CareerPlan

Associate, Business Services M&A

Richmond, VAFull-time2026-10-23 → 2026-11-11
No visa sponsorship

Core

Associate role in Business Services M&A practice supporting senior bankers and clients in M&A transactions.

Role type

Associate, M&A Advisor

Builds

M&A advisory services for private equity firms and portfolio companies

Domain

Financial Services / Mergers & Acquisitions

Deliverable

client delivery

Required skills

Financial analysis, Valuation, Industry research, Deal execution, New business development, Due diligence facilitation

Preferred skills

None stated

Technologies

None stated

Responsibilities

Performing financial analyses and valuations, Conducting industry research, Identifying and contacting potential buyers or acquisition targets, Preparing confidential information memoranda and management presentations, Interacting with senior bankers and clients' senior executives, Participating in new business meetings, Hosting visits by potential buyers at client facilities, Supporting senior bankers during transaction negotiations, Facilitating due diligence and transaction closings, Leading or implementing initiatives focused on growing the firm's franchise value

Seniority

Mid-level (4-5 years experience)