About Us

Calex is a leading M&A advisory firm headquartered in New York City. We provide objective, strategic advice to market-leading healthcare services companies and financial sponsors in the behavioral health and retail healthcare sectors.

We are an independent firm with a foundation of client service, excellence, and integrity. We are free of any potential conflicts and fully aligned with our clients to advance their strategic and financial success.

We deliver a unique value proposition to our clients of deep, sector-focused industry expertise combined with rigorous preparation, process execution, and client focus. We have advised on more than $3 billion of transactions since 2016 and have served as the trusted partner of market-leading healthcare services companies and financial sponsors.

Responsibilities

Calex's entrepreneurial culture enables Associates the opportunity to play a critical role in the execution of our M&A transactions and in the overall success of the firm. Associates have a diverse range of responsibilities, including:

Manage and mentor Analysts
Prepare, analyze, and articulate historical and projected financial information
Coordinate and perform business due diligence and execute M&A transactions
Prepare confidential information presentations, management presentations, and marketing pitches
Perform valuation and financial analyses
Assist in the marketing and execution of existing engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
Supervise and mentor junior staff members

Qualifications

2-4 years of investment banking or transaction advisory services (QoE) experience with a proven ability to manage M&A transactions
Advanced financial, valuation, and analytical skills coupled with strong attention to detail
Excellent verbal / written communication and the ability to form effective working relationships
Ability to proactively manage multiple projects in an organized and efficient manner
Strong work ethic and interest in healthcare services

Calex Partners

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Mergers & Acquisitions Associate