Sr. Analyst M&A Solutions

Job Overview

The Senior Analyst for LPL’s M&A Deal Support team plays an instrumental role throughout the lifecycle of an M&A transaction. This role is responsible for helping to deliver seamless M&A transaction support for LPL’s advisors, institutions, and internal partners that results in successful deal execution.

• Manage task assignments and targeted completion dates throughout the M&A transaction
• Leverage internal teams and resources proactively to ensure key milestones are completed and advisor expectations are consistently met
• Provide valuation and modeling support for Comprehensive Deal Support Engagements
• Prepare for and participate in advisor calls
• Manage the M&A deal financing process
• Become a subject matter expert in small business mergers and acquisitions, both in analytical deal-making deliverables and the operational processes of due diligence and integration
• Lead in developing, continuously improving, and streamlining processes and scalable solutions for advisor M&A deal execution
• Provide deal deliverables and analysis, including cash flow analysis, license comparisons, advisory billing recaps, purchase agreement drafts, deal decks and the closing packet
• Identify and escalated deal risks to the Deal Consultant
• Manage the deal team’s key metrics and deal statistics

• Bachelor’s degree in finance, business, economics, or a related discipline
• 2-5 years’ experience in relationship management, corporate finance, or related roles requiring strong follow‑up and analytical skills
• 2+ years’ experience in financial services, with an understanding of M&A, valuation, lending and deal term options to guide advisors to make educated decisions
• 2+ years’ experience working in Excel and Power Point

• Effective communication, presentation and writing skills to present complex topics in an engaging way
• Ability to synthesize complex processes and communicate into digestible messages
• Strong execution, efficient project management and key deliverable tracking skills
• Can manage multiple deals/projects and prioritize as needed
• Excellent problem‑solving skills

• Experience with CRM tools such as Salesforce

Pay Range: $81,267.00 - $. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – including 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

EOE