M&A Intern

Beacon Oral Specialists•Dallas, TX

1d•Onsite

About The Position

As an intern for the M&A team, you will work on client projects as part of a team and be responsible for problem-solving. You will play a key role in gathering and analyzing data, assisting in discussions with clients, and contributing to the team’s recommendations for acquisitions.

Requirements

Excellent proficiency and experience with Microsoft Office (intermediate Excel and basic PowerPoint are a must) and other reporting tools.
Strong analytical and organizational skills
Strong attention to detail.
Excellent communication, time management, and organizational skills.
Ability to work with teams, and independently to prioritize tasks.
Strong finance basis and company valuation techniques.

Responsibilities

Conduct research and business analysis of healthcare companies, focused on oral surgery.
Assist team in NDA creation, creating questions for potential acquisition targets, lead data gathering and analysis (including creating an income statement and understanding key balance sheet items).
Creating diligence questions based on data received and identifying missing information to prepare a business case for the investment committee.
Data room management, diligence list creation, diligence gathering, managing workstreams for third party diligence vendors. Detailed process and support will be provided to create a foundation. Strong candidates will demonstrate an ability to learn and lead the process in 3-4 months.
Support data analysis for internal consumption – market data trends, EBITDA trends by acquisition, acquisition pipeline reporting using a CRM utilized by the team.
Attend weekly meetings with investment committee.
Identify issues and help form hypotheses and solutions to address client questions.
Work with the team to synthesize findings and refine recommendations.
Develop and edit slide presentations or other communications to clearly convey insights and recommendations of the team.
Monitor important developments, initiatives, news, legislation, corporation activities related to M&A transactions.
Support in the preparation of marketing documents for M&A transactions (e.g. Memorandum of Information, Management Presentations, etc.).
Assist in the elaboration of financial valuations (LBO, DCF).
Assist in the preparation of business proposals, presentations, and marketing materials.