Senior Associate, M&A Deal Execution

Thomas Edwards Group; Texas; On-site; USD 120,000 - 210,000; Full time

Job summary

Thomas Edwards Group is seeking a Senior Associate for M&A Deal Execution in the United States. You will build financial models, analyze historical statements, and prepare valuation analyses for buy-side engagements, while coordinating diligence and document preparation under senior leadership.

The role requires strong Excel/PowerPoint skills, experience with major research platforms, and familiarity with data rooms. FINRA licenses and CPA status are a plus but not mandatory.

Qualifications

• 3+ years of investment banking, M&A advisory, or transaction advisory experience with buy-side/sell-side exposure.
• Experience at bulge bracket, middle-market, boutique banks, or comparable M&A-focused environment.
• Ability to produce high-quality financial models, CIMs, and deal documentation independently.
• Prior exposure to M&A in construction-related accounting issues is a plus.
• Strong modeling/valuation proficiency and client-ready deliverables.
• Proficiency with Capital IQ, PitchBook, or Bloomberg for research.

Responsibilities

• Build and maintain financial models, including DCF/valuation analyses, mergermodels, and working capital analyses.
• Analyze historical financial statements to develop normalized earnings views and identify key value drivers.
• Prepare preliminary valuation analyses and acquisition opportunity assessments for buy-side clients.
• Support QA of diligence materials and flag financial anomalies.
• Draft CIMs, management presentations, teasers, and deal marketing materials.
• Assist in data room management and diligence responses.
• Maintain deal timelines and ensure the deal cycle stays on track.
• Draft and review LOIs, term sheets, and transaction documents with leadership.
• Provide regular deal status updates to the Managing Director.
• Participate in client calls and management meetings; build relationships with client contacts.

Skills

Advanced Excel

PowerPoint

Financial modeling

Capital IQ/PitchBook/Bloomberg

M&A diligence

Communication with clients

Education

CPA preferred

FINRA Series 79/63 eligible

Tools

Intralinks/Datasite

Job description

Job Description

Senior Associate (M&A Deal Execution)

• Build and maintain financialmodels, including DCF/valuation analyses, mergermodels, and working capital analyses in support of active engagements


• Analyze historical financialstatements and management-prepared financialsto develop normalized earnings views and identify key value drivers


• Prepare preliminary valuation analyses and acquisition opportunity assessments for buy-side clients


• Support Quality of Earnings coordination by reviewing diligence materials andflagging financial anomalies or areas requiring further investigation


• Ensure accuracy and integrity of all financial work product prior to review by thesupervising Managing Director


• Draft and refine Confidential Information Memoranda (CIMs), management presentations, teasers, and other deal marketing materials under the direction of the deal lead


• Assist in the preparation and management of data rooms, including documentorganization, buyer request tracking, and diligence response coordination


• Maintain deal timelines, track outstanding items, and follow up internally and externally to ensure the deal cycle stays on track


• Assist in drafting and reviewing Letters of Intent, term sheets, and other transaction documents in coordination with deal leadership and legal counsel


• Provide regular deal status updates and internal reporting to the supervising Managing Director


• Participate in client calls, management meetings, and buyer/seller interactions as a supporting member of the deal team


• Build professional relationships with client contacts, counterparty advisors, and other transaction participants in a manner consistent with white-glove service standard


• Prepare meeting materials, call agendas, and follow-up summaries to support seamless client communication

QUALIFICATIONS

• 3+ years of investment banking, M&A advisory, or transaction advisory experience, with direct exposure to buy-side and/or sell-side deal execution


• Experience at a bulge bracket, middle-market, or boutique investment bank, Big 4 Transaction Advisory group, or comparable M&A-focused environment


• Demonstrated ability to produce high-quality financial models, CIMs, and dealdocumentation independently or with limited supervision


• Prior exposure to M&A deals involving construction companies and related accounting issues (WIP, completed contracts, crew profitability, etc.) is a significant plus, but not required


• Advanced proficiency in financial modeling and valuation; able to build and analyze models with accuracy and efficiency


• Strong command of Microsoft Excel and PowerPoint; ability to produce client-ready deliverables with minimal formatting guidance


• Working proficiency with Capital IQ, PitchBook, or Bloomberg for research and dealsupport


• Familiarity with data room platforms (e.g., Intralinks, Datasite, or similar) is a plus


• FINRA Series 79 (Investment Banking Representative): Required, or able to obtain promptly after hire


• FINRA Series 63 (Uniform Securities Agent State Law): Required, or able to obtain promptly after hire


• CPA (Certified Public Accountant): Would be considered a plus, but is not required.

#IND
#ZR

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.