Investment Banking AN2/3/AS1 MedTech M&A (Global Middle Market)

Key Responsibilities

• Build and maintain detailed financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions, and LBO analyses), merger models, and accretion/dilution analyses.
• Prepare client presentation materials, pitch books, confidential information memoranda (CIMs), management presentations, board materials, and transaction marketing documents.
• Conduct industry and company research across the MedTech ecosystem, including medical devices, diagnostics, life sciences tools, digital health, and healthcare technology.
• Support execution of sell-side and buy-side M&A transactions, equity offerings, debt financings, and strategic advisory engagements.
• Perform financial and operational due diligence, coordinate diligence requests, and assist with data room management.
• Work directly with clients, private equity sponsors, attorneys, accountants, and other transaction participants throughout the deal process.
• Monitor public markets, M&A activity, financing trends, and competitive dynamics within the healthcare and MedTech sectors.
• Mentor analysts (for Associate-level candidates) while contributing to a collaborative team environment.

Qualifications

• 2–4 years of investment banking experience, preferably within Healthcare, MedTech, Life Sciences, or Technology.
• Strong understanding of corporate finance, accounting, valuation methodologies, and financial statement analysis.
• Advanced financial modeling and Excel skills.
• Exceptional PowerPoint and presentation development capabilities.
• Strong written and verbal communication skills with excellent attention to detail.
• Demonstrated ability to manage multiple workstreams under tight deadlines.
• Bachelor's degree with a strong academic record in Finance, Accounting, Economics, Engineering, Biology, or a related field.
• CPA, CFA, or advanced degree is a plus but not required.

Preferred Experience

• Candidates with experience advising companies in areas such as: Medical Devices, Diagnostics, Life Science Tools, Healthcare Technology, Digital Health, Surgical Technologies, Orthopedics, Cardiovascular Devices, Neuromodulation, Robotics, Laboratory Equipment, Medical Consumables.

What You'll Gain

• Exposure to a nationally recognized middle-market healthcare franchise with an established MedTech practice.
• Significant transaction responsibility from day one.
• Direct interaction with senior bankers, corporate executives, founders, and private equity investors.
• Opportunity to work on market-leading strategic M&A and capital raising transactions.
• Accelerated professional development within a lean, entrepreneurial team environment.
• A clear path toward Associate and Vice President promotion based on performance.

Ideal Candidate Profile

• The successful candidate is intellectually curious, highly analytical, and passionate about the healthcare innovation ecosystem.
• They possess strong financial and technical skills, communicate effectively with clients and colleagues, and are eager to take ownership of meaningful responsibilities throughout the transaction lifecycle.
• They excel in collaborative environments and are motivated to build a long-term career advising leading MedTech companies on transformative strategic transactions.