M&A Analyst

Cardone Ventures Career•Scottsdale, AZ

4d•Onsite

About The Position

The M&A Analyst will support the origination, structuring, negotiation and execution of acquisitions, and investments for Cardone Ventures. In this role, the M&A Analyst will work with the Buy/Sell and Partnership team to support potential acquisition and investment opportunities.

Requirements

Strong fluency with Excel formulas and functions
Can balance internal and external M&A projects by delivering detailed financial analyses, including valuations, synergy assessments, and market trend insights, driving both internal growth initiatives and providing high-impact recommendations to clients.
Strong understanding of accounting, financial models, and financial reporting packages
Strong writing ability with attention to detail, tone, and clarity to ensure deliverables meet executive and client expectations.
High attention to detail with the ability to synthesize large amounts of data into clear, actionable insights
Team-oriented with excellent interpersonal skills and ability to develop collaborative relationships across the organization
Driven, self-starter with a passion for excellence
Strong organizational skills to manage multiple priorities while maintaining accuracy and completeness
Demonstrates integrity, discretion, and professionalism in handling sensitive financial information
Adaptable and eager to learn, with the ability to thrive in a dynamic, fast-paced environment
Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
Strong aptitude for interpreting financial statements
Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
2-4+ years of M&A in investment banking, private equity, corporate development, corporate finance, or management consulting experience

Responsibilities

Assist in valuation exercises using comparable company analysis, precedent transactions, and discounted cash flow modeling.
Support due diligence processes by gathering, organizing, and analyzing financial, legal, and operational information from target companies and clients.
Maintain and manage data rooms to ensure accuracy, completeness, and timely delivery of information throughout transaction processes.
Assist with the preparation of investment memoranda and presentations for the executive team.
Conduct research and analysis to screen and qualify potential M&A opportunities.
Assist with the development of broader internal strategic initiatives and investment strategies.
Provide financial evaluation of opportunities.
Work cross-departmentally with the M&A team to ensure there is full clarity and alignment of information being presented to executives.

Benefits

Medical, dental, and vision (employee + dependents)
401(k) with up to 3% company match
Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both
Vacation and sick time that increases with tenure
Gym membership, 100% paid
Meal prep service discounts
Pet insurance through SPOT
Employee Assistance Program through Guardian
Professional development reimbursements for outside courses and certifications
10X Mentorship Program
$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing
Uncapped commission eligibility for all team members