Lead end-to-end program due diligence reviews from kickoff to post-launch, assessing regulatory and operational risks.
Manage relationships with cross-functional partners and external stakeholders to drive alignment and move reviews forward.
Own and evolve risk assessment frameworks and reporting tools to track program health and support senior leadership decisions.
Marqeta provides a card issuing platform that enables embedded finance for companies to issue cards and manage payments in real time. As a publicly-traded company, they value innovation, teamwork, and customer trust.
Serves as the primary client relationship owner throughout the deal lifecycle, building trust and coordinating pre-closing solicitation, payment, and escrow transactions.
Negotiates payment and escrow agreements, directs and mentors Relationship Associates, and ensures accurate collection of KYC forms.
Manages multiple time-sensitive workstreams under real deadline pressure, requiring sound judgment, discretion, and strong communication skills.
SRS Acquiom provides a platform and services to manage complex M&A and loan agency transactions efficiently. The company has supported over 11,500 transactions globally since 2007, with offices in Denver, London, and Amsterdam, and fosters an entrepreneurial, growth-oriented culture.
Analyze financial performance and earnings sustainability for buy-side and sell-side due diligence engagements.
Prepare detailed financial analyses, reports, and client deliverables with high accuracy.
Collaborate with managers and senior leaders to ensure timely, accurate results.
Jobgether uses an AI-powered matching process to help candidates quickly find roles, and they partner with companies for hiring. They emphasize a fast, objective review and handle data privacy per GDPR.
Review loan files for tax transcript requirements and prepare files for QC audit.
Perform written and verbal reverifications per investor and agency guidelines.
Complete agency and investor reporting and maintain knowledge of QC policies.
New American Funding is a mortgage lending company that provides home loan services. It is a large organization with a focus on compliance and quality control, fostering a culture of accuracy and teamwork.
Own senior client relationships and drive strategic coverage plans for M&A and debt mandates across the clean energy capital stack.
Help drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, and deal negotiation.
Support debt origination and advisory across construction, term, and structured debt products, partnering on lender engagement and terms negotiation.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 95+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors and is growing rapidly with a remote-first, high-ownership culture.
Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Evaluate assigned asset classes and conduct due diligence to maintain a focus list of recommended investment strategies.
Collaborate with advisors to create search books and present recommendations to the Enterprise Investment Policy Committee.
Mentor research associates and support client onboarding through portfolio reviews and roadmap development.
Mariner is a wealth advisory firm that evaluates investment strategies and provides recommendations to clients. The company offers an innovative workplace with a culture that fosters camaraderie, teamwork, and professional growth.
Client-quality deliverables across IB workflows: valuation and operating models, pitch and teaser materials, comps and precedent analyses, and decks, built so a model can learn from them.
End-to-end deal tasks rather than one-off questions, built out in full (a full M&A or financing process is one example among many).
The same standards you'd apply to real deal work, including regulated-industry expectations.
Aptura is a team from Lazard, Partners Group and McKinsey. We work with frontier AI labs to bring real investment banking and private equity expertise into how their models reason.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Lead complex, multi-jurisdictional investigations involving regulatory inquiries, compliance reviews, and litigation support.
Conduct forensic accounting analyses including fraud investigations, damages quantification, and financial reconstruction.
Develop go-to-market strategies and build relationships with law firms, financial institutions, and corporate clients.
J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. The firm provides a comprehensive suite of services to help clients navigate complex, contentious, and often catastrophic situations, fostering a high-energy, collaborative environment.
Lead pre-close diligence and integration planning for multiple concurrent acquisitions.
Manage the integration management office and coordinate functional workstreams post-close.
Build and refine the integration playbook from live deals to drive faster and more effective integrations.
We are a permanent-hold software holding company backed by the Pritzker Organization. We acquire and operate category-defining B2B software businesses and are building our integration team.