Associate, Mergers and Acquisitions

Job Description

Job Description

Who is Ventura?

Ventura Community Partners (partnerwithventura.com) is one of the most scaled, fastest-growing HOA management companies in the United States, with 2,600 team members and approximately 700,000 doors under management.

Since partnering with Charlesbank, a leading private equity group with over $26B of assets under management, Ventura has experienced rapid growth both organically and through thoughtful M&A.

Ventura’s M&A team is dedicated to building relationships with sellers and welcoming them into Ventura through our “Guided Path” – a curated process built to ensure a successful transition to the Ventura family.

HOA management is an exciting industry that was recently profiled in the Wall Street Journal due to its consolidation potential. Ventura has built a strong reputation by partnering with industry leaders with decades of success in their markets.

What is the Opportunity?

This position is responsible for supporting the company's acquisition strategy by identifying, evaluating, and executing strategic transactions. This individual will serve as an essential member of the M&A team and is directly involved in supporting deal execution and integration.

The role partners with executive leadership and cross-functional teams to conduct financial and operational diligence, manage deal execution, and facilitate integration initiatives that drive long-term growth and value creation. This is an excellent opportunity to gain hands-on M&A leadership experience.

This individual will support prospect evaluation, financial modeling, valuation and risk analyses, due diligence, and deal structuring. From time to time, this position will also analyze industry prospects and acquisition targets by gathering information about growth, competitors, and market share possibilities.

Travel will vary but is estimated to be up to once per month including travel to Charlotte, NC (where the M&A group is based) for onboarding, training, and ad-hoc meetings, when necessary.

Key Responsibilities

· Financial Analysis, Valuation, and Value Creation:

• “Own” in-house financial analyses and financial databooks
• Create financial spreads using general ledgers and limited information
• High financial literacy with an exceptional grasp of financial concepts
• Work directly with the VP, M Chief Acquisition Officer; integration office, and functional leads to create synergy analyses
• Develop valuation perspectives related to acquisition opportunities and provide recommendations to internal senior leadership team

· Transaction Execution:

• Coordinate cross-functional due diligence with finance, legal, HR, operations, IT, and third-party advisors
• Aggregate, review, and summarize diligence findings across functional areas
• Work closely with team members to ensure ongoing communication and documentation of diligence results
• Draft indications of interest and letters of intent
• Own various workstreams related to due diligence and closing
• Negotiate transaction structures, key commercial terms, and definitive agreements alongside legal advisors
• Prepare investment materials, executive presentations, and recommendations for senior leadership

· Technology:

• Leverage modern tools (including AI) to accelerate execution, automate workflows, and increase team productivity
• Candidate must be curious and excited to learn how to use new tools and implement those thoughtfully into processes and procedures

Required Skills and Experience

• Degree in Finance or Accounting
• 4+ years of professional experience in investment banking, private equity, or transaction advisory services
• Working knowledge of quality of earnings projects and financial audits
• Understanding of three-statement financial models and general ledgers
• High proficiency with Microsoft Excel and Microsoft PowerPoint
• Strong communication skills (written and verbal) with ability to communicate at all levels within an organization, and with external partners/potential targets
• Fundamental understanding of the due diligence process
• Highly analytical, self-motivated, and detail oriented

If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver’s license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements.

The physical requirements can vary, but generally, they may include:

• Mobility: Ability to walk the grounds long distances in various weather conditions.
• Lifting and Carrying: Occasionally lifting and carrying supplies or equipment up to 25 pounds.
• Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events.
• Manual Dexterity: Skills in using technology, including computers and mobile devices.
• Driving: Ability to operate vehicle to perform certain job functions. (Please note: We will request and review an MVR at the time of hire and on a periodic basis thereafter to ensure that employees maintain a satisfactory driving status.)

We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodations during the application process or in performing the job duties as described in the posting, please email View email address on ziprecruiter.com so we can review next steps together.

What we offer:

• Comprehensive benefits package including medical, dental, and vision
• Wellness program
• Flexible Spending Accounts
• Company-matching 401k contributions
• Paid time off for vacation, holidays, medical, and volunteering
• Paid parental leave
• Training and educational assistance
• Support programs, including Employee Assistance Program and Calm Health
• Optional benefits including short- and long-term disability, life insurance, and pet insurance
• Most importantly, a caring team who is dedicated to your success!