Duties and responsibilities

Deal Evaluation & Financial Analysis

- Gather, organize, and analyze financial and operational data from acquisition candidates.

- Coordinate the collection of information from external parties (e.g., brokers, sellers, advisors) to support valuation and deal modeling.

- Perform EBITDA analysis and build valuation scenarios using the company’s financial models.

- Develop supporting materials, analyses, and recommendations for investment decisions.

Due Diligence & Transaction Support

- Organize and participate in financial and operational due diligence activities.

- Prepare clear, concise due diligence summaries and presentation materials for the Board of Directors and executive leadership.

- Support acquisition closing activities, including documentation, coordination with internal teams, and post-close data handoff.

Pipeline Management & Market Support

- Maintain and update the acquisition pipeline and database in partnership with marketing and business development efforts.

- Support development of acquisition-related marketing and outreach materials, as needed.

- Prepare content and insights for Board and shareholder updates related to M&A activity.

Operational & Reporting Support

- Produce weekly and monthly operating reports for management and field leadership.

- Analyze and summarize monthly retail pricing surveys and other market intelligence as it relates to M&A activities for leadership teams.

- Provide ad hoc analytical support and data requests for corporate and operations leadership.

Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

- Strong analytical and financial modeling skills; ability to synthesize large, complex data sets into clear insights.

- Solid understanding of finance and accounting principles (e.g., EBITDA, cash flow, returns on investment, financial statements).

- Prior experience in M&A, corporate development, investment banking, private equity, or financial analysis.

- Experience supporting due diligence or transaction processes.

- Demonstrated experience to valuation models and deal pipelines.

- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

- Strong interpersonal and communication skills; able to gather information diplomatically from internal and external stakeholders.

- High initiative and comfort working with limited oversight.

- Advanced proficiency with Microsoft Excel; working knowledge of PowerPoint and Word.

Travel Requirements

Standard +30% with + 75% on occasion