Managing Director, M&A

Position Overview

Freedom Capital Markets (FCM) is seeking an M&A-focused Managing Director for our New York office. The Managing Director will help to establish FCM's M&A practice, spearheading the origination and execution of M&A and capital raising advisory assignments while supporting the origination of other capital markets solutions. Other job responsibilities may be as follows:

Primary Responsibilities

• Source and execute M&A and capital raise transactions as part of the Investment Banking team, consistently exceeding client expectations.
• Provide deal expertise and prepare/oversee the delivery of creative and timely pitches (with and without junior team members).
• Balance the firm's risk appetite with client needs when making recommendations/proposals.
• Actively develop, manage, and participate in the firm's business development and marketing initiatives.
• Work with specialists as needed to support successful deal completion.
• Conduct due diligence (e.g., client visits, analyzing business models, and reviewing industry trends and regulations comprehensively).
• Analyze financial information (economic, industrial, and corporate developments) to produce forecasts of business, industry, and economic conditions for use in advising clients on deals.
• Understand the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
• Build and maintain relationships with client senior executives, focusing on the delivery of advice and analysis to those clients around key strategic, corporate finance, and capital markets issues and opportunities.
• Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Recommend and take ownership of measures to improve organizational effectiveness.
• Actively participate in recruiting and training activities.
• Work alongside the Compliance team to ensure all FCM activities are in compliance with applicable rules, regulations, policies, and procedures.
• Monitor client, industry, and regulatory agencies for potential changes affecting client portfolio and business needs.

Qualifications

• Immensely detail-oriented and unparalleled work ethic.
• Ability to work with little to no oversight, yet able to keep all stakeholders informed of project progress and key focus areas.
• 10+ years of experience in Investment Banking and/or M&A advisory.
• Entrepreneurial spirit: the ability to wear many "hats" and have a positive attitude where no job is too small.
• Relationships and experience working and negotiating with Private Equity.
• A creative approach to analysis and work product.
• Demonstrable ability to win business from new clients and develop new relationships.
• FINRA Licenses: Series 7, 24, 63 & 79.
• Experience advising on a broad range of strategic alternatives, including mergers, acquisitions, going-private transactions, joint ventures, divestitures, cross-border transactions, and tax-efficient structures.
• Superb project management skills and the commitment to satisfying all customer (internal/external) demands – big or small – in a timely manner.
• Bachelor's Degree required; MBA / CFA strongly preferred.

Reporting Relationships

The Managing Director, M&A, reports directly to the Chief Executive Officer.

Other Duties

Please note that this job description describes the general nature and level of work performed by people assigned to this classification. It is not construed as an exhaustive list of all required responsibilities, duties, and skills. In addition, all personnel may be required to perform duties outside of their typical responsibilities from time to time, as needed.

Travel

The successful candidate must be able to travel to internal and client meetings, corporate preparation sessions, and industry events and conferences.

Location

New York - Hybrid

The successful candidate is preferred to be geographically assessable to our New York office. However, there is the flexibility that this individual could work some of the time from a home office situation.

Headquarters: 40 Wall St, 58th Fl., New York, NY 10005

Compensation

An attractive compensation package will be designed to attract the genuinely exceptional candidate to this critically important position. The package will be offered based on background and experience.

$250K-$275K Base / Bonus Eligible

About Freedom Capital Markets

Freedom Capital Markets (FCM) is the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly owned subsidiary of Freedom Holding Corp. (NASDAQ: FRHC). In addition to advising clients on the go-public process - from application to bell ringing - FCM provides corporate and institutional clients with a full array of investment banking, finance, and capital markets advisory services. The company’s capabilities include initial and follow-on offerings, PIPEs, SPACs, private placements, convertible issues, debt capital, mergers and acquisitions, corporate access, and corporate restructuring.

Founded in 1986, Prime Executions has acted as an agency-only broker-dealer, operating on the floor of the NYSE and execute trades of over 750 million shares per month for a wide variety of buy-side and sell-side clients. Prime is one of the top independent Blue Line NYSE firms, which enables it to access liquidity in multiple marketplaces to meet its best execution obligation to its clientele. Prime is a member of the NYSE, NASDAQ, the Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corp (SIPC).

Freedom Capital Markets is an equal-opportunity employer and is committed to cultivating and preserving a diverse, inclusive, and accessible environment for all employees. We welcome applicants from diverse backgrounds to apply their unique perspectives, skills, and talents toward advancing our mission to foster an open, cooperative, and dynamic environment where employees and Freedom Capital Markets alike can thrive.

All employment decisions are made solely on the basis of qualifications, merit, and business needs. In furtherance of our commitment to diversity and inclusion, Freedom Capital Markets does not discriminate against any applicant or employee on the basis of race, color, sex/gender (including gender identity, presentation, nonconformity or expression, and cisgender/transgender status), sexual orientation, religion, national origin, age, disability or any other characteristic protected by applicable federal, state, and local laws. Freedom Capital Markets also prohibits harassment of applicants and employees based on any of these protected categories.

If you require an accommodation to apply for or interview for this position, please advise Freedom Capital Markets by contacting Emilia Manesis [email protected].

Please note that in accordance with federal law, applicants who are hired must provide Freedom Capital Markets with documentation evidencing their authorization to work in the United States within three (3) days of their hire date.

Website: http://www.freedomcapitalmarkets.com