Our client, a growing middle-market investment bank, is seeking a Vice President to join its Orlando office. This is an exceptional opportunity for an experienced investment banking professional looking to take on a leadership role within an entrepreneurial platform that combines strong deal flow, meaningful client exposure, and direct interaction with private equity sponsors.
The successful candidate will play a key role in originating and executing transactions while helping expand the firm's presence across multiple industry verticals. This position offers a unique opportunity to build long-term client relationships, develop sector expertise, and contribute directly to the growth of the franchise.
Why This Opportunity?
Join an entrepreneurial investment banking platform with significant momentum and growth initiatives
Take on a leadership role with meaningful influence over client relationships and transaction execution
Work directly with leading private equity sponsors, founder-owned businesses, family offices, and corporate clients
Gain exposure across multiple high-growth industry sectors
Opportunity to contribute to business development, practice building, and long-term strategic growth initiatives
Access to a collaborative culture that rewards initiative, creativity, and client impact
Key Responsibilities
Lead the execution of M&A, recapitalization, debt placement, and capital raising transactions
Manage transaction processes from initial marketing through closing
Serve as a primary point of contact for clients, buyers, investors, lenders, and private equity sponsors
Oversee financial modeling, valuation analyses, due diligence, and transaction materials
Support business development initiatives and cultivate new client relationships
Assist senior leadership with industry coverage efforts and strategic growth initiatives
Mentor and develop junior bankers, including Associates and Analysts
Participate in networking, conference attendance, and sponsor coverage activities
Industry Coverage
The firm actively advises clients across a variety of industries, including:
Industrials & Manufacturing
Business Services
Healthcare
Technology & Software
Consumer & Retail
Distribution & Logistics
Financial Services
Qualifications
5+ years of investment banking experience
Proven experience leading middle-market M&A and capital markets transactions
Strong financial modeling and valuation expertise
Existing relationships within the private equity, corporate, or professional services communities preferred
Demonstrated ability to manage multiple transactions simultaneously
Exceptional client management, presentation, and communication skills
Bachelor's degree required; MBA, CFA, or CPA preferred
What You'll Receive
Competitive base salary and performance-driven bonus structure
Significant exposure to private equity sponsors and serial acquirers
Leadership opportunities within a growing banking platform
Clear path toward Director and Managing Director advancement
Dynamic, entrepreneurial environment where individual contributions directly impact firm success
The opportunity to help shape and grow industry coverage initiatives in a rapidly expanding market
Numbers & Facts
Location
Winter Park, FL
Skills
Bank Managementunmatched
Banking Servicesunmatched
Business Administrationunmatched
Business Developmentunmatched
Business Practicesunmatched
Business Servicesunmatched
Capital Marketsunmatched
Certified Public Accountant (CPA)unmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Due Diligenceunmatched
Entrepreneurshipunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Modelingunmatched
Financial Servicesunmatched
Healthcareunmatched
Investment Servicesunmatched
Leadershipunmatched
Loansunmatched
Logisticsunmatched
Manufacturingunmatched
Marketingunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Process Managementunmatched
Professional Servicesunmatched
Retailunmatched
Sales Managementunmatched
Sales Presentationunmatched
Team Playerunmatched
Transaction Processing/Managementunmatched
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