Analyst, Advisor M&A

lplfinancial; Fort Mill (SC); On-site; USD 70,000 - 95,000; Full time

Job summary

LPL Financial is seeking an Analyst to support its Advisor M&A group, spanning Deal Support and Sell-Side engagements. You will assist with transaction analyses, valuations, due diligence, reporting, and process management to enable successful advisor M&A transactions.

This role offers exposure to transaction structures, valuation methodologies, financing solutions, and advisor acquisition trends, with a potential path to more senior, client-facing roles.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• 1-3 years in corporate finance, investment banking, private equity, wealth management, or related analytical role.
• Experience with Excel for data manipulation, modeling, and insights.
• Experience creating client-ready deliverables using PowerPoint.
• Foundational understanding of M&A concepts and deal processes.

Responsibilities

• Transaction Support: prepare analyses, valuations, and deal materials.
• Analytics & Reporting: manage weekly/monthly reporting, deal metrics, and pipelines.
• Project and Process Management: support data collection, process improvements, and on-time deliverables.

Skills

Excel

PowerPoint

Financial analysis

Data analysis

Communication

Project management

Attention to detail

Education

Bachelor's degree in Finance, Business, Economics

Tools

Salesforce

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Analyst will support LPL's Advisor M&A group, working across both our Deal Support and Sell-Side teams. The role will focus on key transaction deliverables, valuation support, due diligence preparation, reporting/analytics, and process management that enable successful advisor M&A transactions. The Analyst will provide support to a high volume of deal activity, be a significant contributor to team reporting and insights, and help drive effective team decision-making.

This role is designed for professionals looking to build a career in M&A dealmaking or strategic finance. High-performing analysts will gain exposure to transaction structures, valuation methodologies, due diligence, financing solutions, and advisor acquisition trends while partnering with experienced deal teams. Over time, this role can serve as a pathway into more senior, client-facing Advisor M&A positions supporting full transaction engagements.

Responsibilities

• Transaction Support
  • Assist in preparing transaction analyses, valuations, and other deal materials to support ongoing deal engagements
  • Assist with acquisition due diligence efforts by gathering, organizing, and analyzing financial and operational data
  • Perform transaction-related analyses, including deal fallout analysis, deal size trends, deal structure analysis, financing analysis, and quarterly comparisons
  • Develop an understanding of small business mergers and acquisitions, including valuation methodologies, deal structures, financing, and industry trends
• Analytics & Reporting
  • Manage weekly, monthly, and ad hoc reporting including pipeline updates, deal metrics, waitlist reporting, and line-of-business reporting
  • Support the team in tracking key performance metrics, transaction statistics, and operational effectiveness measures
  • Maintain valuation statistics, transaction data, deal structure and financing insights, and reporting tools to support the integrity of M&A analytics and decision‑making
  • Maintain and update databases used to support advisor M&A activities, including seller pipelines and transaction tracking tools
  • Maintain transaction and pipeline data within Salesforce and related business systems to support reporting accuracy, workflow management, and operational effectiveness.
• Project and Process Management
  • Support survey administration, data collection, and reporting initiatives for the Advisor M&A teams
  • Identify opportunities for process improvement and help develop scalable solutions to support growing advisor M&A activity
  • Leverage internal teams and resources to ensure assigned deliverables and project milestones are completed accurately and on time

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• 1-3 years of experience in corporate finance, investment banking, private equity, wealth management, corporate development, financial services, or a related analytical role.
• 1+ years' experience with Excel, including the ability to manipulate datasets, build analytical models, and identify actionable business insights for financial analysis and reporting.
• 1+ years' experience creating presentations or client-ready deliverables and communicating recommendations through PowerPoint.
• Foundational understanding of M&A transactions or exposure to valuation concepts, lending solutions, common deal terms and structures, and general deal process.

Core Competencies

• Effective communication, presentation, and writing skills with the ability to present complex topics in an engaging manner.
• Ability to synthesize complex processes and communicate key information into digestible messages.
• Strong analytical thinking and problem-solving skills.
• Ability to analyze large datasets and develop meaningful business insights.
• Strong attention to detail and commitment to high-quality work.
• Ability to manage multiple projects, prioritize competing demands, and consistently meet deadlines.
• Strong execution, organization, and deliverable-tracking skills.
• Ability to work independently while contributing effectively within a collaborative team environment.

Preferences

• Experience with CRM tools such as Salesforce.
• Exposure to advisor succession planning, practice acquisitions, business