Corporate Finance Partner - California, United States - Bluebox Corporate Finance Limited

Description

The Corporate Finance Partner will have a role focused largely on business origination. In addition, will lead on originating, structuring, negotiating and closing transactions.

The Partner is expected to have an excellent knowledge of M&A and the ability to apply these skills creatively to diverse client needs as well as take the lead on behalf of the client in undertaking these tasks, working with the minimum of supervision, but under the overall guidance of and reporting to the Managing Director.

Responsibilities:

• Take an active role in leading the general direction of the business alongside the Managing Director and COO.
• Significant contribution to origination, the Partner will proactively seek out client origination opportunities including attending networking events, making approaches to suitable companies and through their own established network of referrers of work.
• Support new business development by attending potential client pitches and take a lead role in client pitches ensuring that all opportunities are followed up appropriately.
• Autonomously lead and run multiple projects and transactions from beginning to end.
• Responsible for leading all aspects of the sale process ensuring a successful conclusion for our clients. Playing a crucial role as the overall project manager across teams, driving the transaction timetable and ensuring quality on all client deliverables, as well having knowledge of all counterparties and other advisors to ensure transaction milestones are met.
• Lead, develop and counsel Associate Directors and Directors and take an active role in the development of the whole team.
• Take an active role in recruitment, training and development of the Corporate Finance Team.

The successful candidate will:

• Be fully qualified (CA, ACCA or equivalent) or part qualified with an appropriate level of practical experience, or
• Have another relevant professional qualification or experience in a related industry including banking or private equity
• Have 10+ experience of working in M&A and/or financial due diligence
• Have excellent written and verbal communication skills and have an eye for detail
• Have an established network of contacts and willing to be actively involved in networking and business development
• Have excellent technical knowledge and demonstrate a proactive approach to learning and CPD
• Demonstrate a flexible attitude to work and be able, and willing, to take ownership for their work
• Be a strong team player and demonstrate the ability to work collaboratively with colleagues and clients

What you can expect:

• Access after 12 months to profit share scheme
• Chance to meaningfully contribute to the success and direction of the business through our Employee Ownership Trust Scheme
• Financial incentives through profit sharing and bonuses relating to our Employee Ownership Trust Scheme

"We were delighted with the services that Bluebox offered us. Bluebox's attention to detail through their Diamond Programme ensured that we were well prepared for when the business was taken to market and that the sale process itself was managed expertly.
We challenged Bluebox with finding the right strategic buyer and thereafter negotiating a deal that met our requirements. In helping initially to identify and to secure the deal with Mountville Mills they accomplished just that. Communication throughout was excellent and professional, managing each stage of the process.

I would have no hesitation in recommending Bluebox to any corporate shareholder or private business owner looking to divest their business.

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"We were delighted with the services that Bluebox offered us. Bluebox were challenged with finding us the right strategic investor and, thereafter, negotiating a deal that met our complex requirements. In identifying and securing the deal with LGC they have done exactly that. The process itself was efficient and smooth, largely due to the excellent communication from the Bluebox team, who also demonstrated excellent experience at managing a very engaging auction process. I would be delighted to recommend Bluebox to any corporate shareholder or private business owner looking to divest a business."
It has been a real privilege working with the team at Bluebox over this last year or so.

Bluebox's attention to detail ensured that we were well prepared for when the business was taken to market and the sale process itself was managed expertly.

Starting the process, I had no idea exactly what this would entail and the volume of work that has been produced by everyone and the result reached today is nothing short of brilliant.

Hugh Morris, Former Client
We are delighted with the services that Bluebox was able to offer.

They showed an intimate knowledge of a deal cycle, managed a tight auction process and were highly communicative from the start.

I would happily recommend Paul and his team to business owners contemplating a sale of their business in the next 24 months.

Experience is key and this has paid off for us.
Laurence Seward, Former Client

Aligning ourselves early with Bluebox, and entrusting the team to guide us through their process proved to be a highly rewarding investment from all viewpoints.

Bluebox's support significantly enhanced both the value of our business and its 'saleability'. I would highly recommend Bluebox to business owners contemplating an exit in the next two years. The earlier the engagement the better so far as I am concerned.
Mike Minett, Former Client
We began working with Bluebox in early 2015 through their Blue Diamond Programme, as we were contemplating an exit.

We found that the process focussed our minds on the key areas of growth in the business, and prepared us well for the inevitable rigours of due diligence.

During the sale process itself, the advice offered by the Bluebox team was invaluable. We found them to be helpful, straightforward and honest.

When selecting our adviser, it was extremely important that they had access to international buyers and were experienced in cross-border M&A.

The team at Bluebox proved to be invaluable by identifying a strategic acquirer from America who was not known to us and by negotiating an excellent deal for all parties.

I was also impressed with the process management from Bluebox, which ensured that the deal was closed in a timely fashion.

When I first engaged with Bluebox, I was hesitant as to the benefits of using an advisor to firstly, find a buyer for my business and secondly, to get a deal over the line.

However, now that the deal has completed with KPM, I can honestly say that the finer negotiation points handled by Bluebox and their overall management of this process has been nothing short of first class.

I would be delighted to recommend Bluebox's services to any entrepreneur contemplating the sale of their business.

Bluebox worked closely with us over the following six months and helped us to implement some key initiatives which made InferMed a more attractive acquisition target.

Once we decided to sell the business, the Bluebox team were very diligent in ensuring that no stone was left unturned.

They negotiated expertly on our behalf to ensure we got the best deal possible.

The pre-sale planning programme that we signed up for with Bluebox made us develop our strategies and focus on the bigger picture.

It proved to be a very rewarding investment from all viewpoints and significantly enhanced both the value of our business and its 'saleability'.

I would highly recommend Bluebox to business owners contemplating an exit in the next two years.
I have experienced first hand the value that can be created through highly structured pre-sale planning. It amazes me that it is not something that everyone does.

It is so disappointing to see around 90% of transactions collapse before they complete and pre-sale planning will not only enhance your price, but also significantly enhance your chance of a closed deal.

We worked incredibly closely with our advisers who provided expert knowledge of the sale process with which we were not familiar.

We were truly delighted with the results.

We appointed advisers to manage the sales process after we had received a number of unsolicited approaches for the business.

I was incredibly impressed by the immense value that could be created by expertly negotiating with a group of already interested parties.

Paul Duckworth, Former Client
I was delighted with the service that the team offered and their real attention to detail.

The deal was not without its complexities and it was reassuring to have such experienced advisers assisting me throughout the negotiations.

Truly delighted with the way my sale process was managed.

The fact that the team I worked with achieved such a great multiple is testament to their experience and their ability to create some true competitive tension.

The team at Bluebox provided invaluable support in negotiating this complex transaction.

Their access to international purchasers, and exceptional knowledge of cross border M&A ensured that the deal was concluded efficiently, achieving a highly successful outcome for us all.

Jon Parslow, Former Client
"We selected Bluebox after a fairly long round of evaluating potential advisors because of their scientific, yet challenging approach to maximising value. During our initial meetings they showed us how far short of "ready" we were and consequently we completed more preparation in the early stages which meant we were equipped for what was to come. We were delighted with our choice of Corporate Finance partner. I do not hesitate in recommending Bluebox for any SME to consider."
Simon English, Former Client
Bluebox provided invaluable advice in managing the negotiations with incoming investors.

Their skills in handling these discussions were evident from the outset and the vital interface that they provided between the incumbent team and the incoming investors was truly beneficial.

Henry Braham, Former Client

Bluebox have a professional, dynamic and experienced team that is greatly assisting me with my focus on my exit within the next 24 months.

Their structured approach is very refreshing and their 'Blue Diamond' programme is adding immense value.

The team at Bluebox provided me with a seamless service from the start of the engagement until our deal was completed.

Attention to detail was commendable and their understanding of corporate M&A very impressive. I could not recommend them highly enough.
Victor Lewis, Former client

Having tried to sell my business previously – and failed – I was only too aware of the importance of pre-sale planning.

This is a talented team offering a service that most people find out about, but too late.
Simon Hulme, Former Client
Bluebox are a quality outfit. Their access to International acquirers and relationships with the highest quality domestic investors was impressive.

My shareholders and I received excellent service from start to finish and it was refreshing to be dealing with a senior team throughout the sale exercise.

I cannot recommend the team at Bluebox highly enough.

Their expert guidance throughout the entire sale exercise resulted in my shareholders securing an excellent deal with which the entire team was delighted.

Mark Rodol, Former Client
I'm really pleased with the service Bluebox provided.

The team demonstrated excellent knowledge of the process to follow and led negotiations for the hospital in a way that allowed us to ensure we received appropriate value whilst focusing on reputational risk.

Communication and service were of a very high standard.
With Bluebox's expert advice we were able to find the right buyer that will benefit our business strategically. We're delighted with the outcome and look forward to starting our new chapter
Clive Hillier, Former Client
The advice offered by the Bluebox team throughout the process was invaluable to the shareholders.

We strongly believe that participating in Bluebox's pre-sale planning programme was a significant driver behind the success of the deal.

Their project management and negotiation skills throughout the sale process itself resulted in an exceptional deal being delivered to all parties involved.

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