Managing Director, Yellow Cardinal Business Succession Services – Business Succession Services

Job Description

Managing Director, Investment Banking at Yellow Cardinal | First Financial Bank

The Tone:
This is a full-time role at First Financial Bank. We are a company dedicated to doing the right things, right now, in a way that is relevant to our clients, inviting you to become a part of our history as it continues to be written. This pivotal role within Yellow Cardinal Business Succession Services is crucial for delivering creative solutions, engaging clients effectively, and managing significant transactional pipelines, directly impacting our clients’ financial futures. The Managing Director drives key initiatives in M&A, divestitures, and business succession, ensuring high-quality client outcomes.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person

• Team: Part of the Yellow Cardinal Business Succession Services team, providing leadership and mentorship.
• Mission: To provide creative solutions and engage clients effectively, leading and assisting with structuring, negotiations, and transactional pipeline management for business succession, M&A, and divestitures.
• Tech Stack:

What You’ll Actually Do
• Lead Analysis & Financial Modeling: Analyzes leads for possible business succession, mergers & acquisitions (M&A), and divestitures by performing detailed profile analysis and financial modeling.
• Client Material Creation: Creates comprehensive client experience materials to assist in all pitch proposals and new engagement processes.
• Client Sourcing & CRM Management: Sources and identifies potential new clients, actively maintaining and managing the customer relationship management pipeline.
• Engagement Term Negotiation: Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters, including intricate fee structures.
• Due Diligence Oversight: Conducts thorough due diligence activities related to ongoing pipeline projects, ensuring accuracy and compliance.

The Must-Haves
• Background: Bachelor’s degree with a strong financial/accounting background, showing an in-depth understanding of investment banking and wealth management concepts and principles.
• Experience: 5+ years of experience in Investment Banking, Wealth Management, or Business Succession is preferred.
• Skills: High-level communication and negotiation skills, strong leadership abilities with a capacity to develop and mentor others, and robust financial modeling and mathematical skills.
• Bonus: A Master’s degree is preferred, along with excellent research skills and the ability to identify and seek needed information.