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.