Evaluate potential opportunities for growth and development, including: partnerships, acquisitions and investments
Lead engagements on financial and operational due diligence, including acquiring financial data from practice management systems to develop models and analyses
Develop financial forecast models during due diligence, including critical value proposition for partners, based on robust analyses of market growth potential, revenue / cost drivers and synergies
Financial ModelingInvestment BankingCorporate DevelopmentFinanceBusiness Development
Conduct market sizing and opportunity analysis to identify and prioritize M&A targets.
Build quantitative models to estimate revenue impact, cost implications, and strategic value of potential partnerships.
Assist with the annual strategic planning process, developing robust analytical frameworks.
Life360’s mission is to keep people close to the ones they love with their mobile app and Tile tracking devices. They have over 750 remote-first employees and deliver peace of mind and enhances everyday family life with seamless coordination.
Perform detailed financial and strategic analyses of market opportunities, target companies, and potential deal and pro-forma scenarios.
Develop complex valuation models and prepare valuation analyses of potential acquisition targets, including DCF analysis, trading comparables, transaction comparables, LBO analysis, sum of parts and other valuation methods.
Manage the M&A process with both external and internal teams, with focus on managing due diligence with cross-functional teams.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries that invests in people and new advanced technologies to unlock the power of data.
Partner with the Head of M&A to execute SSA’s acquisition strategy across core and adjacent verticals.
Drive end-to-end deal execution including target evaluation, financial modeling, diligence management and deal documentation.
Develop repeatable diligence checklists, playbooks, and internal governance processes.
Scientific Safety Alliance (SSA) aims to accelerate science by removing operational friction for pharmaceutical, biotech, hospital, and research facilities. SSA is growing rapidly and has created over $300M in enterprise value through disciplined growth and 21 acquisitions.
Own the full referral partnership development process with medium to large health systems.
Build and execute thoughtful, research driven outreach plans tailored to reach health system and market.
Analyze referral potential and market dynamics to guide targeting and messaging.
SonderMind is a mental health destination that provides therapy, medication management, and mindfulness exercises. They combine technology and human connection to drive better outcomes, with a focus on personalized and effective mental health care.
Design and lead the go-to-market strategy for third-party relationships that will provide distribution for Achieve products.
Manage the financial health of partner-led channels, including optimizing Cost of Acquisition (CAC) and monitoring pull-through rates.
Work closely with Product and Engineering teams to ensure our product suites are competitive and partner onboarding is nearly frictionless.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They leverage data and analytics to tailor solutions for each step of their member's financial journey. They put people first and treat them like humans, not account numbers.
Define the global strategy for tax-advantaged channels.
Source, qualify, and advance net-new partner opportunities that materially expand reach and revenue across tax-advantaged channels.
Partner with Legal & Compliance to push on what’s possible within regulatory frameworks while protecting the company.
Oura is a company that helps people understand and improve their health by providing daily insights and practical steps to inspire healthy lifestyles. As a quickly growing company focused on helping people live healthier and happier lives, they ensure that their team members have what they need to do their best work — both in and out of the office.
Partner with Senior Leadership to develop and monitor key performance indicators across the organization
Work closely with department owners to translate key operational metrics into actionable guidance that assists with decision-making
Create and operate key financial forecasting tools and operating models, partnering with teams across the business to maximize predictability
Peek is the operating system powering the experiences industry. With over $7B in bookings, their AI-powered platform has helped thousands of merchants to increase revenues, save time, and deliver seamless guest experiences. Recognized as one of America's Best Startup Employers, they are a global team of "Peeksters".
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with over 3+ million users and more than $100 billion in assets. Their teams are collaborative and value humility.
Lead and assist with transaction processes including valuation and diligence
Conduct financial analyses and evaluations of potential transactions
Arizona General focuses on healthcare solutions. They have a supportive company culture focused on employee well-being and a dynamic team of professionals.
Rethink and build the finance organization from an AI-first mindset, driving both strategic leverage and operational velocity
Own company-wide financial strategy, planning, and performance management with clear accountability for results
Scale and lead the finance organization across Accounting, FP&A, and Payroll—hiring builders and owners
Vic.ai is building the future of autonomous accounting using AI and serves fast-growing finance teams across the US and Europe, scaling rapidly toward their next stage of growth. They are a product-driven, metrics-focused, and execution-oriented company operating with a high degree of ownership, pace, and accountability.