Managing Director – Investment Banking

Cleveland, OH (Preferred)

BellMark is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and a broad referral network from which to generate new business for the firm.

Our Managing Directors are supported by an experienced team of mid-level and junior bankers. BellMark is a generalist firm and is seeking a Managing Director specializing in, or having broad experience across, Industrials, Business Services, Consumer & Retail, Technology, or Healthcare services.

Location

• Cleveland, Ohio preferred

Business Development Responsibilities

• Actively pursue business development opportunities and originate new client engagements for the Firm within selected industry sector(s).
• Develop prospect and referral networks and support firm efforts in developing and executing business development and marketing strategies.
• Maintain deep knowledge and expertise across industry sector(s).

Deal Execution Responsibilities

• Lead deal teams on a variety of transactions from initial opportunity development and client pitch, to transaction execution and closing.
• Manage day-to-day aspects of client relationships, transactions, and investment banking teams and serve as primary client contact on engagements.
• Provide leadership, professional development and mentoring for junior staff.

Desired Skills and Experience

• Minimum of 15 years of experience at boutique or regional investment bank focused on M&A.
• Proven track record of fee generation through new business development efforts, originating, executing and closing investment banking engagements.
• Established relationships and contacts with private equity firms, middle market businesses, and referral sources.
• Deep knowledge, expertise, and transaction history within selected industry sector(s)
• Demonstrated experience with managing day-to-day aspects of client relationships, transactions, and investment banking teams.
• Demonstrated deep understanding of the sell-side M&A process, complex transactions, creating buyer/seller strategies, deal structuring and negotiation.
• An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success.
• Bachelor’s degree required, with MBA preferred but not required.
• FINRA Series 7 or 79 is required, Series 24 preferred but not required.

About BellMark Partners, LLC

BellMark Partners, LLC (“BellMark” or the “Firm”), with offices in Boston and Cleveland, is an independent investment banking firm focused on providing advisory services to middle market companies primarily across Industrials, Business Services, Consumer & Retail, Technology, and Healthcare services. BellMark provides advice to family businesses, entrepreneurial companies, closely held companies, private equity-owned companies, and small-cap public companies. Our range of services includes: M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and raising capital for growth, acquisitions, recapitalizations and buyouts. For more information, please visit our website at www.bellmarkpartners.com.

Vice President

Cleveland, OH

The candidate will play a critical role in the firm, working on 3 – 4 person deal teams and reporting directly to the Managing Directors. A Vice President takes on a leadership role in all execution work and supervises junior staff members on drafting and preparing offering memoranda and management presentations, financial modeling and valuation analyses, compiling and managing data rooms, and preparing fairness opinions, strategic alternatives presentations, and pitches. A VP serves as an important day-to-day contact with clients on transaction work and interacts with new client prospects, potential buyers/investors, prospective financing sources, attorneys, and accountants. Additionally, VP’s at BellMark are typically given more responsibility, client exposure, and senior banker attention than bankers at larger investment banks due to its entrepreneurial, boutique investment banking culture.

Requirements:

• Undergraduate degree in Finance or Accounting preferred

• MBA helpful but not required

• Minimum five years of investment banking experience, with substantial M&A execution experience

• Series 7, 79, and 63 licenses

• Excellent interpersonal, presentation, quantitative, and writing skills

• Experience with CapitalIQ and Deal Cloud or similar CRM system preferred

• Demonstrated team player with strong leadership skills

Compensation:

• Competitive salary plus incentive based compensation

• Healthcare and 401k program

Analyst I

Boston, MA

Analysts work on deal teams originating and executing a wide variety of advisory and capital raising engagements. Primary responsibilities include financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including offering memoranda, management presentations, fairness opinions, strategic alternatives assessments, and pitch books. Analysts interact daily with senior bankers as well as clients, prospects, financing sources, attorneys and accountants. Additionally, Analysts at BellMark are typically given more responsibility, client exposure, and senior banker attention than junior bankers at larger investment banks due to its entrepreneurial, boutique investment banking culture.

Requirements

• Undergraduate degree in Economics, Finance or Accounting, min. GPA of 3.3 is preferred
• 2021 graduate or one to two years of relevant experience
• Series 79 (or Series 7) and Series 63 certified, or willingness to sit and pass exams promptly
• Excellent interpersonal, presentation, quantitative, and writing skills
• Demonstrated team player through sports, extracurricular, and/or community activities

Compensation

• Competitive salary and benefits plus incentive-based compensation

Summer Intern 2022

Boston, MA and Cleveland, OH

Looking for an individual to assist BellMark investment banking team with company and industry research, and overall business development initiatives during Summer 2022 (Approx. June–August).

Responsibilities

Include, but are not limited to, the following:

• Conducting company and industry research via BellMark databases and public data sources;
• Inputting data into company templates;
• Supporting investment banking staff with administrative and reporting tasks associated with business development and client engagements

Requirements

• Rising senior pursuing a B.S. in either Finance, Accounting, or Economics, GPA of 3.3 or above preferred
• Relevant completed coursework in accounting and/or financial statement analysis
• Excellent interpersonal, presentation, quantitative, and writing skills
• Demonstrated team player through sports, extracurricular, and/or community activities

Compensation

• Competitive based on experience and education