Remote M&A Associate: Sourcing & Execution

Pelican Heritage Partners; United States; On-site; USD 85,000 - 95,000; Full time

Job summary

PHP is seeking a motivated M&A Associate for a full-time, remote role (Austin preferred) to support deal sourcing, origination, and execution across sell-side and buy-side mandates. You will research investment themes, build market maps, and develop target universes, while leading outreach to founders and preparing sponsor-ready materials.

The role emphasizes financial modeling, CRM management, and staying current on healthcare trends, with uncapped bonus potential and clear paths to senior

Qualifications

• 1–3 years of prior work experience, ideally in investment banking, private equity sourcing, consulting, or a high-growth software or healthcare company.
• Strong Excel and financial modeling skills; able to build a memo, a model, and a target list from scratch.
• Strong writing and presentation skills, with an ability to build graphically-enhanced storylines.
• Ability to wear multiple hats and a willingness to roll up sleeves.
• Comfort engaging founders and executives directly as the face of the firm.
• Fluency with AI tools and data platforms, or eagerness to build it; healthcare experience a plus but not required.

Responsibilities

• Support deal sourcing, origination, and execution across sell-side and buy-side mandates.
• Research investment themes, construct market maps, and build target universes for platform and add-on searches using AI-enabled and claims-data sourcing tools.
• Lead outbound to founders and owners, qualify inbound, and prepare sponsor-ready target memos and pipeline reporting for clients.
• Support the preparation of company presentations, CIMs, teasers and financial models, including managing data rooms and buyer outreach.
• Perform industry research and due diligence on companies, investors, and market trends.
• Stay current on healthcare transaction, policy, and regulatory activity; manage PHP’s CRM and proprietary databases.

Skills

Excel

Financial modeling

Writing & presentation

Ambiguity tolerance

Entrepreneurial mindset

Face of the firm / founder outreach

AI tools fluency

Tools

AI tools

Data platforms

Job description

PHP is seeking a motivated M&A Associate for a full-time, remote role (Austin preferred) to support deal sourcing, origination, and execution across sell-side and buy-side mandates. You will research investment themes, build market maps, and develop target universes, while leading outreach to founders and preparing sponsor-ready materials.

The role emphasizes financial modeling, CRM management, and staying current on healthcare trends, with uncapped bonus potential and clear paths to senior