M&A Strategy Associate — Middle Market Growth

Plante Moran; Denver (CO); On-site; USD 135,000 - 155,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k)

Flexible Time Off

Meal reimbursement for business use

Pension plan

Job summary

PMCF, an investment bank affiliated with Plante Moran, seeks an associate to develop qualitative and data-driven components for M&A transactions. You will oversee analysts, support deal processes, and contribute to buyer outreach and due diligence.

Requirements include a Bachelor's in accounting/finance and at least 3 years in investment banking or transactional fields; relocation to Denver metro area is acceptable. Travel may be required.

Qualifications

• Bachelor's degree in accounting or finance; MBA preferred but not required.

Responsibilities

• Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities.
• Developing various analytical and data-driven components for the development of M&A transactions.
• Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development.
• Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility.
• Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company.
• Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations.
• Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients.
• Participation in strategic discussions surrounding the transaction.

Skills

Investment banking

Financial analysis

Due diligence

Education

Bachelor's degree in accounting or finance

MBA preferred but not required

Tools

Excel

Job description

PMCF, an investment bank affiliated with Plante Moran, seeks an associate to develop qualitative and data-driven components for M&A transactions. You will oversee analysts, support deal processes, and contribute to buyer outreach and due diligence.

Requirements include a Bachelor's in accounting/finance and at least 3 years in investment banking or transactional fields; relocation to Denver metro area is acceptable. Travel may be required.