A fast-growing M&A advisory firm is seeking an M&A Analyst or Associate to support transaction execution and business development across a steady pipeline of middle-market deals. This role offers hands-on exposure across the full lifecycle of M&A transactions and close collaboration with senior leadership. The firm is known for its collaborative culture, high deal visibility, and strong mentorship — making this an excellent opportunity for professionals coming from larger platforms who want broader responsibility and partner-level exposure.
Why This Role
- Rapidly growing boutique firm with consistent deal flow
- Direct exposure to partners and senior leadership
- Opportunity to work on transactions from origination through close
- Highly collaborative, team-oriented culture with regular team outings
- Leadership team that is invested in employee development and well-being
Key Responsibilities
- Prepare, analyze, and explain historical and projected financial information
- Build and oversee financial models used in M&A transactions
- Perform valuation analyses and other ad hoc financial analyses
- Coordinate and support business due diligence processes
- Prepare marketing pitches, confidential information memorandums (CIMs), and management presentations
- Assist in the marketing and execution of active client engagements
- Conduct research and analysis in support of new business development
- Maintain direct interaction with clients, prospective clients, and professional advisors
- Supervise and mentor junior team members as appropriate
Qualifications
- 1–5 years of investment banking experience (middle-market or boutique preferred)
- Bachelor’s degree from a well-regarded academic institution
- Strong financial modeling, valuation, and analytical skills
- Experience supporting M&A transaction execution
- Excellent written and verbal communication skills
- Ability to manage multiple workstreams in a fast-paced environment
- Team-oriented mindset with strong interpersonal skills