M&A Analyst

Role Summary
We are seeking an experienced financial analyst to own the development of acquisition models from a standardized template through Investment Committee readiness. This role sits at the intersection of financial modeling business analysis and value creation and is critical to evaluating the return and risk profile of potential acquisitions.

Core Responsibilities

• Build end to end investment models using a standardized acquisition template
• Normalize historical financials and identify one time items
• Forecast revenues and operating costs with business appropriate scaling logic
• Model post acquisition value creation levers including administrative cost centralization
• Develop structured scenarios (Winner Modest Win Wounded Win Wipe Out)
• Calculate investment returns (IRR) and expected outcomes (WAVG)
• Perform model audit checks and ensure policy compliance
• Identify key diligence risks based on model sensitivities
• Support deal teams with model driven insights and documentation
• Required Skills & Experience
• 37 years of experience in investment modeling corporate development private equity or related roles
• Strong Excel modeling skills with structured auditable outputs
• Understanding of operating cost structures and margin dynamics
• Ability to translate real business operations into financial assumptions
• Comfort explaining financial outcomes to non finance stakeholders

Preferred Experience

• Experience modeling acquisitions with centralized operating structures
• Exposure to post merger integration or value creation initiatives
• Experience supporting Investment Committee or senior leadership decisions
• Key Characteristics
• Strong judgment and skepticism around assumptions
• Structured thinker who values consistency and repeatability
• Detail oriented without losing sight of the investment question
• Able to operate independently from template to decision

How Much Effort This Role Typically Represents
For a well trained resource:
Initial model from clean data: 35 business days
Scenario refinement & IC alignment: 23 days
Diligence revisions: Ongoing deal dependent
At scale:

One strong analyst can support multiple concurrent deals with high consistency
Quality improves materially after 23 completed cycles

Final Executive Summary
This role is responsible for converting raw financial data into repeatable scenario based investment models that allow leadership to evaluate return risk and value creation consistently across acquisitions. It requires strong modeling skills combined with business judgment and a clear understanding of how centralized operating structures create value post acquisition.