M&A Junior Analyst

Savant • Rockford, IL

1d • Hybrid

About The Position

Kick‑start your career in mergers & acquisitions. The M&A Junior Analyst is an entry‑level, high‑exposure opportunity to join Savant’s growing M&A team and learn how real deals are sourced, evaluated, and executed. This role sits at the intersection of business development, financial analysis, and relationship‑building, making it ideal for someone who’s energized by conversations, motivated by learning, and excited about long‑term growth in corporate development. You’ll support Savant’s deal origination engine—researching prospective partner firms, engaging founders and decision‑makers, managing pipeline activity, and assisting with early‑stage financial analysis. Designed as a feeder role into our M&A Analyst position, this is a hands‑on entry point for building a long‑term career in M&A within an active, relationship‑driven industry.

Requirements

• Bachelor’s degree (business, finance, communications, operations, analytics, or related field).
• Strong verbal and written communication skills; able to engage professionally with internal and external stakeholder.
• Demonstrated organizational skills with the ability to manage multiple follow-ups and competing priorities.
• Foundational understanding of financial concepts and reviewing financial statements.
• Team-oriented mindset with humility and a positive, professional and growth-focused attitude.
• All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

• Internship or experience in business development, sales, finance, consulting, or related fields.
• Exposure to CRM systems, cold outreach, early-stage prospect conversations, tracking or pipeline management tools (HubSpot, DealRoom or similar).
• Strong Excel skills supported by coursework in finance or accounting.
• Financial modeling coursework and/or certification.
• Experience working in fast-paced, deadline-driven environment.

Responsibilities

• Identify and research prospective partner firms aligned with Savant’s strategic objectives
• Execute targeted outreach campaigns, engaging firm founders and leaders in thoughtful, professional conversations across email, phone, and other channels
• Craft, test, and refine outreach messaging, call scripts, and follow-up sequences to clearly articulate Savant’s value proposition and partnership model to prospective firms
• Qualify inbound and outbound leads and schedule introductory meetings for senior team members
• Maintain consistent follow-up cadence and re-engage dormant or stalled prospects
• Develop resilience navigating rejection and iterating approach based on feedback and results
• Maintain accurate and timely records in HubSpot and DealRoom to support effective pipeline management
• Track outreach activity, responses and engagement status across prospective firms
• Ensure follow-ups, reminders, and handoffs are executed consistently
• Provide clear pipeline updates and summaries to internal stakeholders
• Support smooth transitions as prospects move from initial sourcing into active deal evaluation
• Gather and organize key financial and qualitative information during early-stage evaluation
• Review financial statements and operating metrics to understand prospective firm performance
• Identify and flag missing data, inconsistencies, and follow-up questions for the senior deals team
• Summarize financial and qualitative information in clear, concise formats
• Support early-stage valuation work by organizing inputs and assumptions within Savant’s templates
• Develop an understanding of how financial data informs M&A decision-making
• Coordinate with internal deal, diligence, integration, and optimization teams as opportunities progress
• Help improve outreach, intake, and CRM workflows to increase efficiency and consistency
• Experiment with new tools, automation, and AI-assisted workflows to streamline sourcing and evaluation efforts
• Create and maintain templates, checklists, and documentation to support repeatable processes
• Contribute ideas to improve how Savant sources, tracks, and evaluates opportunities

Benefits

• Choice of Medical Plans
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• 11 paid holidays each year
• Paid day each year for your Savantiversary
• Summer Hours
• Personal leave
• Parental leave
• Professional development paid time
• Bereavement pay
• Wellness Reimbursements
• Employee Assistance Program
• Exclusive Discounts
• Employee Recognition program
• Team Incentive Plans

What This Job Offers

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