Analyst, Advisor M&A

LPL Financial; Fort Mill (SC); On-site; USD 82,438,000 - 137,338,000; Full time

Job summary

LPL Financial is seeking an Analyst to support Advisor M&A across deal support and sell-side teams in a fast‑paced environment. You will help with analyses, valuations, due diligence, and reporting, contributing to team insights and decision‑making.

The role offers exposure to transaction structures and financing solutions and a potential pathway to senior advisor roles. You will work closely with deal teams, build client-ready deliverables, and develop scalable processes supporting growing

Qualifications

• 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 building analytical models and actionable insights.
• 1+ years’ experience creating presentations or client-ready deliverables with PowerPoint.
• Foundational understanding of M&A transactions and valuation concepts.

Responsibilities

• Assist in preparing transaction analyses, valuations, and other deal materials for ongoing engagements.
• Assist with acquisition due diligence by organizing financial and operational data.
• Perform analyses including deal size trends, structure, financing, and quarterly comparisons.
• Develop understanding of small business M&A, valuation methodologies, deal structures, financing, and industry trends.
• Maintain valuation statistics, deal data, and reporting tools to support analytics.

Skills

Excel

PowerPoint

M&A concepts

Education

Bachelor's degree in Finance, Business, Economics, or related

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 lending, or mergers and acquisitions within financial services.

Pay Range

$28.77-$47.93/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

EAC 5.19.26