Senior Associate, Mergers & Acquisitions (M&A)

OTC Industrial Technologies; Columbus (OH); Hybrid; USD 110,000 - 160,000; Full time

Job summary

OTC Industrial Technologies seeks a Senior Associate, M&A to join the Corporate Development team in Columbus, OH, reporting to the VP of Corporate Development. The role centers on owning financial modeling, valuation, and due diligence for potential acquisitions, with exposure to deal sourcing and presentation to the C-suite.

You will coordinate cross-functional workstreams, manage data rooms, and build a path to independently lead smaller M&A transactions as you progress.

Qualifications

• 2-5 years of analytical experience in investment banking, private equity, corporate development, or transaction advisory services.
• Demonstrated mastery of building complex three-statement financial models and valuation analyses.
• CPA certification is a plus.

Responsibilities

• Own financial modeling, valuation, and analysis for potential acquisitions.
• Coordinate due diligence as project manager across Finance, HR, Tax, Legal, and Operations.
• Identify and evaluate target companies and maintain a deal pipeline.
• Support deal structuring, LOI drafting, and negotiations with leadership.

Skills

Financial Modeling

Valuation

Due Diligence

Project Management

Communication

M&A

Excel

Education

CPA

Tools

Excel

Job description

Job Title: Senior Associate, M&A (Mergers & Acquisitions)

Reports To: VP of Corporate Development

Location: Columbus, Ohio (Open to partial remote for the right candidate)

Position Summary

Therolewill be a critical member of the Corporate Development team, working closely with and reporting directly to theVP of Corporate Developmentto execute the company's acquisition strategy. A key responsibility of this role will be toown all aspects of financial modeling and analysisfor potential acquisitions.

Role

In addition to driving the valuation modeling, the candidate will act as a keyproject manager during the due diligence phase, coordinating multiple workstreams to ensure smooth transaction execution. Additionally, the candidate will have the opportunity to identify and evaluate potential new targets. This role is designed for a high-performing professional targeting a fast runway, andupon proven success, future opportunities to:

• Independently lead M&A transactionsunder the mentorship and guidance of the VP of Corporate Development
• Source proprietary M&A transactions via research and target outreach
• Present to the OTC C-Suite and Board of Directors
• Develop business cases for expansion into new end markets, product categories, or geographies

What You'll Do

Financial Modeling & Valuation - Ownthe development, maintenance, and continuous improvement of complex financial models for M&A valuations (including 3-statement models, DCF, trading comparables, and precedent transaction analyses). Your models will be the cornerstone of our deal evaluation process.

Due Diligence Project Management - In some instances, act as the central project managerfor the due diligence process. Coordinate with internal cross-functional teams (Finance, HR, Tax, Legal, Operations) and external advisors to keep diligence checklists updated, manage the virtual data room (VDR), and ensure all milestones are met on time.

Market Research & Pipeline - Conduct industry and company-specific research to identify potential acquisition targets and maintain the corporate development pipeline tracker.

Career Progression Track - Actively shadow the VP of Corporate Development during deal structuring, letter of intent (LOI) drafting, and negotiations.This role is structured to groom the candidate to independently lead smaller M&A deals in the future.

What You'll Need

• Experience:2-5 years of experiencein a highly analytical role such as investment banking, private equity, corporate development, or transaction advisory services. A CPA is a plus.
• Financial Modeling Expertise:Demonstrated, hands-on masteryof building complex three-statement financial models and performing various valuation analyses.
• Project Management Skills:Proven abilitytoorganize, track, and manage complex projectswith multiple stakeholders under tight deadlines.
• Analytical Skills:Strong quantitative capabilities with anexceptional attention to detail.
• Self-Motivation:A proactive, high-energy individual who can work independently and is eager to take on more deal-lead responsibilities over time.
• Communication:Ability to distill complex financial analysis and due diligence findings into clear, concise insights for the VP of Corporate Development and executive leadership.
• The ideal candidate will be ready to roll up their sleeves for deals and relationships alike; low ego and be collaborative in nature.