submit your resume in confidence to [email protected].

Apply for this Position