
Careers Built Around Ambition
Managing Director Opportunity
Please send your resume and deal sheet to info@crownpeakadvisors.com with the subject line: Managing Director Opportunity.
About the Role:
Crown Peak Advisors is seeking an experienced, highly motivated Managing Director to help expand and grow our platform. The role is based at our headquarters in Miami, Florida, with the flexibility to work fully remote.
The Managing Director will be responsible for originating new business, leading client engagements, executing and closing transactions, and mentoring junior team members. We are looking for candidates with a proven track record in middle-market M&A advisory, strong client relationship skills and a well-developed professional network.
As a recently launched strategic M&A advisory and investment banking firm, Crown Peak offers a unique opportunity to make a lasting impact by playing an integral role in building and scaling the platform and shaping the firm’s strategic direction and growth.
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Key Responsibilities:
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Originate and execute new client engagements by actively pursuing business development opportunities aligned with Crown Peak’s strategy
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Lead client relationships and transactions end-to-end, serving as the primary client contact and overseeing deal teams throughout the engagement lifecycle
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Drive transaction execution, from initial pitch through closing, demonstrating strong negotiation, execution, and closing capabilities
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Leverage and continue to expand an established professional network to generate new deal flow and referral relationships
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Provide leadership, mentorship and professional development to junior team members
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Serve as a trusted strategic advisor to clients, delivering thoughtful guidance at key decision points and clearly communicating complex financial information
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Maintain deep industry knowledge and subject-matter expertise within the IT services and / or broader technology and business services sectors
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Actively participate in industry events, conferences, speaking opportunities and marketing initiatives to enhance firm visibility and brand awareness
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Contribute meaningfully to the firm’s strategic direction, culture and platform development as a senior leader helping build a differentiated advisory firm
Qualifications:
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Exceptional work ethic, integrity and professionalism, with 12+ years of investment banking or M&A advisory experience
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Demonstrated track record of originating, leading and closing investment banking and M&A transactions
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Established relationships and a strong professional network within the IT services and / or broader technology and business services sectors
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Proven experience managing client relationships, transactions and deal teams on a day-to-day basis
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Deep understanding of the M&A process, including strategy development, deal structuring and negotiation
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Bachelor’s degree required; MBA and / or JD preferred
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Strong leadership and people-management skills, with the ability to thrive in a fast-paced, entrepreneurial environment
Travel will be required on an as-needed basis, depending on client engagements. This role will initially be non-salaried, with compensation provided through a competitive fee-split arrangement on transactions originated by the Managing Director. Transaction-based bonuses will be paid promptly upon deal closings.
Analyst Opportunity
Please send your resume to info@crownpeakadvisors.com with the subject line: Analyst Opportunity.
About the Role:
Crown Peak Advisors is seeking motivated candidates with investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida, with the option to work fully remote.
As an Investment Banking Analyst, you will be a core member of the deal team, supporting the execution of sell-side and buy-side M&A transactions, strategic advisory engagements and valuation assignments across the technology and business services landscape.
You will have the opportunity to:
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Work directly with the firm’s founder and other senior bankers
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Develop client relationships and work with company founders, owners and executive teams
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Develop deep sector expertise in one of the most active industry verticals
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Take ownership early and grow rapidly alongside a senior team
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Participate meaningfully in live transactions with real responsibility
Key Responsibilities:
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Build and analyze detailed financial models, valuations and scenario analyses
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Prepare pitch decks, offering materials (CIMs), management presentations and other client materials
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Conduct company-specific and industry research to identify trends, buyers and opportunities
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Support financial and commercial due diligence, including analysis of financial statements and market dynamics
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Participate in client meetings and calls, contributing meaningful analysis and insights
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Coordinate with legal, accounting and other advisors to ensure smooth transaction execution
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Assist in drafting transaction documentation and deal materials
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Track market developments and apply relevant insights to marketing materials and live client engagements
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Be an active contributor to a small, collaborative, high-performance team
Qualifications
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1 – 2 years of investment banking experience
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Exceptionally driven, competitive and self-motivated
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Strong financial modeling, valuation and analytical capabilities
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Excellent written and verbal communication skills
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Ability to manage multiple priorities and perform under tight deadlines
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Detail-oriented with high standards for quality and accuracy
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Entrepreneurial mindset with a desire to take ownership and grow
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Team-oriented, positive attitude and strong work ethic
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Bachelor’s degree from a four-year college or university
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Ability to work in the US without sponsorship
Travel may be required on an as-needed basis, depending on client engagements. This role will initially be non-salaried, with compensation provided through transaction-based bonuses upon deal closings.
