M&A Associates (Homebased)

We help Americans unlock wealth and free themselves from the corporate day-to-day grind through acquisition. We're a rapidly growing firm and we're looking for an M&A Associate to join our lean, remote team to help our clients in processing deals.

We're fast growing and you'll have ample career growth opportunities as we continue to scale.

Your Main Responsibilities:

We're looking for a M&A Associate who'll work with our client's deals to take the information we've organized for them to:

1. Deal Sourcing & Inquiry - Proactively identify potential deal listings that align with partner preferences or investment criteria.

2. NDA Management - Obtain and manage Non-Disclosure Agreements (NDAs) to access confidential deal information.

3. Partner Email Management - Organize and label emails, flag important messages for follow-up, and ensure no key correspondence is missed.

4. Document Management (CIM & Financials) - Once an NDA is executed, collect the Confidential Information Memorandum (CIM) and related financials from the broker.

5. Broker Communication & Relationship Management - Maintain consistent, professional communication with brokers to gather information, follow up on inquiries, and track deal status.

6. Scheduling Broker Intro Calls - Schedule introductory calls between brokers and designated team members

You MUST Have:

• Experience analyzing deals both in terms of numbers and business operations, the numbers and financials are a small, small piece of it.

You Should Have:

• 1+ year experience working in a relevant role (M&A, investment banking, accounting, private equity, etc)

• Some financial analysis exposure and want to learn more

• Some experience in presenting a deal and reviewing a deal

• A strong communication skills (verbal and written)

• A strong self-starter mindset to improve your skills and strive to be better

• Excellent analytical skills

• Intellectual curiosity and rigor

What We Offer:

• An essential role that will grow to managing a team

• The opportunity to take part in equity and profit sharing in our growing firm

• Work from anywhere