Skip to content

plante moran

Experienced Hires

P&M Corporate Finance – Analyst - Denver, CO

  • Location: United States, Colorado, Denver

Date published:


Member FINRA

As announced on June 22, 2018 – P&M Corporate Finance (PMCF) is pleased to announce the combination of Denver-based EKS&H Capital Advisors (EKSHCA) and PMCF. Bringing together these two- premier middle market investment banking firms creates a powerful national platform to better serve clients and expand industry coverage. The firms share similar cultures and both have holistic approaches to assisting clients with the planning and execution phases of sale, merger, acquisition, and capital raise transactions. Both firms also provide heavy senior level involvement in transactions and strive to be the client’s highly trusted M&A advisor.

PMCF provides geographic coverage of the United States from its offices in Chicago and Detroit and has completed hundreds of transactions throughout the country, but has been less active in the Western United States. EKSHCA brings a strong presence in the Rocky Mountain region and the Western United States with an office in Denver, Colorado and clients and contacts across the West. Following the combination, both firms will have better geographic coverage of the United States and globally through PMCF’s ownership and leadership in Corporate Finance International (CFI).

PMCF has dedicated advisory teams and deep industry expertise in plastics, packaging, aerospace & defense, industrial distribution, automotive, medical technology, consumer, retail and business & technology services. EKSHCA’s investment banking team has significant expertise in technology, food and beverage, construction and manufacturing. Combined, the two firms will have broader and deeper industry coverage that will both strengthen and complement each firm’s current capabilities.

The combination will be effective October 1, 2018.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to companies throughout North America and Europe. Since our inception, we have successfully completed more than 250 financial advisory engagements for a wide array of clients in virtually every business sector, including individual and family-owned businesses, large public companies, and private equity firms.

Led by a dedicated team of senior professionals, all with extensive transaction experience and deep industry credentials, we continue to demonstrate our commitment to meeting the unique needs of middle-market companies and their owners. We do this by delivering highly creative financial solutions and a level of professional service that consistently exceeds client expectations.

Our team of professionals is organized by industry, with specializations in the following sectors: 

Business & Technology Services, Diversified Industrials, Plastics & Packaging, and Medical Technology

Our core service offerings include:

·         Sell-side Advisory

·         Acquisition Advisory

·         Strategic Assessment and Transaction Planning

·         Fairness Opinions

·         Financing — Debt and Equity Capital Raising

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. At the same time, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

The combined entity seeks an Associate for the Denver, Colorado office who is a very close fit to the following criteria:

Position Accountabilities:

  • Provides various analytical and data driven components for the development of M&A transactions. Specifically, the analyst's role focuses on financial modeling, industry and company research, some preparation of the selling document text and other transaction related documents.
  • Researching includes pursuing industries and/or companies to be used for prospective buyer’s lists, industry overviews, general knowledge, buying trends, and practice development. Information is obtained through various internal and external databases, Internet searches, and available publications. Analyzing obtained information for effective use in transaction process is an essential component in an Analyst’s job.
  • Developing and manipulating financial models and/or valuations for financing, structure, cash flow feasibility. Includes entering historical financial information, forecasting future periods and developing sound assumptions after checking the model for validity and correctness.
  • Writing assigned sections of selling document to include descriptive paragraphs detailing very specific attributes and pertinent information about the company. Under the direction of senior team members, this may include the creation of charts and other visuals, financial data, formatting and presentation of final document.
  • Additional written communication responsibilities may include some involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations.
  • Verbal and personal communication may consist of contact with potential buyers, financial institutions, attorneys, internal P&M service groups, and clients. Discussion topics may include requests for information, telephone calls and faxes to companies on buyer's list, discussions of timelines and processes, status and updates and scheduling of meetings.

Required Skills:

·       Solid technical proficiency in Microsoft Office applications (i.e. Excel, Word, PowerPoint)

·       Efficient use of research databases

·       Business writing acumen to include proper grammar, style, and presentation

·       Effective management of multiple tasks within a defined timeline

·       Strong interpersonal skills to effectively interact with clients, peers and other contacts

·       Thorough financial statement analysis skills

·       Strong analytical skills

·       Superior attention to detail

Personal Qualities:

·         Strong work ethic

·         Team-orientated attitude

·         Professionalism

·         Initiative

·         Dependable and conscientious


·         Bachelor’s Degree in Accounting or Finance; MBA preferred

·         Proven academic success (a minimum GPA of 3.5/4.0)

Our Benefits:

We strive to attract the best and brightest people: those that reflect the diversity of the clients we serve and hope to attract. To that end, we offer a number of great benefits, including the choice of several different health care benefit plans and dental and vision coverage. Other benefits include:

·         Short-Term and Long-Term Disability

·         Basic Life and Optional Life Coverage

·         401(k) Tax Savings Plan and Matching Contribution

·         Flexible Benefits Plan

·         Athletic Reimbursement Program

·         Generous Paid-Time-Off Policy

We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

P&M Corporate Finance, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran's status, or status

within any other protected group.