Lead the full finance function including FP&A, accounting, and cash flow management across a multi-workstream business.
Own project-based construction accounting including cost-to-complete tracking, draw schedules, and client billing.
Drive M&A corporate development finance including due diligence, valuation modeling, and integration planning.
Source is building the operating system for global commercial construction, reengineering financial infrastructure for a $1T+ industry. They are an AI-native managed marketplace trusted by major hospitality clients, managing hundreds of millions in annual purchasing volume.
Drive consistent deal origination by expanding relationships with borrowers, lenders, investors, and intermediaries.
Lead full-cycle debt and equity placement including sourcing, structuring, underwriting, and negotiating term sheets.
Advise clients on capital strategy and risk using market insights and technology tools.
WelcomeLend is a fast-growing middle market capital markets advisory that pairs seasoned experts with proprietary tech to deliver efficient, transparent deal execution. It has closed over $3B in transactions and is scaling rapidly, fostering a culture of innovation and high performance.
Own the client relationship from first conversation through funded transaction, advising on capital strategy and sourcing lenders.
Lead the full placement process including structuring capital stacks, preparing materials, and negotiating term sheets.
Leverage proprietary technology and workflow systems to maximize throughput and commissions.
WelcomeLend is a fast-growing middle market capital markets advisory that pairs seasoned experts with proprietary technology to deliver efficient deal execution. The company has closed over $3B in transactions and is building the future of CRE capital markets.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. The firm partners with industry advisors and has a bench of senior operators, reflecting a diverse team committed to equal opportunity.
Teach core skills in M&A, due diligence, business valuation, financial analysis, and strategic planning.
Guide clients on market research, competitive analysis, negotiation, and career growth including resume and interview prep.
Help clients with salary negotiation, promotion strategy, and networking tailored to corporate development roles.
Leland connects people with experts and programs to achieve career and educational goals in the AI age. Founded in 2021, we have helped tens of thousands and raised $19M from top investors, with a culture that values ambition.
Work at handoff points where deals slow down, matching supply and demand across developers and buyers.
Build a full picture of the GTM funnel across Transferable Tax Credits, Debt, and Investments.
Identify and prioritize the 2-3 highest-leverage process improvements, backed by data.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company employs 100+ experts in energy, tax, finance, government, and technology, with $77 million raised from top investors.
Own strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting.
Build operating models and partner directly with portfolio company leadership to drive decision-making and capital allocation.
Lead and support M&A work including acquisition modeling, diligence, synergy analysis, and integration planning.
Emergence Automotive is an AutoTech portfolio within Emergence, a holding company backed by The Pritzker Organization, that buys and builds category-defining software businesses in the automotive vertical. The portfolio represents more than $35 million of ARR across several businesses, with a small, high-ownership team that works closely with portfolio companies.
Execute all aspects of the M&A process, including sourcing opportunities, evaluating targets, and conducting due diligence.
Build and maintain financial models, including valuation and synergy analysis, to support deal evaluation.
Manage stakeholder relationships with investment bankers, advisors, and internal teams to drive transactions.
A-LIGN is a leading provider of high-quality, efficient cybersecurity compliance programs, offering services like SOC 2, HITRUST, FedRAMP, and PCI. They are a fast-paced company with a focus on growth and employ experienced auditors supported by audit management technology.
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.
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.
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.