Associate/Vice President, Investment Banking - ESOP Advisory

About the role

The Stout ESOP Investment Banking Team is seeking an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. This role offers opportunities to work closely with experienced professionals and gain significant client exposure.

Responsibilities

• Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments
• Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders and sector leaders
• Attend client meetings and present complex deal aspects directly to company shareholders and Board members
• Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions
• Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc.
• Conduct due diligence sessions with clients
• Conduct quantitative, economic, and industry research
• Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors
• Play key leadership role in all aspects of the transaction process
• Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight

Requirements

• At least 3 years of experience in an investment banking environment with advanced technical skills
• ESOP experience and familiarity preferred but not required
• Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required
• Experience working the end-to-end deal execution lifecycle
• Prior debt structuring and underwriting experience preferred but not required
• Bachelor’s degree required (Finance, Math, or Economics preferred but not required)
• Advanced proficiency in Excel, PowerPoint, and Word
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis

Qualifications

• Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment

Skills

• Technical skills
• Financial modeling and valuation
• Deal execution and negotiation
• Client relationship management
• Use of AI tools and technology

Benefits

Stout offers a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. Learn more about our benefits and commitment to your success at www.stout.com/en/careers/benefits.