Vice President Investment Banking, Industrials

Investment Banking Vice President, Industrials

Cascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with mergers and acquisitions, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best outcomes for its clients by leveraging its extensive transaction experience, deep domain expertise, and commitment to building long-term relationships. Cascadia is a pure advisory firm and is not conflicted by trading, lending, research, or cross-selling business. For more information, visit the firm’s website at www.cascadiacapital.com

Cascadia is seeking a Vice President to join our Industrials team. This is a unique opportunity to join our firm and play a key role in Cascadia’s continued growth and success. The Vice President takes the lead on most aspects of transaction execution, including due diligence, marketing materials, client communication, structuring and negotiations. The VP will also play a key role in business development, marketing outreach, client pitches. Typical advisory transactions include sell-side M&A and capital raises on behalf of middle market privately held clients.

Responsibilities include:

· Leads day-to-day oversight and execution of client engagements

· Management and mentorship of analyst and associate team members

· Oversees the creation of and review/refinement of financial models and client materials

· Manages due diligence efforts working directly with management teams and investor groups

· Conducting extensive company and industry analyses

· Supports ongoing business development efforts, including pitch books, target identification, participation in prospect calling programs and writing industry reports

· Plays a leadership role in firmwide initiatives, including recruiting, training, staffing and marketing initiatives

The ideal candidate will have the following skills and experience:

· 6-7 years of middle market investment banking experience

· Experience specifically in Industrials, Industrial Technology, Logistics Technology, Manufacturing Technology, Energy Transition, or Advanced Manufacturing

· Experience successfully leading deal execution

· Outstanding quantitative and technical skills

· Strong financial modeling, finance and accounting skills

· Outstanding written and verbal communication skills

· Experience managing and developing junior team members.

· Strong client management/client service skills

· VP level investment banking experience with a focus on mergers & acquisition and equity and debt capital raises

· FINRA Series 79 and 63

· BA/BS degree with demonstrated academic excellence.

This is a hybrid role. The base salary for this role is $175,000. In addition to base salary, we provide an annual discretionary bonus based on individual and firm performance. Cascadia also offers a competitive benefits package which includes plans for Medical, Vision, Dental, Parental Leave, Maternal Leave, Commuter Expenses, Life and AD&D, Short & Longer Term Disability, Employee Assistance and Retirement Savings. Premiums on Cascadia’s insurance plans are 100% Company paid for employees and dependents.

Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.