VP, Industry Coverage – Advisory

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Manage senior client relationships and create strategic coverage plans for developers, independent power producers (IPPs), utilities, manufacturers, and sponsors across M&A, debt, tax equity, and transferable tax credits.

• Lead the origination, structuring, and execution of M&A advisory mandates, which include sell-side processes, valuation analysis, outreach to buyers/sellers, and negotiation of deals.

• Assist and take a leading role in debt origination and advisory activities related to construction, term, back-leverage, tax equity bridge, and structured debt products.

• Collaborate with the Structuring and Capital Coverage teams to engage lenders and negotiate terms.

• Provide guidance to clients on M&A and debt opportunities within the clean energy capital stack.

• Cultivate senior stakeholder relationships and mentor junior team members in building relationships and executing deals.

• Create client-facing materials such as Confidential Information Memorandums (CIMs), teasers, buyer/lender lists, process trackers, valuation analyses, and financial models.

• Oversee transaction execution workstreams, including diligence oversight, process management, and coordination with legal, financial, and technical advisors.

• Facilitate client onboarding and ongoing engagement with Crux’s software and intelligence platforms.

• Relay customer feedback to Product, Operations, and software teams to influence the platform roadmap.

• Share thought leadership on trends in M&A and debt markets, representing Crux at webinars, industry events, and conferences.

• Expand the M&A advisory franchise and enhance debt execution capabilities.

• Educate and counsel buyers, investors, and lenders on risks and resolve transaction challenges.

• Assist in new business development through conferences, networking, outreach, and other channels.

• Build and sustain relationships with corporates, family offices, accounting and tax firms, investment banks, and lenders.

⛳️ Requirements

• A minimum of 7 years of experience in power and utilities, renewables, clean energy finance, infrastructure M&A, debt capital markets, project finance, investment banking, or a closely related advisory role.

• Proven track record in contributing to buy-side or sell-side M&A transactions and/or debt financings.

• Strong understanding of deal structuring and execution.

• In-depth expertise in at least one area of M&A advisory or debt capital markets, along with a working knowledge of the other.

• Advanced skills in financial modeling and analysis.

• Familiarity with M&A valuation methodologies including DCF, precedent transactions, and comps, and/or debt structuring analysis, encompassing cash flow modeling, credit metrics, and covenant analysis.

• Experience in preparing CIMs, teasers, lender presentations, information memoranda, and buyer/lender lists.

• Capability to independently manage multiple complex workstreams in a fast-paced environment.

• Exceptional written and verbal communication skills, sound professional judgment, and a client-centric approach.

• A genuine interest in clean energy, technology-enabled financial services, and the development of M&A advisory and debt franchises.

• Willingness to travel up to 25% of the time.

• FINRA SIE, Series 79, and Series 63 licenses, or a readiness to obtain them under Crux’s broker-dealer sponsorship.

🏝️ Benefits

• Flexible working culture

• Remote-first operating model

• Optional offices in DC and NYC

• Optional co-working opportunities

• Regular company offsites twice a year

• 100% of employee healthcare premiums covered on Aetna and Kaiser plans

• 70% of dependent healthcare premiums subsidized

• 100% of employee dental and vision premiums covered

• 50% of dependent dental and vision premiums covered

• 10 company holidays per year

• 20 days of paid time off per year

• 401k account supported

• 16 weeks of parental leave for birthing parents

• 12 weeks of parental leave for non-birthing parents

• $5,000 AI learning and development stipend

• Total cash compensation in the $200,000s–$300,000s, depending on experience and revenue scope

• Opportunity to exceed bonus targets based on team and individual performance

• Stock options

• Opportunity to work across advisory, capital, software, and intelligence

• Direct exposure to senior leadership, sponsors, strategics, and diverse transactions

• Leadership growth opportunity in building the M&A advisory and debt execution franchises