Our client leads the way in the Finance and Insurance (F&I) industry, setting the standard across automotive, RV, marine, and powersports sectors. As they continue to scale, they're seeking a Pricing Actuary to join their team and help drive pricing strategy for their extended warranty offerings.
Key Responsibilities:
As a key member of the Risk Management team, you'll:Lead complex actuarial projects that drive profitability and client acquisition.Collaborate with Account Management to deliver actionable analytics and strengthen client relationships.Provide thought leadership in pricing methodologies and actuarial analytics.Partner with IT to build scalable rate infrastructures and automate key processes.Provide strategic pricing insights and recommendations to senior leadership, including Vice Presidents and C-suite executives.Mentor actuarial analysts and manage projects from concept to completion.
What We're Looking For:Bachelor's degree in Finance, Economics, Statistics, Mathematics, or related field.At least 5 years of P&C actuarial experience.ACAS designation (minimum 5 exams passed) with continued exam progress supported.Strong Excel and SQL skills; experience with relational databases.
Why Join Us:Hybrid flexibilitySupportive environment with exam support and career growthWork on high-impact projects with direct access to executive leadership
Ready to take your actuarial career to the next level? Apply now and be part of a team that values innovation, leadership, and growth.
A Southeastern-based Private Equity firm with a strong track record of creating value for their investors and portfolio companies is strategically looking to add a Vice President to their team. The firm specializes in middle-market investments across various industries, with a strong focus on services companies. The team is dedicated to delivering exceptional results for their clients and driving positive change in the business world. As the Vice President, you will play a pivotal role in our investment strategy and execution. You will work closely with our senior leadership team, participating in the full spectrum of the private equity investment cycle. This role offers a unique opportunity to shape the future of our firm while contributing to the success of our portfolio companies. Responsibilities:Lead due diligence efforts, financial analysis, and market research for potential investments.Develop investment theses, conduct financial modeling, and assess the operational potential of target companies.Work closely with portfolio companies to drive value creation, including strategic planning, performance improvement, and operational efficiency.Collaborate with the senior leadership team to refine the firm's investment strategy and evaluate new market opportunities.Build and maintain relationships with industry professionals, advisors, and other key stakeholders.Support fundraising efforts and interact with investors, presenting investment opportunities and results. Qualifications:Bachelor's degree in finance, business, or related field; MBA requiredA minimum of 8 years of experience in private equity, investment banking, or management consulting.Strong financial modeling, due diligence, and valuation skills.Proven ability to lead and manage transactions from inception to closing.Excellent communication and presentation skills.A strategic thinker with a strong entrepreneurial mindset.Ability to work effectively both independently and as part of a team.Proficiency in financial analysis software and Microsoft Office Suite. Benefits:Competitive salary and performance-based bonus structure.Comprehensive benefits package, including health, dental, and retirement plans. Opportunity for professional growth and advancement within a dynamic and rapidly growing firm.A collaborative and inclusive work environment.Exposure to a diverse portfolio of industries and investment opportunities
Investment Banking Associate - Software M&A (Orlando or NYC)
Location: Orlando, FL or New York, NY
Industry: Technology Investment Banking
Employment Type: Full-timeAbout the Opportunity
Our client, a high-performing boutique investment bank, is seeking an experienced Investment Banking Associate to join their growing team. This firm is known for its deep expertise in advising high-growth software and technology companies on strategic M&A and capital raising transactions.This is a unique opportunity to work closely with senior bankers and founders in a highly entrepreneurial environment, with direct exposure to C-level clients and deal execution from day one.Key ResponsibilitiesLead and support the execution of sell-side M&A transactions in the software sectorBuild and manage complex financial models and valuation analysesPrepare client presentations, confidential information memoranda (CIMs), and management presentationsConduct industry and company-specific research to support business development and deal executionMentor and manage analysts and contribute to a collaborative team cultureQualifications2-4 years of investment banking experience, with a proven track record of closing software sell-side transactionsStrong financial modeling, analytical, and presentation skillsExcellent communication and interpersonal abilitiesHighly motivated, detail-oriented, and able to thrive in a fast-paced, entrepreneurial environmentBachelor's degree in Finance, Economics, or a related field; MBA or other advanced degree a plusLocation Flexibility
This role can be based in either Orlando, FL or New York City, NY.Why Join?Work with a team of former founders and operators who bring a unique perspective to advisoryGain hands-on experience with high-impact deals in the software spaceBe part of a collaborative, tight-knit culture that values initiative and innovation
Job Title: Director - Restructuring
Location: Irvine, CA (Hybrid with local Client Travel Required)
Employment Type: Full-Time Position Overview:Our client is seeking an experienced and strategic Director to join its leadership team. This role is ideal for a seasoned consultant or executive with a strong background in turnaround management, accounting, corporate finance, or operational strategy. As a Director, you will lead client engagements, manage cross-functional teams, and serve as a trusted advisor to C-suite executives navigating periods of disruption, growth, or transition.Key Responsibilities:Lead and manage complex client engagements, including turnaround, restructuring, and strategic advisory projects.Diagnose operational and financial issues, develop actionable strategies, and oversee implementation.Serve as the primary point of contact for client executives, boards, and key stakeholders.Build and lead high-performing project teams, providing mentorship and oversight to junior staff.Develop financial models, performance dashboards, and strategic plans tailored to client needs.Contribute to business development efforts, including proposal writing, client presentations, and relationship management.Stay current on industry trends, regulatory changes, and best practices in turnaround and management consulting.Qualifications:Bachelor's degree in Business, Finance, Accounting, or related field; MBA, CPA, or CTP preferred.Minimum of 6-10 years of experience in controllership/acocunting, management consulting, corporate restructuring, investment banking, or executive leadership.Demonstrated success leading client engagements and managing teams in high-pressure environments.Strong financial acumen, with advanced Excel and modeling skills.Exceptional communication, negotiation, and interpersonal skills.Willingness to travel to client sites as needed.Preferred Attributes:Experience working with distressed companies or in special situations.Familiarity with bankruptcy processes, creditor negotiations, and operational turnarounds.Entrepreneurial mindset with a collaborative and hands-on leadership style. Expected Compensation:Base Salary: $140k - $180kTotal Compensation: $180k - $200k+
Title: Investment Banking Associate
Company Summary: We are proud to partner with a highly respected Middle Market Investment Bank that is actively seeking to expand its Debt Capital Markets (DCM) team with the addition of a talented Investment Banking Associate. With a strong reputation for excellence, this firm is known for its high-caliber team, collaborative culture, and consistent success in delivering top-tier advisory services. This is a unique opportunity to join a dynamic and entrepreneurial environment where your contributions will have a direct impact on the firm's continued growth and success.
Responsibilities:Leading and managing the execution of live transactions across various industries, including debt placements, refinancings, and leveraged finance deals.Coordinating and overseeing due diligence processes, including the preparation and review of marketing materials, financial models, and client presentations.Working closely with Managing Directors and senior leadership to develop strategic financing solutions tailored to client needs.Supporting origination efforts by preparing pitch materials and conducting market and industry research.Mentoring and managing Analysts and Interns, ensuring high-quality deliverables and professional development.Maintaining strong relationships with clients, lenders, and internal stakeholders throughout the deal lifecycle.
Qualifications:2+ years of experience in Investment Banking within Debt Capital MarketsExperience at a bank or advisory firm that does not rely on a balance sheet for lending is highly preferred.Strong academic background with a Bachelor's degree or MBA in Finance, Economics, Business, or a related field.Exceptional financial modeling, analytical, and problem-solving skills.
Why Join This Team?Work alongside a highly experienced and intellectually curious team.Gain exposure to a wide range of complex and high-impact transactions.Be part of a collaborative and supportive culture that values initiative and innovation.Competitive compensation and clear path for career advancement.
If you are interested in the Investment Banking Associate role, then please don't wait to apply.
A Private Equity firm based out of the Midwest with a strong track record of creating value for our investors and portfolio companies is strategically looking to add a Vice President to their team. The firm specializes in lower middle-market investments across various industries and is committed to fostering growth, innovation, and sustainability. The team is dedicated to delivering exceptional results for our clients and driving positive change in the business world. As the Vice President, you will play a pivotal role in our investment strategy and execution. You will work closely with our senior leadership team, participating in the full spectrum of the private equity investment cycle. This role offers a unique opportunity to shape the future of our firm while contributing to the success of our portfolio companies. Responsibilities: Lead due diligence efforts, financial analysis, and market research for potential investments. Develop investment theses, conduct financial modeling, and assess the operational potential of target companies. Work closely with portfolio companies to drive value creation, including strategic planning, performance improvement, and operational efficiency. Collaborate with the senior leadership team to refine the firm's investment strategy and evaluate new market opportunities. Build and maintain relationships with industry professionals, advisors, and other key stakeholders. Support fundraising efforts and interact with investors, presenting investment opportunities and results. Qualifications: Bachelor's degree in finance, business, or related field; MBA or CFA preferred. A minimum of 10 years of experience in private equity, investment banking, or management consulting. Strong financial modeling, due diligence, and valuation skills. Proven ability to lead and manage transactions from inception to closing. Excellent communication and presentation skills. A strategic thinker with a strong entrepreneurial mindset. Ability to work effectively both independently and as part of a team. Proficiency in financial analysis software and Microsoft Office Suite. Benefits: Competitive salary and performance-based bonus structure. Comprehensive benefits package, including health, dental, and retirement plans. Opportunity for professional growth and advancement within a dynamic and rapidly growing firm. A collaborative and inclusive work environment. Exposure to a diverse portfolio of industries and investment opportunities. If you are a driven and experienced private equity professional looking for a challenging and rewarding career, we encourage you to apply.
A Midwest-based Private Equity firm is seeking a Private Equity Associate to join its team. This generalist firm invests in middle-market companies across a range of industries, offering broad sector exposure.This is a unique opportunity to join a lean, entrepreneurial team where you'll take on meaningful responsibility across the full investment lifecycle. The firm has a strong track record and a history of low turnover, with a culture of internal promotion.If you're looking to take the next step in your career and grow long-term with a collaborative team, we encourage you to apply below!
The Private Equity Associate will be responsible for:Execution of broader market and industry researchFinancial modeling, valuation analysis, and returns analysis for various investment targetsTake point on due diligence processesMonitor existing investment portfolioAssisting the team with operating/portfolio company work The Private Equity Associate should have the following qualifications:1-3 years of Investment Banking experience performing M&A with a reputable middle market or lower middle market bank; related transaction advisory consulting experience will also be consideredBachelor's DegreeSuperior financial analysis, modeling, budgeting, and forecasting skills (there will be a modeling test)Excellent interpersonal skills and exceptional work ethicPrior experience or interest in sectors such as healthcare, business services, industrials, manufacturing and/or consumer
Job Title:TMT Investment Banking Associate/Sr. Analyst Location:Denver, CO About the Firm:Our client is a boutique investment bank with a specialized focus on the Technology, Software, and Cloud Services sectors. It offers strategic advisory services across M&A and capital raising transactions, with a track record that spans both lower mid-market and large-scale. With an international footprint that includes a European office in Munich, the firm brings global reach to its sector expertise. It is known for its high deal volume, strong leadership involvement, and a culture that emphasizes performance, rapid career advancement, and deep industry knowledge. Job Summary: The firm is seeking a professional with 3-5 years of investment banking experience to join its team, with a strong preference for candidates who have worked on M&A transactions in the Technology, Media, and Telecommunications (TMT) sectors. The role demands strong technical proficiency, proven deal execution experience, and hands-on involvement in financial modeling. Successful candidates will join a high-performance, collaborative environment focused on high-impact transactions. The firm offers international exposure, a strong reputation in the TMT space, and accelerated career growth for top performers. Responsibilities:Collaborate with senior team members on a variety of assignments, including business development, capital raising (equity and debt), M&A transactions, and other strategic advisory engagementsPrepare high-quality materials such as pitch books, information memorandums, management presentations, and financial modelsConduct financial analysis and valuation work, oversee modeling efforts, and support due diligence processesReview and guide the work of junior team members, ensuring accuracy, structure, and prioritizationEngage directly with client executive teams, playing a central role in deal execution, process management, and due diligence coordinationSupport outreach efforts during marketing phases, including direct interaction with private equity firms, lenders, and strategic acquirers Requirements:Minimum of three years of experience in Investment Banking, Transaction Advisory, or Corporate Development, ideally with prior Analyst and/or Associate-level experienceStrong analytical and accounting skills, with proficiency in financial modeling and valuationExcellent written and verbal communication abilitiesHighly organized with strong attention to detailDemonstrated leadership and team management capabilitiesAdvanced proficiency in Microsoft Excel, PowerPoint, and WordFINRA Series 79 or Series 7 license preferred Why Join The Firm:Senior leadership is actively engaged, offering direct mentorship and visibility into firm strategy and deal executionHigh volume of complex transactions provides exceptional hands-on deal experience and a strong track record of deal closures.Clear path for advancement with rapid promotion opportunities for high performersCollaborative, high-performance culture that supports professional development and growthHybrid work schedule (four days in-office, one day remote) promotes flexibility and work-life balance
Our client is a prestigious boutique investment bank specializing in Mergers & Acquisitions (M&A) within the Technology, Media, and Telecommunications (TMT) sectors. They have a strong track record of successfully executing mid-market and large-cap deals, providing top-tier advisory services to their clients.Position Overview:We are seeking a highly motivated and experienced Investment Banking Associate to join our client's dynamic team in Denver. The ideal candidate will have a strong background in M&A, particularly within the TMT space, and will be adept at managing complex transactions from inception to completion.Key Responsibilities:Transaction Execution: Lead and support the execution of M&A transactions, including financial modeling, valuation, due diligence, and preparation of marketing materials.Client Interaction: Maintain and develop client relationships, providing strategic advice and insights throughout the transaction process.Market Analysis: Conduct thorough industry research and analysis to identify trends, opportunities, and potential targets within the TMT sector.Team Collaboration: Work closely with senior bankers and other team members to ensure seamless execution of deals and high-quality client service.Documentation: Prepare and review transaction documents, including pitch books, information memoranda, and management presentations.Qualifications:Experience: 3-5 years of investment banking experience, preferably with a focus on M&A within the TMT sector.Education: Bachelor's degree in Finance, Economics, Business, or a related field. MBA or relevant advanced degree is a plus.Skills: Strong financial modeling, analytical, and problem-solving skills. Excellent communication and presentation abilities.Attributes: Highly motivated, detail-oriented, and able to thrive in a fast-paced, high-pressure environment.
If you'd like to learn more about this opportunity, please apply today!
Title: Investment Banking Analyst Company Summary: We are currently partnered with a top tier lower Middle Market Industrials bank looking to add an Investment Banking Analyst to their growing team in Fort Lauderdale, FL. This Investment Banking Analyst will have the opportunity to join a team that is on track to have another record year gaining sell-side M&A reps and experience working with senior leadership for clear path for upward mobility. The Investment Banking Analyst will be responsible for:Preparing and delivering presentations throughout the deal execution period.Assist in the coordination of internal and external resources in the due diligence process for M&A transactions.Assisting in the execution of M&A transactions, mostly on sell-side M&A.Conducting extensive industry, market, and company-specific research.Building and maintaining client relations with established and prospective clients. The Investment Banking Analyst should have the following qualifications:2+ years within Investment Banking or Private EquityIndustry experience within Industrials or Consumer and Retail preferred, but not required.Bachelors in Finance, Economics, Business or related fields.Strong closed M&A deal experience. If you are interested in the Investment Banking Analyst role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
