Associate, Tax Equity Advisors

About the Role

BDO Capital Advisors (BCA), a leading middle market investment bank and wholly-owned affiliate of BDO USA, P.C., specializes in sellside advisory, acquisition advisory, capital raising, and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience, and best-in-class deal execution capabilities, having collectively executed hundreds of transactions for clients including family-owned businesses, public corporations, and private equity firms. BCA leverages BDO USA’s resources, including 75+ offices and over 12,000 professionals across the United States, and operates as a FINRA/SIPC member firm.

The ideal candidate will have meaningful transaction experience and the ability to lead deal execution processes. Associates will develop deliverables and collaborate closely with the deal team to create pitch materials, conduct business valuations, and prepare marketing materials. BCA operates with lean teams, requiring Associates to manage processes from pitch to close. The firm maintains a robust pipeline of prospective and active engagements, seeking a candidate who can make an immediate impact.

BCA specializes in sellside M&A advisory for middle-market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise, having closed transactions across Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources, and Technology, Media & Telecom sectors. BCA also has international reach and insight into global M&A trends through the BDO International network, a Top 10 global M&A middle-market advisor by total deal volume, with operations in approximately 100 countries.

Responsibilities

• Supports the execution and origination of M&A transactions.
• Oversees the development of financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses.
• Analyzes companies and industries and works directly with client management teams.
• Prepares pitch books, offering memoranda, and management presentations.
• Serves as a key point of contact for client management teams and third-party providers.
• Structures and manages the deal marketing process.
• Manages multiple projects concurrently, working effectively both independently and as a team leader, including managing analysts.
• Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes).
• Develops internal BDO relationships and external relationships through deal execution and marketing.
• Performs other duties as required.

Requirements

• Bachelor's degree from a four-year institution (Finance, Accounting, or Economics preferred).
• Master of Business Administration (MBA) preferred.
• Three (3) or more years of relevant investment banking, private equity, or related financial services experience preferred.
• FINRA Series 79 and 63 licenses preferred.
• Proficiency in Microsoft Office Suite and research tools such as S&P Capital IQ, FactSet, Bloomberg, and Intralinks preferred.

Skills

• Excellent verbal and written communication skills.
• Superior analytical and research skills.
• Strong organizational skills, with the ability to meet project deadlines and focus on details.
• Ability to successfully multi-task while working independently or within a group.
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Ability to successfully interact with professionals at all levels.
• Willingness to travel as necessary.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography. The following ranges apply:

• National Range: $125,000 - $175,000
• Maryland Range: $125,000 - $175,000
• NYC/Long Island/Westchester Range: $125,000 - $175,000

Benefits

BDO offers a comprehensive Total Rewards package, including:

• Employee Stock Ownership Plan (ESOP), providing participants with a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance financial well-being.
• Additional benefits subject to eligibility requirements. Learn more about BDO Total Rewards.