Compensation: $100,000-$115,000 annually
POSITION SUMMARYAs an M&A Associate for Cardone Ventures, you will be responsible for drafting investment deal summaries that outline key transaction highlights, risks, and insights. Your role will be to analyze pro forma and historical financial statements, and generate valuations by entering the data into Bizequity, a valuation software platform.
ABOUT CARDONE VENTURESOur 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, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.
SUCCESS LOOKS LIKECultivating trusted relationships with 10X Buy/Sell clients and internal leadership by clearly communicating strategic recommendations, negotiating favorable deal terms, and ensuring that all transactions contribute to long-term value creation for both the company and its clients.
Empowering clients and internal stakeholders with a deep understanding of the M&A process by delivering clear, comprehensive education on valuation techniques, deal structuring, and integration strategies, ensuring clients are confident and informed throughout each stage of the transaction.
OBJECTIVES- Analyze pro-forma and historical financials statements and valuation models
- Support all functions to review due diligence materials and examine for "red flags", issues, and resolutions
- Draft reports outlining key transaction highlights, risks, and insights based on the due diligence
- Lead multiple M&A transactions with precision, coordinating cross-functional teams and external partners to execute each phase of the deal lifecycle efficiently, while consistently exceeding timelines and expectations
- Support contract negotiations by assisting in the preparation of documents related to proposed transactions including due diligence findings, results and summaries
- Conduct research and analysis to screen and qualify potential M&A opportunities
- Keeps M&A pipeline up to date in close coordination with senior management
- Assist in preparing investment presentations, deal sourcing, and deal structuring
- Lead efforts to engage potential Clients for 10X Buy/Sell Services and/or Business Acquisition Club
- Lead support for both 10X Buy/Sell and Business Acquisition Club Clients through their Acquisition journey
- Identify and drive process improvements to drive a more efficient M&A lifecycle, and to track Life After The Deal success
- Research industry M&A trends and best practices, constantly tracking and communicating them in order to ensure continuous improvement in efficiency and effectiveness of CV's and its clients M&A activities
COMPETENCIES- Knowledge of the financial or investment management industry
- Experience communicating investment objectives
- Basic knowledge of the M&A industry
- Knowledge of GAAP/Accounting
- Ability to build financial models
- Comfortable with presenting financial information to leadership in a concise manner
- Ability to make presentations to investors via video conference
- Knowledge of the sales process and ability to follow up with potential clients
- Ability to read and evaluate financial statements
- Basic knowledge of the private equity focused investments
EDUCATION AND EXPERIENCE- Bachelor's Degree in Business, Finance, Accounting or similar field
- At least two years' financial sales experience
10X TOTAL REWARDSWe offer a comprehensive benefits package for full-time employees that includes:
- Medical, dental, and vision for FT positions and their dependents
- Vacation and sick time policy that increases based on tenure with the company
- Three work from home days per month (4/month during June-August)
- Employee Assistance Program through Guardian
- 401k with up to 3% Company match
- Pet Insurance through SPOT for your 10X pets!
- Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
- Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
- Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
- Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
- Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
PHYSICAL REQUIREMENTS- Prolonged periods sitting at a desk working on a computer
COMMITMENT TO DIVERSITYAs 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 within our company and across interactions with clients, candidates and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to
[email protected]. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
Equal Opportunity Employer
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