Piper Sandler

Financial Planning and Analysis

• Work closely with senior bankers across all facets of investment banking activities, including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts, and strategic advisory work
• Create financial models
• Conduct financial valuations
• Create and maintain industry-specific business development books
• Conduct industry- and company-specific research
• Interact with clients and senior bankers
• Attend analyst training at Piper Sandler headquarters in Minneapolis beginning in June 2027
• Provide advisory and financing services to corporate clients and financial sponsors across mergers and acquisitions, equity and debt capital markets, private placements, restructuring, and corporate and venture services

Investment Banking Analyst – Healthcare Services, IT

• Work closely with senior bankers across all facets of investment banking activities
• Support equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work
• Create financial models
• Conduct financial valuations
• Create and maintain industry-specific business development books
• Conduct industry- and company-specific research
• Interact with clients and senior bankers
• Attend analyst training beginning in June 2027 at the Minneapolis headquarters
• Partner with corporate clients and financial sponsors on advisory and financing services

Investment Banking Analyst – Healthcare Medical Technology

• Lead deal origination, structuring, and execution for senior living and long-term care clients
• Build and sustain relationships with senior living providers, not-for-profit sponsors, and other issuers
• Identify and cultivate new client relationships and strategic opportunities
• Advise senior living leaders on capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy
• Lead bond issuances, refinancings, and other senior living capital markets transactions
• Develop and oversee financial models, including debt service calculations and bond issue sizing
• Advise clients on capital raising, debt structuring, and long-term financial planning
• Lead and mentor Associates and Analysts
• Monitor sector trends, competitive dynamics, and regulatory developments
• Collaborate with capital markets, credit, and public finance teams
• Support recruiting and franchise-building initiatives

Public Finance Investment Banking Director – Senior Living

• Lead investment banking transactions for healthcare services and HCIT clients
• Advise corporate clients and financial sponsors on mergers and acquisitions, equity and debt capital markets, private placements, restructuring, and corporate and venture services
• Lead junior bankers throughout transactions
• Review work, set expectations, and provide constructive feedback
• Write selling memorandums and presentations
• Manage clients and build relationships with internal and external stakeholders
• Provide thoughtful advice and diligent execution across economic environments

Investment Banking Vice President – Healthcare Services, HCIT

• Partner directly with the CFO to reimagine the finance operating model
• Establish and drive a multi-year roadmap for finance transformation
• Stand up and lead transformation management
• Define value-realization metrics to measure and communicate transformation impact
• Coordinate a cross-functional network to drive transformation execution
• Cultivate strong partnerships across IT, finance leadership, and business lines
• Develop training and upskilling programs to build AI and analytics fluency
• Communicate a compelling vision for transformation to various audiences

Investment Banking Analyst – Healthcare Services, IT

Investment Banking Analyst – Healthcare Medical Technology

Public Finance Investment Banking Director – Senior Living

Investment Banking Vice President – Healthcare Services, HCIT

Head of Finance Transformation