Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.
Excellent opportunity to work on top deals, gain and develop key industry contacts, and be part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. This is a flat organization with great visibility. Management is very responsive to their employees, and has created an ideal platform for upward mobility. Superior working environment.
Sample Transaction:
- A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms
Responsibilities:
§ Providing financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
§ Rendering financial opinions with respect to valuation, fairness and solvency;
§ Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
§ Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;
§ Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;
§ Continually monitoring certain economic, industry, capital market and company trends and developments;
§ Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;
§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;
Requirements:
* 1-4 years of relevant experience, preferably in a Valuation Services Group
* Knowlegde of the entire M&A process from start to finish
* Experience in Financial Reporting, and Valuation of Businesses and Portfolio Investments
* A thorough understanding of valuation theory and practice (MBA and/or CFA preferred but not required)
Location: Princeton, NJ
Salary: $50,000 – $60,000 Plus Bonus & Outstanding Benefits
Contact: Kendal Ridgeway
Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.
The Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to the head of the firm’s transaction and advisory practice, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services. In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others.
The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. As well as an advanced, working knowledge of Excel and Word. Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 2-4 years experience only.
Location: Princeton, NJ
Salary: $70,000 – $80,000 + Bonus
Contact: Kendal Ridgeway
Our client, one of the largest accounting firms in the country and the leading regional firm in the Northeast, has an exciting opening for a Senior Valuation Associate in their Corporate Finance Group.
Our client serves public and private companies across a broad range of industries, as well as high net worth individuals and closely held companies in the audit, tax, and business advisory profession.
Required Experience:
- 4 to 6 years financial valuation experience
- Experience preparing valuations for financial reporting, tax and litigation purposes
- Experience in the application of valuation methodologies for:
- Privately-held companies and different equity securities of privately-held companies
- Purchase price allocations and intangible assets valuations in compliance with ASC 805
- Impairment testing of goodwill and long-term assets in compliance with ASC 350
- Options and warrants
- Quantification of discounts and premiums
- Ability to work on multiple engagements
- Experience working at a valuation firm or at an accounting firm in a valuation practice
- Strong writing and presentation skills
- Strong technical skills including MS Excel, Word and Powerpoint skills
- Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis
- Positive attitude and a strong work ethic
- Bachelors degree in Finance or Economics with a demonstrated aptitude in quantitative and qualitative analysis.
- Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)
- US Citizenship Required
Location: New York, NY
Salary: $75,000 – $90,000
Contact: Kendal Ridgeway
Our client is an independent valuation firm with an very established year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.
This is a flat organization with great visibility. Management is very responsive to their employees, and has created an ideal platform for upward mobility. Superior working environment.
Sample Transaction:
- A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms
Responsibilities:
§ Providing financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes; § Rendering financial opinions with respect to valuation, fairness and solvency; § Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets; § Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis; § Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing; § Continually monitoring certain economic, industry, capital market and company trends and developments; § Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders; § Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis; § Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment; § Developing and maintaining relationships with existing clients through periodic conversations and meetings; § Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
Requirements:
* At least five years of relevant experience.
* Prior Management experience required
* A thorough understanding of valuation theory and practice.
* CFA or ASA required
* MBA preferred
Location: Princeton, NJ
Salary: $85,000 – $130,000
Contact: Kendal Ridgeway
Our client is currently seeking a Manager to join them in their New York office. Our client’s EVS practice assists companies in meeting business requirements related to transfer pricing, valuation, and economic analysis. EVS professionals help clients make forward-thinking decisions about strategy, operations, and compliance and create long-lasting value. Specifically, services include transfer pricing planning, compliance and documentation, implementation, and controversy; business valuations supporting audits, financial and tax reporting, investment and capital expenditure planning, and expert testimony; and economic services such as public policy analysis, performance analysis, and statistical sampling and analysis.
Responsibilities:
• Manage and deliver valuation services related to a variety of financial instruments, including commercial and residential real estate loans, convertible instruments, CMOs and CDOs
• Supervise and mentor staff
• Assist in business development efforts.
Qualifications:
• Five to ten years of experience with real estate loan-related products
• Bachelor’s degree in Finance, Economics, or Business from an accredited college/university
• Completion of 50% or more of coursework and testing requirements toward a relevant advanced degree and/or professional designation
• Experience with valuations of commercial and residential real estate loans, CMOs, CDOs and/or other derivative products
• Understanding of the capital markets
• Effective written and verbal communication skills, solid analytical skills, and the ability to work well in a team environment
Location: New York, NY
Salary: $90,000 – $200,000 + Bonus
Contact: Kendal Ridgeway
Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide.
The Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Responsibilities include analyzing companies’ historical and projected financial statements, developing traditional financial valuation methodologies (such as discounted cash flow and market comparable analyses), researching industries using Internet or other sources, performing due diligence review, and communicating results through written reports and presentations.
The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. As well as an advanced, working knowledge of Excel and Word. Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. An MBA and/or CFA (or CFA candidate) are also preferred. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 2-3 years experience only.
Location: Princeton, NJ
Salary: $70,000 – $80,000 + Bonus
Contact: Kendal Ridgeway
