Senior Mergers & Acquisitions Analyst

Job Description

We are currently seeking reputed company candidates to join reputed company 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 reputed company 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 reputed company Pointe’s Executive Leadership Team as part of our strategic growth plans reputed company M&A and for other key projects for the firm • Analysis of reputed company’s Financials • Working with reputed company to normalize P&L for non-recurring expenses, reputed company-expenses, the reputed company Pointe compensation model, and run-reputed company performance to reputed company at a valuation EBITDA • Seller Proceeds Analysis • Comparing the illustrative proceeds a Seller would receive in a status reputed company scenario vs. a reputed company with reputed company Pointe • Assess compensation under the reputed company Pointe advisor compensation model for non-partner wealth advisors • Attending management meetings / diligence sessions with reputed company • 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 reputed company workbooks • Pro reputed company covenant / reputed company analyses • Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations) • Pre- and post-reputed company integration efforts • Other reputed company analyses to support M&A efforts Apply Job!