M&A Analyst
Core
M&A Analyst supporting deal origination, diligence, and transaction processes for a technology-focused corporate development team.
Role type
M&A Analyst
Builds
Investment memorandums, financial models, and integration strategies for acquired software businesses.
Domain
Technology / Software / Private Equity
Deliverable
client delivery
Required skills
Financial modeling, valuation analysis, M&A deal execution, financial and operational diligence, investment memorandum drafting, integration strategy planning
Preferred skills
Understanding of technology and software industry business models
Technologies
Financial modeling tools
Responsibilities
Source and evaluate potential acquisitions; lead conversations with owners, advisors, and bankers; conduct detailed financial, sales, marketing, and operational diligence; draft investment memorandums for board approval; manage diligence processes with legal, technology, HR, and tax teams; assist in the finance, operations, and integration of newly acquired businesses.
Seniority
Junior to Mid-level, hands-on IC