Mergers and Acquisitions Analyst

Tyree & D'Angelo Partners; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Trusted Home Service Partners, a Dallas-based private equity portfolio company, is seeking an M&A Analyst to evaluate acquisition opportunities and support deal execution.

You will work closely with senior management and multi-site teams, performing due diligence, preparing investment packages, and drafting LOIs and agreements.

The ideal candidate has 1–3 years in accounting/FP&A or due diligence, strong Excel and presentation skills, and a growth-minded, collaborative approach.

Qualifications

• 1–3 years of analyst-level experience in accounting, FP&A, investment banking, private equity, corporate development, or direct lending.
• Or 1–3 years of analyst experience supporting PE in due diligence or M&A.

Responsibilities

• Evaluating and analyzing potential acquisition opportunities
• Preparing investment review packages for the management team
• Performing due diligence, valuation analysis, and proposal development for potential acquisition candidates
• Drafting letters of intent, purchase agreements and ancillary documents with senior management and board members
• Wearing multiple hats and being a team player in a fast-paced, entrepreneurial environment

Skills

Analytical skills

Communication skills

Independent work

Multi-project management

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Position Title: Mergers and Acquisitions (M&A) Analyst

Reporting To: President

Location: Dallas, TX

The Company: Trusted Home Service Partners, a Portfolio Company of Tyree & D’Angelo Partners

About Us

Trusted Home Service Partners (“THSP”) is a private-equity backed, Dallas-based, customer-focused and people-centric group of home service businesses focused on investing in and partnering with small business owners primarily in the residential HVAC, plumbing, and electrical markets throughout the U.S. The company’s mission is to improve the lives of homeowners, business partners, and team members by providing the highest quality customer service possible in an honest, respectful, dependable, and collaborative environment. Please visit www.thspartners.com for more information.

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA). We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners. TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the consumer, business services, and healthcare sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process. TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.5 billion of capital under management. For more information, please visit www.TDPfund.com.

We are seeking an M&A Analyst, who will evaluate partnership opportunities and provide analytical and deal execution support to drive the closing of a high volume of acquisitions. The candidate will join a collaborative and motivated team in a high growth environment with substantial opportunity to create value for all involved. Qualified candidates should demonstrate a strong desire and passion for M&A and business development, working with small business owners and a goal-oriented attitude.

Job Responsibilities

• Evaluating and analyzing potential acquisition opportunities
• Preparing investment review packages for the management team
• Performing due diligence (including managing third-parties), valuation analysis, and proposal development for potential acquisition candidates
• Drafting letters of intent, purchase agreements and ancillary documents in conjunction with senior management and members of the board of directors to efficiently close transactions
• Wearing multiple hats if needed and being a team player in a fast-paced and entrepreneurial environment

Requirements

• 1-3 years of prior analyst-level experience in accounting, FP&A, investment banking, private equity, corporate development, or direct lending)
• OR 1-3 years of prior analyst-level experience ideally with a top-tier consulting firm, specifically supporting PE in due diligence or M&A
• Strong analytical skills with proficiency in data analysis tools and techniques
• Proficiency in using Microsoft Excel, PowerPoint, and other relevant software for analysis and reporting
• Excellent communication and presentation skills to convey complex information clearly and effectively
• Ability to work independently, prioritize tasks, and manage multiple projects simultaneously
• Prior experience at a multi-site acquisition driven organization is a plus, but not required
• Bachelor’s degree required, advanced degrees a plus
• Demonstrates a strong desire for continuous learning and professional growth given the exposure to the entire deal process; from sourcing, through integration, to execution

Compensation

Highly competitive compensation consisting of base salary and an annual performance bonus