Careers

Support scheduling, CRM cleanup, prospect coordination, document routing, and internal follow-up across active advisory workflows.

• Maintain calendars, meeting notes, and follow-up checklists
• Help keep CRM records, contacts, and task fields accurate
• Coordinate basic document collection and internal reminders

Help identify companies, investors, lenders, strategic buyers, and market participants relevant to energy and infrastructure services.

• Build and clean targeted company and investor lists
• Tag contacts by sector, mandate fit, geography, and check size
• Support market mapping for capital raises and strategic exits

Support publishing, formatting, and organizing practical capital advisory content across blog, LinkedIn, email, and internal materials.

• Format draft articles, posts, and internal notes
• Organize content topics by sector and transaction type
• Assist with light website and newsletter operations

Lead capital raise, private credit, recapitalization, acquisition financing, and strategic exit mandates for lower-middle-market issuers.

• Originate and manage issuer relationships
• Lead investor, lender, and buyer conversations
• Drive process strategy, positioning, materials, outreach, and execution

Develop and lead relationships with founders, CEOs, CFOs, owners, investors, lenders, and strategic acquirers in relevant markets.

• Source qualified capital advisory and M&A opportunities
• Maintain senior-level market relationships
• Help shape mandate strategy before launch

Support active mandates with transaction planning, financial review, diligence preparation, buyer/investor targeting, and process execution.

• Review financials, teasers, CIMs, data rooms, and diligence materials
• Support lender, investor, and buyer outreach
• Help management prepare for transaction conversations

For experienced advisors with sector knowledge, company relationships, or transaction experience relevant to energy, utility, industrial, environmental, or infrastructure services.

• Bring sector expertise into relevant mandates
• Support issuer positioning and transaction strategy
• Participate where experience directly improves execution

For consultants, operators, accountants, attorneys, lenders, investors, and executives who know companies that may need capital or transaction advisory support.

• Refer companies evaluating capital, credit, acquisitions, or exits
• Introduce qualified founders, CEOs, CFOs, and owners
• Participate in referral economics where appropriate

For operating executives and industry specialists who can help evaluate customer dynamics, contract quality, operational risk, market positioning, or buyer fit.

• Advise on sector-specific diligence issues
• Help evaluate strategic buyer and investor fit
• Support selected mandates where specialist input matters