M&A Associate
Core
Sourcing, evaluating, and executing M&A transactions for a portfolio of software businesses, acting as a key contributor to a high-volume deal team.
Role type
M&A Associate (Analyst)
Builds
Investment memorandums, integration strategies, and deal execution for software portfolio companies
Domain
Private Equity / Corporate Development / Software Industry
Deliverable
client delivery
Required skills
Financial modeling, M&A transaction execution, due diligence (financial, sales, marketing, operational), investment analysis, stakeholder management
Preferred skills
Understanding of technology and software industry, ability to work flexible hours
Technologies
Financial modeling tools
Responsibilities
Source and evaluate acquisition opportunities; lead conversations with owners, advisors, and bankers; prepare and analyze financial/non-financial information and valuation models; drive the M&A process including diligence and integration strategy; collaborate with legal, technology, HR, and tax teams; assist in the integration of newly acquired businesses.