Mergers and Acquisitions Associate

Scope & Responsibilities Summary

The M&A Associate will support multiple acquisition opportunities simultaneously and serve as a central coordinator for transaction-related analyses, diligence activities, and reporting. The role requires strong financial acumen, attention to detail, and the ability to manage large amounts of information across numerous active projects.

Primary areas of responsibility include:

• Financial modeling, valuation analysis, and investment return assessment.
• Acquisition target research, screening, and strategic evaluation.
• Due diligence coordination and management across internal work streams.
• Data room administration and transaction document management.
• Executive reporting, presentation development, and investment memoranda preparation.
• Pipeline management, market intelligence, and transaction tracking.
• Integration planning support and transaction readiness activities.

• Build and maintain detailed financial models supporting acquisition and investment evaluations.
• Perform valuation analyses using various methodologies including discounted cash flow, precedent transactions, and comparable company analyses.
• Analyze historical and projected financial performance of acquisition targets.
• Evaluate transaction returns, investment risks, and strategic benefits.
• Develop sensitivity analyses and scenario modeling to support investment decisions.
• Coordinate diligence activities among Finance, Operations, Human Resources, Fleet, Safety, Risk Management, IT, Legal, and other functional teams.
• Manage diligence request lists, information flow, and transaction timelines.
• Review financial statements, contracts, operating metrics, customer data, fleet information, and other diligence materials.
• Organize, maintain, and administer virtual data rooms.
• Track diligence findings, risks, and action items through transaction closing.

• Conduct industry, competitor, and market research to identify potential acquisition opportunities and strategic trends.
• Assist with acquisition target identification and prioritization efforts.
• Maintain databases of acquisition targets, market intelligence, and transaction activity.
• Support strategic planning initiatives through research and analysis.

• Prepare investment committee materials, executive summaries, and transaction presentations.
• Develop reports tracking acquisition pipeline activity and transaction status.
• Assist in preparing recommendations for senior leadership regarding acquisition opportunities.
• Support development of annual strategic planning materials and growth analyses.

• Manage transaction documentation and maintain organized deal files.
• Coordinate project plans and timelines across multiple active transactions.
• Monitor transaction milestones and ensure timely completion of key deliverables.
• Support continuous improvement initiatives related to acquisition and diligence processes.
• Assist with integration planning activities to facilitate successful transaction handoffs.

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of experience in investment banking, transaction advisory, valuation services, public accounting, corporate development, private equity, or management consulting.
• Experience supporting mergers and acquisitions, strategic investments, or corporate finance transactions preferred.
• MBA, CPA, CFA, or progress toward a professional designation is considered a plus.
• Strong financial modeling and valuation skills.
• Ability to analyze financial statements, operating metrics, and business performance indicators.
• Advanced Microsoft Excel proficiency including financial modeling, pivot tables, lookup functions, scenario analysis, and data manipulation.
• Strong PowerPoint and presentation development capabilities.
• Experience managing large datasets and organizing complex information.
• Familiarity with CRM systems, virtual data rooms, and transaction management software preferred.

• Strong analytical and problem‑solving…