Execute all aspects of the M&A process, including sourcing opportunities, evaluating targets, and conducting due diligence.
Build and maintain financial models, including valuation and synergy analysis, to support deal evaluation.
Manage stakeholder relationships with investment bankers, advisors, and internal teams to drive transactions.
A-LIGN is a leading provider of high-quality, efficient cybersecurity compliance programs, offering services like SOC 2, HITRUST, FedRAMP, and PCI. They are a fast-paced company with a focus on growth and employ experienced auditors supported by audit management technology.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Lead and execute financial due diligence reviews for potential acquisitions of small businesses.
Develop financial analyses and pro forma models to support investment decision-making.
Collaborate with legal, tax, and operational teams to ensure a holistic due diligence approach.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, the company operates subsidiaries with over $400 million in revenue across 40+ industries and 30 states, with a culture that values work-life balance and growth.
Teach core skills in M&A, due diligence, business valuation, financial analysis, and strategic planning.
Guide clients on market research, competitive analysis, negotiation, and career growth including resume and interview prep.
Help clients with salary negotiation, promotion strategy, and networking tailored to corporate development roles.
Leland connects people with experts and programs to achieve career and educational goals in the AI age. Founded in 2021, we have helped tens of thousands and raised $19M from top investors, with a culture that values ambition.
Analyze financial information from practice owners and participate in investment committee discussions.
Update financial models to assess profitability of target hospitals and assist in drafting Letters of Intent.
Prepare deal summaries and presentations, and support due diligence by reviewing financial statements and bank records.
Alliance Animal Health is a private equity-backed Veterinary Service Organization that provides business solutions like talent acquisition, marketing, HR, finance, and operations to veterinary practices across the US. The company values open communication and collaboration, supporting practices while maintaining their medical autonomy.
Lead the company's inorganic growth strategy, shaping and executing M&A, investments, and partnerships to accelerate growth and enhance shareholder value.
Serve as a trusted advisor to executive leadership and the Board, providing strategic insights on market trends and competitive dynamics.
Drive disciplined execution from opportunity assessment through integration, ensuring alignment with business strategy and long-term value creation.
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community engagement.