M&A Analyst

Total Compensation: $85,000 to $100,000 Onsite

Location:

Scottsdale, AZ Workplace

Location:

Fully Onsite

The M&A Analyst will support the origination, structuring, negotiation and execution of acquisitions, and investments for Cardone Ventures. In this role, the M&A Analyst will work with the Buy/Sell and Partnership team to support potential acquisition and investment opportunities

Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results-oriented.

This company operates nationally and is growing by the day

• Building strong relationships across internal teams and with 10X Buy/Sell clients by effectively communicating complex financial data and strategic insights, helping to navigate negotiation processes and close deals that align with both company goals and client objectives
• Contributing to deal execution for internal acquisitions and client transactions, managing due diligence, financial modeling, and report preparation with precision, ensuring all projects are completed on time and exceeding expectations.

• Assist in valuation exercises using comparable company analysis, precedent transactions, and discounted cash flow modeling.
• Support due diligence processes by gathering, organizing, and analyzing financial, legal, and operational information from target companies and clients.
• Maintain and manage data rooms to ensure accuracy, completeness, and timely delivery of information throughout transaction processes.
• Assist with the preparation of investment memoranda and presentations for the executive team
• Conduct research and analysis to screen and qualify potential M&A opportunities
• Assist with the development of broader internal strategic initiatives and investment strategies
• Provide financial evaluation of opportunities
• Work cross-departmentally with the M&A team to ensure there is full clarity and alignment of information being presented to executives

• Strong fluency with Excel formulas and functions
• Can balance internal and external M&A projects by delivering detailed financial analyses, including valuations, synergy assessments, and market trend insights, driving
• both internal growth initiatives and providing high-impact recommendations to clients.
• Strong understanding of accounting, financial models, and financial reporting packages
• Strong writing ability with attention to detail, tone, and clarity to ensure deliverables meet executive and client expectations.
• High attention to detail with the ability to synthesize large amounts of data into clear, actionable insights
• Team-oriented with excellent interpersonal skills and ability to develop collaborative relationships across the organization
• Driven, self-starter with a passion for excellence
• Strong organizational skills to manage multiple priorities while maintaining accuracy and completeness
• Demonstrates integrity, discretion, and professionalism in handling sensitive financial information
• Adaptable and eager to learn, with the ability to thrive in a dynamic, fast-paced environment
• Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
• Strong aptitude for interpreting financial statements

• Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
• 2-4+ years of M&A in investment banking, private equity, corporate development, corporate finance, or management consulting experience
• Medical, dental, and vision (employee + dependents)
• 401(k) with up to 3% company match
• Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both
• Vacation and sick time that increases with tenure
• Pet insurance through SPOT
• Employee Assistance Program through Guardian
• Professional development reimbursements for outside courses and certifications
• $250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
• Uncapped commission eligibility for all team members

• Prolonged periods sitting at a desk and working on a computer
• Must be on-site at our Scottsdale, AZ office; this is not a remote role

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both…