M&A Analyst

Banyan Software

$70K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong academic background in Business or Finance from a competitive institution.
  • At least 2 years of M&A experience in fields like private equity or investment banking.
  • Proficient in building financial models and conducting thorough analyses.
  • Exceptional written and verbal communication skills for engaging with senior executives.
  • Ambitious with flexible work hours to adapt in a fast-growing environment.
  • Passionate about the technology sector with a solid understanding of software industry dynamics.

Responsibilities

  • Collaborate with the M&A team and executives to identify and analyze acquisition opportunities.
  • Engage with owners, advisors, and bankers while maintaining professionalism and integrity.
  • Prepare financial analyses, valuations, and operational models for decision-making.
  • Oversee the M&A process, conducting detailed diligence and preparing investment memorandums.
  • Manage interactions with legal, technology, HR, and tax stakeholders during diligence.
  • Support finance and integration efforts for newly acquired businesses.

Benefits

  • Exposure to a fast-paced, high-energy M&A environment.
  • Hands-on experience with executives and industry leaders.
  • Opportunity to work across diverse industries and business models.
  • Involvement in significant financial decision-making processes.
  • Potential for career advancement in a growing organization.
Full Job Description
Job Profile:

This is an exciting opportunity to become a key contributor of a lean, high-energy, high-volume M&A team. The core activities will resemble that of a technology-focused corporate development team or private equity firm. The Analyst will take on critical functions within the deal origination, diligence, and transaction processes, and will have a measurable impact on the organization. The experience will be unique and rewarding with the Analyst being exposed to new industries, business models, valuation methods, research techniques, C-level executives.

Responsibilities:
  • Collaborate with Banyan's M&A and the executive team to source and evaluate acquisitions.
  • Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
  • Prepare and analyze financial and non-financial information, valuation, and operational models.
  • Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
  • Manage diligence processes and engage with internal/ external legal, technology, HR, and tax.
  • Assist in the finance, operations, and integration of newly acquired businesses.


Qualifications for success:
  • Strong academic record from a competitive institution with a degree in Business or Finance
  • Minimum 2 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software specific industry.
  • Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
  • Advanced written and verbal communication skills with the ability to converse with senior executives.
  • Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
  • A strong understanding of technology and a passion for the software industry.

The expected base salary for this position is: CAD $70,000 - $110,000 excluding annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

This position is for an existing vacancy.

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