Originate, structure, and close commercial real estate financing transactions end-to-end
Leverage your existing relationships while continuing to build a national network of investors, developers, and owners
Analyze client financials and position deals effectively for market
SelectLeaders client is a fast-growing, tech-enabled capital advisory platform. They combine real deal flow, modern technology, and a powerful capital network, giving you the tools to win more business and scale your production.
Support company growth through strategic initiatives.
Conduct valuation analyses using DCF and precedent transactions.
Coordinate stakeholders in due diligence and integration planning.
Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale, establishing a domestic supply chain for critical radioisotopes, and advancing nuclear fuel recycling to convert nuclear waste into clean energy. Oklo is a startup and values team players.
Analyze financial information of nonprofit borrowers.
Evaluate financing requests such as working capital and term loans.
Prepare underwriting summaries and credit memoranda.
B Generous is a fast-growing VC-backed fintech company transforming access to capital for nonprofits and social enterprises. Backed by leading VC funds, banks, and fintech investors, they've built an advanced AI-powered lending marketplace and loan origination platform designed for mission-driven organizations.
Lead a team of about 30 Associate Financial Planners to drive client acquisition and retention.
Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
Ensure adherence to corporate policies while enhancing the client experience.
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They have a collaborative and values-driven company culture with opportunities for professional growth and career advancement.
Drive financial outcomes, turning financial insights into clear, actionable steps that improve margins, revenue discipline, and financial stability.
Enforce financial accountability, holding firm owners accountable to financial targets, commitments, and operational discipline.
HTM helps law firm owners become financially disciplined, profitable, and scalable. They foster a high-accountability culture, valuing results, discipline, and measurable progress.
Develop, manage, and execute the overall business strategy.
Inform and oversee the product roadmap.
Enable cross-function coordination to launch, operate, and grow this service.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. The company, founded in 2017, has over 600 employees and is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion.
Support the Company’s financial modeling and decision making across Encore’s project finance investments.
Participate in financing transactions throughout the deal lifecycle including financial modeling and due diligence.
Manage the company’s consolidated portfolio model, making regular updates to core functionality and project inputs.
Encore Renewable Energy is a leading integrated clean energy services company focused on developing, building, owning and operating sustainable community-scale solar PV systems. They are a dynamic, high-growth, team-oriented, entrepreneurial company with colleagues committed to the triple bottom line of people, planet, profit.
Oversee daily cash positioning and funding across multiple entities, currencies, and banking platforms
Lead bank account administration, including opening, closing, and compliance with KYC requirements
Identify and implement automation opportunities and process improvements to enhance efficiency and scalability
NIQ is the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach, and NIQ is an Advent International portfolio company with operations in 100+ markets.
Lead the company’s financial strategy while also serving as a key driver of enterprise-wide operational performance.
Partner closely with the CEO and executive team to translate strategy into measurable outcomes and ensure capital is deployed effectively.
Build the operational cadence required to scale, represent LTSE with investors, regulators, and stakeholders.
Long-Term Stock Exchange (LTSE) is an SEC-registered national securities exchange designed to promote fair and orderly markets, as well as help long-term focused companies get the credit they deserve. They are an innovative business ecosystem dedicated to reimagining the role of capital markets for a more equitable and sustainable future.