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 firm?s 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 firm?s employees and clients.

Responsibilities
? Supporting key analysis for strategic finance needs for Beacon Pointe?s Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
? Analysis of Target?s 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

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