Company Profile
NextGen Capital is a privately held investment bank, multi-family office, and private capital investment firm headquartered in Atlanta, Georgia, with a regional office in Los Angeles, California. Our goal is to foster equitable, long-term relationships with our clients, business partners, and members of our investment community.
Our investment banking professionals have closed over 200 hundred transactions and financings – both domestic and cross-border – and we maximize value for our clients by leveraging our extensive network of relationships to find, assess, and evaluate new opportunities, whether working on the buy-side, sell-side, or forming strategic partnerships. Our professionals average over 20 years of investment banking and capital markets experience, bringing senior level attention throughout every project.
Our family office serves a distinct group of industry leaders, their business interests, family and estates. The families we serve are considered ultra-high net worth with significant liquid and illiquid assets. We are a trusted financial advisor for a select group of clients for whom we carefully craft and implement tailor-made strategies for transactions, wealth accumulation, direct investment management, governance, owner transition, transfers, tax credit investments, and preservation.
Job Description
We are seeking a highly motivated Associate to join our Atlanta office in support of the firm's investment banking teams. The position will lead the preparation of company valuations, financial models, firm marketing documents, client presentations, performing research, analyses in support of new business generation, and other financial advisory services for our clients who operate across multiple industries. The associate will also play an integral role supporting multi-family office financial reporting, strategic planning, multi-entity consolidations, special projects, company business plans and budgets, and global income, balance sheet and tax analysis. Associates develop their skills through broad and frequent exposure to senior bankers in a transactional, deadline driven environment that requires strong work ethic, teamwork, and the ability to travel.
Responsibilities
§ Perform company valuation analyses using various methodologies including discounted cash flow, leveraged buyout, precedent transactions, and comparable public company analyses
§ Build detailed financial models to evaluate performance under various operating scenarios and analyze the impacts of different capital structures and potential M&A transactions
§ Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity, and general corporate finance
§ Participate in all stages of transaction executions, including the preparation of pitch presentations, confidential information memorandums, management presentations, managing data rooms, and other required due diligence information
§ Contact and work with prospective buyers and investors
§ Develop skills to source new financing opportunities, support marketing of the firm’s investment banking services, and support new business generation initiatives
Qualifications
Associate candidates should have experience working in a structured but fast-paced environment and be able to 'hit the ground running'. Prior experience with M&A transactions is a requirement. NextGen values superior intellect, demonstrated leadership ability, attention to detail, effective team play, and a commitment to excellence. An MBA, CFA, or CPA is highly preferred, but not necessary. Candidates who were promoted from an Investment Banking Analyst to an Investment Banking Associate without an advanced degree will also be considered. One-to-two years of full-time associate level experience in investment banking with extensive experience communicating directly with clients is also preferred, but not required.
§ Participated in drafting of at least three confidential information memorandums (CIMs)
§ Participated in the full life cycle of at least one M&A sell-side transaction, from pitch through closing
§ Advanced knowledge of the Microsoft® Office Suite (Excel, PowerPoint, and Word), ability to create financial models from scratch, and aptitude for working with other multiple software and web-based applications
§ Strong academic background and undergraduate degree in accounting, finance, or economics
§ Excellent written and verbal skills with ability to articulate his/her position and defend that position logically
§ A strong work ethic and the ability to work independently in a fast-paced environment
