Associate, Mergers and Acquisitions

Ventura Community Partners M&A Role

Ventura Community Partners () is one of the most scaled, fastest-growing HOA management companies in the United States, with 2,600 team members and approximately 700,000 doors under management. Since partnering with Charlesbank, a leading private equity group with over $26B of assets under management, Ventura has experienced rapid growth both organically and through thoughtful M&A. Ventura's M&A team is dedicated to building relationships with sellers and welcoming them into Ventura through our "Guided Path" – a curated process built to ensure a successful transition to the Ventura family.

HOA management is an exciting industry that was recently profiled in the Wall Street Journal due to its consolidation potential. Ventura has built a strong reputation by partnering with industry leaders with decades of success in their markets.

This position is responsible for supporting the company's acquisition strategy by identifying, evaluating, and executing strategic transactions. This individual will serve as an essential member of the M&A team and is directly involved in supporting deal execution and integration. The role partners with executive leadership and cross-functional teams to conduct financial and operational diligence, manage deal execution, and facilitate integration initiatives that drive long-term growth and value creation.

This is an excellent opportunity to gain hands-on M&A leadership experience. This individual will support prospect evaluation, financial modeling, valuation and risk analyses, due diligence, and deal structuring. From time to time, this position will also analyze industry prospects and acquisition targets by gathering information about growth, competitors, and market share possibilities. Travel will vary but is estimated to be up to once per month including travel to Charlotte, NC (where the M&A group is based) for onboarding, training, and ad-hoc meetings, when necessary.

· Financial Analysis, Valuation, and Value Creation:

• "Own" in-house financial analyses and financial databooks
• Create financial spreads using general ledgers and limited information
• High financial literacy with an exceptional grasp of financial concepts
• Work directly with the VP, M&A Chief Acquisition Officer; integration office, and functional leads to create synergy analyses
• Develop valuation perspectives related to acquisition opportunities and provide recommendations to internal senior leadership team

· Transaction Execution:

• Coordinate cross-functional due diligence with finance, legal, HR, operations, IT, and third-party advisors
• Aggregate, review, and summarize diligence findings across functional areas
• Work closely with team members to ensure ongoing communication and documentation of diligence results
• Draft indications of interest and letters of intent
• Own various work streams related to due diligence and closing
• Negotiate transaction structures, key commercial terms, and definitive agreements alongside legal advisors
• Prepare investment materials, executive presentations, and recommendations for senior leadership

· Technology:

• Leverage modern tools (including AI) to accelerate execution, automate workflows, and increase team productivity
• Candidate must be curious and excited to learn how to use new tools and implement those thoughtfully into processes and procedures

Required

Skills and Experience:

• Degree in Finance or Accounting
• 4+ years of professional experience in investment banking, private equity, or transaction advisory services
• Working knowledge of quality of earnings projects and financial audits
• Understanding of three-statement financial models and general ledgers
• High proficiency with Microsoft Excel and Microsoft Power Point
• Strong communication skills (written and verbal) with ability to communicate at all levels within an organization, and with external partners/potential targets
• Fundamental understanding of the due diligence process
• Highly analytical, self-motivated, and detail oriented

If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver's license for the class of vehicle you…