Associate

Job Description

Job Description

Associate (M&A Deal Execution)
RESPONSIBILITIES

• Build and maintain financial models, including DCF/valuation analyses, merger models, and working capital analyses in support of active engagements
• Analyze historical financial statements and management-prepared financials to develop normalized earnings views and identify key value drivers
• Prepare preliminary valuation analyses and acquisition opportunity assessments for buy-side clients
• Support Quality of Earnings coordination by reviewing diligence materials and flagging financial anomalies or areas requiring further investigation
• Ensure accuracy and integrity of all financial work product prior to review by the supervising Managing Director
• Draft and refine Confidential Information Memoranda (CIMs), management presentations, teasers, and other deal marketing materials under the direction of the deal lead
• Assist in the preparation and management of data rooms, including document organization, buyer request tracking, and diligence response coordination
• Maintain deal timelines, track outstanding items, and follow up internally and externally to ensure the deal cycle stays on track
• Assist in drafting and reviewing Letters of Intent, term sheets, and other transaction documents in coordination with deal leadership and legal counsel
• Provide regular deal status updates and internal reporting to the supervising Managing Director
• Participate in client calls, management meetings, and buyer/seller interactions as a supporting member of the deal team
• Build professional relationships with client contacts, counterparty advisors, and other transaction participants in a manner consistent with white-glove service standard
• Prepare meeting materials, call agendas, and follow-up summaries to support seamless client communication

• 3+ years of investment banking, M&A advisory, or transaction advisory experience, with direct exposure to buy-side and/or sell-side deal execution
• Experience at a bulge bracket, middle-market, or boutique investment bank, Big 4 Transaction Advisory group, or comparable M&A-focused environment
• Demonstrated ability to produce high-quality financial models, CIMs, and deal documentation independently or with limited supervision
• Prior exposure to M&A deals involving construction companies and related accounting issues (WIP, completed contracts, crew profitability, etc.) is a significant plus, but not required
• Advanced proficiency in financial modeling and valuation; able to build and analyze models with accuracy and efficiency
• Strong command of Microsoft Excel and PowerPoint; ability to produce client-ready deliverables with minimal formatting guidance
• Working proficiency with Capital IQ, PitchBook, or Bloomberg for research and deal support
• Familiarity with data room platforms (e.g., Intralinks, Datasite, or similar) is a plus
• FINRA Series 79 (Investment Banking Representative): Required, or able to obtain promptly after hire
• FINRA Series 63 (Uniform Securities Agent State Law): Required, or able to obtain promptly after hire
• CPA (Certified Public Accountant): Would be considered a plus, but is not required.

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Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.