Healthcare M&A Analyst — Hybrid Underwriting & Valuation

Cain Watters & Associates

Frisco (TX)

Hybrid

USD 70,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

Heavily subsidized medical insurance

Generous employer HSA contributions

100% employer-paid disability & life

Dental and Vision plans

Unlimited PTO

401k Plan with employer contributions

Continuing Education resources

Job summary

Cain Watters & Associates seeks an Mergers & Acquisitions Analyst to assist with initial underwriting and financial analysis for healthcare and healthcare-adjacent transitions. You will review financial statements, tax returns, and operational data to support valuation estimates and projections across practice sales, PE/DSO partnerships, and other opportunities.

You’ll engage with clients and the Deal Team through LOIs and diligence, helping ensure accuracy of financial documentation and

Qualifications

2 years valuation, analysis, or relevant experience preferred.
Bachelor's degree in Accounting, Finance, or related field required.
A CPA or CPA candidate is preferred.
Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired.
Experience in the healthcare or dental field would be a positive, but not required.
Must be detail oriented with strong organizational and analytical skills.
Advanced knowledge of Microsoft Office (emphasis on Excel) and use of Co-Pilot.
Proven experience building trusted relationships with clients.
Strong initiative and ability to manage multiple projects as well as strong follow through skills.
Excellent verbal and written communication required.
Keen intuition and ability to professionally problem solve and present recommendations or practical suggestions to clients.
Ability to complete projects timely and accurately critical.
Self-starter, able to initiate projects as well as successful follow through on projects.
Above average level of organizational and prioritizing skills.
Ability to work well with others in fast paced, dynamic environment.

Responsibilities

Learn and improve our firm’s analysis techniques while continuing to provide clients with the utmost level of service.
Complete diligence documentation gathering through requests and interactions with client and clients’ representatives.
Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price.
Respond to questions from interested potential partners about financial and operational data and assumptions related to practice valuation.
Support Director of Transaction Success in providing guidance to clients during partner diligence process including Quality of Earnings review and legal documentation of transaction.
Communicate with clients to gather the appropriate financial information.
Analyze financial data for trends and anomalies.
Conduct financial and operational analyses related to client transition opportunities, including private practice transactions, PE/DSO partnerships, and other ownership transition strategies, providing insights and recommendations to support client decision-making.
Assess the economic performance of the client’s practice.
Develop innovative approaches to produce deliverables that address client questions and objectives.
Work with the team to develop financial recommendations based on analysis performed.
Respond to client inquiries and questions in a professional and timely manner.
Provide information to interested buyers on behalf of clients to facilitate the due diligence process.
Develop and prepare insightful, targeted questions for clients based on thorough analysis of valuation data, ensuring alignment with client objectives and addressing key areas of interest or concern.