Investment Banking Senior Associate – M&A and Capital Raising

Location: Denver, Colorado

About Forbes Partners

Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.

Position Overview

We are seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity, aligning with Forbes Partners' forward-thinking strategy.

Key Responsibilities

Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.
Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment. Lead team members who are both local and remote.
Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm’s efficiency in executing deals.
Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables.
Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle.
Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing Forbes Partners’ vast network of strategic acquirers, private equity groups, and non-traditional lenders.
Process Optimization: Leverage Forbes' rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes.
Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.

Qualifications

4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
Demonstrated ability to manage and close transactions independently, with a client-centric approach.
Experience managing and mentoring junior team members, fostering growth and collaboration.
Excellent proficiency in financial modeling, valuations, and transaction material preparation.
Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders.
Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
MBA, CFA, or equivalent professional designation preferred but not required.
Series 79 & 63

Why Join Forbes Partners?

Forbes Partners is committed to building a collaborative and rewarding culture. We offer:

Entrepreneurial, Partner-Driven Culture: Our firm fosters an environment that supports individual initiative and collective success.
Dual-Producer System: Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
High-Quality Deal Flow: We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
Competitive Compensation: We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success, and typically target 45%-90% of your base salary with no upper limit. Deal sourcing is not required for this role, but additional bonuses are provided for any deals sourced.
Global Reach, Local Access: With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
Hybrid Work Environment: 1-2 days of remote week offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
Clear Career Progression: Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.

Apply Today

To apply, please send your resume and cover letter to Blake Shear, blake.shear@forbes-partners.com or submit via LinkedIn.

EOE AA/M/F/V/D

Forbes Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.

Forbes Partners

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Investment Banking Senior Associate – M&A and Capital Raising