2027 Full-Time Associate (FDD/TAS Experience Required)

Lincoln International

$175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3+ years in Financial Due Diligence or M&A Transaction Advisory, preferably at a Big 4 firm or equivalent
  • Fluency in accounting and finance with a strong grasp of Quality of Earnings
  • Excellent verbal and written communication skills, particularly in PowerPoint
  • Assertive, self-motivated with the drive to excel in a fast-paced environment
  • High integrity and alignment with Lincoln's core values of excellence and collaboration

Responsibilities

  • Coordinate day-to-day client interactions as the main contact point for clients and the M&A team
  • Conduct industry research to uncover market trends and acquisition targets
  • Prepare confidential information memoranda and management presentations
  • Perform M&A modeling and valuation, ensuring quality of earnings analysis
  • Synthesize complex datasets to derive strategic insights and business drivers
  • Manage vendor due diligence workstreams, coordinating across financial and operational streams
  • Support transaction negotiations with analysis on purchase price adjustments and completion mechanics

Benefits

  • Hybrid work structure with in-office collaboration from Monday to Thursday and remote work on Fridays
  • Comprehensive benefits package available for eligible employees
  • Opportunities for professional development and accelerated career progression in a dynamic team environment
  • Exposure to international clients and high-level executives within the healthcare sector
  • Involvement in business development and new client pitches, enhancing professional visibility and skills
Full Job Description
Lincoln International follows a hybrid work structure with an emphasis on in-office collaboration.

Our employees work in our offices Monday through Thursday each week, with the option of working remotely or from the office on Fridays.

Duties & Responsibilities:

Lincoln International is seeking an Associate to join our rapidly growing Healthcare M&A practice in New York, NY. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading M&A advisory firm. The candidate hired to this role will join with Lincoln's 2027 Full-Time class in January/February to go through training at that time.

The Associate position at Lincoln International involves interacting closely with the firm's senior bankers and clients' senior executives. Our Associates are heavily involved in every aspect of an M&A transaction and ultimately, master the ability to execute a deal from start to finish. Given our global platform, Associates also receive a high level of exposure to international clients and buyers, thus further enhancing their experience. In addition, Associates are expected to contribute to Analysts' development and support new business development efforts. Lincoln International continuously provides our Associates with opportunities beyond typical roles in order to accelerate professional development and maximize career trajectory.

Key responsibilities include:
  • Coordinating day-to-day client interactions, serving as the central point of contact between clients and the M&A team
  • Conducting industry research to identify market trends, buyers, and acquisition targets
  • Preparing confidential information memoranda and management presentations
  • Performing core M&A modeling, valuation and databook preparation with strong understanding of supporting quality of earnings analysis.
  • Synthesizing large and complex datasets into strategic insights by identifying underlying key performance trends and underlying business drivers
  • Managing vendor due diligence workstreams, overseeing preparation, coordination, and delivery across financial, commercial, and operational streams to drive transaction execution
  • Coordinating bidder engagement, managing dataroom preparation and upkeep, tracking information requests, and liaising between management and bidders to ensure timely, accurate responses
  • Support transaction negotiations by providing analysis on purchase price adjustments, working capital targets, indemnities, and completion mechanics
  • Overseeing analyst workstreams by reviewing deliverables and providing guidance
  • Participating in new business development meetings and pitches
  • Hosting visits by potential buyers at client facilities
  • Leading or driving initiatives to enhance the firm's franchise value

Qualifications:

Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:
  • Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
  • Assertive, articulate and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment
  • Excellent project management, organization and prioritization skills, ability to adapt to business changes
  • Entrepreneurial professional with strong listening skills, who enjoys problem solving and presenting recommendations that will benefit the full organization
  • Driven and ambitious professional who gains satisfaction from achieving personal and team goals

Other Qualifications:
  • Minimum of 3+ years of Financial Due Diligence or M&A Transaction Advisory at a Big 4 firm (or A&M, RSM, Grant Thornton, BDO, BRG, Eisner Amper, Riveron, Moss Adams, or Kroll) preferred; candidates with at least 6 months at theManager (or equivalent title) level are strongly encouraged to apply for this role.
  • Fluent in accounting (e.g. Quality of Earnings) and finance and strong business acumen
  • Strong verbal and written communication skills (e.g. PowerPoint)
  • Assertive, self-motivated and desire to succeed in a fast-paced, entrepreneurial environment

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary range for this role is $175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln's Company Page, or through Lincoln's Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

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