Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing

Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
Thrives in a fast-paced, entrepreneurial environment.

Senior Investment Associate, Private Equity

Key skills