2025 Summer Associate- Corporate Finance Valuation
Description
- Provide portfolio valuation, investor reporting, GP/LP valuations and other services to various private equity and hedge funds clients
- Establish recurring relationships with clients providing monthly/quarterly/yearly valuations of their investments
- Provide independent transaction opinions to help companies, their boards of directors, and other stakeholders to fulfill their fiduciary duties in connection with a proposed transaction
- Solvency opinions include but are not limited to leveraged buyouts, refinancing, restructurings, and going private
- Fair opinions on the buy- or sell-side
- Expertise from our senior professionals for litigation support by providing expert opinions regarding valuation, damages and related financial analyses in complex cases
- Provide valuation services to fulfill financial reporting and tax requirements for corporations, funds, and investors in the US and internationally
- Industry-specific valuations
- Valuations in connection with special situations (e.g., restructurings)
- Participate in a team environment and work hard to meet client deadlines and quality expectations
- Demonstrate strong verbal and written communication skills
- Participate in group practice meetings and travel as needed
- Build and present valuation models and financial statement analyses in an organized manner and/or using our standard formats and presentations;
- Research and analyze published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors to assist with valuation assignments. In addition, evaluating private company information including client investment memorandums, audited financial statements, company underwriting models, board of directors’ presentations, debt, equity, and other company-specific agreements, org charts, etc.
- Research, identify, and assess relevant comparable public companies and M&A transactions within parameters based upon information services such as S&P Capital IQ and Bloomberg
- Report and describe in writing the valuation methodologies utilized (Discounted Cash Flow analysis, guideline public companies, guideline precedent transactions, cost approach) and other financial modeling techniques considered.
- Perform other ad-hoc research, analytics, and support as required including marketing initiatives for prospective and existing clients.
- Perform a PV Case Study during a 4-5 week period.
- Third year college students (i.e., those looking to graduate in May 2026)
- Progression towards Bachelor’s degree or equivalent, and an undergraduate level understanding of economics, finance, accounting, statistics, econometrics, or other related subject
- 0 - 2 years of prior internship experience preferred
- 3.5 GPA or higher
- Strong finance or accounting curriculum
- Strong attention to detail
- Proven capability with MS-Word and PowerPoint
- Proven capability with MS Excel
- Strong writing skills
About BRG
Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.
Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
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BRG is an E-Verify Employer