Corporate Development Associate

Summit Companies; Mendota Heights (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid Vacation and Holidays

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan with Company Match

Long-Term Disability – Employer Paid

Short-Term Disability – Employer Paid

Life Insurance for Team Members and Dependents

Employee Assistance Program

Job summary

Summit Companies is looking for a Corporate Development Associate in Mendota Heights, Minnesota. This role supports all aspects of corporate development, including company research, due diligence, financial analysis, and integration support for acquisitions.

Ideal candidates will have a Bachelor’s or Master’s in finance or accounting, 2–3 years in transaction advisory or investment banking, and strong analytical skills. The position also offers competitive benefits including medical and dental insurance, 401(k), and paid vacation.

Qualifications

• 2–3 years of financial due diligence or transaction advisory experience.
• Strong academic background with advanced degrees and certifications (CPA, CFA, MBA) preferred.
• Valid driver's license with acceptable driving record.

Responsibilities

• Review and screen new deal opportunities with Partners.
• Source and close portfolio company acquisitions.
• Manage diligence efforts and present findings to the investment committee.

Skills

Business and financial analysis

Mergers and acquisitions

Financial modeling

Research

Interpersonal skills

Education

Bachelor’s or Master’s degree in finance, accounting, or economics

Tools

Financial software

Job description

Overview

The Corporate Development Associate supports all aspects of the corporate development process, including company research, maintaining the acquisition pipeline, due diligence, valuation, financial analysis, synergy creation, integration support, and performance tracking. The role works closely with senior leadership to evaluate and execute new acquisitions from prospecting to closing to integration, and may have exposure to the Board of Directors.

Responsibilities

• Review and screen new deal opportunities with Partners and prepare screening memos and financial models.
• Source and close portfolio company platform and/or add‑on acquisitions.
• Analyze historical and projected financial statements.
• Create and analyze financial projection and leveraged buyout models.
• Gather and analyze data on a company and/or industry.
• Interview management, customers, competitors, investors, analysts, partners, and suppliers.
• Present findings, key takeaways, and recommendations to team members.
• Analyze performance, business dynamics, and outlook for portfolio companies.
• Participate in management meetings and presentations with Partners for new investment opportunities.
• Manage diligence efforts with the deal team and present findings to the investment committee.
• Coordinate the underwriting process of fund investments, including an investment memorandum supported by detailed analysis and in‑depth industry research.
• Participate in the negotiation and closing of documentation related to the investment.
• Act as primary backup to Partners on assigned existing portfolio investments; prepare or coordinate the preparation of monthly financial calls, quarterly board materials, and portfolio valuations.
• Assist Partners with all aspects of ongoing legal documentation requirements for the assigned portfolio; participate in regular calls with management teams.
• Other duties may be assigned.

Qualifications

• Education: Bachelor’s or Master’s degree preferred with an emphasis in finance, accounting, or economics.
• Experience: 2–3 years of financial due diligence/transaction advisory, investment banking, or private equity experience.
• Communication: Ability to effectively read, write, and communicate in English with employees and customers.
• Systems & Software: Strong academic background with advanced degrees and certifications (CPA, CFA, MBA) strongly preferred; minimum of 2–3 years combined experience in public accounting, audit, transaction advisory, corporate development, investment banking, and/or private equity.
• Skills: Business and financial analysis, mergers and acquisitions, financial modeling, and research; strong communication, high motivation, and outstanding interpersonal skills.
• Valid driver’s license with acceptable driving record.
• Ability to comply with SFPH’s Drug and Alcohol policy and Background screening requirements, which may include customer‑specific requirements.

Physical & Work Environment Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties. The employee will sit for long periods and may need to bend, kneel, balance, lift up to 20 lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders. Work is indoors in an office setting, often alone and with others.

Benefits

• Paid Vacation and Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Plan with Company Match
• Flexible Spending Accounts
• Long‑Term Disability – Employer Paid
• Short‑Term Disability – Employer Paid
• Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
• Life Insurance for Team Members and Dependents
• Employee Assistance Program
• Employee Referral Program

Equal Employment Opportunity

We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, affirmative action employer.

Statement of Flexibility

This job description is intended to be an accurate reflection of the position; management reserves the right to modify, add, or remove duties and assign other duties as necessary.