Specialty1 Partners is a practice services organization that provides business support services to specialty dental practices. The Business Development Analyst role involves supporting the company's growth strategy through financial analysis, data gathering, and transaction support in dental practice acquisitions and partnerships.
Responsibilities:
- Assist in the evaluation of prospective investment and partnership opportunities through review of offering materials, industry research, financial statement analysis, and detailed financial modeling
- Support the development of investment memoranda, build and maintain financial models, and provide pipeline updates for senior leadership and investment committee review
- Support the formal investment approval process by preparing materials and assisting in the presentation of transactions to key stakeholders, under the direction of senior leadership
- Coordinate and communicate with brokers, business owners, third-party diligence providers, and external advisors throughout the underwriting and due diligence process
- Assist in the drafting and review of transaction documentation, including Letters of Intent (LOIs) and Indications of Interest (IOIs)
- Support ongoing monitoring of partnerships and investments through financial performance tracking, diligence follow-ups, and communication of insights to the Business Development team
- Assist in the qualification and initial evaluation of prospective partnership opportunities through screenings, practice-level assessments, and alignment with organizational growth objectives
- Develop and maintain financial KPI dashboards and analytical reporting to track performance trends across prospective and existing partner practices
- Partner cross-functionally with internal stakeholders to gather operational, financial, and clinical insights that support underwriting assumptions and analyses prepared for senior leadership
- Track deal milestones, timelines, and deliverables to support efficient progression from initial evaluation through closing; escalate risks or delays to senior leadership as appropriate
- Assist with post-transaction performance monitoring by analyzing actual results versus underwriting assumptions and identifying variances for leadership review
- Compile and present pipeline analytics, acquisition metrics, and performance insights to support leadership reporting
- Conduct ad hoc financial, operational, and analytical work in support of broader business development initiatives, as directed
- Support the refinement of financial models, diligence frameworks, and evaluation processes to enhance underwriting consistency and scalability, in alignment with leadership direction
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field required
- 1 to 3 years of relevant experience in Transaction Advisory Services (TAS), Financial Due Diligence, Corporate Finance, Corporate Banking, or related financial services experience
- Strong technical proficiency in financial modeling, financial analysis, and due diligence, with advanced capabilities in Microsoft Excel, Word, and PowerPoint
- Foundational understanding of financial statements, valuation methodologies (including DCF, comparable company analysis, and precedent transactions), and investment analysis
- Demonstrated ability to manage multiple workstreams simultaneously in a fast-paced, transaction-oriented environment, with strong attention to detail, analytical rigor, and the ability to adapt to shifting priorities and deadlines
- Effective communicator with strong written and verbal skills, capable of preparing clear and concise analytical materials for senior leadership review
- Collaborative, self-motivated professional with a high degree of initiative who thrives in a dynamic, team-oriented environment and is comfortable working under the direction of senior leadership
- High level of professional judgment, discretion, and integrity in handling sensitive financial and transaction-related information