The Role:
- You will be the engine that moves deals forward from the moment IEI wins an engagement all the way to a closed wire.
- You will take true ownership of each transaction, building the financial story, running the buyer process, driving diligence, and shepherding the deal through to close, working closely with the Managing Partner every step of the way.
- This is a seat with real ownership and real client-facing responsibility from day one, where sellers, buyers, attorneys, and lenders will know you as the person keeping their deal on track.
- You will support both existing mechanical, HVAC, and plumbing engagements and new electrical vertical deals as that practice ramps up, so you will get exposure to two growth lines inside one firm.
What You Will Own:
- Deal quarterbacking: manage the day-to-day workback schedule for each active engagement, keeping sellers, buyers, and internal stakeholders on track toward close.
- Financial packaging: build and refine CIMs, financial databooks, add-back schedules, and normalized EBITDA analyses in partnership with the deal lead.
- Buyer process management: coordinate outreach cadences, NDA execution, data room access, and buyer Q&A during the marketing and diligence phases.
- Due diligence coordination: serve as the seller's primary point of contact for buyer diligence requests, organize and manage the virtual data room, and chase down documents from sellers and their accountants or attorneys.
- LOI to close: track deal terms through negotiation, help coordinate legal counsel and lenders, and manage the closing checklist.
- Internal systems: keep CRM, Salesforce, and deal-tracking records current.
What We Are Looking For:
- 2 to 5 years of experience in M&A, investment banking, transaction advisory, corporate development, or private equity, ideally with lower-middle-market, 5 million to 50 million dollar enterprise value, deal exposure.
- Strong financial modeling and Excel skills.
- Comfort building or refining CIMs and databooks.
- Process-oriented, where you like owning a checklist and driving it to completion without needing to be chased.
- Comfortable being the primary contact for business owners as well as buyer-side deal teams, attorneys, and lenders.
- Written and verbal communication sharp enough to represent the firm directly with clients and counterparties.
- Prior exposure to the trades, including HVAC, mechanical, plumbing, electrical, or construction, is a plus but not required.
- Relevant certifications, such as CM&AA, FMVA, CBI, CFA, or similar, are a plus but not required at hire, as IEI supports ongoing professional education and will help fund and schedule time for pursuing certifications that strengthen your deal work.
