Buy-Side Analyst - Mergers & Acquisitions
- 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
- Conduct market and industry research to support M&A strategy and explore potential acquisition targets
- Research and evaluate acquisition targets that fit within the 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 items
- Analyze and interpret financial statements
- Respond to client and target inquiries with professionalism and urgency
- Assist in training and guiding interns
- 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
- 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
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