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

Lincoln International•New York, NY

56d•Hybrid

About The Position

Lincoln International is seeking an Associate to join its rapidly growing Healthcare M&A practice in New York, NY. Successful candidates will possess strong cognitive and interpersonal abilities, a desire to develop professional and personal skills, and motivation from building a leading M&A advisory firm. The hired candidate will join Lincoln's 2027 Full-Time class in January/February for training. The Associate position involves close interaction with senior bankers and clients' senior executives, with heavy involvement in all aspects of an M&A transaction, aiming to master deal execution from start to finish. Due to the global platform, Associates gain significant exposure to international clients and buyers. Associates are also expected to contribute to Analysts' development and support new business development efforts. Lincoln International provides opportunities beyond typical roles to accelerate professional development and maximize career trajectory.

Requirements

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 the Manager (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
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

Nice To Haves

FDD/TAS Experience Required

Responsibilities

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