Job Description
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 19-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. Our focus is the Architectural, Engineering, Environmental Consulting and Construction (AEC) industry, also encompassing Government Contracting. Our growing firm has openings for full-time Investment Banking/Valuation Analysts in our DC Area headquarters. Visit
As part of our expanding team, the analysts will have the opportunity to work on a variety of corporate finance and strategic engagements including:
· Business Valuation : ESOPs, M&A transactions, management buyouts, strategic planning, and other capital strategies purposes.
· Mergers & Acquisitions : M&A execution for buy-side acquisitions, sell-side representation; M&A valuation, deal structuring, market research, and financial due diligence.
· Ownership Transition Planning : Management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
· Other strategic advisory , capital strategies and financial management services.
Qualifications : Bachelor’s degree in accounting, finance, business, or related field; 1-2 years of relevant experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience only . MBA and/or certification/progress toward CFA, CPA, ASA, or other relevant credentials are preferred. Very strong verbal and written communication skills. High proficiency with Microsoft Excel and financial statement modeling. Quick on your feet, self-motivated, good team player, and strong attention to detail.
Priority consideration will be given to those applicants who submit a resume plus a written cover letter describing your goals and qualifications related to the position, including current compensation and expectations. Please send to your resume and letter to: hire@mathesonadvisors.com
Company DescriptionMatheson Financial Advisors is a boutique corporate finance advisory and investment banking firm that has a 21-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. We are an industry niche focused-firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries, also encompassing Government Contracting.
Matheson Financial Advisors is a boutique corporate finance advisory and investment banking firm that has a 21-year history of providing specialized business valuation, ownership transition planning, ESOPs, mergers and acquisitions representation, and strategic advisory services. We are an industry niche focused-firm specializing in the Architectural, Engineering, Environmental Consulting and Construction industries, also encompassing Government Contracting.
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