Mergers & Acquisitions Analyst - Pillars Job Frisco area,Texas USA,Finance & Banking

Summary/Objective

Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The analyst reviews financial statements, tax returns, and operational data to support assessments of financial performance, estimates of value, and projections across a variety of transaction types, including private practice sales, private equity (PE) partnerships, Dental Support Organization (DSO) affiliations, and other business transition opportunities.

Once an engagement letter is in place, the Mergers & Acquisitions Analyst is introduced to clients alongside the dedicated Deal Team and works closely with team members to support the Analysis, Letter of Intent, and Diligence phases of the transaction. Throughout the diligence process, the analyst also collaborates with clients, their representatives, and third-party financial firms to help ensure the accuracy and completeness of required financial documentation.

Essential

Functions

Utilize existing skill set and financial acumen to learn and improve our firm’s analysis techniques and processes while continuing to provide our clients with the utmost level of service.

Complete diligence documentation gathering through requests and interactions with client and clients’ representatives.

Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price

Respond to questions from interested potential partners about financial and operational data and assumptions related to practice valuation

Support Director of Transaction Success in providing guidance to clients during partner diligence process including Quality of Earnings review and legal documentation of transaction.

Responsibilities and Duties

Communicate with clients to gather the appropriate financial information

Analyze financial data for trends and anomalies

Conduct financial and operational analyses related to client transition opportunities, including private practice transactions, PE/DSO partnerships, and other ownership transition strategies, providing insights and recommendations to support client decision-making

Assess the economic performance of the client’s practice

Develop innovative approaches to produce deliverables that address client questions and objectives

Work with the team to develop financial recommendations based on analysis performed.

Respond to client inquiries and questions in a professional and timely manner.

Provide information to interested buyers on behalf of clients to facilitate the due diligence process.

Develop and prepare insightful, targeted questions for clients based on thorough analysis of valuation data, ensuring alignment with client objectives and addressing key areas of interest or concern.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

2 years valuation, analysis, or relevant experience preferred
Bachelor's degree in Accounting, Finance, or related field required
A CPA or CPA candidate is preferred
Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired
Experience in the healthcare or dental field would be a positive, but not required
Must be detail oriented with strong organizational and analytical skills
Advanced knowledge of Microsoft Office (emphasis on Excel) and use of Co-Pilot
Proven experience building trusted relationships with clients
Strong…