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We are looking to add an Investment Banking Associate to help augment our growing team.  Associates have the unique opportunity to interact directly with the Managing Directors on all M&A assignments and are encouraged to take on a considerable amount of responsibility.  Such exposure enables staff at the firm to gain first-hand M&A experience, including both business development and deal execution, while developing meaningful relationships directly with clients.  A minimum of 1-2 years of direct investment banking, private equity experience or transaction advisory is required. No candidates will be considered without this minimum requirement.  The ideal candidate should be located within our geographic marketplace, or willing to relocate. To maximize our efforts and meet customer commitments, Falcon encourages full-time office attendance, but we allow our employees to occasionally work remotely on an as needed basis. We require a professional investment banking work week typical of a boutique bank and we have a favorable life-balance and family-first approach.

Responsibilities

1. Research
   • Perform market sector research (industry, competition, customer, product, etc.)
   • Update market sector research as required
   • Track and analyze relevant M&A comparables, including public companies trading multiples and precedent transactions
   • Develop prospect lists of potential acquirers and target clients
2. Financial Modeling/Analysis
   • Take primary responsibility for gathering and analyzing the clients’ financials to develop detailed historical and pro forma models
   • Coordinate with client to update financials on go-forward basis
   • Utilize Discounted Cash Flow (DCF), Leveraged Buyout (LBO), Public Trading Comparables (Comps), and Precedent Transaction Comparables (M&A Comps) to develop comparative valuation analyses for clients and/or target market sectors
3. Transaction Management Process
   • Assist with identification, screening, and qualification of prospects
   • Make outbound calls and emails to potential acquirers in sell-side processes
   • Develop all M&A marketing materials (pitch books, teasers, information memorandums, management presentations)
   • Manage the due diligence analyses throughout the process
   • Field calls and information requests from potential acquirers/suitors
   • Coordinate and manage client-prospect due diligence, task lists, process updates
   • Manage the online data room set-up and maintenance throughout the process

Attributes

1. Highly competitive with strong work ethic
2. Outstanding ability to develop thoughtful, creative, and compelling presentation materials
3. Strong interpersonal skills, maturity, and professionalism, as the firm expects Associates to interact extensively with clients and prospects and are required to represent the organization in the most favorable manner possible
4. Strong financial/accounting/technical skills, including the ability to independently develop sophisticated financial models on behalf of clients
5. Outstanding academic record
6. Organized and process management oriented
7. Strong written and oral communication skills
8. A minimum of 2 years prior investment banking, private equity or transaction advisory experience is required

About Falcon Capital Partners

Falcon is a dynamic and leading M&A advisory firm, located in the suburbs of Philadelphia in Wayne, PA. The firm’s core expertise lies in Sell-Side Advisory and Strategic Advisory services, which include private business sales, corporate divestitures, financial sponsor backed company exits, growth capital investments, strategic planning, and buy-side acquisitions. The firm primarily focuses on the markets of Healthcare and Technology. The firm’s clients include private business owners, corporations, and private equity and venture capital backed companies. Falcon has grown considerably since its founding in 2001. Led by Managing Director’s Ted Stack and Mark Gaeto, the firm is an industry leader in the healthcare and technology middle market banking sectors.

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