Associate Job Overview

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EdgePoint is an independent, advisory-focused, investment banking firm. Founded in 2000, and with over 300 transactions completed, EdgePoint has a proven track record of providing merger & acquisition and financing advisory services to middle market private business owners, corporations and private equity firms. The team of 21 professionals at EdgePoint leverage their extensive corporate finance, accounting, legal and operational backgrounds to drive successful outcomes for clients.


Due to internal growth, EdgePoint is seeking an Associate to join its Healthcare team. The Associate role at EdgePoint is a mission-critical position as the Associate is integral in all phases of the transaction – pitch, marketing, negotiations and closing. An Associate at EdgePoint will have the opportunity to experience high deal velocity, small transaction teams and direct interaction with clients. Associates are rewarded with attractive compensation packages, the ability to learn at an accelerated pace, and the opportunity to advance within the firm.


  • Participate in all phases of sell-side, buy-side or financing engagements
    • Pitch
    • Client due diligence
    • Presentations, key financial analysis and other transaction-related documentation
    • Buyer due diligence
    • Post-LOI negotiations
  • Assisting in the development of and continued cultivation of client relationships
  • Prepare information memoranda and other transaction-related documentation
  • Manage analysts in the compilation of valuation models and buyer / financing development process
  • Support miscellaneous business development efforts


  • Strong work ethic and detail oriented
  • Comfortable in both team and self-directed settings
  • Ability to work in a fast-paced and dynamic environment
  • Persuasive market making skills
  • Proficient written communication skills with proven process management abilities
  • At least two years of experience in investment banking, corporate development, banking, or transactional advisory service in a CPA or consulting firm
  • Highly organized and attentive to detail, and proven process management abilities

Successful Analysts at EdgePoint all have similar characteristics – smart, intellectually curious, detail oriented, and the ability to drive tasks to completion.

Interested candidates should send resume and cover letter to

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2000 Auburn Drive, Suite 330, Beachwood, OH 44122 | Phone: 216-831-2430, Toll Free: 800-217-7139