Employment

JD Merit

Where your best ideas are rewarded.

At JD Merit, we have cultivated a culture where clients and bankers are valued equally. Our fast-growing Boutique Investment Banking firm is focused on serving entrepreneurial lead middle-market companies. We provide a scalable platform for experienced and exceptional Independent and Bulge Bracket Investment bankers to pursue excellence in an environment that rewards the entrepreneurial spirit.

2019 is a period of exciting growth for JD Merit. On February 25, 2019, JD Ford & Company and Merit Harbor Capital combined forces, creating a best-in-class platform for bankers. JD Merit provides big bank tools and boutique collaboration in an effort to serve a singular focus: help our clients win and our bankers close more deals.

Strong Partnership Culture with Experienced Leadership

While we specialize in several verticals, our practice group heads and other bankers bring a depth of experience to a highly collaborative environment, where we believe by working together we can win more for our clients and ourselves. Our vastly experienced JD Merit Management Team leads with a focus on growth and a commitment to the success of every JD Merit team member. 

Diversified and Experienced Management Team

Joseph Durnford - Chairman

Joseph Durnford

Chairman / Sr. Managing Director

34 years I-banking experience

J. Craig Dickens - CEO & Founder

J. Craig Dickens

CEO / Managing Director

33 years diversified experience

Joel Price - CCO & COO

Joel Price

Chief Compliance & Operations Officer

16 years experience

Nick DeVaney - President & Co-Founder

Nick DeVaney

President & Managing Director

16 years experience

Tom Hopkins

FinOp

23 years experience

Strong Experience and expertise leads to a Collaborative Culture and winning!

We have what you want in a Platform.

We know that your experience, expertise and relationships have been hard-earned and we’re committed to helping you monetize the “knowledge equity” (TM) you have accumulated.

Origination

We understand you bring sophisticated and long standing relationships. Our goal is to support your relationships in ways that keep you top of mind and present in your CEO and Issuer relationships always.

  • Scalable and repeatable marketing and Origination tools and resources.
  • Continued investment in brand building.
  • Commitment to personal brand building / “visible expert”.

Robust Client Sheparding and Deal Marketing

From Pitch and kick-off to Deal-marketing, our integral processes pull together mandates efficiently and effectively, all the while allowing bankers to scale and not get bogged down in minutia.

A “Put-Away” Machine

Our back-office professionals are date driven, milestone accountable, results focused and have a true process for orientation which allows for our bankers to enter and leave the process with trust and confidence that their clients feel cared for a respected. Bankers can focus on creativity and strategy as well as advanced negotiation – In short, the joys of deal making vs. the drudgery of fire fighting and back-office processes. 

Pragmatic Compliance

Our job is to keep you operating at your peak by practicing proactive and pragmatic compliance; Proactive to insure you sleep well at night. Pragmatic in that we are business leaders first and look to your “enablement” every day. Our electronic compliance vault and CRM systems make compliance easier. 

Admin & Resources

Banker enablement and efficiency is our mantra. While our clients always appreciate our dedication to true boutique service, supporting our bankers with “Big Bank” tools and service allows you to do $1,000 an hour work and enrich relationships vs. worrying about administrative functions. 

Collaborative Culture

Our team of over 20 senior deal makers (and growing) is highly collegial and collaborative. Every JD Merit team member possesses unique skills and experience that they are eager to share. We are stronger together. 

JD Merit is not for everyone.

We seek entrepreneurial team members who embody the five I’s:

  • Integrity
  • Intelligence
  • Insight
  • Instinct
  • Intensity

You either have these traits or you don’t. Our reputation is built on winning for our clients. New team members should be aligned and capable of demonstrating these important “I’s”. 

If you’re thinking, “that sounds just like me,” then it’s time to take the first step. Browse our available job openings and submit your qualifications for consideration. We look forward to hearing from you.

We are seeking candidates who:
  • Are true “Deal Makers” who are driven to initiate & close deals.
  • Are self-motivated and ambitious, and who don’t wait for deals to come to them.
  • Are willing to work to build relationships with future clients and referral partners.
  • Are team players wanting to take advantage of collaboration and firm “network effect.”
  • Exhibit strong leadership and entrepreneurial drive while complying with firm expectations and maintaining high personal accountability.
  • Are personable, connect with people easily and are able to listen first – solve second.
  • Love to win!
  • Do not apologize for earning large success fees. You understand value creation!

Current Opportunities

JD Merit is currently hiring investment banking associates who will be an integral part of the investment banking team by managing multiple aspects of the execution of capital offerings and mergers and acquisitions.  Associates are the gatekeepers of process control for deals and will work to train and develop analysts under their charge, as well as check accuracy of financial modeling, selling material preparation, investor list preparation. Associate will be a key contact person for the client in requesting documents, developing diligence questions, and managing the client during preparation of marketing and diligence materials as well as the diligence phase of the transaction.

Responsibilities

  • Advise senior bankers on aspects of transaction opportunities;
  • Manage Analysts in creation of selling materials with clear thesis development;
  • Identify financial analyses / models needed, work with Analysts to build and develop;
  • Perform valuation analyses
  • Identify ideal investor types for various transactions and work to gather relevant information ;
  • Ensure that appropriate compliance measures are upheld;
  • Express ideas in an organized, persuasive, and articulate manner and keep team members informed of client discussion and relevant issues;
  • Attend prospect pitches and client meetings
  • Conduct industry and company-specific due diligence related to transactions
  • Assist in the preparation of pitches, management presentations, valuations, and fairness opinions
  • Create prospect facing marketing materials
  • Assist in the development and continued cultivation of prospect and client relationships
  • Develop an understanding of the underlying trends that affect M&A and capital markets
  • Gain an understanding of the interests and investment criteria of a number of middle-market private equity firms and or strategic acquirers.
  • Exercises a continuous process improvement 

Qualifications/Skills/Requirements

  • Degree in finance, accounting, economics or a related field
  • 2-3 years experience in IB or PE
  • Excellent written and oral communication skills
  • Leadership / Mentorship
  • Time and task management
  • Comps/Target Lists
  • Valuation
  • Target List creation
  • Pitching

Industry: Investment Banking

Employment Type: Full Time

Job Functions: Financial Analysis,    Research, Support

JD Merit is currently hiring investment banking analysts who will support the investment banking team by providing analytical support on capital offerings, mergers and acquisitions and other financial advisory services for our clients in broadly defined industry verticals. Analysts conduct research, assist with company valuations and financial models, assist in the preparation of client presentations, and gain exposure to various transaction related activities.

Responsibilities

  • Financial modeling (discounted cash flow, comparable transaction analysis, public company comparables, and other valuation methods);
  • Preparation of Confidential Information Memoranda (and other selling materials) white papers, research reports etc.;
  • Monitoring publicly-traded companies, and on-going industry research;
  • Managing and assisting in the execution of Corporate Finance transactions;
  • Gain experience in M&A, private placements and Debt & Equity offerings;
  • Contribute to team discussions and client meetings;
  • Preparing and delivering client presentations in a clear and compelling manner;
  • Assisting with firm communications and marketing programs as it related to investor outreach;
  • Ensuring all work conforms to regulatory and FINRA compliance.
  • Executing process aspects of sell-side, capital raise, and buy-side deals. 

Qualifications/Skills/Requirements

  • Excellent written and oral  communication
  • Attention to detail
  • Valuation
  • Financial Modeling
  • Sales material creation
  • Comps
  • Research
  • Target List creation

Industry: Investment Banking

Employment Type: Full Time

Job Functions: Financial Analysis,    Research, Support

The Responsibilities

The Managing Director position focuses on  the following:

  • Deal origination
  • Management of all M&A transactions from start to finish
  • Advising the client
  • Being the key contact for the deal team
  • Taking ownership in coordinating information
  • Execution of the deal flow both internally and externally
  • Being a team player/culture carrier

What industries do we operate in?

  • Banking & Financial Services
  • Energy & Applied Technology / Oil & Gas
  • Business Services
  • Food & Agriculture
  • Healthcare, Pharmaceuticals / BioTech
  • Transportation & Logistics
  • Real Estate, Gaming & Lodging
  • Consumer & Retail
  • Manufacturing / Distribution
  • Construction / Trades, Building Supply
  • Technology, Media & Communications
  • Industrials

The Ideal Candidate

  • Boutique / Client Focused
  • Hard Working
  • Tenacity
  • Quick Thinking
  • Process Driven
  • Never Complacent
  • Entrepreneurial Spirit
  • Analytical
  • Master’s Degree (Preferred)
  • Current FINRA Licensing
  • 1 – 10+ Years’ Experience
  • Knowledge of the Capital Markets

Industry: Investment Banking

Employment Type: Full Time, Commission

Job Functions: Finance / Sales

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HEADQUARTERS

1313 Broadway, Suite 350
Tacoma, WA 98402

CONTACT US

Seattle/Tacoma WA:
(253) 327-1490

Denver, CO:
303-867-7749

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