BMO Financial Group Director, Buyside M&A and Corporate Finance Advisory in Chicago, Illinois
50 S 6th St
Job Family Group:
Commercial Sales & Service
BMO’s Corporate Advisory team advises commercial banking clients and prospects on buy-side M&A, ownership transition and other corporate finance topics. The team is comprised of former investment banking, management consulting, corporate development and commercial banking professionals.
The Director is a key leader on deal teams, meeting with the organization’s clients and prospects to understand their unique objectives and collaborating across all BMO Financial Group platforms to deliver creative, comprehensive transaction structures and financial analyses to meet those objectives. As a corporate finance and transaction structuring expert, the Director will assist in generating revenue by actively working with Relationship Managers in the commercial bank to ensure the successful positioning of BMO Harris as a valued-added advisor and financing source for complex transactions. The Director will lead in developing and presenting ideas and materials covering topics such as mergers & acquisitions, valuation, shareholder buyouts, ESOPs, recapitalizations, financial returns on capital as well as capital markets transactions. Responsibilities will also include mentoring and developing junior bankers, presenting at events and conferences, collaborating with team members to develop new initiatives as well as collaborating with other constituents across the bank.
Operate as key member of the deal team to position the bank as a strategic advisor to clients and prospects.
Lead strategic discussions directly with the board, shareholders and executive management of clients and prospects.
Prepare and deliver customized corporate finance analysis and presentations.
Provide leadership to deal team to deliver high-quality, relevant and comprehensive transaction execution to differentiate BMO in the minds of clients and prospects – making BMO an indispensable partner.
Collaborate with lending partners to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
Provide transaction structuring expertise on debt, equity and hybrid securities. Work with specialists as needed to support successful syndication and sales.
An undergraduate degree, with a focus on finance, economics, or accounting.
MBA or equivalent experience in finance, accounting and business law.
10+ years of experience in investment banking, corporate development or corporate finance.
Experience negotiating and structuring M&A and other transactions.
Expert knowledge of capital markets, transaction legal matters & risk management.
Proven leadership skills, including experience with mentoring and developing junior talent.
Credit analysis understanding.
Exceptional skills in quantitative analytics, financial modeling and credit analysis.
Excellent communication and presentation skills.
Proven leadership skills.
Comfort with ambiguity.
Deep understanding of a broad range of corporate finance transactions, including a strong working knowledge of tax structures, tactical methods of financing, market terms for LOIs and other definitive documentation etc.
Strong interpersonal skills with emphasis on excelling in relationship building.
Ability to independently and proactively service multiple clients and effectively manage multiple priorities.
We’re here to help
At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmoharris.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.