Associate

Principal Accountabilities

• Lead day-to-day coordination and execution of M&A transactions from engagement through close, working directly with clients and senior bankers.
• Craft compelling confidential information memoranda, management presentations, and marketing materials that tell a company’s story to the right buyers.
• Conduct rigorous company, industry, and buyer/investor research that sharpens deal strategy and surfaces the best-fit counterparties.
• Build and stress-test historical and projected financial models, translating the numbers into a clear narrative for clients and buyers.
• Value companies using multiple methodologies — comparable companies, precedent transactions, discounted cash flow — and defend those conclusions in client and buyer conversations.
• Shape deal strategy and marketing approach alongside senior bankers, from positioning through negotiation.
• Build genuine relationships with clients, prospective clients, and professional advisors that outlast any single transaction.
• Pursue ongoing personal and professional development in step with Taureau’s growth — and your own trajectory toward leadership.

Qualifications

• Bachelor’s degree in Accounting, Finance or general Business; MBA preferred; FINRA licensing preferred.
• 2+ year(s) of experience in investment banking or Corporate M&A or broader experience adjacent to a corporate finance role.
• Excellent verbal and written skills
• Strong financial analysis skills and knowledge of accounting
• Motivated, self-starter with a desire to grow into leadership for the practice area
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

Why Taureau Group

• A relationship-driven M&A advisory firm built on respect, trust, and transparency — where Associates work directly alongside senior bankers on every deal, not behind layers of hierarchy.
• We invest in real mentorship and readiness-based advancement, so your growth tracks your capability, not your tenure.
• You’ll get exposure to the full lifecycle of a transaction, direct client contact from early on, and a genuine path toward ownership and leadership within the practice — at a firm that takes deal intensity as seriously as work-life balance.

Position Intent and Function

• The position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description.
• The firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.
• Position descriptions assist the company in assuring the hiring process is administered fairly and qualified candidates are selected.
• They are essential to effective performance management and compensation systems.