BDO USA

BDO Capital Advisors Associate

BDO USA  •  $135k - $175k/yr  •  San Francisco, CA (Onsite)  •  9 days ago
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Job Description

The ideal candidate will have meaningful previous transaction experience and the ability to captain deal execution processes. Associates will develop deliverables and work side-by-side with others on the deal team to create pitch materials, formulate business valuations, and prepare marketing materials. BCA operates with lean teams and Associates must be able to manage processes from pitch to close. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.

BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO’s investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA’s resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.

The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.

BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.


Job Duties:

  • Supports the execution and the origination of M&A transactions
  • Oversees the development of financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
  • Analyzes companies and industries and works directly with client management teams
  • Prepares pitch books, offering memoranda and management presentations
  • Serves as key point of contact for client’s management team as well as third party providers
  • Structures and manages deal marketing process
  • Manages several projects concurrently and works effectively both as an individual and as a leader of a team, including managing analysts
  • Participates in the recruitment, development, and training of junior bankers (analysts, summer analysts/associates, incoming classes)
  • Develops internal BDO relationships as well as external relationships through deal execution and marketing
  • Other duties as required


Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from a four-year institution, required; focus in Finance, Accounting, or Economics, preferred
  • Master of Business Administration, preferred

Experience

  • Three (3) or more years of relevant investment banking, private equity or related financial services experience, preferred

License/Certifications:

  • FINRA Series 79 and 63, preferred

Software:

  • Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred

Other Knowledge, Skills, and Abilities:

  • Excellent verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills, especially the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to successfully interact with professionals at all levels
  • Ability to travel, as necessary

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $135,000 - $175,000
Maryland Range: $135,000 - $175,000
NYC/Long Island/Westchester Range: $135,000 - $175,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

BDO USA

About BDO USA

At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.

We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.

BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.

Industry
Accounting & Tax
Company Size
10,000+ employees
Headquarters
Chicago, IL
Year Founded
1910
Website
bdo.com
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