Investment Banking Associate

TripleTree is adding Investment Banking Associates to our Minneapolis and New York teams.

TripleTree Overview

TripleTree accelerates innovation and provides Uncommon Clarity in healthcare. Our firm has worked with high-growth and innovative healthcare technology and services companies since 1997. With a history of more than 200 successful investment banking transactions (strategic & financial advisory, M&A, sell-side, and buy-side), TripleTree tailors every transaction to maximize results and deliver positive outcomes. Since 2019, TripleTree transacted over $55 Billion of Total Enterprise Value across some of the most transformative middle market and up market transactions. Our professionals are what makes TripleTree special, bringing a dedication to our Guiding Principles (excellence, integrity, clients first, confidentiality, reliability, teamwork, mutual respect, results) and a commitment to thought leadership to everything they do.

Responsibilities - TripleTree's fast-paced and entrepreneurial culture afford Associates the opportunity to play a critical role in the overall success of the firm. In this role, Associates are assigned a variety of projects with a broad range of responsibilities, including:

Assisting the senior bankers and clients throughout the transaction process by:

• Completing detailed due diligence on new clients, including routine meetings with management to gain a thorough understanding of the business
• Preparing detailed analyses to effectively model the client's financial forecasts, providing basis for company valuations and financial / business due diligence
• Developing high-quality marketing material and process update presentations
• Identifying and researching potential buyers or investors for sell-side mandates
• Conducting the execution phase of the engagement, coordinating due diligence efforts between parties
• Managing and coaching junior banking team members
• Staying abreast of new developments within specific healthcare segments by:
• Monitoring the activities of potential buyers, including direct briefings with industry leaders to obtain unique insights related to their strategic priorities
• Tracking recent M&A activity and trends in the industry
• Following the financial performance of public companies within the sector

Assisting in the prospect/business development generation by:

• Preparing client proposals and presentations
• Building relationships and maintaining contact with prospective clients

Leading the research, positioning and writing of TripleTree thought leadership (e.g. blogs, research etc.)

Qualifications - Ideal candidates for the Associate position will possess the following skills, qualities, and experience:

• 2-4 years of investment banking, corporate development or business valuation experience with a proven ability to manage transaction processes
• 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 motivated to become a thought leader in healthcare
• Series 79 and 63 licenses (or ability to obtain)

Strong consideration will be given to candidates who possess:

• Prior investment banking experience as an analyst or associate
• An undergraduate degree with academic distinction
• An MBA or CFA designation
• A deep understanding of the healthcare industry

At this time, TripleTree will not sponsor a new applicant for employment authorization for this position.

By submitting your application you understand that TripleTree may add you to our email distribution list for future communication.

TripleTree, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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