Our Investment Banking Analyst position seeks bright, ambitious individuals who embrace challenges and are prepared to learn quickly. As an Investment Banking Analyst, you will work side by side with experienced and execution-focused investment bankers, as well as clients from a wide range of industries including consumer & retail, healthcare, business services, and global industrials. With a focus on Mergers & Acquisitions (“M&A”), our practice advises clients through critical stages of the transaction process and is intimately involved each step of the way. As an Analyst, you will quickly become a core execution team member and will be asked to assume significant responsibility commensurate with your ability. You will be required to interact regularly with company executives and professional investors, and accordingly, our Analyst program will help to prepare you for a career on a variety of potential paths. Recent Analyst alumni have progressed to reputable private equity firms and highly-ranked business schools.
Work you’ll do
Working closely with clients, you will provide recommendations that are aligned with an organization’s business goals and overall strategic and transactional objectives. Constructing financial models to help clients assess growth strategies, capital structure decisions, and transaction alternatives will help you develop a comprehensive technical skill set at an early career stage. Concurrently, you will employ a number of core valuation methodologies to help businesses evaluate their worth in the marketplace and advise them on appropriate ranges at which to conduct transactions. Also, you will have the opportunity to learn how to appropriately position businesses in the investor community by articulating value propositions and anticipating potential concerns. Across these responsibilities, you will receive considerable exposure to senior bankers and clients as you participate in each phase of the transaction process. From preparing a pitchbook to win an assignment to traveling across the country to conduct financial and operational due diligence on behalf of a client, Analysts on our platform have an immediate opportunity to add significant value to their teams.
At Boxwood Partners, our team assists clients with financial and strategic advisory to include sell-side and buy-side M&A, and evaluation of corporate finance alternatives, to include Employee Stock Ownership Plans (“ESOPs”). Analysts work in a collaborative environment where real-time performance feedback is encouraged and will be given responsibilities based on performance and capability. Opportunities for upward mobility are available to high performers.
- Bachelor’s degree in Finance, Accounting, and/or Economics or related field
- Relevant work experience includes hopefully 1 year in Analyst Program and (e.g. internships, summer positions, school jobs)
- Ability to analyze companies from a financial, operational, and industry perspective and make recommendations aligned with business objectives
- Ability to work independently and collaboratively with a team on multiple tasks and assignments
- Demonstrated leadership and strong verbal and written communication skills
- Travel up to 10% may be required, dependent on role and location
- Strong academic track record (minimum GPA of 3.2)
At Boxwood, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Boxwood can mean for you.
Distinct from Boxwood Partners' middle market M&A advisory business, Boxwood Capital Partners ("BCP") is an affiliated private investment firm focused on acquiring profitable early-stage companies that utilize the internet to generate a significant portion of their revenues and earnings. BCP generally does not invest in start-ups or companies with operating losses, although we will evaluate such situations on an opportunistic basis.
Our professionals have had direct operating experience with companies similar to those BCP is targeting, and thus bring value-added expertise with respect to business development, operations, technology implementation, and finance. Because the profile of BCP's portfolio investments is entirely different than the profile of Boxwood's typical M&A advisory client, BCP will not participate directly in Boxwood Partners M&A processes. However, BCP may utilize the services of Boxwood's M&A professionals when selling or otherwise advising its portfolio companies.
BCP is currently evaluating transactions together with several committed limited partners. Given the substantial liquidity and flexibility of our funding sources, we can close transactions quickly with no financing contingencies.