Investment Banking - Vice President, Mergers & Acquisitions ( M&A)

Location:  New York Tri-state area or Southeast Florida

PKF Investment Banking (https://www.pkfib.com/) is seeking an experienced and motivated Vice President to join our rapidly growing M&A advisory practice. As a Vice President at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries.

At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family and founder-owned companies with revenue between $15 million and $350 million.

This is a unique opportunity to join an entrepreneur-minded firm which is supported by a private equity-backed leading accounting and advisory platform. In this position, you will have the ability to significantly impact the firm’s expansion and success with prospects for rapid advancement.

Primary Responsibilities

• Lead day-to-day project management
• Interface with clients and take a lead role in executing transactions
• Oversee buyer and market research
• Oversee financial modeling and analysis
• Develop and participate in pitch presentations
• Hire and train junior staff
• Review work product of others
• Identify new business opportunities and develop business relationships
• Contribute to marketing, process and system improvements

Required Skills and Experience

• Ability to independently lead M&A transactions with reasonable support from senior bankers
• Agile leader that can exercise sound judgement under pressure
• Strong financial modeling skills
• Strong communication skills, both written and verbal
• Strong analytical and problem-solving skills
• Proven project management and leadership skills
• Detail oriented but with ability to see the big picture
• Self-starter and driven but effective working as part of a team

Qualifications 

• 4 year degree or MBA from a top-tier business school
• Six or more years of M&A advisory experience focused on serving privately owned companies in the middle market
• Series 79 and 63 licenses

 

Compensation & Benefits: 

The compensation for this position ranges from $150,000 - $175,000.  An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.

 

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: 

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. 

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

ABOUT PKF INVESTMENT BANKING

PKF O’Connor Davies Capital LLC (D/B/A PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards.

PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list. For further information, please visit https://www.pkfod.com/.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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PKF O'Connor Davies is a public accounting and consulting firm that provides a full range of services. Audit, assurance, tax compliance, fund accounting, bankruptcy and restructuring, mergers and acquisitions advisory, valuations, litigation, forensic accounting, and risk management services are all offered by the firm. Clients of PKF O'Connor Davies are primarily from the banking and financial services, healthcare, life sciences, construction, education, hospitality, real estate, consumer products and retail, and transportation industries.