Senior Mergers & Acquisitions Analyst
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX. This candidate will join a highly talented team of investment professionals that support the firms merger and acquisitions efforts, as well as other strategic finance projects for the executive leadership team. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firms employees and clients.
Responsibilities
Supporting key analysis for strategic finance needs for Beacon Pointes Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
Analysis of Targets Financials
Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
Seller Proceeds Analysis
Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
Attending management meetings / diligence sessions with Target
Managing the M&A pipeline
Organizing data rooms with Targets
Performing diligence analyses on Targets
Coordinating QofE process with 3rd party advisors
Helping to prepare bid letters
Preparing closing funds flow workbooks
Pro forma covenant / leverage analyses
Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
Pre- and post-close integration efforts
Other ad-hoc analyses to support M&A efforts
Apply Now
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX. This candidate will join a highly talented team of investment professionals that support the firms merger and acquisitions efforts, as well as other strategic finance projects for the executive leadership team. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firms employees and clients.
Responsibilities
Supporting key analysis for strategic finance needs for Beacon Pointes Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
Analysis of Targets Financials
Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
Seller Proceeds Analysis
Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
Attending management meetings / diligence sessions with Target
Managing the M&A pipeline
Organizing data rooms with Targets
Performing diligence analyses on Targets
Coordinating QofE process with 3rd party advisors
Helping to prepare bid letters
Preparing closing funds flow workbooks
Pro forma covenant / leverage analyses
Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
Pre- and post-close integration efforts
Other ad-hoc analyses to support M&A efforts
Apply Now