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

3–7 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: 3–5 business days

Scenario refinement & IC alignment: 2–3 days

Diligence revisions: Ongoing, deal dependent

At scale:

One strong analyst can support multiple concurrent deals with high consistency

Quality improves materially after 2–3 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.