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Harris Williams

Global investment bank focused on M&A advisory

M&A Associate Summer Associate Intern

Summer 2027Updated on 10/24/2026Deadline 10/30/26
$175k+ Performance bonus eligibility
Internship
San Francisco, CA, USA
In Person
Finance & BankingInvestment Banking
No H1B Sponsorship

About the job

Requirements
  • Demonstrate appropriate knowledge, skills, and abilities for the role.
  • Work in the United States without sponsorship.
  • Submit a resume, cover letter, and completed Suited assessment by the application deadline.
  • Demonstrate motivation by challenge through academic performance and prior work experience.
  • Have curiosity and proactively learn, apply new information, and incorporate feedback to develop quickly.
  • Articulate ideas clearly and tailor message, tone, and detail to the audience, verbally and in writing.
  • Use Microsoft Office, including advanced Excel features such as formulas, data validation, tables, and conditional formatting, and PowerPoint, to produce accurate, client-ready work.
  • Have a working understanding of how the income statement, cash flow statement, and balance sheet connect, and willingness to deepen accounting, valuation, and financial modeling expertise.
  • Identify trends in complex data sets, including using Capital IQ and FactSet, and articulate their impact.
  • Use and direct artificial intelligence tools to improve output while retaining ownership of quality, accuracy, and judgment.
  • Build trusted relationships across deal teams and firm colleagues and prioritize collective firm success.
  • Communicate ideas clearly and confidently in internal discussions and client and C-suite settings.
  • Deliver accurate, high-quality, client-ready work products demonstrating sound deal judgment and attention to detail.
  • Seek feedback and mentorship and deepen industry, market, and technical knowledge.
  • Manage workstreams and deadlines to deliver consistent, on-time execution without sacrificing quality.
  • Translate data and analysis into actionable insight and a clear point of view that contributes to deal strategy and client recommendations.
Responsibilities
  • Learn the deal process through live transaction work alongside seasoned banking professionals.
  • Lead multiple workstreams while maintaining focus on quality.
  • Drive work forward in partnership with analysts.
  • Participate in the full lifecycle of multiple client engagements.
  • Attend the initial training program at the Richmond headquarters to build relationships, develop baseline M&A knowledge, and prepare for the first client engagement.
  • Own tasks and outcomes from start to finish, advancing work with accountability for the result.
Desired Qualifications
  • Learning agility: curiosity and proactivity in learning, applying new information, and incorporating feedback to develop quickly.
  • Communication skills that enable clear articulation of ideas and adaptation of message, tone, and detail to the audience, verbally and in writing.
  • Skill using Microsoft Office, including advanced Excel and PowerPoint, to produce accurate, client-ready work.
  • A working understanding of financial statements and willingness to deepen accounting, valuation, and modeling expertise.
  • Problem solving and data analysis skills, including identifying trends in complex data sets using tools such as Capital IQ and FactSet.
  • Comfort using and directing artificial intelligence tools to improve output while retaining ownership of quality, accuracy, and judgment.

About the company

Harris Williams is a global investment bank that advises companies on mergers and acquisitions, guiding clients through sale processes, buyouts, and strategic combinations. It organizes coverage around dedicated industry teams spanning healthcare, transportation and logistics, consumer products, business services, and technology, pairing sector-specific bankers with M&A execution to position companies and connect them with buyers. Its clients include privately held companies and corporations as well as private equity sponsors and their portfolio companies, served across a network of global offices. What sets Harris Williams apart is its industry-focused coverage combined with an advisory-only model—it earns fees for guidance rather than taking principal positions in the businesses it represents. The goal is to help owners and investors maximize value and meet their strategic objectives through well-executed transactions.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1991

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Simplify Jobs

Simplify's Take

What believers are saying

  • February and September 2026 leadership additions expand sponsor coverage and European reach.
  • USIC, Magaya, and GENII mandates show active deal flow across resilient sectors.
  • PNC backing supplies balance-sheet credibility and cross-sell channels without changing advisory focus.

What critics are saying

  • PNC's March 2026 acquisition completion tightens control and dilutes boutique identity.
  • Revenue depends on volatile M&A volumes; 2026 mandates are concentrated in sponsor exits.
  • Competition from Evercore, Lazard, and Jefferies compresses fees and poaches senior bankers.

What makes Harris Williams unique

  • PNC-owned Harris Williams keeps advisory independence across U.S., London, Frankfurt offices.
  • Sector-specialist teams win complex mid-market mandates in technology, infrastructure, and packaging.
  • February 2026 promotions and global leadership hires deepen succession beyond founding rainmakers.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • 401(k) Company Match
  • Employee Stock Purchase Plan
  • Wellness Program
  • Parental Leave
  • Paid Holidays
  • Paid Vacation

Company News

The Middle Market
Sep 23rd, 2026
Harris Williams Hires Tucker Laurens as Managing Director

People. Harris Williams Hires Tucker Laurens as Managing Director. Harris Williams, a global investment bank focused on M&A and private capital advisory services, has appointed Tucker Laurens as a managing director in its Financial Sponsor Coverage Group. Laurens brings more than 15 years of investment banking experience and most recently served as a managing director in the Financial Sponsors Group at Solomon Partners, which he helped establish and build. In his new role, Laurens will work across Harris Williams' industry and product teams to deepen relationships with private equity investors and connect sponsors with the firm's sector expertise and advisory capabilities. Laurens previously spent more than a decade at Stephens, including eight years in its Financial Sponsors Group. A Q&A with Jason Burmer, who recently joined Vance Street Capital as Managing Director and Head of Business Development. Brown Gibbons Lang Hires Lauren Clark to Lead Digital Infra Coverage Clark's responsibilities will span fiber networks, wireless towers, data centers and related sectors. To read the entire story, you must be logged in. Raymond James Adds Four to Consumer & Retail Investment Banking Team Steve Tricarico, Hub Orr and Russ Shoemaker have been hired as managing directors and Brett Schell as a director. To read the entire story, you must be logged in. CenterOak-Backed Grismer Appoints Chris Blanchette CEO, Mark Hedstrom CFO Blanchette most recently served as CEO of residential electrical, plumbing and HVAC services company Service Minds. To read the entire story, you must be logged in.

Business Wire
Feb 28th, 2024
Harris Williams Announces Senior-Level Promotions

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in MA and private capital advisory services, today announced the promotions of senior professionals across the U.S. and Europe. The promotions include:Ryan Budlong and Brent Spiller have each been promoted to co-head of the Consumer Group;Jen Bayat, Tyler Bradshaw, Nick Owens, Andreas Poth, Brian Titterington, Bryce Walker, and Greg Waller have been promoted to managing director;Rob Devlin and Richard Furseth have been promoted to director; andWill Baker, Ted Casey, Elliot Cave, Colin Chapin, Luke Clifford, Robert Crampton, Nick Crystal, Henry Frost, Sam Funkhouser, Addison Jones, Michael Tuohey, and Kel Wilburn have been promoted to vice president.“We are pleased to recognize these individuals, all of whom exhibit the expertise, market intelligence, and collaborative mindset that enable Harris Williams to consistently deliver superior outcomes for our clients,” said John Neuner, co-CEO of Harris Williams. “We are confident this next generation of senior-level professionals will continue to advance our firm’s capabilities and deepen our relationships with clients across the globe.”. “There is no more strategic investment we can make than the one we make in our people, and these promotions are a reflection of our commitment to supporting the ongoing success of these outstanding professionals,” said Bob Baltimore, co-CEO of Harris Williams. “We are proud to highlight their dedication to Harris Williams, and we look forward to their continued impact in helping our clients unlock value in their businesses.”

Business Wire
Jan 31st, 2023
Harris Williams Advises Magaya Corporation On Its Recapitalization By Apax Digital

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Magaya Corporation (Magaya), a portfolio company of LLR Partners (LLR), on its recapitalization from funds advised by Apax Digital, the growth equity arm of Apax Partners (Apax). Magaya is a leading provider of cloud-based supply chain automation and logistics software for freight forwarders, customs brokers, and other international logistics providers. The transaction was led by Andy Leed, Erik Szyndlar, Ryan Costa, Colin Chapin and Sean McGann of the Harris Williams Technology Group.“International logistics is undergoing an industry-wide digital transformation, and Magaya is playing a central role in helping freight forwarders become more agile and resilient through its modern digital freight platform,” said Andy Leed, a managing director at Harris Williams. “It was a pleasure working with CEO Gary Nemmers, Magaya’s co-founders, and management on this transaction, and we are excited to see what the company accomplishes in their continued partnership with LLR and with their new partner Apax Digital.”“This investment represents another high-profile transaction for Harris Williams within the broader supply chain and logistics technology sector,” said Ryan Costa, a director at Harris Williams. “The rapidly changing global trade environment, which is characterized by growing trade volumes, increasing complexity, and ongoing diversification away from single-sourced supply chains, is not only driving strong demand for Magaya’s solutions, but also fueling investment activity across the broader market. We expect strong investor and corporate buyer interest to continue as these trends create new challenges for organizations.”Magaya is a modern digital freight platform that accelerates growth with flexible, interoperable, and modular cloud-based solutions designed to optimize and digitize end-to-end logistics operations and customer experience

Business Wire
Jan 13th, 2023
Harris Williams Advises Flagstop Car Wash On Its Recapitalization By Garnett Station Partners

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Flagstop Car Wash (Flagstop) on its recapitalization and growth capital investment by Garnett Station Partners, LLC (Garnett Station). Flagstop is a rapidly expanding express car wash platform with 14 locations in Central Virginia. The transaction was led by Jershon Jones and Matt Williamson of the Harris Williams Transportation & Logistics (T&L) Group.“This transaction represents another marquee deal in the highly attractive car wash sector. Flagstop is a premier regional platform that is well-positioned for long-term growth. We are incredibly excited about the partnership between Flagstop and Garnett Station and look forward to seeing their continued success together,” said Jershon Jones, a managing director at Harris Williams.Flagstop was founded over 40 years ago in Chester, Virginia by Bob Schrum. Jamie Nester, Craig Marable, and Derek Haynes acquired the company in late 2016 and have successfully grown Flagstop into the leading express car wash platform in the greater Richmond, Virginia market with 14 existing locations

Business Wire
Nov 18th, 2022
Harris Williams Advises Bregal In Connection With The Combination Of Four Portfolio Companies To Form Genii Software Group

LONDON--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bregal Unternehmerkapital Funds (Bregal) in connection with the combination of four portfolio companies, GUS Group (GUS), iptor, SHD, and PDV, to form GENII Software Group (GENII). The transaction was led by the Harris Williams Technology Group, including Thierry Monjauze, Mathew Tsui, Christopher Duerolf, and Ruben Pinheiro. “GENII represents a highly strategic transaction, consolidating a number of leading, specialist ERP players and further highlighting the power of creating diversified platforms of scale across the software market. We look forward to following the continued success of the new GENII banner,” said Thierry Monjauze, a managing director at Harris Williams. “It was great working with the Bregal team again, having sold iptor to them a few years ago.”