Leadership Development Academy

Transcription

1 Leadership Development Academy C A M P U S C A R E E R P A T H BOSTON CHICAGO LONDON LOS ANGELES NEW YORK ORANGE COUNTY PHILADELPHIA SAN DIEGO SILICON VALLEY TAMPA

2 what makes Capstone special? Over the past 15 years since inception, Capstone Partners has earned a reputation as one of the most innovative firms in middle market investment banking. We are not just building a firm, we are building entrepreneurs. DNA entrepreneurial roots From a bootstrapped start-up to an industry leader, our history brings us closer to our clients. 10 national presence With 10 offices in the US and UK, we provide full geographic coverage senior attention 350+ years and deals of combined experience. 31 global access We can deliver real-time access to 70+ offices in 31 countries with 450+ professionals worldwide. 2 history of excellence Over two decades, Capstone has become established as a middle market industry leader. 8 industry expertise Through eight industry groups we deliver extensive domain expertise to enhance outcomes. 30+ established reputation Capstone has received 33 awards, affording our clients immediate credibility. 6 dedicated research A six person research team produces proprietary insights to support industry practices. 95% commitment to results Our culture is focused on delivering results, measured by our 95% client performance rating. 100% market focus Capstone is concentrated on middle market companies with EV from $15mm to $350mm. 1

3 what is the LDA? The LDA has been specifically designed to provide exceptional undergraduates with an exciting 3 to 5+ year path to personal and professional growth. We look for extraordinary people seeking to accomplish extraordinary things. goals skills benefits Become a registered representative (FINRA) Develop financial modeling expertise Navigate the full M&A transaction process Become engrained in business development Learn process and deal team management Expert-level financial modeling Deal valuation and analytics Coherent dissemination of company data Mastery of business writing Advanced speaking and presentation skills Entrepreneurial culture Active engagement on deal teams Exposure to broad cross-section of industries Fast-paced environment with heavy deal flow Significant client-facing interaction 2

4 what does the program look like? LDA participants are expected to graduate into the top business schools or senior positions at leading companies. Opportunities also exist within Capstone to continue your career path and become an impact player within our firm. analyst1 analyst2 associate1 associate2 associate3 Develop Baseline Understanding Master Fundamentals Learn Process Management Skills Cultivate Vertical(s) Specialization Enhance Back-End Process Knowledge FINRA Certification Financial Modeling CIM Writing Pitchbook Prep Deal Comps Buyer Lists Learn How to Market Deals Actively Contribute During Pitches Attend & Support Client Meetings Independently Produce Materials Act as a Production Quality Check Lead CIM & Pitch Production Efforts Directly Engage Prospective Buyers Oversee Pre-IOI Q&A requests Mentor Junior Staff Write Research Report(s) Attend Industry Trade Show(s) Support Business Dev. Efforts Heavily Aid Client Management LOI Negotiation SPA/APA Analysis Due Diligence Oversight Post-LOI Liaison Closing Documents Review/Oversight 3

5 how do we transition? onboarding First Week immersion program Creation of a personal development plan Assignment to active deals and pitches Access to junior staff company-wide training Access to financial modeling classes Support for industry certifications Mandatory internal management training Capstone preferred reading list mentorship Senior staff (MD or Director) Monthly dialogue Confidential environment Open door policy 4

6 what do we look for? differentiators ± High degree of maturity ± Engrained work ethic ± Ability to be a team player must haves Problem solving mentality Strong attention to detail Financial acumen Developed writing skills Excellent verbal communication ± Excel in challenging environments ± Aptitude for quantitative analysis ± Coherent dissemination of data ± Prior deal/project management ± Entrepreneurial spirit ± Business development background ± Appreciation for M&A advisory 5

7 education professional the proof is in our people where from where to 6

8 where from and where to? start here. go anywhere. 7