CastleOak Securities

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. 

We offer a competitive total rewards package including:

• Hybrid workplace: work from home 2 days per week!
• Health insurance: competitive medical, dental, and vision programs
• Commuter benefits
• 401(k) with a company match 
• Charitable contribution match program for employees
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off: vacation, personal days, sick leave, etc.
• Intentional culture celebrations and social outings

The M&A Advisory Energy & Infrastructure Director, Executive Director, or Managing Director will be a critical part of the CastleOak M&A Advisory team reporting directly to the Head of M&A Advisory and responsible for sourcing and executing M&A advisory engagements with new and existing energy and infra clients including buy-side and sell-side mandates, strategic asset reviews, valuation assessments, and fairness opinions. The person in this role will advise public and private companies across the energy and infrastructure verticals on transactions including M&A, JVs, spin- offs, private placements, acquisition financing, IPO/follow-on equity offerings, and strategic partnerships. The M&A Advisory Energy & Infrastructure Director, ED, or MD will serve as the primary project leader in the execution of M&A assignments working closely with client executives, the internal deal team, and external counsel, consultants, and lenders. In the development of actionable strategic ideas and origination of new M&A advisory mandates, the M&A Advisory Energy & Infrastructure Director, ED, or MD will collaborate closely with financial sponsor coverage and capital markets professionals. 

Responsibilities

• The M&A Advisory Energy & Infrastructure MD will lead or manage the following business development and deal execution processes: 

o originate new engagements and manage an active pipeline of potential M&A healthcare deals

o conceive, orchestrate, and deliver customized financial analysis and modeling;

o research, write, and structure client-ready presentations;

o conduct financial and transactional due diligence;

o identify and contact potential investors, buyers and sellers;

o source the most optimal and cost-effective financing alternatives in coordination with the capital markets team; (vii) review, analyze, and negotiate contracts and agreements; and

o successfully close M&A energy and infrastructure deals. 

• Mine Rolodex contacts and develop new relationships to win business
• Identify, screen, and diligence potential growth-oriented investment opportunities and present findings to internal committees for approval 
• Analyze market trends and competitive landscapes to identify potential client solutions and M&A ideas
• Manage, cultivate, and coach junior team members, providing consistent and constructive performance feedback

Required Qualifications

• Proven track records of managing client relationships, anticipating major trends, advising on strategic transactions, and generating M&A advisory fees and in the energy and infrastructure industries, including renewables, power, water, waste, transportation, and digital infrastructure
• Strong industry relationships and substantial transaction experience
• Knowledge of U.S. takeover laws, corporate defense principles and merger accounting
• Previous energy and infrastructure M&A advisory experience (7 or more years)
• Strong communication, marketing, and presentation skills 
• Ability to supervise vice presidents, associates, and analysts 
• Outstanding achievement in academics, employment, and personal endeavors
• Superior interpersonal, management and organizational capabilities
• Ability to thrive in an entrepreneurial, roll up your sleeves, results-driven environment
• Exceptional ethics, accountability, and integrity
• FINRA Series 79 and 63 licenses
• Bachelor’s degree 

Preferred Qualifications

• Expertise in private placements.

Additional Info

Location: New York, NY

% Travel: 30 - 50%

Work type: Full‐time, hybrid

Expected salary range: $175,000 - $275,000

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.