Senior Financial Analyst - M&A

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