Mergers & Acquisition Analyst II

Sterling Kohler; Northern (KY); Hybrid; USD 84,000 - 128,000; Full time

Benefits offered by this job

Performance bonus

Hybrid work model

Job summary

Kohler Co. is seeking an Mergers & Acquisitions Analyst II for a hybrid role with frequent travel to Kohler, WI. You will evaluate and execute mergers, acquisitions, and strategic investments, building complex financial models and preparing deal materials for execution and integration.

You will partner with senior leaders and external advisors, delivering rigorous analyses with sharp attention to detail in a fast-paced environment.

Qualifications

• Bachelor's degree required with a strong quantitative background.
• Experience in investment banking, private equity, corporate development, or related field preferred.
• Strong financial modeling and valuation fundamentals.

Responsibilities

• Build and maintain detailed financial models including DCF, comps, precedent transactions, and LBO analyses.
• Prepare valuation ranges, scenarios, sensitivities, pro formas, and returns analyses.
• Coordinate with banks, lawyers, accountants, and advisors across deal lifecycle.
• Prepare executive-ready presentations and materials for senior leadership.

Skills

Financial modeling

Excel

PowerPoint

AI tools

Quantitative analysis

Attention to detail

Multitasking

Communication skills

Education

Bachelor's degree in finance/related field

Tools

Excel

PowerPoint

AI tools

Job description

Mergers & Acquisition Analyst II

Work Mode:Hybrid

Location: Hybrid - ability for frequent travel to Kohler, WI required

Opportunity

The M&A Analyst II supports the evaluation and execution of mergers and acquisitions, venture investments, and other strategic transactions. The role performs rigorous financial analysis, develops valuation models, prepares transaction materials, and helps coordinate the detailed work required to move deals from initial assessment through closing, as well as through the first few years of integration.

Working under the Sr. Manager, Mergers & Acquisitions and the M&A Senior Analyst, this individual partners with business leaders, functional experts, and external advisors throughout the transaction lifecycle. Success requires strong quantitative ability, intellectual curiosity, sound judgment, exceptional attention to detail, and the capacity to deliver accurate work across multiple priorities in a fast-paced environment.

Specific Responsibilities

Financial Analysis & Valuation

• Build and maintain detailed financial models, including discounted cash flow, comparable company, precedent transaction, leveraged buyout, merger, accretion and dilution, and other transaction analyses.
• Analyze historical financial performance, management projections, operating assumptions, capital structures, debt and equity filings, and other company and market information.
• Prepare valuation ranges, transaction scenarios, sensitivities, pro forma financial impacts, and returns analyses to support investment decisions.
• Conduct company, industry, market, and transaction research using internal and external information sources.

Transaction Execution

• Support buy-side and sell-side M&A, venture investments, financing activities, and other strategic transactions from initial evaluation through signing and closing.
• Maintain transaction workplans, process materials, data requests, meeting schedules, approval materials, deliverable trackers, and follow-up items across active deals.
• Coordinate with investment banks, attorneys, accounting and tax advisors, consultants, potential buyers and sellers, founders, and other transaction parties.

Due Diligence & Documentation

• Support financial, commercial, operational, product, supply chain, technical, legal, intellectual property, regulatory, human resources, tax, and other due diligence workstreams.
• Organize diligence information, analyze findings, identify key issues, and elevate risks, opportunities, dependencies, and open questions to the deal team.
• Assist with the preparation and review of transaction documents, diligence reports, disclosure materials, internal approvals, and closing deliverables alongside internal and external counsel.

Presentations & Team Collaboration

• Prepare accurate, executive-ready presentations, reports, company profiles, industry analyses, benchmarking materials, and recommendations for senior leadership and the Board of Directors.
• Create materials addressing strategic alternatives, valuation, transaction rationale, financing considerations, capital markets activities, industry developments, and key deal risks and opportunities.
• Work closely with the Sr. Manager, Mergers & Acquisitions, the M&A Senior Analyst, business leaders, and cross-functional teams to execute projects, communicate updates, and complete high-quality analyses and deliverables.

Skills/Requirements

• Bachelor’s degree required, with a strong academic record and quantitative background in finance, accounting, economics, business, mathematics, or a related field.
• Prior experience in investment banking, private equity, corporate development, transaction advisory, valuation, financial planning and analysis, or another highly analytical field preferred.
• Demonstrated knowledge of financial statements, accounting concepts, corporate finance, and valuation fundamentals.
• Strong financial modeling and analytical skills, including proficiency with discounted cash flow, comparable company, precedent transaction, merger, and leveraged buyout analyses.
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to produce accurate, well-structured models and executive-ready presentations.
• Strong comfort with AI-based tools.
• Excellent research, problem-solving, written communication, verbal communication, and presentation skills.
• Ability to manage multiple assignments, meet demanding deadlines, maintain confidentiality, and deliver consistently accurate work with exceptional attention to detail.

Preferred Qualifications

• Experience supporting M&A, equity or debt financing, due diligence, valuation, or transaction execution processes.
• Strong team orientation and demonstrated ability to collaborate across functions, groups, and regions while building trusted working relationships.
• High level of initiative, intellectual curiosity, personal integrity, professional maturity, motivation, resilience, and commitment to high-quality work.

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Applicants must be authorized to work in the US without requiring sponsorship now or in the future.

We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you’ll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $83,550 - $127,550. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate’s experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation.

Why Choose Kohler?

We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we’re driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.

About Us

It is Kohler’s policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact [e-mail]. Kohler Co. is an equal opportunity/affirmative action employer.