M&A Associate New Chicago, Illinois, United States

Prosperity Partners; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Equity participation

Competitive compensation

Excellent benefits

Job summary

Prosperity Partners, a Chicago-headquartered professional services firm, seeks an energetic M&A professional to support acquisition strategy across a national footprint. You will work with leadership to evaluate targets, build financial models, and manage diligence workstreams with a lean team.

The role offers exposure to PE-backed transactions, cross-functional collaboration, and direct impact on growth. Candidates should have 2–6 years in related fields and be ready to work in our Chicago

Qualifications

• Bachelor’s or Master’s degree.
• 2–6 years experience in transaction advisory, financial due diligence, investment banking, private equity, or corporate development.
• Understanding of financial statements and due diligence analyses.
• Eagerness for continuous learning and improvement.
• Availability to work in Chicago office at least 3 days per week.
• Preferred: experience with PE-backed platform acquisitions.

Responsibilities

• Support acquisition process through sourcing, evaluating targets, financial modeling, and diligence workstreams.
• Build relationships with leadership at targets, brokers, banks and diligence providers.
• Assess cultural and strategic fit with business owners and leaders.
• Own key diligence aspects, including internal and third-party diligence and data rooms.
• Prepare IOIs and LOIs and maintain diligence requests.
• Assist transaction execution including debt financing and advisor coordination.
• Develop materials for Prosperity executives and board of directors.
• Contribute to improving firm operations, culture, and values.

Skills

Financial due diligence

M&A

Investment banking

Private equity

Corporate development

Communication skills

Education

Bachelor's degree

Master's degree

Job description

Prosperity Partners is a people-first accounting firm with a strong culture, talented employees and great clients. We offer competitive salaries, equity compensation, and excellent benefits (medical, 401k with company contribution, substantial paid time off, education and more). We encourage you to apply if you are interested in working alongside other talented professionals in an entrepreneurial, process-driven environment.

Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States and private equity backing, Prosperity is seeking an energetic M&A professional to support our acquisition strategy, a critical component of our overall growth strategy. The candidate must have a strong work ethic, superb finance skills, an understanding of PE-backed M&A and excellent communication skills.

Why This Opportunity is Different:

• Participate in equity value appreciation through Prosperity's Employee Purpose Plan;
• Make a visible and measurable impact on firm growth, brand awareness, business development, and industry relationships;
• Gain exposure to a broad range of M&A and corporate development responsibilities working closely with firm leadership as part of a lean team;
• Title and level may be adjusted to a more senior position based on the selected candidate's experience, qualifications, and demonstrated expertise.

Key Responsibilities:

• Support Prosperity through various stages of the acquisition process, including, but not limited to: sourcing and relationship building, evaluating targets, financial modeling, business diligence, managing third party diligence workstreams, and transaction execution activities;
• Build relationships with leadership at M&A targets, industry brokers and investment banks, and third-party diligence providers;
• Work directly with business owners and leaders to assess cultural and strategic fit;
• Own key aspects of diligence, including internal financial and business diligence, and managing third party diligence workstreams;
• Prepare acquisition proposals, IOIs and LOIs;
• Maintain diligence request lists and data rooms for live deals;
• Support transaction execution including purchase agreement review, working with our lenders for debt financing, and building and maintaining funds flow documents;
• Develop materials for Prosperity executive leadership and board of directors;
• Continuously improve your work, contribute to enhancing firm operations and culture, and uphold Prosperity’s core values.
  

Qualifications:

• Bachelor’s or Master’s degree;
• 2 to 6 years of experience working in transaction advisory, financial due diligence, investment banking, private equity, or corporate development;
• Understanding of financial statements and due diligence analyses;
• Eagerness and desire for continuous learning and improvement;
• Flexibility and adaptability in driving M&A processes forward independently;
• Strong organizational and time management skills, able to handle multiple workstreams and projects simultaneously;
• Excellent social, verbal, and written communication skills;
• Track-record of quality work and meeting deadlines;
• Ability to balance a keen attention to detail while understanding big picture goals;
• Availability to work in Prosperity’s Chicago office at least 3 days per week;
• Preferred: experience with PE-backed platform acquisitions.
  

Prosperity Partners is a people-focused professional services business with a strong culture, talented professionals, and exceptional clients. We offer a dynamic environment, significant growth opportunities, equity participation, competitive compensation, and comprehensive benefits. We are seeking a leader who combines financial rigor with strong interpersonal skills and who is excited to help shape the future of a rapidly growing national company.

Annual Salary Range

$100,000 - $130,000 USD

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Prosperity Partners ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.