Mergers and acquisitions jobs in Hoboken, New Jersey - Page 5Create job alerts

Job DescriptionThe Opportunity: Tax Counsel Send resumes to: : New York, NY Compensation: $450,000 to $600,000 Position SummaryWe are seeking a highly skilled Tax Counsel to join our distinguished Tax Practice Group. This is an excellent opportunity for an experienced attorney to play a critical role in advising clients on complex transactional tax matters in a collaborative and dynamic environment.Responsibilities • Provide sophisticated tax advice on a wide range of transactional matters, including leveraged finance and capital markets transactions., • Collaborate with clients, investment bankers, and other legal teams to structure transactions that maximize tax efficiencies while aligning with business objectives., • Advise on taxable and tax-free mergers and acquisitions, debt and equity financings, corporate reorganizations, and other strategic transactions., • Research and analyze complex tax issues, providing practical and innovative solutions to clients., • Draft and review tax-related transaction documents, ensuring compliance with applicable laws and regulations., • Represent clients in interactions with tax authorities, including requesting formal guidance from the IRS.Qualifications, • Juris Doctor (JD) from a top-tier law school with a strong academic background., • Admission to the New York Bar is required., • Substantial experience in transactional tax work, with meaningful exposure to leveraged finance and capital markets transactions., • Exceptional oral and written communication skills, with the ability to convey complex concepts clearly and effectively., • Strong analytical and problem-solving skills, with meticulous attention to detail., • Ability to manage multiple priorities and work effectively in a fast-paced environment., • Demonstrated commitment to providing exceptional client service.

Job DescriptionHealthcare Regulatory Associate Attorney (Mid-Level) Locations: Washington, DC or New York, New York (Hybrid) Direct Counsel is seeking a Mid-Level Healthcare Regulatory Associate to join the Healthcare Regulatory practice of a leading global Am Law firm in Washington, DC or New York (with a preference for Washington, DC). This opportunity is ideal for an attorney with experience advising healthcare and life sciences companies on complex regulatory and compliance matters. The role offers the opportunity to work with healthcare providers, life sciences companies, digital health platforms, and investors on regulatory counseling, transactional diligence, compliance programs, and investigations within a rapidly evolving healthcare landscape. Responsibilities * Advise healthcare and life sciences clients on healthcare regulatory and compliance matters * Counsel clients on laws and regulations involving fraud and abuse, HIPAA, corporate practice of medicine, licensing, and reimbursement * Support healthcare transactions, including private equity investments, mergers and acquisitions, and other strategic investments * Conduct regulatory diligence and assist with structuring healthcare-related corporate transactions * Develop and advise on healthcare compliance programs and policies * Provide regulatory counseling to telehealth and digital health companies * Draft legal memoranda, regulatory analyses, and compliance documentation * Collaborate with cross-practice teams on complex healthcare regulatory matters Qualifications * 3–5 years of healthcare regulatory experience * Experience advising clients on healthcare compliance and regulatory frameworks * Experience supporting healthcare transactions, including private equity, M&A, or investment matters * Prior experience in a law firm environment required * Government experience with agencies such as CMS, OCR, or DOJ is a plus * Strong analytical, research, drafting, and communication skills * Highly organized with the ability to manage multiple matters simultaneously * J.D. from an accredited law school with strong academic credentials * Active admission to the DC or New York Bar Compensation & Benefits This position offers a competitive compensation package with a salary range of approximately $260,000–$390,000, depending on experience and qualifications. The firm also provides a comprehensive benefits package, including medical, dental, vision insurance, retirement plans, and opportunities for professional development and long-term career growth.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Accounting Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: • Financial Reporting (including the design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings), • Operational Accounting (addressing the need for continuous improvement and optimization of the finance and accounting functions), • Implementation of new and existing accounting standard, • Communicate effectively with clients to convey project findings, updates and recommendations, • Collaborate with CrossCountry and client team members regarding business issues and potential solutions, • Oversee project administration (e.g., project setup and planning, budgeting, account management, billing), • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years of experience working with companies in one or more of the following areas: financial reporting, operational accounting, implementing new accounting policy, complex transactions, • In-depth knowledge of accounting standards (U.S. GAAP and/or IFRS), • Transaction based accounting and reporting requirements, including IPOs (S-1), mergers & acquisitions, carve-outs, etc., • Prior experience in professional services (public accounting, advisory firm or management consulting firm), • Strong operational and technical accounting background, including experience researching complex technical accounting issues, • Professionalism and discretion when interacting with executives and clients, • Experience mentoring and developing team members, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:, • Bachelor’s degree (or higher) in Accounting, Finance or related field, • CPA or CA certification preferred, • Experience supporting transactions as a result of (or in preparation for) one or more of the following areas: mergers and acquisitions, divestitures, spin-offs, carve-outs, and IPO is preferred but not required

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionJob Opportunity: Senior Analyst with Seabury Aviation Partners in New York, NY Salary Range: $95k - $105k Are you energized by solving complex financial challenges in one of the world's most dynamic industries? Do you thrive in entrepreneurial, high-responsibility environments where your work directly impacts clients and transactions? Ready to accelerate your career by working on high‑visibility aviation investment banking and advisory assignments? If so, we'd like to speak with you! About the Role As a Senior Analyst within Seabury Aviation Partners and its FINRA‑registered broker-dealer affiliate, Seabury Securities, you'll play a pivotal role supporting business development, transaction execution, and strategic advisory engagements across the global aviation sector. This position provides exposure to mergers and acquisitions (M&A), restructuring, capital raising (equity and debt), fleet and engine transactions, and other specialized advisory assignments. You'll operate within a fast-paced, meritocratic environment where analysts are entrusted with significant responsibility and direct client engagement. Key Responsibilities You will collaborate closely with Vice Presidents and senior team members to: • Develop comprehensive financial analyses, including financial models, business plans, valuations, fleet and maintenance assessments, merger models, and financing solutions., • Prepare high-quality materials for both internal and external stakeholders, such as pitch decks, restructuring proposals, information memoranda, teasers, management presentations, and investment memoranda., • Maintain databases of M&A precedent transactions and publicly traded comparables; organize electronic files and virtual data rooms; manage administrative tasks to facilitate transaction processes., • Conduct in-depth research and analysis of the airline and aviation industry., • Engage with client management and investment teams, fostering professional relationships and collaboration., • Contribute to internal business development initiatives and support sales efforts through the flawless execution of assignments and development of sales materials., • Support strategic alternatives evaluations, divestitures, capital raises (equity & debt), and other advisory assignments across the aviation industry., • Bachelor's degree, in finance, business, engineering, mathematics or accounting., • One to three years of experience in consulting, investment banking, accounting, airline finance, or private equity., • Excellent analytical ability including demonstrated capability in financial analysis (income statement, balance sheet, cash flow), preferably involving the airline industry or aviation-related businesses., • Ability to synthesize complex financial and industry data into polished client-ready presentations., • Detail orientation, strong communication skills, and professionalism needed to engage directly with aviation industry clients., • A proactive, self-motivated mindset suited to an entrepreneurial, high‑responsibility environment., • Prior experience or demonstrated interest in investment banking, aviation, restructuring, M&A, or related advisory work., • Demonstrated interest and experience in the global aviation industry., • A career-motivated professional who is self-confident, self-starter, energetic, and possesses a superb work ethic., • Professional maturity and experience to interact with senior stakeholders., • Advanced working knowledge of Excel, PowerPoint, and Word. Knowledge of SQL and Power BI a plus., • Willingness to travel globally., • Outstanding interpersonal, verbal, and written communication skills., • Work with the leading global aviation advisor on high-profile, transformational industry assignments., • Gain accelerated professional growth through meaningful responsibility and client exposure. Seabury Capital Group and its subsidiaries are an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. #ZR

Job Description Overview: We are looking for an FP&A Manager to help build and support our financial planning and analysis function. You’ll work closely with project and department leads across retail, B2B distribution, import, and manufacturing, turning data into actionable insights and supporting strategic decision-making. Key Responsibilities: • Develop budgets, rolling forecasts, and long-term financial plans for multiple business units., • Create and maintain pro forma financial models for new investments, product launches, store openings, and strategic initiatives., • Conduct scenario and sensitivity analyses to guide business decisions under varying market and operational conditions., • Monitor financial performance across retail, B2B distribution, import, and manufacturing channels., • Track profitability by product, channel, and customer segment, providing actionable recommendations to improve margins and operational efficiency., • Partner with business units to ensure accurate and consistent financial reporting and alignment across the organization., • Support project finance activities, including capital planning, cash flow forecasting, and investment analysis., • Assist in the implementation and improvement of FP&A tools, dashboards, and reporting automation processes., • Collaborate with corporate controllers and accounting teams to ensure data integrity and compliance with financial standards., • Provide insights and recommendations to support strategic planning and business growth initiatives., • Act as a finance business partner, translating financial data into clear insights for non-financial stakeholders., • Participate in mergers, acquisitions, and requisitions as part of the finance business partnering role., • Minimum 6 years of FP&A or finance experience in retail, distribution, or multi-project environments., • Strong skills in financial modeling, budgeting, forecasting, and scenario analysis., • Experience working in dynamic environments with multiple concurrent projects., • Proficiency in Excel; experience with ERP systems and BI tools (Power BI, Tableau) is a plus., • Analytical mindset with strong organizational and communication skills., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CPA, CFA preferred)., • GFA certification is a plus., • Experience in FMCG, manufacturing, construction, and retail is a plus.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Consultants can be located in the NYC metro area, San Francisco Bay Area, or the greater Seattle area. Job Description The Financial Crimes Risk & Compliance Senior Consultant supports clients in strengthening their financial crimes programs through risk-based, data-informed solutions. This role focuses on transaction monitoring, alert dispositioning, and regulatory compliance, helping organizations design and optimize detection frameworks, case handling processes, and governance practices. Senior Consultants contribute to client engagements by conducting analysis, developing practical recommendations, and collaborating with cross-functional stakeholders across Compliance, Risk, Product, and Technology. They play a key role in translating regulatory expectations into actionable processes, supporting investigations and monitoring activities, and enhancing program effectiveness. This position is ideal for professionals who combine financial crimes knowledge, analytical thinking, and strong communication skills to deliver high-quality, client-focused outcomes. Key Responsibilities • Support client delivery on-site or remotely by contributing to project workstreams and producing high-quality deliverables, • Manage day-to-day tasks, track timelines, and coordinate activities across stakeholders, • Partner with cross-functional teams (Compliance, Risk, Product, Engineering, and Operations) to design and improve detection, monitoring, and alert disposition processes, • Develop end-to-end processes for suspicious activity detection, review, escalation, and resolution for various Fintech products, • Create and maintain SOPs, playbooks, and project documentation aligned with regulatory expectations, • Facilitate cross-team discussions to align on program scope, standardized approach, and design solutions, • Conduct quantitative and qualitative analysis to support client recommendations and compliance initiatives, • Summarize insights and present findings clearly to clients and internal teams At Sia, AI fluency is a key part of how we work and deliver value to clients. We expect team members to integrate AI into their day-to-day in a thoughtful and responsible way, including the ability to: • Use AI tools independently to increase efficiency and improve deliverable quality (e.g., drafting, synthesis, analysis support, QA)., • Identify practical AI use cases in client and internal contexts that create tangible value (e.g., time savings, error reduction, improved insights)., • Apply AI responsibly by validating outputs (sources, logic, calculations) and exercising sound judgment before finalizing work., • Review all AI-generated content for accuracy and completeness and ensure no unreviewed AI output is submitted as final. Qualifications, • 3–6+ years of experience in financial crimes, risk, or regulatory compliance within consulting, fintech, technology, payments, or digital financial services environments, • Working knowledge of AML Frameworks, • Experience supporting detection, alert review, and case disposition processes within a financial crimes or trust & safety program, • Familiarity with regulatory expectations and industry standards applicable to fintech, payments, or digital financial products, • Experience collaborating with cross-functional teams such as Compliance, Risk, Product, Operations and Technology, • Ability to translate regulatory or risk requirements into scalable processes for technology-enabled products and platforms, • Strong analytical skills with the ability to interpret data and identify risk trends or anomalies, • Experience drafting or maintaining policies, procedures, or governance documentation in a regulated or risk-focused environment, • Proficiency in PowerPoint and Excel; experience with data tools (e.g., SQL, Tableau, Python, or similar) is a plus, • Strong communication skills with the ability to present findings to both technical and non-technical stakeholders, • Ability to manage multiple priorities in a fast-paced, product-driven or client-facing environment, • Bachelor’s degree required, Master’s degree is a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary between $124,400 - $129,500. (commensurate with experience and qualifications) * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Purpose of Position: The Senior Enterprise Project Manager collaborates with executive management and key stakeholders to define, scope, approve, budget, and plan projects, ensuring they are scheduled appropriately. Throughout project execution, the Senior Enterprise Project Manager oversees all stages of delivery, monitors and reports progress, manages issues and risks, and ensures the completion of all necessary documentation in line with the Amalgamated Bank PMO and Bank Governance standards. This role also enhances the value and reputation of the Project Management Office by acting as a trusted advisor to executive-level stakeholders and mentoring project team members and junior Project Managers. Essential Job Functions: • Plan, execute, monitor, and control multiple complex enterprise-wide initiatives, such as, core system conversions, mergers and acquisitions, and digital transformation projects., • Partner with executive management and senior stakeholders to define project scope, objectives, success criteria, timelines, and resource needs., • Identify, form, and lead cross‑functional project teams, ensuring appropriate resource allocation and resolving resource constraints, • Analyze and synthesize information from multiple sources, reconcile conflicts, and communicate clear, actionable direction to project teams., • Work closely with project stakeholders and PMO Business Analyst to document business needs and ensure it is translated into formal business requirements or user stories., • Partner with Information Technology, business teams, and 3rd party vendors to document technical requirements, processes, and workflows., • Oversee all aspects of project delivery during execution phases, including progress tracking, issue management, risk mitigation, and dependency management., • Monitor and report on project financials, including budget tracking, forecasting, and variance analysis., • Develop project schedule, and timelines; monitor and track progress and ensure adherence to project plan., • Monitor and communicate project status, risks, issues, and outcomes to executive and cross‑functional stakeholders, • Escalate risks and issues to project business lead, executive sponsors, and key stakeholders in accordance with established governance and escalation protocols., • Lead project closing activities, ensuring all required documentation, approvals, and deliverables are completed and maintained according to PMO governance standards including lessons learned sessions, and apply insights to drive continuous improvement across the organization., • Metrics/benefits realization tracking post-close (ensuring expected value is measured after implementation)., • Partner with Project Business Lead to engage and oversee external vendors and consultants, as required, to ensure timely and high‑quality delivery of project‑related work., • Mentor, coach, and support project team members and junior Project Managers to strengthen project delivery capabilities and PMO maturity., • Support compliance with project SOX governance and Audit requirements, Project Life Cycle standards, and IT Change Control processes, including required documentation and approvals., • Identify and recommend process improvements that enhance project delivery effectiveness and organizational outcomes., • Perform other duties as assigned, consistent with the scope and level of the role.Knowledge, Skills, and Experience Requirements, • A minimum of 10 years of project management experience, preferably within the banking or financial services industry. Knowledge of commercial banking, consumer banking, lending, trust, and technology is preferred., • Demonstrated experience delivering core system conversions, mergers and acquisitions, and digital transformation projects., • A bachelor’s degree or equivalent work experience is required., • Expertise with project delivery methodologies (Waterfall, Agile/Scrum, hybrid) and ability to tailor approach., • Strong risk, issue, dependency, and change control management., • Experience with executive/steering committee governance (facilitation, decision logs, approvals)., • Vendor management experience (RFP/SOW familiarity, SLAs, contract coordination—if applicable), • Exceptional organizational skills, attention to detail, and the ability to meet deadlines and handle multiple tasks simultaneously., • Excellent verbal and written communication skills, with the ability to interact with and communicate effectively across all levels of executive management, project teams, and vendors., • High proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint, Visio)., • Project Management Professional (PMP) certification is preferred. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Job Title: Account Executive – Sales Location: New York City Metropolitan Area Job Type: Full-Time About Us: SmartRoom is redefining how businesses securely share and manage critical information. Our Virtual Data Room (VDR) platform empowers dealmakers, legal teams, and financial professionals to collaborate with confidence. Whether it's mergers & acquisitions, fundraising, audits, or compliance, our secure and intuitive platform helps teams move faster with less risk. We’re growing fast and looking for a driven, results-oriented Account Executive to join our New York City Sales team and help accelerate our next stage of growth. The Role: As an Account Executive, you will be responsible for generating and closing new business with middle-market investment banks, private equity firms, and enterprise corporate clients. Initially, your primary accounts will be investment banks. You’ll act as a trusted advisor, helping prospects understand how our VDR solutions can solve their most critical information-sharing challenges. This role is ideal for a motivated, self-starting sales professional with experience in SaaS and a passion for consultative selling. Key Responsibilities: • Own and manage the full sales cycle from prospecting to close, • Identify client needs and pain points through consultative discovery, • Conduct product demos and presentations tailored to prospect goals, • Develop and execute strategies to drive revenue growth, • Build and maintain strong relationships with decision-makers, • Bachelor's degree, • 3+ years of B2B SaaS sales experience (VDR, Fintech, or CRM is a plus), • Proven track record of meeting or exceeding quota, • Strong communication, negotiation, and presentation skills, • Comfortable managing complex sales cycles and multiple stakeholders, • Self-motivated, coachable, independent and highly organized, • Competitive base salary + uncapped commission, • Flexible work environment, • Generous PTO and paid holidays, • Health, dental, and vision insurance

Job DescriptionMergers & Acquisitions Associate (3–5 Years) Locations: New York, Palo Alto, San Francisco, Seattle Direct Counsel is representing an Am law firm seeking a talented Mergers & Acquisitions Associate with 3–5 years of relevant experience to join its elite M&A practice. The team advises cutting-edge companies in the technology and life sciences sectors on some of the most complex and high-profile public and private company mergers, acquisitions, and strategic transactions. The ideal candidate will have experience serving as an integral associate on M&A transactions, including drafting and negotiating definitive transaction agreements, managing due diligence and disclosure schedules, coordinating with subject matter experts, and supporting all aspects of deal execution and client relationships. This is a dedicated M&A role and not a general corporate position. Candidates must possess strong law firm experience, superior academic credentials, and excellent written, verbal, and interpersonal skills. Compensation: The expected salary range for this position is $260,000–$365,000 per year, based on year classification. Discretionary merit bonuses may also be awarded. Benefits: The firm offers a comprehensive benefits package, including healthcare coverage for employees and their families, 401(k) retirement plan with firm contributions, paid parental leave

Job Description Project Mgr needs 5+ years of project management experience, preferably in business integration, M&A, or transformation initiatives Project Mgr requires: • Bachelors Degree in Business Administration or related experience required, • 5+ years of project management experience, preferably in business integration, M&A, or transformation initiatives, • Proven experience managing complex, cross-functional projects within a highly matrixed global organization, • Strong understanding of business operations, process improvement, and organizational change, • Excellent communication, stakeholder management, and negotiation skills, • Ability to work effectively in fast-paced, ambiguous environments, • Lead end-to-end integration projects following acquisitions, mergers, or onboarding of new business units as assigned by Senior Leadership., • Develop and manage detailed integration plans, timelines, budgets, & resource requirements, • Coordinate cross-functional teams including Operations, Finance, IT, HR, Legal, Sales, and Marketing, both at the global and local levels., • Serve as the primary point of contact between the existing organization and the newly integrated business., • Leverages organizational knowledge to drive efficient and consistent approach to integration and transformation workstreams, supporting effective change management, • Serves as the primary liaison for cross-functional project teams, executing assigned initiatives, • Partners with the team, Transformation & Integration, to strategically identify & execute strategic plans to maximize revenue growth & market competitiveness., • Gather Commercial insights to turn strategic objectives into actionable commercial plans, using data-driven insights to guide pricing, go-to-market strategies, and portfolio optimization., • Leads strategic initiatives: managing key strategic initiatives, supporting functional area executives who have assigned appropriate subject matter experts and resources

Job Description Direct Counsel has partnered with an AmLaw 200 firm seeking an experienced employee benefits attorney. Candidates must have at least 8 years of practice experience. The ideal candidate will possess the following experience and skills: • Expertise in employee stock ownership plans (ESOPs), • Experience counseling employee benefit plan sponsors with respect to ERISA and IRS requirements for KSOPs plans and ESOPs, • Experience in negotiating and drafting executive employment agreements and incentive plans on behalf of employers and executives, • Knowledge of employee benefits issues with an emphasis on ESOPs in the context of corporate mergers and acquisitions, • Experience reviewing merger and acquisition agreements for purposes of ESOP related review, • Ability to advise clients regarding compliance with Internal Revenue Code Sections 280G and 409A, • Exceptional work ethic, attention to detail, initiative, and motivation, • Ability to thrive in a team environment, • Strong academic credentialsQualifications Minimum 8 years of employee benefits experience * Licensed to practice law in New York * Strong academic credentials * Excellent interpersonal, verbal, and written communication skills * Detail-oriented with a strong work ethic * Client-facing experience and responsiveness to client needs Compensation & Benefits * Salary range: $350,000 – $475,000 annually (based on full-time schedule, experience, and qualifications) * Bonus: Eligible for annual discretionary bonus * Benefits: Comprehensive package including health insurance (with optional HSA/FSA), dental, vision, life insurance, short- and long-term disability, 401(k), vacation, sick time, parking/public transportation allowance, and employee assistance program

Job Description Position: Midlevel Associate – Emerging Companies & Venture Capital Location: New York, NY | Full-Time Direct Counsel represents an AmLaw firm seeking a midlevel associate to join its expanding Emerging Companies & Venture Capital group in the New York office. This practice represents innovative companies and their founders at every stage of growth—from formation and early financing to complex mergers and acquisitions—as well as the venture funds that invest in them. Clients range from early-stage startups to established, multi-billion-dollar technology leaders. The ideal candidate will have a minimum of four years of relevant experience, preferably with a comparable law firm, along with outstanding academic credentials and strong professional references. Candidates should possess excellent written and verbal communication skills, solid analytical abilities (including proficiency in math and Excel), and a demonstrated ability to manage relationships with clients, colleagues, and opposing counsel. Admission to the New York Bar is required. This is an exceptional opportunity to work in a collaborative and collegial environment while handling sophisticated, high-level matters alongside experienced practitioners on a national scale. Compensation & Benefits: The anticipated salary range for this position is $310,000 to $390,000, along with eligibility for an annual discretionary bonus. The firm also offers a comprehensive benefits package, including a 401(k) plan, medical, dental, and vision insurance, parental and medical leave, up to ten paid holidays, and family care benefits. To apply, please submit your cover letter, resume, deal sheet, and law school transcript.

Job Description Practice Area: Leveraged and Secured Finance Location: New York, NY (Hybrid Work Model) Salary: $260,000 - $365,000 Benefits and Incentives: This position offers an exceptionally competitive compensation package within the AmLaw 50 cohort. Associates benefit from an enhanced lateral integration program focused on seamless professional transition and accelerated career development. The firm proudly offers a robust pro bono program where all hours count toward billable targets, as well as specified opportunities for extended remote work periods throughout the year, complementing the core hybrid schedule. About the Firm: Our client is a globally preeminent law firm, consistently ranked in the top tier of the American Lawyer's "A-List" and recognized as a Financial Times Most Innovative Law Firm. Founded as an ambitious upstart in the mid-20th century, the firm quickly established its reputation by tackling complex, high-stakes matters, eventually pioneering the landscape of global Mergers & Acquisitions. Today, it maintains Tier 1 Chambers rankings across multiple disciplines, including Corporate/M&A, Tax, and Securities Litigation, and holds a Band 3 ranking in Nationwide Banking & Finance. This firm is an acknowledged leader in complex corporate and transactional law, providing an unparalleled platform for legal professionals dedicated to groundbreaking commercial work on a global scale. Job Description: People Placers Staffing is seeking a motivated and highly capable mid-level associate (Classes of 2022-2020) to join the elite Debt Finance practice in New York. This role focuses on sophisticated transactional matters for a diverse clientele, including major financial institutions, leading corporations, and private equity sponsors. The attorney will be tasked with drafting, negotiating, and finalizing complex financing documentation, including commitment letters, syndicated credit agreements, intercreditor arrangements, and security agreements. A core function involves advising clients on regulatory compliance and the intricacies of Article 9 of the Uniform Commercial Code (UCC) within large-scale corporate transactions. The successful candidate will navigate the full spectrum of debt instruments, contributing intellectual rigor to matters that shape the financial markets. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited law school., • Active membership in the New York State Bar or eligibility to waive in., • Between 3 to 5 years of post-J.D. experience (Classes of 2022-2020)., • Demonstrated experience in general corporate finance matters within a highly-regarded law firm setting., • Substantial practical experience in drafting and negotiating credit and security documentation. Preferred Skills: • A proven track record of superior academic achievement and success in previous law firm roles., • Prior experience advising on the structure and execution of leveraged recapitalizations and acquisition financings., • Familiarity with cross-border finance and multi-jurisdictional lending frameworks., • Advanced proficiencies in core corporate principles complementing the finance focus.

Job DescriptionEmployment & Trade Secret Litigation Associate – New York Hybrid position Direct Counsel is representing a reputable law firm seeking a mid-level Associate (2 years) to join its Employment & Trade Secret Litigation team in New York. This practice handles high-stakes employment disputes, internal investigations, and employment issues arising in mergers and acquisitions. You will advise innovative clients, including startups and Fortune 500 companies in technology, life sciences, green energy, and cleantech. Key Qualifications: * 2 years of management-side employment law litigation and counseling experience * Experience with terminations, leaves of absence, reductions in force, policy drafting/review, and employee mobility issues (trade secrets, non-competes, solicitation) * Advising clients on employment matters in corporate transactions and M&A * Member of the New York Bar and resident in New York * Excellent academic credentials and strong oral, written, and interpersonal skills Compensation: $235,000 per year; discretionary merit bonuses may apply Benefits: Comprehensive benefits include healthcare coverage for employees and eligible family members, 401(k) retirement plan, paid parental leave, family-building benefits, monthly wellness reimbursements, emotional and behavioral health support, childcare and parenting resources, Health Savings Accounts with firm contribution, flexible spending accounts, and other wellness and professional support programs.

Job DescriptionMergers & Acquisitions Resource Attorney Locations: New York, Palo Alto, San Francisco Practice Area: Mergers & Acquisitions Direct Counsel is seeking a Mergers & Acquisitions Resource Attorney for a top-ranked law firm with multiple office locations. This is a non-client-facing role designed to support the M&A group through legal research, precedent development, and knowledge management. Key Responsibilities: • Transaction Database Management – Input and maintain deal terms from signed transactions., • Form & Precedent Drafting – Develop and organize templates and legal resources for the M&A team., • Legal Updates – Track and summarize regulatory developments impacting M&A transactions., • Legal Education – Collaborate on training materials and firmwide legal education initiatives., • Marketing & Business Development – Assist in content creation for marketing, pitches, and industry outreach., • Attorney Support – Provide legal resources, templates, and precedent documents to attorneys., • Knowledge Management & Innovation – Support practice innovation projects and process improvements.Qualifications:, • 7+ years of M&A experience in a US corporate/transactional practice., • Strong knowledge of public and private M&A, corporate governance, and market trends., • Exceptional drafting, research, and organizational skills., • Ability to manage multiple projects simultaneously with attention to detail., • A team-oriented approach with flexibility to support evolving initiatives.Compensation & Benefits:, • Salary Range: $275,000 - $335,000 (Final offer based on experience and location)., • Comprehensive benefits package, including medical, dental, vision, life insurance, and commuter benefits., • Generous vacation, sick leave, and parental leave policies. Apply today to learn more.

Job DescriptionTop Reasons to work with our client: Elite Boutique Investment Bank – Work on high-value, complex transactions in M&A, restructuring, and capital solutions!High-Impact Client Work – Direct exposure to major deals and decision-makers during critical business moments! Collaborative, Partnership Culture – Strong team-oriented environment with a focus on long-term career growth! Strong Deal Exposure Early – Hands-on involvement in financial modeling, valuations, and transaction execution! Reputation for Excellence – Known for innovative, execution-focused advisory and trusted by top clients! Job Type : Full Time Location : New York, New York Pay : Competitive Pay & Benefits! Job Description What you will be doing: • Involve in the development, structuring, and financing of a wide range of transactions., • Regularly attend internal and client meetings, negotiations, and due diligence sessions., • Produce analysis and models on leveraged buyouts, discounted cash flows, mergers and acquisitions accretion and dilution, and multiple valuation., • Prepare memoranda for internal and external use., • Analyze financial data and conduct research of targeted industries., • Assist in the execution and coordination of complex transactions and time-sensitive processes, including due diligence and valuation analysis., • Draft client marketing and pitch materials., • Maintain active involvement and participation in client-facing situations and negotiations., • Highly motivated and team-oriented with excellent leadership records., • Strong background in financial modeling, finance, and accounting., • Excellent verbal and written communication skills., • Outstanding project management skills., • Exceptional attention to detail., • Bachelor's degree (or foreign equivalent). #INDEH123

Job Description Associate Attorney – Tax Direct Counsel is seeking a Tax Associate Attorney to join a leading national law firm. This position offers the opportunity to work with a sophisticated tax practice advising clients on complex transactions across multiple industries. Locations: Chicago, Colorado, New York, Palo Alto, San Diego, Santa Monica, Washington, D.C. About the Role: The ideal candidate will have: * 3–5 years of experience advising on some combination of mergers and acquisitions, capital markets transactions, and international transactions * Strong problem-solving abilities, motivation, and initiative * Excellent client relations skills with experience managing multiple concurrent matters * A high level of academic achievement from a nationally recognized law school * An LL.M. in Taxation is preferred, but not required Compensation and Benefits: * Expected annual salary range: $260,000–$365,000, depending on experience, skill set, and location * Comprehensive benefits package including: * Medical, dental, and vision coverage * Health savings and flexible spending accounts * Pre-tax commuter benefits * Firm-paid life insurance, AD&D, and disability coverage * Generous paid vacation (four weeks per year), sick time, and 10 paid holidays * Paid parental leave and fertility benefits * Backup care and other family support programs This is an exceptional opportunity for a motivated tax attorney to join a highly regarded national practice and work on complex, high-profile matters. To apply, please contact Direct Counsel for confidential consideration.

Job DescriptionCorporate & Securities Partner Attorney (Income Partner) Location: New York, NY Direct Counsel is assisting a leading global law firm in its search for a Corporate & Securities Income Partner to join its General Corporate practice in New York. This is a senior-level opportunity for a partner with significant experience advising on complex domestic and cross-border transactions, particularly within technology-driven and infrastructure-focused sectors. Responsibilities * Advise clients on complex domestic and international transactions, including mergers and acquisitions, joint ventures, and minority investments. * Represent private equity sponsors, family offices, and strategic investors in transactions across financial services, life sciences, media, telecommunications, and technology sectors. * Provide strategic counsel on transactions involving artificial intelligence (AI), supercomputing, data centers, and digital infrastructure. * Lead and coordinate multi-jurisdictional legal teams on cross-border matters. * Negotiate and draft sophisticated commercial agreements, including those involving advertising technology, data privacy, and intellectual property considerations. * Advise on tax structuring and cross-border transaction implications at both the transaction and fund levels. * Oversee and mentor associates and legal staff. * Drive business development initiatives and cultivate long-term client relationships. Qualifications * Juris Doctor (JD) required. * Minimum 7 years of progressively responsible experience advising on cross-border M&A and technology-driven transactions. * Experience coordinating global legal teams on multi-jurisdictional matters. * At least 5 years of experience advising on: * Advertising technology agreements and related data privacy/IP matters. * Emerging companies, venture capital, and late-stage investments in tech and life sciences. * Tax structuring for private equity and alternative investment managers. * Active bar admission in New York or another U.S. jurisdiction. Compensation The expected compensation range for this position is $415,000 – $930,000, depending on experience, book of business, and overall qualifications. This is an exceptional opportunity for a senior attorney seeking to expand a sophisticated corporate practice within a globally recognized platform.

Job Description A highly respected international law firm is seeking to expand its New York, NY, Miami, FL, or Washington, DC office with experienced Partners across a range of practice areas. This is an opportunity to join a collaborative, client-focused platform that supports both established and growing practices with institutional resources and a commitment to excellence. The firm fosters an environment built on collegiality, integrity, and innovation, providing Partners with the flexibility and support to deepen client relationships and grow their business in a stable, global setting. The firm welcomes Partners with an existing book of business, regardless of size, who are seeking a long-term professional home with a premier full-service platform. Ideal candidates will demonstrate strong leadership skills, an entrepreneurial mindset, and a proven record of exceptional client service.The firm is open to all practice areas, including but not limited to: • Litigation & Dispute Resolution (general commercial, white-collar defense, and investigations), • Mergers & Acquisitions / Corporate Transactions, • Investment Funds, • Trusts & Estates, • Aviation Finance, • Energy & Infrastructure, • Intellectual Property & Technology, • Regulatory, Employment, and Tax, • Candidates from other complementary practice areas are also encouraged to apply.RESPONSIBILITIES, • Lead and manage complex matters within your area of focus, ensuring exceptional service and strategic guidance to clients, • Develop and maintain strong client relationships and expand existing business opportunities, • Collaborate with attorneys across departments to deliver integrated legal solutions, • Supervise, mentor, and support the development of junior attorneys, • Contribute to firm-wide growth through business development and thought leadershipQUALIFICATIONS, • JD from an accredited law school, • Admission to practice in New York (or ability to waive in), • Demonstrated ability to originate, manage, and grow client relationships, • Strong reputation for integrity, quality work, and client service, • Proven ability to collaborate effectively with colleagues across disciplines and offices, • Leadership or mentoring experience a plusWHY JOIN?, • Supportive, partner-driven culture emphasizing collaboration and professional growth, • Comprehensive administrative, marketing, and business development resources, • Opportunities for cross-practice and cross-border collaboration, • Commitment to diversity, equity, inclusion, and community engagement, • Competitive and flexible compensation structure tailored to individual success

Job Description Title: Tax Director/Partner, Consumer Products Department: Tax – Consumer Products Group Supervises: Senior Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced Tax Director or a Partner specializing in the Consumer Products Industry at Anchin. This is a senior leadership role for a seasoned tax professional with deep expertise in tax planning and compliance for businesses in the consumer products industry, including manufacturers, distributors, and retailers. The ideal candidate will combine technical excellence with strong business development skills and the ability to mentor and grow a high-performing team. RESPONSIBILITIES: • Serve as a strategic advisor to clients in the consumer products industry, delivering innovative tax planning and compliance solutions., • Oversee preparation and review of federal, state, and local tax returns for Corporations, Partnerships, and individual shareholders/partners., • Address complex tax issues such as inventory accounting, sales and use tax, state nexus, and multi-state filings., • Develop and implement tax strategies to minimize liabilities and optimize tax positions for clients., • Advice on tax implications of business transactions, mergers, acquisitions, and restructuring within the consumer products sector., • Stay current on tax law changes impacting consumer products businesses and communicate updates to clients and internal teams., • Mentor and develop tax professionals at all levels, fostering a culture of technical excellence and collaboration., • Drive growth of the Consumer Products practice through market-facing initiatives, networking, and thought leadership., • Identify new business opportunities and expand relationships with existing clients. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive tax experience in public accounting, with significant exposure to the consumer products industry., • Proven track record in tax planning, compliance, and advisory for complex entity structures., • Strong technical knowledge of federal, state, and local tax laws., • Excellent leadership, communication, and client relationship management skills., • Ability to develop and execute business development strategies. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionAdvance Your Legal Career with a supportive firm that offers a wide range of training and development opportunities.Mergers & Acquisitions Associate Benefits:- Bonus- Starting Salary targeting $225K - $375K- Hybrid remote flexibility- Flexible work schedule- 401K Retirement Plan • Bar Association Fees, • CLE tuition and travel cost, • Well-being programs and activities, • Domestic Partner Benefits, • Employee Assistance Program, • Flexible Spending Account/Pre-Tax Option, • Life, AD&D, Short-term Disability Insurance, • Long-term Disability Insurance, • Medical, Dental, Vision Insurance, • Health Savings Account, • Parking/Transportation, • Sabbatical Program, • Sick Leave, • Technology (Laptop, PDA, etc.), • Vacation, • Family/Dependent Care Leave, • Pre-tax Reimbursement Accounts for Dependent Care, Health Care, and Transportation, • Back-Up Childcare and Eldercare, • Parking reimbursement accountMergers & Acquisitions Associate Qualifications & Requirements:, • 5+ years of corporate finance experience, leading and executing complex M&A transactions- Extensive experience in a wide range of corporate and alternative entity transactions, including mergers, acquisitions, divestitures, restructurings, strategic partnerships, financings, and cross-border deals.- Handle general corporate and alternative entity matters such as contract review, corporate governance, and legal opinion drafting in a large firm.- Excellent academic credentials and bar admission in jurisdiction of practice

Job Description If you are an experienced corporate legal secretary/legal assistant with 7 years of corporate law firm experience who wants to work in a traditional large law firm experience and have experience working on mergers &acquisitions, securities and technology law matters, I encourage you to explore this position. It is working for a Philadelphia, PA based law firm with a NYC office. This position will support 3 corporate partners and 3 associates handling corporate matters. This firm offers solid benefits, great location and the opportunity to work hybrid. You must have strong technical skills to compete for this position, solid work history with reputable law firms, a strong work ethic, excellent communication skills and professional demeanor. The candidate selected for this position will be an integral part of their team and be involved in document production, billing, heavy client contact, preparing their travel and expense reports and other traditional duties, etc. If you would like to explore this position, PLEASE EMAIL YOUR RESUME DIRECTLY TO: for immediate and confidential review. Company DescriptionTop rated law firm with excellent reputation as being one of NYC's premier law firms to work for.Top rated law firm with excellent reputation as being one of NYC's premier law firms to work for.

Job DescriptionMergers & Acquisitions and Securities Associate AttorneyLocations: Atlanta, Austin, Boston, Century City, Charlotte, Chattanooga, Chicago, Dallas, Denver, Downtown Los Angeles, Fort Lauderdale, Houston, Jacksonville, Miami, Nashville, New York, Newport Beach, Orlando, Philadelphia, Seattle, Stamford, Tampa, Tysons, Washington, DC Department: Business Practice Area: Corporate / M&A / Securities Overview Direct Counsel is seeking a Corporate M&A and Securities Senior Associate to join a prominent, full-service law firm with a strong national platform. This role is ideal for a seasoned associate with significant experience advising on M&A and private equity transactions who is looking to continue developing a sophisticated transactional practice in a collaborative, growth-oriented environment. Responsibilities * Draft, review, and negotiate acquisition agreements and related transaction documents for M&A and private equity transactions * Support private equity sponsors and portfolio companies throughout the full investment lifecycle, including platform acquisitions, add-on transactions, portfolio company governance, and exits * Advise on middle-market deal structures and related corporate and securities matters * Manage transaction workflows and collaborate effectively with internal teams and external clients * Maintain strong client relationships through clear communication, sound judgment, and business-minded legal advice Qualifications * 5–7 years of experience in corporate M&A and private equity transactions * Strong working knowledge of acquisition agreements and ancillary transaction documentation * Demonstrated experience supporting private equity sponsors and portfolio companies * Excellent academic credentials * Large national or international law firm experience preferred * Strong interpersonal skills, maturity, and business judgment Bar Admission & Location Requirements * J.D. from an ABA-accredited law school * Licensed to practice law or eligible to become licensed in the applicable jurisdiction * Candidates must reside in (or be willing to relocate to) their office location by the time of hire * Hybrid schedule expected, with a minimum of three days per week in the office, reflecting the firm’s commitment to collaboration and in-person engagement Compensation: $365,000 – $420,000 annually, commensurate with experience and location.Why This Opportunity This firm offers a collegial culture, meaningful client exposure, and a robust national and international platform with clear opportunities for professional growth and advancement.

Job Description Who you are: You are a highly motivated self-starter looking to propel your career to the next level in a thriving and collegial professional environment. Who we are: Tarter Krinsky & Drogin LLP (TKD) is an entrepreneurial, growing, and highly supportive firm located in the heart of New York City. Our position as a mid-size firm promotes a work environment that fosters relationship building inside and outside of the office. We care about each other, our clients, the work we do, and the communities in which we live. It’s the kind of environment where every employee can develop into their best professional selves, where everyone’s contributions matter, and where each employee makes a real difference right from the start. TKD is a place to challenge, share ideas, and contribute your ideas and skills as part of an exceptional team. Each day holds an opportunity to make a real impact. What we do: TKD’s French Practice advises French and francophone companies, investors, entrepreneurs, and individuals on their U.S. legal needs. The group provides strategic, transactional, and employment counsel across the full lifecycle of a client’s U.S. presence, from market entry and investment through growth, workforce management, restructuring, and exit. Our attorneys combine deep knowledge of U.S. law with a strong understanding of international business dynamics, allowing us to deliver practical, integrated legal solutions aligned with our clients’ business objectives. Key areas of focus include: • U.S. market entry planning and corporate structuring, • Formation and governance of U.S. subsidiaries and affiliates, • Mergers and acquisitions, including due diligence, transaction documents, and post-closing integration, • Commercial agreements and cross-border transactions, • Employment law counsel (hiring, terminations, internal policy and procedure guidance;, • Intellectual property counsel and portfolio maintenance, • Ongoing corporate governance, compliance, and advisory matters Essential responsibilities include: • Overseeing M&A and other corporate transactions, including due diligence, document review, identification of legal and commercial risks, drafting, and closing, • Drafting and reviewing corporate and commercial agreements, • Advising French clients on U.S. corporate governance and operational matters, • Handling stock transfer agreements, joint venture arrangements, corporate reorganizations, mergers, “flip” transactions, and other strategic transactionsReviewing, drafting, and negotiating general terms and conditions of sale, general terms and conditions of use, retail policies, and other B2B and B2C documentation, • Providing practical legal advice on day-to-day company operations, including the sale and purchase of goods and services, employment and contractor relationships, advertising, marketing, online publishing, e-commerce, and privacy and cybersecurity compliance, • Advising on intellectual property matters intersecting with corporate transactions, including reviewing IP ownership provisions, evaluating IP representations and warranties in M&A, assisting with licensing or technology-related commercial agreements, and identifying IP-related risks during due diligence, • Candidates must be admitted to practice in New York, • Fluency in French is strongly preferred, with additional language skills considered a plus., • An entrepreneurial mindset and an interest in cross-border business work are highly valued., • The ideal candidate will be comfortable managing a diverse range of matters simultaneously, with the ability to shift effectively between transactional work, commercial contracting, corporate governance, and ongoing client counseling in a fast-paced practice., • Candidates should demonstrate strong drafting, analytical, and organizational skills, sound business judgment, and the ability to work effectively with international clients and cross-practice teams. What you’ll love about us: We care about your professional and personal growth. Training and developing our team members are at the heart of everything we do. We are committed to cultivating development opportunities for you and helping you achieve your targeted career goals. The firm values your unique characteristics. We foster an inclusive and diverse environment where multiple perspectives are appreciated as we understand that our employees play an intricate role in the expansion and success of our firm. Compensation & benefits: The good faith base annual salary range for this position is a minimum of $130,000 to a maximum of $215,000. The actual salary rate offered to candidates within that range will depend on a variety of factors, including without limitation, years of relevant experience, applicable bar admissions, office location, and the candidate's overall qualifications for the position as assessed by the Firm. Market and Firm factors are also considered. Our generous benefits package includes medical, dental, vision insurance; 401K, disability, life insurance, and Paid Time Off (PTO). More about the Firm: TKD is a pre-eminent full-service firm focused on serving middle-market and larger business clients. We provide high-quality personalized service based on our client’s goals. The strength of the firm lies not only in its experienced attorneys and congenial atmosphere but also in our holistic approach to law – serving businesses and individuals through commercial litigation, general corporate, real estate, construction-related matters, trust and estates, employment & labor law, as well as more specialized areas, including securities, not-for-profit and education, taxation, business-related immigration matters, international law, intellectual property, and bankruptcy, among others. Our lawyers have also garnered several prestigious recognitions for their contributions to the profession and their clients. We have been selected by Crain’s NY Business as a Best Places to Work in New York City and listed on the National Law Journal’s Hot List of the top 20 mid-sized firms in the nation. Many of our lawyers are ranked in Chambers USA and included among Best Lawyers and Super Lawyers. TKD is an Equal Opportunity Employer. We embrace equal employment opportunity and inclusiveness. We prohibit discrimination based on, among other characteristics, race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, immigration or citizenship status, age, disability, genetic information (including family medical history), political affiliation, status as a veteran or active military service member, and pregnancy and lactation accommodations, in our employment practices including, but not limited to, recruiting, hiring, and promoting. TKD will not accept unsolicited resumes from search firms for this employment opportunity. All resumes submitted by search firms to any employee at TKD via mail, email, fax, the Internet, or in any other form and/or method without a valid written search agreement in place will be deemed the sole property of TKD. TKD will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee the entire engagement to develop, review and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results., • Establish an in-depth understanding to compile and evaluate company and industry data from key information sources such as Pitchbook, Company Reports and Financial Statements and industry sources., • Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review financial analysis as required for the transaction process., • Oversee the preparation of target lists of potential investors or buyers based on information sources and general internet searches., • Review financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends., • Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side., • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Build in person connections with peers and managers., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,200,000 in revenue., • Support Firm initiatives and development opportunities., • Strong financial modeling skills with ability to structure fully integrated financial models., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description Cooperidge Consulting is actively recruiting mid-level associate attorneys (3–6 years of experience) on behalf of our top Am Law firm clients. We’re hiring across multiple high-demand practice areas for placement at some of the most respected national firms — known for their premier clients, high-stakes matters, and unparalleled career development opportunities. By working directly with firm partners and senior recruiters, Cooperidge gives you a faster path to the top of the hiring stack — skipping the lengthy internal application process and getting your materials in front of key decision-makers, fast. Practice Areas We Serve: • Mergers & Acquisitions / Private Equity, • Litigation (Commercial, Securities, White Collar), • Capital Markets, • Tech Transactions / IP / Patent Litigation, • Antitrust / Competition, • Energy / Project Finance, • Real Estate Finance, • Bankruptcy / Restructuring, • Data Privacy & Cybersecurity, • Healthcare / Regulatory, • Applicants must possess a Juris Doctor (JD) from an accredited institution, • 3–6 years of relevant experience at a large firm or top boutique, • Strong academic background and legal writing skills, • Bar admission in the relevant jurisdiction (or eligibility to waive in), • Excellent client service, communication, and time management abilities, • Top-tier compensation and annual bonus structure, • Hybrid work schedules (2–3 days in-office on average), • Full medical, dental, vision, and disability insurance, • 401(k) with firm contributions, • CLE allowance and bar dues coverage, • Mentorship, coaching, and clear advancement pathways, • Inclusion in high-impact, career-defining cases or transactions

Job DescriptionCapital Markets Mid-Level Associate Attorney Preferred Locations: Houston, TX or New York, NY Compensation: $310,000 – $390,000 base salary (commensurate with experience) Direct Counsel is seeking a Capital Markets Mid-Level Associate Attorney to join a top-tier national law firm’s Capital Markets and Securities practice. The ideal candidate will have 3–6 years of experience at a large law firm working on public and private debt and equity offerings, as well as Securities Exchange Act of 1934 reporting. Candidates should also have experience advising clients on day-to-day governance matters, including SEC and stock exchange compliance, public company disclosure obligations, and other business and transactional matters. Key Responsibilities Include: * Representing issuers and underwriters in IPOs and follow-on public offerings * Advising public and private companies in PIPE transactions, mergers and acquisitions, SEC reporting, and corporate governance matters * Drafting and negotiating offering documents, disclosure filings, and related securities documentation * Providing guidance on SEC compliance, stock exchange rules, and corporate governance matters Qualifications: * 3–6 years of relevant capital markets and securities experience at a large law firm * Strong drafting, analytical, and client communication skills * Excellent academic credentials * Admission to the state bar of your preferred office location (required) This role offers the opportunity to work on a broad range of sophisticated capital markets transactions and corporate governance matters within a collaborative, national practice. The firm is an equal opportunity employer and encourages applications from candidates of all backgrounds and experiences to apply.

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused

Job Description AmLaw 50 Global Firm Seeks Fresh Tax Associate § Title: Transactional Tax Strategist | Mid-Level Associate – Private Equity & M&A ⚖️ § Practice Area: Domestic and Cross-Border Transactional Tax & Fund Structuring § Location: New York, NY § Salary: $235,000 to $310,000 Base Salary (Plus market-leading bonus incentives and comprehensive executive benefits) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a prestigious AmLaw 50 firm with a global footprint, consistently securing Tier 1 and Tier 2 rankings by Chambers and Partners and The Legal 500 for its prowess in Private Equity, Real Estate, and Corporate M&A. With a legacy rooted in representing the vanguard of the financial and technology sectors, the firm has earned a reputation for navigating the most intricate legal landscapes with precision and commercial acumen. The New York office serves as a central hub for high-stakes deal-making, offering an environment where legal scholarship meets practical business strategy. This firm is frequently recognized by Martindale-Hubbell for its exceptional professional standards and provides an unrivaled platform for associates to engage with a diversified, blue-chip client roster including global investment funds and Fortune 100 entities. § Duties: The incoming Tax Associate will serve as a primary legal architect, designing the fiscal frameworks that underpin massive corporate movements. This role is deeply integrated with the firm’s Corporate and Private Equity teams, requiring a practitioner who thrives at the intersection of tax law and commercial strategy. ⨖ Engineering Tax-Efficient Structures for high-value mergers, acquisitions, and corporate reorganizations, ensuring compliance and maximizing fiscal advantage. ⨖ Advising on the formation and operational lifecycle of Private Equity Funds, Real Estate Investment Trusts (REITs), and sophisticated investment vehicles. ⨖ Providing expert counsel on the tax implications of joint ventures, limited liability companies, and complex partnership arrangements. ⨖ Drafting and negotiating the tax-sensitive components of transactional documentation for capital markets and sophisticated financing projects. ⨖ Leading due diligence workstreams to identify and mitigate tax-related risks in large-scale domestic and international divestitures. § Qualifications: The firm seeks an individual with a rigorous academic background and a proven track record of handling high-level transactional matters. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of distinguished academic achievement. ⨖ Active Bar admission in the State of New York, or the ability to secure admission promptly. ⨖ Three (3) to Four (4) years of substantive experience in transactional tax law at a major peer-market law firm. ⨖ Demonstrated capability to manage significant deal components independently while functioning effectively within a multi-disciplinary team. ⨖ Superior analytical, drafting, and communication skills necessary for high-level client interface. § Skills: ⨖ An L.L.M. in Taxation from a top-tier law school is highly preferred and viewed as a significant asset. ⨖ Specific technical expertise in Subchapters C and K of the Internal Revenue Code. ⨖ Experience advising on Regulated Investment Companies (RICs) or complex cross-border tax treaties. ⨖ A highly organized professional approach with the ability to manage competing deadlines in a high-pressure transactional environment. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionJob Description: Midlevel Healthcare Transactions Associate Location: New York, Washington, D.C., Century City, Chicago, Dallas, Del Mar, San Diego, San Francisco, Orange County, Houston, or Silicon Valley Direct Counsel is representing an Am Law 100 firm seeking a highly motivated Healthcare Transactions Associate Attorney to join its nationally recognized Healthcare Industry Team. This position offers the opportunity to work with some of the most dynamic and innovative healthcare clients across the country in all phases of their corporate life cycle. As a core member of the team, you will advise clients on a variety of strategic transactions, including: * Mergers and acquisitions * Healthcare-focused private equity and venture capital investments * Complex joint ventures between major healthcare organizations Additionally, you will support clients with ongoing corporate and operational needs such as: * Entity formation and structuring * Contract negotiations * Operational strategy * General corporate governance matters What Sets This Role Apart You will be part of a cohesive and collaborative team committed to mentorship, career development, and substantive legal training. Regularly scheduled training and career progression sessions are integral to this practice group. You will gain deep exposure to the healthcare industry and hands-on transactional experience while building client relationships and progressing toward your long-term career goals. Qualifications: • At least 4years of experience handling mergers & acquisitions, private equity, and/or joint ventures within the healthcare sector Strong oral and written communication, legal research, and analytical skills * Demonstrated ability to manage projects and interact with clients and third-party advisors * Admission to the bar in the jurisdiction of the office location * Outstanding academic credentials from an accredited law school Compensation: The base salary range for this position is $260,000 – $390,000, commensurate with experience and location.

Job DescriptionDirect Counsel is seeking a Corporate M&A Associate Attorney to join a global law firm in New York or Miami. Direct Counsel has partnered with a leading international law firm in seeking an experienced associate to join its growing Corporate group in either the New York or Miami office. This role offers the opportunity to work on sophisticated mergers and acquisitions for both private and public companies in a dynamic, high-performing practice. Position Overview: The ideal candidate will have a minimum of four years of experience executing M&A transactions, with significant experience drafting and negotiating principal acquisition agreements. The firm is seeking attorneys with strong large law firm backgrounds, immediately transferable skills, and excellent academic credentials. Key Responsibilities: * Execute mergers and acquisitions transactions for private and public companies * Draft and directly negotiate principal acquisition agreements and related transaction documents * Conduct legal research and provide strategic transactional analysis * Manage and assist with complex transactions from inception through closing * Maintain and develop strong client relationships through responsive and practical legal guidance * Collaborate with attorneys and cross-functional teams to develop and implement transaction strategies Qualifications: * JD from an accredited law school * Admission to practice in the state of the office location (New York or Florida) * Minimum of 4 years of corporate M&A experience * Direct large law firm (Am Law 100 preferred) experience * Strong drafting, negotiation, analytical, and communication skills * Excellent business judgment and organizational abilities Work Environment: Hybrid work arrangement with regular in-office presence. Compensation: $310,000 – $390,000 annually, depending on geographic market, experience, and qualifications. Benefits: Comprehensive benefits package including medical, dental, and vision insurance, and a 401(k) plan. If you are interested in learning more about this opportunity, please contact Direct Counsel for a confidential discussion.

Job Description Responsibilities • Develop, update, and manage financial models for various real estate investment funds, including both debt and equity vehicles., • Conduct competitive analysis by monitoring public and private market participants., • Maintain operational models related to financing covenants and fund performance., • Support market research and analysis related to mergers, acquisitions, and strategic opportunities., • Assist in the integration of newly acquired entities and ensure alignment with broader financial strategy., • Prepare high-quality deliverables for internal stakeholders and executive-level presentations. Qualifications • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree or certification (e.g., MBA, CFA) is a plus., • 2–4 years of relevant experience in financial modeling, corporate finance, investment banking, or real estate finance., • Advanced Excel skills and experience building and maintaining complex financial models., • Strong analytical and critical thinking abilities with a high attention to detail., • Excellent written and verbal communication skills.

Job Description Wachsman is a global communications and strategy consultancy focused on advising Founders and Executives at the cutting edge of emerging, transformative technologies. Built for the digital and decentralised age, we provide our clients with advisory services spanning strategic and communications consulting, PR and media relations, reputation and issues management, investor relations, and policy communications. We enable them to establish and defend their industry position as they drive digital transformation and navigate new challenges and opportunities. Founded in 2015 with regional headquarters in New York, Dublin, and Singapore, Wachsman is a trusted advisor to some of the world’s most innovative companies. We help rapidly scaling firms at key moments in their journey, including in market entry, fundraising, commercial partnerships, change management, product launches, mergers and acquisitions, corporate repositioning, and regulatory compliance. Born in the blockchain industry, Wachsman has grown to become a critical partner to a wide array of start-ups and scale-ups, challengers and disruptors across verticals including fintech, payments and financial services, data management, energy and climate tech, e-sports and gaming, arts and entertainment, social media, real estate, law, and healthcare. This role will be remote initially, with a transition to a hybrid working model expected in the coming months. Duties: Client • Translate client business needs into PR action with compelling messaging and strategies that excite and invigorate clients., • Guide the creation, editing, and standards of client press materials, messaging and strategic plans., • Provide strategic counsel to ambitious, challenging and technical clients., • Oversee the planning and successful execution of highly impactful PR campaigns., • Provide counsel and strategy for branding, reputation management; embrace and understand the principles of global media relations., • Direct crisis communications response for clients., • Demonstrate commitment to industry, agency, and clients by mastering industry knowledge and understanding clients’ businesses., • Develop and maintain relationships with influential media to secure and grow coverage. Be an escalation point for high-stakes, high-value media opportunities and editor-level interactions on behalf of clients., • Conduct meetings with clients and new business., • Provide expert counsel and coaching to team-mates on every facet of the PR profession., • Inspire ambition and enthusiasm from colleagues; take pride in facilitating others’ professional development., • Empower client account teams to sustain a high pace of work while maintaining the highest standards of work product and client experience., • 7-9 years of recent PR agency experience conducting media relations., • Exceptional written and verbal communication skills., • Knowledge of fintech and/or financial services sectors preferred., • Demonstrated ability to think strategically and to identify opportunities for clients., • Excellent knowledge of the media landscape., • Ability to communicate clearly and transfer complex information in a concise and clear form., • Ability to prioritise and plan effectively., • Strong attention to detail., • Accomplished workshop facilitator., • Crisis communications experience preferred., • Demonstrated ability to lead teams successfully., • Excellent interpersonal/soft skills., • Motivated to excel in a fast-paced environment. RmAixjaBzV

Job DescriptionThe Opportunity: Tax Associate Attorney Send resumes to: OverviewWe are seeking a highly motivated Transactional Tax Associate Attorney to join our dynamic Tax Practice Group. This role offers the opportunity to work on sophisticated transactional tax matters with a focus on leveraged finance and capital markets transactions. The ideal candidate will be detail-oriented, possess exceptional analytical skills, and thrive in a collaborative, fast-paced environment. This position has a base salary range of: $250,000-$450,000/per year. Job Description • Provide strategic tax advice on a broad range of domestic and cross-border transactions, including mergers and acquisitions, joint ventures, and private equity transactions., • Structure and analyze the tax implications of leveraged finance and capital markets transactions, including debt and equity offerings., • Advise clients on the tax aspects of corporate reorganizations, spin-offs, and divestitures., • Work with clients to optimize tax efficiencies in complex transactional structures while addressing business constraints. Collaborate with other practice groups to deliver seamless, multidisciplinary support on high-value transactions. Draft and negotiate tax-related provisions in transactional documents., • Conduct legal research and provide opinions on complex tax issues, including those requiring IRS guidance.

Job Description Tower Peak Partners is a private markets investment firm launched in 2024. It is headquartered in London and has offices in New York and Rio de Janeiro. The firm is a collective of highly-skilled and recognisable investment professionals and industry executives from around the world. Tower Peak Partners manages thematic investment funds for institutional investors and principal investments through its own balance sheet. The Firm's investment themes capture opportunities in markets that experience deep structural changes, caused by technological advancements, climate change, socio-economic trends and policy developments.The firm delivers investment strategies to institutional investors around the globe, across private equity, venture capital, real assets and intellectual property asset classes. It has 4 dedicated investment teams, each with an average of 25 years of investment experience in industrial transition, aerospace & defense, media, entertainment & sports, and social impact. Role Summary The Head of Legal & Compliance – North America, based in New York, supports the Firm's General Counsel and Chief Compliance Officer in overseeing the all regulatory and legal matters across all of the firm's offices in the United States. They are responsible for responsible for overseeing all legal and ethical matters, ensuring the company operates in compliance with federal, state, and local laws, and mitigating legal risks. The individual will maintain authority and accountability for all legal and regulatory matters of the firm in the region and will act as a trusted advisor to both regional and group-level executives. They will be an integral member of the North American leadership team. This role involves providing legal counsel, developing and implementing compliance policies, drafting and negotiating contracts, managing litigation, conducting training, and supervising the firm's North American legal and compliance department. As a Principal, the role is primarily accountable for fulfilling their responsibilities, while also acting as a driving force for ideas and strategic input at executive level and globally. Key Responsibilities Legal Strategy & Resource Management • Advise executive leadership and various departments on a wide range of legal issues, including contracts, intellectual property, employment, and corporate governance., • Identify, assess, and mitigate legal and compliance risks across the organization., • Draft, review, and negotiate legal documents, agreements, and contracts. Manage and represent the company in legal proceedings, often working with outside counsel., • Leading and managing all legal aspects of mergers and acquisitions (M&A), leveraged buyouts, growth equity investments, and exits. This includes structuring, negotiating, drafting, and closing complex transactions., • Partnering with investor relations teams and external counsel on the legal and regulatory aspects of fund formation, marketing, and ongoing operation, as well as capital calls and distributions., • Ensure the company meets all notification and reporting requirements from regulatory bodies and stays current with changes in laws and regulations., • Design and deliver training programs to employees at all levels to ensure they understand and comply with policies and regulations., • Support internal and external investigations and audits related to compliance issues., • Create, implement, and oversee compliance management strategies, policies, and procedures to ensure adherence to all applicable laws and internal policies., • Serve as the primary point of contact for regulatory agencies (e.g., SEC, FinCEN) and external auditors, managing communications, audits, and investigations., • A Juris Doctor (J.D.) degree from an accredited law school and active membership in a US state bar., • Minimum 15 years of experience as a licensed lawyer working in the financial industry with a blue chip investment firm or with an established law firm in a financial practice., • Proven track record in the investment industry, with strong preference for experience in private equity., • Strong command of industry best practices and legal and regulatory compliance standards, risk management frameworks, and governance practices., • Deep knowledge of relevant U.S. laws and regulations (e.g., SOX, FCPA, AML, data privacy laws like CCPA)., • Excellent communication, negotiation and leadership skills., • Strong analytical, problem-solving, and decision-making skills., • High integrity, resilience and sound judgment., • Ability to work effectively across cultures and time zones., • Strong leadership and influencing skills., • Language skills or international professional experience are strong attributes.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Understand complex Accounting Advisory topics, including the corresponding impact to the financial statements and related disclosures. Execute a comprehensive self-review and begin articulating key concepts to staff and begin to review completed work product., • Research basic technical topics while identifying relevant guidance and corresponding SEC rules and regulations., • Apply guidance to basic technical topic at hand within a technical accounting position paper with detailed oversite and directions from Manager., • Apply guidance to basic technical topics and understand corresponding financial statement impact through performing basic level research., • Identify technical accounting issues for broader discussion and hold high level conversations with Managers about related accounting considerations., • Review and provide comments on all staff work as it relates the preparation of financial statements and consolidation of trial balances., • Delegate and provide a detailed review of staff work, ensure technical accuracy of overall financial statements, and identify disclosures which are inaccurate/incomplete. Responsible for understanding more complex areas such as SOCF, Equity, and EPS., • Build in person connections with peers and managers., • Engage with the client for requests and leading client calls., • Support Firm initiatives and development opportunities., • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Begin taking exams for the pursuit of the CPA certification. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description A global professional services firm seeks a Senior Quantitative Analyst to join their dynamic team. The Senior Financial Analyst joining the Quantitative Analysis team will leverage their transactional and financial modeling experience to play an integral role in supporting the leadership for the Corporate Department's leading practice groups, including Emerging Companies, Capital Markets, and Mergers & Acquisitions. Responsibilities: As a Senior Quantitative Analyst at firm, you will be working closely with Corporate departmental leadership and attorneys. You will develop client-facing capitalization models to be used in M&A transactions, SPAC, deSPAC, and early stage/venture capital financing engagements. Partners and their clients rely on the models prepared by Senior Analysts to determine the distribution of cash proceeds amongst equity and debt-holders, or to determine the capitalization structure as a result of the proposed transaction. On an as-needed basis, the Senior Analyst will work with the attorneys and update the models as the terms of the deal progress. Financial models include but are not limited to pro-forma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models. The Senior Analyst will also be responsible for developing and maintaining training materials as well as mentoring and training our team of analysts and associates so they can provide modeling assistance as the need arises. Other key responsibilities include: · Engaging with attorney deal teams on transactions, which requires critically reading agreements and financial modeling support, including pro-forma capitalizations, liquidation waterfalls, merger consideration spreadsheets, voting models, and IPO S-1 models · Advising the internal deal team using the knowledge gained from analysis, and answering any questions that may arise regarding data, analytical methods, and the assumptions used to build the work product · Producing client-ready financial models and effectively communicating analysis and work product to partners, associates, and external clients · Maintaining detailed records documenting procedures, methodologies, and sources of information used while performing analytical tasks · Participating in education classes for our attorneys related to quantitative analysis work · Developing and maintaining training materials such as reference guides, training presentations, a library of training exercises, and tip sheets Qualifications: · A Bachelor's degree in Finance, Business Administration, Economics, or a related field · A financial / industry qualification (CFA) or a Masters of Business Administration (MBA) is ideal · A minimum of five (5) years of related analytical experience at a professional services organization in corporate finance, consulting, or M&A, as well as experience working on ad-hoc requests and projects in a fast-paced, deadline-driven environment Compensation & Benefits Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also receive a generous and competitive total compensation package. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate's relevant experience, qualifications, and location. Discretionary bonuses may be awarded in recognition of individual and firm performance — and profit-sharing partnership contributions to 401(k) accounts may be given based on firm performance. Firm's comprehensive and best-in-class benefits support employees through every stage of life: · Healthcare, dental, and vision plans · Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more) · Generous 401(k) plan and firm-paid basic life and disability insurance · Extensive resources for parents and caregivers · Family building and fertility resources · And much more! In addition, employees receive: · At least 11 paid holidays per year and a PTO program that accrues 23 days during the first year of employment and grows with tenure · Ongoing professional development and career support, including bespoke training and leadership development programs, firm-paid access to LinkedIn Learning courses, and career coaching. · Peer networking, mentoring, and professional support through the eight global staff affinity groups. Many of our job openings can be viewed at

Job Description Investment Banking Analyst – Healthcare M&A Location: New York, NY (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies. The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions, making Ziegler one of the most active advisors in the physician services sector. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A team in New York. Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the New York area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • At least 1 year of experience in investment banking, ideally with M&A transaction exposure, • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 1-2 years experience working in investment banking or transaction experience finance required., • Have executed at least one deal start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues., • Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?Second year analyst base is $105,000; third year analyst base is $115,000 with bonus of up to 50% of salary.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: • Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives, • Support new business (for both public and private clients) and marketing initiatives as appropriate, • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions, • Manage and execute on buyer interaction, transaction due diligence, etc., • Review and oversee development of financial models, valuation analyses, research, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Bachelor’s Degree required, • 3-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Accounting Advisory practice, you will be a trusted partner to our clients, multinational public companies, and fast-growing pre-IPO companies. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: • Financial Reporting (including the design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings), • Operational Accounting (addressing the need for continuous improvement and optimization of finance and accounting functions), • Implementation of new and existing accounting standard, • Communicate effectively with the client to convey project findings, updates, and recommendations, • Collaborate with CrossCountry and client team members regarding business issues and potential solutions, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processesWhat You'll Bring:, • 3+ years of experience working with companies in one or more of the following areas: financial reporting, operational accounting, implementing new accounting policy, complex transactions, • Prior experience in professional services (public accounting, advisory firm, or management consulting firm), • Strong operational and technical accounting background, including experience researching complex technical accounting issues proactively, • Professionalism and discretion when interacting with executives and clients, • In-depth knowledge of accounting standards - U.S. GAAP (Generally Accepted Accounting Principles) and/or IFRS (International Financial Reporting Standards), • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standardsQualifications:, • Bachelor’s degree (or higher) in Accounting, Finance, or related field, • CPA (Certified Public Accountant) or CA certification preferred, • Experience supporting transactions as a result of(or in preparation for) one or more of the following areas: mergers and acquisitions, divestitures, spin-off, carve-out, IPO is preferred but not required

Job Description Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we're solving today's unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you'll feel right at home here. Career Team is looking to hire a Retention Case Manager who is experienced in workforce development to serve clients of the Pathways for Access to Careers and Employment Workforce Development Program (PACE) Team. The approach of the PACE Program emphasizes that there is no one-size fits-all solution for clients needing education and or training support. The Retention Case Manager will provide case management and follow-up services to employed clients and obtain proof of employment while monitoring benchmarks and provide barrier remediation services as needed. This position is expected to be 100% onsite. The Retention Case Manager is an integral part of our team and will assist us with our mission of accelerating the human condition! Career Team also offers a competitive package including: • 401k with a generous employer match;, • medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans;, • disability insurance;, • Manage a caseload of PACE clients once they are placed into employment and provide services if needed to help them maintain employment, • Develop and manage a comprehensive working relationship with all stakeholders, including clients, governmental agencies, employment partners, service providers, etc., • Obtain paystubs, offer letters, or letters of promotion from employed clients to verify proof of employment and document in accordance with program requirements, • Identify and assist with mitigating barriers to program participation and sustainable employment after program, including but not necessarily limited to, health, mental health, housing, childcare, domestic violence issues, • Maintain an updated client database and track client engagement in services, and accurately document case management activities in the State database daily, • Monitor and supervise the client's employment placement and benchmarks to track progress and encourage promotion within the job, • Prepare reports of activities and achievements, • Collaborate with Case Managers and Leadership to develop strategies for successful client engagement after employment placement, • Advocate for clients' needs and rights, providing advocacy and support as necessary, • Maintain accurate and up-to-date records of client interactions and outcomes, • Ensure compliance with data privacy and confidentiality policies and procedures, • Approach each day and task with a "ZAG" mindset, • Associate's degree from an accredited college or university, OR a Minimum of two (2) years of experience in case management, human services or a position that demonstrates the ability to perform the duties as described, • Effective and engaging communicator with strong interpersonal skills, • Analytical and organizational skills to manage outreach efforts efficiently, • Resilient and outcome-driven with a focus on client engagement and program success, • Knowledge of Government Workforce regulations such as PACE, EARN, TANF, SNAP, etc., • Computer-literate with knowledge of relevant software and tools., • Ability to work in a dynamic team environment - must have excellent teamwork, communication, and interpersonal skills, • Detail-oriented with strong organizational, analytical, research, and problem-solving skills, • Knowledgeable about the local region and relevant partners, • Multilingual or Bilingual preferred Employment Type: Full-Time, Non-exempt Employee About Career TEAM: Founded in 1996, Career TEAM, LLC is a private workforce development organization. Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors: • Named by Inc. Magazine as one of America's 500 fastest growing privately held companies, • Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation, • Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information: Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location. The Company collects Personal Information to use or disclose as appropriate to: (1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description Origis Energy is seeking an experienced M&A professional to lead and execute the company's utility scale solar and energy storage business growth strategies. The ideal candidate will have a proven track record of sourcing, evaluating, structuring, negotiating, and closing attractive project and portfolio acquisitions and dispositions. The position will serve as an integral leadership role as part of a high performing M&A team responsible for all aspects of profitable growth, expansion via mergers and acquisitions, and capital recycling. The role provides an opportunity to join a leading, vertically integrated renewable energy developer with an extensive portfolio of operating and under construction projects along with a growing pipeline of utility scale solar and energy storage projects. The Director Mergers & Acquisitions, reporting to the Chief Investment Officer, is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Execute the company's M&A strategies in alignment with growth and shareholder return objectives, • Lead the origination, analysis, structuring, documentation, and execution of utility scale solar and storage project acquisitions and dispositions, • Analyze different markets through an investment lens and make recommendations for M&A activity; such analysis would include an assessment of the political, regulatory, legal, and tax environment for a given market, along with supply/demand and other economic considerations, • Establish and maintain relationships with advisors, brokers, and developers to source attractive opportunities aligned with the company's business objectives and underwriting criteria, • Perform project due diligence across various functional areas, as applicable, including, interconnection, real estate, permitting, environmental, EPC, and project operations, • Work closely with in-house and external counsel along with the CIO to review, negotiate and close purchase and sale agreements, joint development, and partnership agreements, • Manage post-acquisition development, financing, and commercial obligations and activities, • Communicate with other departments within the company including Development, Origination, Capital Markets, Engineering, and Accounting on transaction details as well as business planning and work processes, • Prepare presentations and analysis necessary to obtain internal investment committee and company Board approvals, • Maintain opportunity pipeline reporting, as well as department budgets, forecasts, and acquisition financing needs in coordination with the CIO, • Explore and lead improvements in acquisition opportunity screening and analysis, • Be responsible for various internal administrative functions which are required to support acquisitions, • Bachelor's Degree in Finance, Business Administration, Economics, or a related field, • Minimum 7 (seven) years of relevant renewable energy industry experience in business development, M&A, project finance, or corporate development, • Experience serving in a transaction leadership role; preferably within a renewable energy development or IPP business, • Advanced knowledge of solar, solar + storage, and stand-alone storage markets and economics, • Established relationships with renewable sector advisors, brokers, and developers, • Experience in financial modeling and valuation analysis of relevant projects and markets; including advanced Excel skills, • Strong commercial, technical, analytical, and creative transaction structuring abilities, • Rigorous and detail oriented with the highest regard for accuracy and completeness, • Ability to maintain discipline and focus on acquisition and disposition strategies; filter and pursue only value-accretive opportunities, • Ability to identify, quantify and mitigate risks; realize opportunities, • Excellent communication skills, both verbal and written, • Strong organizational, problem-solving, and leadership skills, • Execution-focused mindset with a high level of initiative, • Ability to multi-task and work in a very fast-paced environment, • Team-oriented "player coach" with excellent interpersonal skills and ability to develop collaborative working relationships across multiple functional areas in the organization, • Has a strong sense of urgency and bias for action, • Ability to work with all levels of management and key stakeholders Location New York, NY Job Level Director – one direct report The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$245,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • Three years minimum of professional experience working in investment banking, private equity, corporate development, etc. is required, • Bachelor’s degree, • Highly motivated, confident, professional, and coachable, • Proficiency with Capital IQ and PitchBook is a plus, • Advanced knowledge of business software (especially Word, Excel and PowerPoint), • Strong knowledge of financial modeling, corporate finance and accounting, • Excellent verbal and written communications skills including business writing, • Able to handle multiple projects with competing priorities, • Strong work ethic and team oriented approach, • Good judgment in confidential situations and ability to exercise discretion, • High degree of comfort and confidence interacting with senior executives, • Ability to train and provide mentorship to analysts and interns, • Flexibility to work long hours, nights, and weekends, as needed, • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will:, • Work closely with senior bankers to support business development, sourcing and execution of transactions, • Actively participate in live deals, such as M&A, capital offerings and strategic advisory, • Supervise investment banking analysts, including mentoring and oversight of the work product, • Take the lead for developing important technical analysis and presentations, • Create marketing materials, • Communicate and interact with clients in executing transactions, • Travel is required (i.e. client meetings, conferences, etc.)

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting high-potential graduates to join our New York office and support our growing Investment Banking practice. Graduate Analysts work closely with senior bankers and gain hands-on exposure to live transactions across regular financings, distressed financing, and restructuring. You will be part of small deal teams, allowing for meaningful responsibility, direct interaction with senior bankers, and early exposure to clients. This role is designed for candidates who are eager to learn, thrive in a fast-paced environment, and want to develop a strong foundation in investment banking. Key Responsibilities: • Support the analysis of companies, industries, and financial performance, • Assist with the review of historical financial statements and forward-looking financial information, • Help build financial models, cash flow projections, and valuation analyses, • Participate in due diligence processes and transaction execution, • Conduct industry and company research, • Prepare presentations and supporting materials for Juniper and its clients Requirements Requirements: • Bachelor’s degree (or expected graduation) from a top-tier institution with a strong academic record, • Relevant internship experience in investment banking, finance, consulting, accounting, or a related field is strongly preferred, • Strong attention to detail and analytical mindset, • Ability to thrive in a fast-paced, entrepreneurial environment, • Strong quantitative skills and understanding of financial statements, • Excellent written and verbal communication skills, • Proficiency in Excel, Word, and PowerPoint; familiarity with financial databases (e.g., Bloomberg, Capital IQ) is a plus, • Prior internships or coursework in finance, economics, accounting, consulting, or related fields preferred, but not required, • US work authorization This role is ideal for graduates who are highly motivated, intellectually curious, and looking to grow their responsibilities and impact over time within a collaborative investment banking team. Benefits Benefits • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits

Job Description Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we're solving today's unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you'll feel right at home here. Career Team is looking to hire a Case Manager to serve as part of the Pathways for Access to Careers and Employment Workforce Development Program (PACE) Team. The approach of the PACE Program emphasizes that there is no one-size-fits-all solution for clients needing education and or training support. Career Team is excited to work with an enthusiastic Case Manager who will assist PACE clients to provide professional, intensive case management to help guide clients in career development and training/educational pathways that lead to gainful employment and self-sufficiency. This position is expected to be 100% onsite. The Case Manager is an integral part of our team and will assist us with our mission of accelerating the human condition! Career Team also offers a competitive package including: • 401k with a generous employer match;, • medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans;, • disability insurance;, • supplemental insurance;, • Manage a portfolio of clients by motivating their education, training, and job search efforts, which include coaching through barrier removal, professional development, and ultimately job placement that leads to self-sufficiency, • Employ a human-centered approach to case management, acknowledging that each client who comes in has unique needs, abilities, and circumstances, • Develop and manage a comprehensive working relationship with all stakeholders, including clients, governmental agencies, employment partners, service providers, etc., • Identify and assist with mitigating barriers to program participation, including but not necessarily limited to health, mental health, housing, childcare, and domestic violence issues, • Maintain an updated client database and track client engagement in services, and accurately document case management activities in the State database daily, • Coach and mentor clients through personal and professional development through workshops, Career EDGE, and appointments, • Prepare reports of activities and achievements, • Approach each day and task with a "ZAG" mindset, • Bachelor's degree in social work, social services, counseling, business administration, or related field, OR a minimum of 2 years of experience in workforce development-related case management services with a professional certification, • Experience working with populations similar to the PACE program's clients, demonstrating an understanding of their unique circumstances, • Prior experience developing, evaluating, and implementing milestone-driven service plans, • Ability to identify community resources/services and connect clients to these resources, • Strong interpersonal skills, including the ability to build trusting relationships, • Effective communication, listening, and coaching skills, • Multilingual proficiency, preferred, • Proficiency in Microsoft Office and other relevant software, • Ability to submit accurate written forms and reports, • Exceptional time management skills to meet deadlines and work under pressure Employment Type: Full-Time, Non-exempt Employee About Career TEAM: Founded in 1996, Career TEAM, LLC is a private workforce development organization. Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors: • Named by Inc. Magazine as one of America's 500 fastest growing privately held companies, • Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation, • Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information: Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location. The Company collects Personal Information to use or disclose as appropriate to: (1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.