Ready to help lead and scale our high-performing investment bank?

At Copper Run, we’re seeking a Chief Financial Officer to partner closely with the CEO and leadership as the firm continues to grow and evolve. This role is an integral part of the management team with real influences – shaping financial strategy, strengthening operational discipline, and supporting smart, sustainable growth across the firm and its affiliated entities.

This role is well-suited for a finance leader who combines strategic perspective with operational depth and who values disciplined execution in a collaborative, professional environment.

What We’re Looking For

We’re seeking a CFO who is:

• A strategic finance leader with strong business judgement and operational credibility
• Comfortable operating at the executive level while staying closely connected to the details
• A trusted partner to the CEO who brings insight, perspective, and sound decision-making
• A collaborative leader who builds strong teams and promotes accountability
• Adaptable, thoughtful, and motivated by continuous improvement

If you’re energized by building on a solid foundation – strengthening systems, improving processes, and supporting disciplined growth – this role offers meaningful influence and impact.

What You’ll Do

You’ll provide leadership across the firm’s financial, operational, and administrative functions:

Financial Strategy & Leadership

• Lead long-term financial planning, budgeting, and forecasting aligned with firm strategy
• Deliver clear, actionable financial insights to support leadership decision-making
• Manage capital planning, liquidity, and financial risk

Accounting, Controls & Compliance

• Oversee all accounting functions, including GAAP financial reporting, payroll, tax compliance, and internal controls
• Manage and develop the accounting team and coordinate with external accounting and tax advisors
• Oversee bonus, commission, 401(k), and profit-sharing plans

Private Equity Fund Oversight

• Provide financial oversight for Grandview Partners, including capital calls, distributions, limited partner reporting, and fund compliance

Operations, IT & HR Oversight

• Oversee IT infrastructure and cybersecurity strategy, ensuring secure, scalable systems
• Maintain strong internal cost controls, metrics, and reporting processes
• Oversee HR operations, compensation structures, and benefits administration in partnership with leadership

Client, Deal & Revenue Management

• Lead job costing and profitability analysis by client, team, and engagement
• Review and approve client engagement letters with a focus on fee structure, billing terms, and risk management

Growth & Strategic Initiatives

• Serve as a key advisor to the CEO on strategic initiatives, new business lines, and affiliated entities
• Support internal M&A activity, including financial diligence and structuring
• Model a team-first leadership style consistent with Copper Run’s culture

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or MBA strongly preferred)
• 10+ years of progressive finance experience, including senior leadership roles (CFO, VP Finance, or Controller)
• Experience in investment banking, private equity, or professional services strongly preferred
• Deep expertise in budgeting, forecasting, cash flow management, financial controls, and job costing
• Strong communication, leadership, and decision-making skills
• High personal integrity and sound judgement

What We Offer

• Competitive compensation package, commensurate with experience
• Comprehensive benefits, including medical, dental, vision, 401(k), disability, and life insurance
• Flexible Time Off (FTO)
• Daily lunch provided
• Collaborative, casual-but-professional work environment
• A senior leadership role with the opportunity to shape the firm’s continued success

Apply today and take the next step in your career at Copper Run.

Note: We do not provide sponsorship. You must not require sponsorship at any point in a career with Copper Run to be considered for any role, including internships.

Are you ready to lead transactions from strategy to close in a fast-paced, team-first, growing investment bank?

At Copper Run, we’re seeking candidates for a full-time Vice President position in both our Columbus and Cleveland offices to lead buy-side M&A engagements across a wide range of industries. You’ll serve as a trusted advisor to clients, drive deal execution, and mentor junior talent – all while playing a central role in delivering exceptional outcomes in the middle market. This is a leadership position with autonomy, responsibility, and the chance to shape firm success.

WHAT WE’RE LOOKING FOR

We want someone who’s:

• An experienced dealmaker with a strategic mindset and the ability to execute
• A strong communicator, comfortable advising CEOs and negotiating with counterparties
• A relationship builder who knows how to win business and lead teams
• Organized, entrepreneeurial, and energized by a fast-moving environment

If you’re a confident closer who thrives on challenge and collaboration, we want to talk.

WHAT YOU’LL DO

You’ll lead engagements and drive deals forward from start to finish:

• Serve as lead advisor on buy-side M&A transactions
• Provide strategic guidance to clients and manage execution
• Build and maintain relationships with acquisition targets and other stakeholders
• Negotiate deal terms to secure client objectives
• Oversee financial modeling, valuation, and analysis
• Mentor analysts and associates; build team capability
• Develop new business through referral networks and outreach
• Represent Copper Run’s culture and values in every interaction

WHAT WE OFFER

• Competitive base salary, commensurate with experience
• Commissions on closed transactions
• Comprehensive benefits package: medical, dental, vision, 401(k), disability, and life insurance
• Flexible Time Off (FTO) to recharge when needed
• Daily lunch provided
• Friendly, energetic, casual-but-professional work environment
• Opportunities to lead, grow, and shape the firm’s success

WHAT YOU BRING

• Bachelor’s degree in finance, accounting, economics, or business administration
• FINRA Series 63 and 79 preferred
• 8-10 years of experience in investment banking, M&A, or a related field
• Strong leadership and project management abilities
• Proven track record of building relationships and closing deals
• Deep knowledge of financial statements, modeling, and valuation
• Proficiency in Excel, Word, and PowerPoint (CRM and PitchBook a plus)
• Goal-driven, self-motivated, and collaborative
• A business network is a plus

Ready to lead deals, mentor talent,andhelp clients achieve extraordinary outcomes?

Apply today and take the next step in your M&A leadership career at Copper Run.

Note: We do not provide sponsorship. You must not require sponsorship at any point in a career with Copper Run to be considered for any role.

We are adding an Outreach Specialist at our Columbus headquarters to support our deal teams. Gain direct experience in the buy-side M&A process while utilizing your relentless drive and skill at “getting in the door”. If you are self-motivated with a high degree of presentation, organizational and communication skills, you will flourish in this position.

The Outreach Specialist often has the first opportunity to represent Copper Run to a prospect. This role is critical and sets the stage for positive and effective interactions throughout the deal process.

BENEFITS OF WORKING WITH US

• Competitive base salary commensurate with experience
• Uncapped incentive bonus opportunity
• Excellent benefits, including medical, dental, vision, 401(k), disability and life insurance plans along with Flexible Time Off
• Collaborative culture and friendly, energetic, casual-yet-professional work environment
• Informal mentoring by senior bankers
• Company-provided lunch daily when working onsite

WHAT YOU GET TO DO

• Primary duties consist of heavy telephone solicitation/sourcing and origination activities for leading private equity firms and strategic acquirers
• Work with deal teams to develop scripts and outreach approaches that resonate with business owners
• Warm-calling, cold-calling and email prospecting efforts utilizing lists provided to you to qualify targets for a Copper Run Introductory meeting
• Scrub leads for identification of existing clients, targets or prospects through our CRM
• Entering and documenting interactions into the CRM

WHAT YOU’LL NEED

• 1-3 years of high-performance phone-based lead generation, inside sales, and/or business development experience
• Demonstrate expertise in and comfort with cold-calling and outbound sales
• Bachelor’s degree in business preferred
• Strong internet research skills
• Effectively handles objections and engage prospects to advance to the next step
• Ability to think on your feet

Note: We do not provide sponsorship. You must not require sponsorship at any point in a career with Copper Run to be considered for any role.

Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.

QUALIFICATIONS

Experience in investment banking, commercial banking, corporate finance, or similar fields; A track record of:

• Sourcing Deals – including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
• Marketing Deals – utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
• Completing Transactions – including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
• Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
• Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
• Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
• Ability to have fun
• FINRA Series 79, 7, and 63 a plus but not mandatory to start.

HOW TO APPLY

Click SEARCH OPEN ROLES button above to apply. Please do not apply for this posting if you are applying for an active opening.

Note: We do not provide sponsorship. You must not require sponsorship at any point in a career with Copper Run to be considered for any role, including internships. 

• Spring 2026 and Summer 2026: Positions have been filled.
• Fall 2026: Recruiting window will open March 1, 2026.
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THE OPPORTUNITY

• We offer internships throughout the year:
• Full-time offered by semester (Summer, Fall, Winter/Spring)
  • M-F (9:00 – 6:00); 40 hours
• Part-time offered during the academic year
  • Days and hours negotiated based on academic schedule and firm needs, with a minimum of 15 hours per week and typically at least three days in the office
• We do not offer remote internships

After a comprehensive interview process, individuals selected for our internship will gain hands-on experience with buy-side and sell-side engagements, working alongside dedicated investment banking professionals.

DUTIES & RESPONSIBILITIES

• Your primary role is to support the deal team members in driving engagements and contribute to assigned special projects
• As a part of the deal team, you’ll conduct extensive market research to find acquisition targets that match the desired client profile
• You will assemble marketing materials, draft confidential information memoranda, put together pitchbooks, spread financial statements
• Of exceptional value is the ability to sit in on calls, including intro calls, client update calls, and cold calls, to learn what to say, when to say it, and how to professionally connect with our clients and prospects

QUALIFICATIONS

• College-level coursework in finance, accounting, economics, business administration, or other related field. Junior and Senior status preferred.
• Minimum GPA of 3.5
• Previous work experience where you excelled in your duties (does not need to be industry-related)
• Goal-oriented, self-motivated, and works with a sense of urgency
• Attention to detail
• Strong organizational skills with the ability to multi-task and meet task deadlines
• Excellent team player with effective oral and written communications skills
• Connects quickly with others
• Dedicated to learning; inquisitive
• Fundamental understanding of financial statements a plus

Experience working with Excel, Word and PowerPoint required, with the ability to quickly learn company-specific software

Note: We do not provide sponsorship. You must not require sponsorship at any point in a career with Copper Run to be considered for any role, including internships.

Are you ready to accelerate your career in mergers and acquisitions with a fast-paced, growth oriented investment bank? At Copper Run we’re adding a full-time Buy-Side M&A Analyst at our Columbus headquarters to join a dedicated deal team in support of the execution of buy-side engagements across a wide range of industries. You’ll work side-by-side with seasoned dealmakers, clients, and company leadership to help deliver outstanding outcomes in the middle market.

This is more than just a back-office role – it’s a front-row seat to the deal process, from sourcing through close.

What We’re Looking For

We want someone who’s:

• Driven to make an impact
• Organized  and thrives on juggling multiple priorities
• Curious about businesses and transactions
• Comfortable communicating with CEOs, private equity firms, and everyone in between

If you’re someone who takes initiative, works well under pressure, and loves the thrill of chasing a deal, you’ll fit right in.

What You’ll Do

 You’ll play a key role in supporting your deal team across all phases of the M&A lifecycle:

• Conduct market and industry research to support M&A strategy and explore potential acquisition targets
• Research and evaluate acquisition targets that fit within a certain scope of the client’s acquisition strategy
• Conduct direct outreach including calls, emails, and mail to generate deal conversations with executives and senior leadership
• Input, maintain, and update target and prospect data within the CRM system to ensure accuracy and completeness
• Develop compelling marketing materials (letters, teasers, pitch decks etc.)
• Participate in introductory conversations with business owners and clients, capturing key details, needs, and goals
• Initiate, manage, and organize financial and organizational diligence materials
• Analyze and interpret financial statements
• Respond to client and target inquiries with professionalism and urgency

What We Offer

• Competitive base salary based on experience
• Lucrative incentive bonus potential
• Comprehensive benefits package, including medical, dental, vision, 401(k), disability, and life insurance
• Flexible Time Off (FTO) to recharge when you need it
• Daily lunch provided (yes, every day)
• Casual-but-professional atmosphere where hard work and personality both matter
• Ongoing training and hands-on deal experience from day one

What You Bring

• Bachelor’s degree in business administration, business analytics, finance, accounting, economics, or related field
• 1-3 years of M&A, consulting, public accounting or finance experience
• Strong communication skills, including comfort with outbound calls
• High attention to detail and organizational ability
• Proficiency in Excel, PowerPoint, and Word (plus an eagerness to master new tools)
• Experience working with CRM platforms
• Ability to prioritize, multitask, and work well under deadlines
• Strong team player mentality – collaborative and positive
• Must be authorized to work in the U.S. without sponsorship, now or in the future

Ready to roll up your sleeves and help clients achieve extraordinary outcomes?

Apply today by clicking on the Search Open Roles link above and take the next big step in your M&A career at Copper Run.

• Friendly, energetic, casual-yet-professional work environment
• Competitive base salary commensurate with experience
• Incentive bonus opportunity for all plus commission structure for applicable positions
• Medical, Dental and Vision insurance
• 401(k) with a 3% employer contribution and annual profit-sharing component
• Flexible Time Off (exempt) and Paid Time Off (non-exempt)
• Short-term and Long-term disability
• Parental leave
• Life insurance
• Employee Assistance Program (EAP)

• Flexible schedule
• Lunch is on us – We shift between catered meals and individual ordering from area restaurants. This is a great time to downshift and hang with the team while fueling up for a great afternoon. We also provide snacks and beverages throughout the day.
• We like to have fun – Join in a Happy Hour or take part in our company outings and events. We’ve traveled to Keeneland to watch the horse races, gone paint-balling, and hosted our own Copper Run Olympics and picnic – just to name a few.
• We treat you as a professional – This means we trust you to do the work necessary to get the job done at our valued Wall-Street execution level. We do not micromanage, but we do provide feedback.
• We value you as an individual – We are not unique as an investment bank in the value we place on hard work. We are unique as an investment bank in the value we place on balance for our employees. We care about you outside of what you can produce.