We are an Australian investment bank. We require an experienced credit analyst/associate to assist us on an ad-hoc basis with various opportunities/projects. The core tasks/deliverables initially will primarily be performing analysis, preparing assessment documents and making recommendations. Role: • To assist in the review of credit opportunities including detailed credit analysis through the preparation of reports generally in the form of powerpoints that reflect financial analysis and the review of modelling to asses both debt capacity and credit resilience • Assessment of both senior corporate lending as well as assessment and pricing of credit opportunities style loans including mezzanine and HoldCo financings • Assist in preparation and negotiation of terms sheets and coordination of both due diligence (CDD, FDD, TDD & LDD) and documentation • Review, analyse and recommend decisions on credit investment opportunities • Contribute to the preparation of investment committee memos as well as reports for internal and external use on a timely basis, communicating key performance • Ensure client needs in terms of timely service and transparent information are met • Present to Investment Committee/s as required Core competencies • Strong experience in the review and analysis of private debt investments, preferably in a funds management context • Experience in senior corporate lending and credit opportunities style loans including mezzanine and HoldCo financings • Ability to think strategically and laterally to assess opportunity and risk in a business and investment context • Advanced capabilities in financial and risk analysis, portfolio management techniques • Ability to interrogate data and plans to identify risks and uncover facts – pursue views and challenge others in a respectful yet effective way • Understanding of institutional investor needs and requirements Skills • Highly numerate • Solid understanding of investment markets • Capable negotiator • Clear and confident communicator – written and verbal • Strong interpersonal skills • Resilient, adaptable and persistent toward the achievement of goals

We’re supporting a US-based jewelry manufacturing firm with global operations who are seeking additional support for their M&A activities in North America. We are seeking a seasoned M&A/financial analyst with deep experience in acquisitions within the manufacturing , e-commerce sectors. Jewelry industry is a plus The ideal candidate will bring a strong background in deal structuring, due diligence, and quality of earnings (QOE) analysis, and will be comfortable advising on creative approaches such as equity, options, or warrant-based transactions. This role requires a strategic thinker who understands both the financial mechanics of M&A and the operational realities of production and online direct-to-consumer distribution., candidate will provide financial modeling and valuation support, and guide us through negotiations with a sharp focus on long-term value creation. The Role: The consultant will work closely with the CEO to evaluate acquisition targets, prepare financial models & valuation analyses, and support due diligence and transaction execution (end-to-end). Ideal Profile: • Junior Analyst / Associate / Junior VP level • Prior mid-market M&A experience • Strong skills in financial modeling, valuation, and due diligence • Track record of supporting end-to-end M&A processes in manufacturing and distribution business • Ideally based in the New York area (US coverage with in-person exposure preferred). Being US-based is a must.

Greetings, We are looking for a Chief Transformation Officer to help us with our business transformation initiative strategy. We started this Journey in 2024, and perceive we need outside strategic guidance. Our company is a professional services company who has been in business for 30+ years and primarily works with non-profit organizations to assist them with getting their message out. Moreover, the typical non-profit client hire us to complete large paper-mailing projects by managing them (similar to a brokerage firm). We do not have any printing or imaging machines, and merely connect the client projects with the right suppliers to execute their messaging mission. In the last few years we are anticipating the paper mailing markets to start to decline and more than likely digital versions of out clients connecting with their donors would be digital. That being said, we have embarked on a business transformation journey and have a level of success, however we need outside strategic guidance. Although we know our business, and have completed some levels of transformation, we need someone to provide strategic guidance and answer questions such as (a) what we have done is on the right track (b) where are areas we need to transform that we are not looking at (c) For the market space we are in, what transformation opportunities are available to increase revenue and decrease expenses (d) where should we automate quickly and so forth. Getting an outside perspective and recommendations is necessary as the inside leadership focuses in the machine and we need a view outside of the machine (so to speak).

- We're a serially acquirer of subscale vertical market software companies (~3m transaction value and less). - We have 2 deals currently under LOI, 1 with a primarily on-prem WMS software company and the other with a cloud-based CRM company - We're looking for someone to help us with the technical diligence on both projects. We are fairly technical ourselves so we would be looking for a lightweight solution. We aim to do many of these deals in a given year.

*STATE YOUR Buy&Build/ and LBO modeling experience in the application pls!* We are launching a buy-and-build strategy in the precision machining sector and are currently acquiring our first SME platform. We’re seeking an M&A expert to review: 1) our buy-and-build financial model 2) our LBO model —both to be presented to private investors and banks. 3) review lenders' documents We also want guidance on negotiating with lenders—particularly how to leverage the models—and on running a competitive banking process. Engagement: one-time 2-5 hour review/strategy call only. Ideal profile: Manager-level experience within a private equity firm.