Join Our Team
We are always looking for talented, motivated individuals who want to build a career in investment banking. View our current openings below.
Open Positions
Dallas, TX · In-Person, Full-Time · Dallas Office
The Opportunity
First Turn Capital's Dallas office advises privately held companies across Texas and the Southern US on sell-side and buy-side transactions, recapitalizations, growth capital, and debt restructuring. We are seeking a licensed M&A Broker to help grow our presence in the Texas market. Our core sectors include industrial services, construction, oilfield services, utilities, manufacturing, and trucking & logistics.
This role carries real ownership of our Texas presence. You will have the autonomy to originate deals, manage client relationships, and execute transactions from engagement through close, all with the full support and resources of an established firm behind you.
What You'll Do
- Originate new business by identifying and developing relationships with prospective sellers, business owners, and referral sources across the Dallas-Fort Worth metroplex and broader Texas market
- Manage the full transaction lifecycle on sell-side and buy-side M&A engagements, from initial valuation through closing
- Prepare and present pitch materials, Confidential Information Memorandums (CIMs), teasers, and management presentations to prospective clients and buyers
- Build and maintain detailed financial models including discounted cash flow analyses, comparable company analyses, and precedent transaction analyses
- Conduct buyer outreach campaigns, coordinate due diligence processes, and facilitate negotiations between buyers and sellers
- Advise business owners on transaction readiness, deal structure, and strategies to build enterprise value
- Collaborate with the Oklahoma City team on cross-market opportunities and firm-wide deal flow
- Maintain compliance with all FINRA regulations and securities laws applicable to M&A advisory activities
Who We're Looking For
- Active FINRA Series 7 (General Securities Representative) and Series 79 (Investment Banking Representative) licenses required
- Demonstrated deal experience in mergers and acquisitions, with a track record of closed transactions
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Strong financial modeling, valuation, and analytical skills
- Excellent written and verbal communication skills with the ability to build trust with business owners and C-suite executives
- Self-directed professional who thrives with autonomy and takes ownership of outcomes
- Established network of business relationships in the Texas market is strongly preferred
- CFA, CBI (Certified Business Intermediary), or M&AMI (M&A Master Intermediary) designations are a plus
Express Interest
We value substance over polish.
Oklahoma City, OK · In-Person, Full-Time, Spring or Summer 2027 · Oklahoma City Office
The Opportunity
The Spring/Summer Analyst Internship is a full-time, on-site role in First Turn Capital's Oklahoma City office, offered for spring 2027 or summer 2027. First Turn advises privately held companies across Texas and the Southern US on sell-side and buy-side transactions, recapitalizations, growth capital, and ownership transitions, with core sectors in industrial services, construction, oilfield services, utilities, manufacturing, and trucking & logistics. Interns work on the analytical side of active engagements: financial statement analysis, valuation, industry research, and drafting client and buyer materials. This is not a registered position. The work is limited to analysis, research, and document preparation; any conversation with a client or buyer about a specific engagement, transaction terms, or the merits of a sale is handed to one of the firm's registered representatives. Compensation is not tied to individual transactions.
Our deal team is small, so interns do real work on real engagements instead of watching from the sidelines. You will sit alongside the people running the deals, including a founder who built and exited his own companies, and see how a transaction moves from the first set of financials to close.
What You'll Do
- Analyze historical financial statements and prepare normalization adjustments to reported earnings under the direction of the deal team
- Build and maintain financial models, including discounted cash flow, comparable company, and precedent transaction analyses
- Research industries and markets to support valuation work and identify the strategic and financial buyers most likely to value a client's business
- Help draft Confidential Information Memorandums (CIMs), teasers, and management presentations
- Organize and maintain virtual data rooms during due diligence
- Keep the firm's CRM and transaction records accurate and current
- Prepare internal research memos and industry summaries for the deal team
- Contribute research and drafting to the firm's published insights on business valuation and exit planning
Who We're Looking For
- Rising junior or senior pursuing a bachelor's degree in finance, accounting, economics, or a related field
- Working knowledge of accounting fundamentals: the income statement, balance sheet, and cash flow statement
- Strong Excel skills; financial modeling or valuation coursework is a plus
- Clear writing and careful attention to detail, since the materials you help prepare go in front of business owners and buyers
- Genuine interest in investment banking, M&A, private equity, or corporate finance
- Able to work on-site in Oklahoma City full-time for the term you apply for
- Authorized to work in the United States
Express Interest
We value substance over polish.