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About Cohen & Company Capital Markets
Cohen & Company Capital Markets (“CCM”) was established in 2021 with a firm commitment to providing expertise to clients navigating challenging markets and complex transactions. In a cycle marked by historically difficult capital markets, including the most formidable IPO and equity capital market conditions in recent memory, we have emerged as one of the fastest-growing boutique investment banks on Wall Street having announced or closed over 70 transactions in CCM’s first three years. Our team was founded on the belief that traditional bulge-bracket banks and elite boutiques lacked coverage for emerging products and industries. As we drive this mission forward, our new team members will play a crucial role in our continued success.
We advise leading and emerging companies across sectors to address strategic and financial opportunities. We leverage a strong reputation, a broad network, and superior execution to serve our clients’ interest first and always.
We are looking for outstanding team players to join our rapidly growing team, in New York City and Menlo Park. Our bankers at all levels must be prepared to lead transactions and drive our continued impressive growth as we disrupt the landscape of Investment Banking.
In 2023 CCM advised was the most active investment bank when counting IPO and DeSPAC advisory with 29 announced or closed deals, representing nearly $16 billion in M&A volume.
Most recent announcements include:
- Sole advisor on Webull ($7.3B EV) merger with SK Growth
- Lead advisor on Critical Metals Corp ($838M EV / $10M PIPE) merger with Sizzle
Compensation will be commensurate with comparable top elite boutique investment banking franchises. Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise.
The CCM team benefits from significant transaction experience and domain expertise. The firm has established a record of accomplishment executing complex and transformational transactions across Technology, Cyber-Security, Blockchain & Digital Infrastructure, Autotech, Clean-energy, LifeSciences, Consumer and other emerging, high-growth verticals, and offers a full suite of services including strategic advisory, capital markets advisory, SPAC advisory and merchant banking.
More details: https://www.cohencm.com/transactions
About Cohen & Company, LLC
Cohen & Company is a financial services business specializing in capital markets, asset management and principal investing.
Job Description
CCM is looking to add talented Associates to its team in the New York City and Menlo Park offices and is open to candidates with either coverage or M&A backgrounds. Our Associates are key members of our team throughout all aspects of a transaction, from origination through closing activities. Associates play a key role on small deal teams and assume significant responsibility, working closely with senior bankers and our clients’ senior executives, leading day-to-day execution of deal activities as well as managing and training analysts.
CCM offers our Associates the chance to help lead and get exposure to high-profile transactions, advance more rapidly, and take on more responsibility than at traditional bulge-bracket firms.
Key Responsibilities
- Partner with senior bankers to originate client engagements and provide superior advisory/transaction execution services
- Assume role of day-to-day contact for client senior executives, addressing questions, comments and other deal related matters
- Lead project management and push transaction processes forward on day-to-day basis
- Manage and lead development of client presentation and due diligence support materials
- Identify, drive outreach to and manage interactions with corporate and / or financial sponsor buyers and investors
- Initiate, prepare and manage the development of qualitative and quantitative analyses in support of transaction execution
- Model and / or manage the modeling of complex transaction scenarios
- Develop and deliver presentations in support of new business development
- Help build a positive and supportive firm culture, focused on delivering world-class service to our clients
- Help recruit, train and manage analysts
Requirements
- For MBA candidates, 2nd/3rd year associates with relevant experience in Investment Banking across M&A, private placements and / or equity capital markets.
- Additionally, candidates with specific product experience in M&A advisory would be strong fits for our growing platform.
- For non-MBA candidates 4+ years of relevant experience in Investment Banking; A to A from top tier firms will be considered but role is expected to be highly competitive
- MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts from a top tier school preferred
- Demonstrated capability to lead and manage projects
- Excellent organizational, execution and time management skills
- Strong communication and presentation skills in both large and small group settings
- Exceptional critical thinking and problem-solving ability
- Proven quantitative and technical skills
- Strong knowledge of Excel, PowerPoint, and other industry resources such FactSet and Pitchbook
- Team player with competitive drive and a collaborative, team-oriented approach to success
- Maturity, presence and poise to take on client-facing responsibilities
- U.S. work authorization
- FINRA Series 63 and 79 registrations
Why Cohen & Company Capital Markets
- Strong senior bankers from bulge-bracket firms with long track record of successful deals
- Premium deal flow with significant exposure to high-profile transactions. Majority of work will be executing in leadership roles in meaningful transactions
- Excellent career path with highly attractive elite boutique compensation and significant upside
- Access to world-class executives at high-growth companies
- Close-knit, rapidly growing team
*CCM is a division of J.V.B. Financial Group, LLC, an indirect subsidiary of Cohen & Company Inc.
