Analyst - Healthcare M&A

Investment Banking Analyst - Healthcare M&A

Location: New York, NY (In-Office)

Corporate Profile

Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives.

Ziegler's Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors.

Business Unit

Ziegler's Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies.

The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions , making Ziegler one of the most active advisors in the physician services sector.

The team operates with a highly collaborative and flat structure , allowing analysts to work directly with senior bankers and clients throughout the transaction process.

Position Overview

Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A team in New York.

Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development.

Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers . The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment.

This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform.

Candidates should be located in, or willing to relocate to, the New York area.

Key Responsibilities

The Analyst will play a central role in both transaction execution and business development efforts, including:

• Building detailed financial models and valuation analyses to support live transactions and client engagements
• Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials
• Supporting all phases of M&A transactions , including marketing, diligence coordination, and closing processes
• Managing and organizing virtual data rooms and diligence materials for active transactions
• Conducting industry research, market analysis, and strategic positioning work for healthcare clients
• Assisting with the preparation of client presentations and new business development materials
• Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers
• Participating in client meetings, buyer calls, and investor discussions , gaining direct exposure to transaction processes and strategic decision-making

Professional Qualifications

The successful candidate will possess:

• At least 1 year of experience in investment banking , ideally with M&A transaction exposure
• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline
• Strong financial modeling and valuation skills , including experience with transaction analysis
• Solid accounting knowledge and proficiency in three-statement financial analysis
• Advanced proficiency in Microsoft Excel and PowerPoint
• Strong analytical thinking, attention to detail, and problem-solving ability
• Excellent written and verbal communication skills

Personal Attributes

Successful candidates will demonstrate:

• Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients
• Exceptional organizational and time management abilities
• A proactive, self-starting mindset with the ability to manage multiple projects simultaneously
• A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment
• Intellectual curiosity and a willingness to quickly learn new concepts and industries
• The ability to work both independently and collaboratively within a team environment
• Flexibility to work extended hours and occasional travel as required in an investment banking role

Analyst Development and Mentorship

Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure.

Analysts benefit from:

• Direct mentorship from senior bankers
• Meaningful responsibility on live transactions from the outset
• Direct client engagement and participation in transaction discussions
• Exposure to all aspects of the M&A process from origination through closing
• Opportunities to develop deep expertise in the rapidly evolving healthcare services sector

Equal Opportunity

Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.