Bridgepoint Investment Banking

Financial Planning and Analysis

• Lead execution of M&A and corporate finance transactions across industries and deal structures
• Coordinate deal teams and serve as the central point of accountability throughout each transaction
• Develop strategies and timelines to keep processes moving forward seamlessly
• Drive due diligence and manage cross-functional internal and external teams
• Oversee models & materials including valuations, CIMs, pitchbooks, and management presentations
• Supervise and mentor associates and analysts, setting the tone for performance and growth
• Maintain client relationships through frequent interaction and trusted advisory support
• Support new business development through execution excellence and market insights

Vice President – Investment Banking

• Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services
• Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy
• Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills
• Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions
• Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals
• Be a key voice and have real strategic input in building a special firm with your Bridgepoint family

Vice President – Investment Banking

Managing Director – Investment Banking