Sr. Analyst or Associate

Company Description

Tequity Advisors is dedicated to achieving the best outcomes for our clients through successful M&A transactions within Cloud, SaaS, and IT ecosystems. Leveraging our deep industry knowledge and global relationships with strategic tech-focused buyers, we deliver the right buyer and the best transaction. With extensive experience as executives, consultants, and owners of software and technology companies, we assist CEOs and shareholders with business growth and exit strategies. Our expertise spans both domestic and cross-border transactions, allowing us to source strategic buyers worldwide.

Role Description

This is a full-time remote role for a Sr. Analyst or Associate (M&A). The role involves -

Working with the Managing Director in executing multiple M&A transactions from start to finish, maintaining high levels of client satisfaction and meeting project milestones.

Leading the preparation and delivery of critical deal documents, including Confidential Information Memorandam (CIM), buyer lists, financial models, and client presentations.

Facilitating key client calls and preparing clients for buyer meetings, negotiating offers, and managing the due diligence process

Qualifications

Partner & collaborate closely with Managing Directors to drive firm success

Collaborate with fellow VPs and Associates to drive team performance

Experience with Salesforce will be a strong asset

Proficiency in client communications and project management.

Strong understanding of the three financial statements and key SaaS metrics

Ability to multitask and execute multiple mandates with minimal supervision.

Ability to work independently and collaboratively with dedication

Ability to negotiate offers, deal structures, transaction documents (including key issues), and all elements of deal consideration in M&A

Build and maintain relationships with private equity firms, potential buyers, and third-party professionals to extend and maintain Tequity’s network.

Excellent verbal and written communication skills and a proven team player

Transaction Advisory Experience from one of the Big 4 is a strong plus