Senior Associate - M&A

Embark,-LL; Dallas (TX); Hybrid; USD 140,000 - 170,000; Full time

Benefits offered by this job

Unlimited PTO

Comprehensive healthcare

401K match up to 6%

Job summary

Embark is seeking a high-performing M&A Senior Associate to join our Corporate Development team. You will own financial modeling, valuation, and returns analysis, coordinate diligence across finance, legal, IT, compliance, and operations, and support target identification and deal sourcing with a detailed acquisition target database.

Reporting to the Head of Corporate Development, you will draft LOIs and memos, analyze earnings quality, and model deal structures while collaborating with business

Qualifications

• 3–6 years of M&A experience at an investment bank, PE firm, or corporate development team.
• Strong Excel modeling skills including three-statement forecasting and returns analysis.
• Familiarity with the full transaction lifecycle: due diligence, negotiations, and closing mechanics.

Responsibilities

• Own financial modeling, valuation, and returns analysis.
• Coordinate diligence workstreams across finance, legal, IT, compliance, and operations.
• Draft LOIs, investment committee memos, deal recommendations, and board materials.
• Coordinate target identification and deal sourcing and maintain a detailed acquisition target database.
• Support financing workstreams and integration planning post-close.

Skills

Self-starter

Executive presence

Excellent communicator

Multi-deal management

Education

Bachelor's degree or equivalent

Tools

Excel

LBO modeling

Forecasting

Job description

Embark (verb) to make, start or beginWe are a financial consulting firm founded by a non-accountant, entrepreneur challenging the status quo. We believe people can actually love their jobs, work hard, AND enjoy having a life. Our mission is to provide peace of mind to corporate finance & business leaders, and we take it very seriously. As we strive to bring a new twist to the professional services work, our people and culture REALLY do determine our decisions and our future. We're growing quickly, but not at the expense of our culture or people.Who we’re looking forTo excel in this role, you’ll need to be a self-starter who is ready to perform on day one. You’ll need to be adaptable, and come in with ideas, suggestions, and the attitude that you’re willing to try just about anything. In a small team like ours, everyone wears a lot of hats, and nothing is “not your job.” The environment is dynamic, so you’ll also need to be flexible and adaptable to change as we grow.What you’ll be doingWe're looking for a high-performing M&A Senior Associate to join our team. This is an excellent opportunity to work at a fast-paced, private equity-backed organization with a dedicated, passionate team. Given the small, tight-knit nature of the M&A team, this person will be an integral contributor helping execute Embark's rapid growth plans.Job SummaryThe Corporate Development team at Embark is a high-impact, entrepreneurial function advancing Embark’s growth through acquisitions and strategic investments. Reporting to the Head of Corporate Development, you will contribute across all phases of the deal process and apply your strategic and analytical skills to the identification, evaluation, and advancement of acquisition opportunities.ResponsibilitiesOwn financial modeling, valuation, and returns analysisCoordinate diligence workstreams across finance, legal, IT, compliance, and operationsSupport target identification and deal sourcing (market research, founder meetings, cold outreach), and maintain a detailed acquisition target databaseConduct market, financial, and competitive research to identify opportunities that enhance long-term enterprise valueCoordinate cross-functional workstreams and external advisors throughout the transaction processDraft letters of intent, investment committee memos, deal recommendations, and Board materials that clearly articulate rationale and impactReview quality of earnings findings and evaluate net working capital pegs, purchase price adjustments, and other closing mechanicsModel deal structures including earnouts, seller notes, and rollover equity, and support negotiation of key economic termsPartner with business leaders to ensure successful integration and onboarding of acquired companies and achievement of investment objectivesSupport financing workstreams and prepare lender and sponsor reporting materialsSupport broader corporate development initiatives, including applying AI tools to pipeline screening, diligence review, and deal reportingThe Ideal CandidateSelf-starter with a strong work ethic who holds themselves and others to high standardsExecutive presence, comfortable in founder and owner conversations, and capable of building trust with management teams of closely held businessesExcellent communicator, able to distill complex concepts concisely in writing, speech, and presentationsQualifications / RequirementsBachelor's degree or equivalent; MBA or CFA welcome but not requiredLocation: Open to candidates in Eastern or Central time zones; Hybrid office policy if located in proximity to an Embark officeTravel: approximately 20%, primarily for management meetings, site visits, and post-close integration3 to 6 years of M&A experience at an investment bank, private equity firm, or corporate development teamStrong Excel modeling skills (full three-statement forecasting and LBO/returns analysis) and solid accounting fundamentals requiredFamiliarity with the full transaction lifecycle; due diligence, financial and business analysis, negotiationProfessional or business services M&A experience a plus, but not requiredExcellent organizational skills, with the ability to manage multiple deals and projects simultaneouslyWhat's in it for you:Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passionsComprehensive healthcare: 100% paid premiums for you and your familyCompensation: Base salary range for this role is $140,000 - $170,000 annually plus an annual bonus commensurate for level and experienceWe match 50% up to 6% on our 401KFully paid parental leave for all new parents$150 monthly stipend for whole human wellnessAll the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in styleTeam and community engagement: Monthly social events within your market, charitable matching, and great people!In closing...If this role sounds exciting, apply and let's start the conversation!All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.