Corporate Development Associate

Summit Companies • Mendota Heights, MN

6h

About The Position

The purpose of a Corporate Development Associate is to support all aspects of the corporate development process. Responsibilities include company research, maintaining the acquisition pipeline, due diligence, valuation, financial analysis, synergy creation, integration support, and performance tracking. This position is exposed and works closely with senior leadership to evaluate and execute new acquisitions from prospecting to closing to integration. This position will also have exposure to the Board of Directors.

Requirements

• Bachelor’s or Master’s degree preferred with an emphasis in finance, accounting, or economics
• 2-3 years of financial due diligence/transaction advisory, investment banking, or private equity experience.
• Must have the ability to effectively read, write, and communicate in English with employees and customers.
• Strong academic backgrounds with advanced degrees and certifications, CPA/CFA/MBA, strongly preferred.
• Minimum of 2-3 years combined work history to include public accounting in Audit and Transaction Advisory, Corporate Development, Investment Banking, and/or Private Equity.
• Work experience to include responsibilities for business and financial analysis, mergers and acquisitions, financial modeling, and research.
• Strong communication skills, a high motivation level, and outstanding interpersonal skills are also required.
• Valid driver’s license with acceptable driving record required.
• Must be able to comply with SFPH’s Drug and Alcohol policy and Background screening requirements, which may also include customer-specific requirements based on a contractual agreement.

Nice To Haves

• Strong academic backgrounds with advanced degrees and certifications, CPA/CFA/MBA, strongly preferred.

Responsibilities

• Review new deal opportunities with Partners and prepare screening memos and financial models as appropriate.
• Work with team on sourcing and closing portfolio company platform and/or add-on acquisitions.
• Analyze historical and projected financial statements.
• Create and analyze financial projection and leveraged buyout models.
• Perform data gathering and analysis about a company and/or industry.
• Interview management, customers, competitors, investors, analysts, partners, and suppliers.
• Present findings, key takeaways, and recommendations to team members.
• Analyze performance, business dynamics, and outlook for portfolio companies.
• Participate in management meetings and presentations with Partners for new investment opportunities.
• Manage diligence efforts with the deal team and present findings and recommendations to the investment committee.
• Coordinate the underwriting process of fund investments, including an investment memorandum supported by detailed analysis and in-depth industry research.
• Participate in the negotiation and closing of documentation related to the investment.
• Act as primary backup to Partners on assigned existing portfolio investments. Prepare or coordinate the preparation of monthly financial calls, quarterly board materials and portfolio valuations.
• Assist the Partners with all aspects of ongoing legal documentation requirements for the assigned portfolio. Participate in regular calls with management teams.
• Other duties may be assigned.

Benefits

• Paid Vacation and Holidays
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Plan with Company Match
• Flexible Spending Accounts
• Long-Term Disability – Employer Paid
• Short-Term Disability – Employer Paid
• Additional Voluntary Ancillary Benefits such as Accident and Hospital Indemnity
• Life Insurance for Team Members and Dependents
• Employee Assistance Program
• Employee Referral Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level