Duties and responsibilities
Deal Evaluation & Financial Analysis
- Gather, organize, and analyze financial and operational data from acquisition candidates.
- Coordinate the collection of information from external parties (e.g., brokers, sellers, advisors) to support valuation and deal modeling.
- Perform EBITDA analysis and build valuation scenarios using the company’s financial models.
- Develop supporting materials, analyses, and recommendations for investment decisions.
Due Diligence & Transaction Support
- Organize and participate in financial and operational due diligence activities.
- Prepare clear, concise due diligence summaries and presentation materials for the Board of Directors and executive leadership.
- Support acquisition closing activities, including documentation, coordination with internal teams, and post-close data handoff.
Pipeline Management & Market Support
- Maintain and update the acquisition pipeline and database in partnership with marketing and business development efforts.
- Support development of acquisition-related marketing and outreach materials, as needed.
- Prepare content and insights for Board and shareholder updates related to M&A activity.
Operational & Reporting Support
- Produce weekly and monthly operating reports for management and field leadership.
- Analyze and summarize monthly retail pricing surveys and other market intelligence as it relates to M&A activities for leadership teams.
- Provide ad hoc analytical support and data requests for corporate and operations leadership.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- Strong analytical and financial modeling skills; ability to synthesize large, complex data sets into clear insights.
- Solid understanding of finance and accounting principles (e.g., EBITDA, cash flow, returns on investment, financial statements).
- Prior experience in M&A, corporate development, investment banking, private equity, or financial analysis.
- Experience supporting due diligence or transaction processes.
- Demonstrated experience to valuation models and deal pipelines.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Strong interpersonal and communication skills; able to gather information diplomatically from internal and external stakeholders.
- High initiative and comfort working with limited oversight.
- Advanced proficiency with Microsoft Excel; working knowledge of PowerPoint and Word.
Travel Requirements
Standard +30% with + 75% on occasion