SMB M&A Advisor Financial Modeling

M&A Advisor – SMB / ETA Acquisitions (Financial Modeling & Deal Screening) Overview I am a self-funded Entrepreneurship Through Acquisition (ETA) buyer seeking to acquire a small-to-mid sized business (SMB) in the supply chain logistics, warehousing, and distribution space. I’m looking for an SMB-focused M&A Advisor to support financial modeling, scenario analysis, and deal structuring for acquisitions in the $750K–$3MM EBITDA range. This role is ideal for someone experienced with search funds, independent sponsors, or SMB private equity — not large-cap PE or academic LBO modeling. ________________________________________ Primary Focus •Design a fast deal screening framework (go / no-go analysis) • Build a simple, flexible SMB financial model template for a self-funded searcher • Incorporate sector-specific KPIs (logistics / distribution) • Stress-test assumptions, downside cases, and deal structures • Support ongoing deal-by-deal underwriting ________________________________________ Key Responsibilities • Analyze raw financials quickly in conjunction with deal materials including the CIM • Normalize EBITDA and validate add-backs upon initial deal screening. • Build and refine a SMB acquisition financial model template to analyze deals, incorporating 3-statement analysis and forecasting operational cash flow, working capital and capex needs. • Model SBA 7(a) + seller financing structures, including forgivable seller notes and earnouts • Run scenarios, sensitivities, and downside cases to mitigate deal specific risks and opportunities • Flag key diligence risks and decision drivers • Provide concise, buyer-oriented insights ________________________________________ Ideal Background Required • Experience with SMB acquisitions or ETA/search-fund buyers • Practical financial modeling for owner-operators • Strong Excel / Sheets skills Preferred • Logistics, warehousing, distribution, or industrial services exposure • SBA transaction experience • Not the best fit if your background is primarily large-cap PE / IB or highly complex institutional LBOs that do not translate into lower cap market SMB acquisitions. ________________________________________ Engagement • Initial project: core model + screening framework • Ongoing: deal-by-deal modeling & advisory • Flexible schedule with hourly rate (activity may fluctuate based on deal flow) • Long-term collaboration preferred ________________________________________ To Apply 1. Include one SMB-scale model sample (redacted or dummy data OK). 2. Describe your experience working on SMB acquisitions or with search fund / ETA buyers (Include deal size and your role) 3. Have you worked with logistics, warehousing, or distribution businesses (if so, please describe the deals)? Apply tot his job