Mergers & Acquisitions Analyst - 7 Pillars
About The Position
Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The analyst reviews financial statements, tax returns, and operational data to assess financial performance, estimate value, and develop projections across transaction types, including private practice sales, private equity partnerships, Dental Support Organization affiliations, and other business transition opportunities. After an engagement letter is in place, the analyst is introduced to clients alongside the dedicated Deal Team and works with team members through the Analysis, Letter of Intent, and Diligence phases. During diligence, the analyst collaborates with clients, their representatives, and third-party financial firms to help ensure required financial documentation is accurate and complete. The role is full-time and exempt, with a hybrid work arrangement requiring two to three days in the office, as well as office attendance for training, team meetings, or other business needs. The position is based in a clerical office setting and is largely sedentary. No travel is expected. Monday through Friday hours are 8:30 a.m. to 5 p.m.; extended hours are sometimes required due to the client-service nature of the business.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Strong organizational, analytical, and prioritization skills, with attention to detail.
- Advanced knowledge of Microsoft Office, with emphasis on Excel, and use of Co-Pilot.
- Ability to build trusted relationships with clients.
- Initiative, project-management skills, and strong follow-through.
- Excellent verbal and written communication skills.
- Ability to professionally solve problems and present recommendations or practical suggestions to clients.
- Ability to work well with others in a fast-paced, dynamic environment.
Nice To Haves
- Two years of valuation, analysis, or relevant experience preferred.
- CPA or CPA candidate preferred.
- Experience in an advisory setting, such as litigation, valuation, or consulting, highly desired.
- Experience in healthcare or the dental field is a plus but is not required.
Responsibilities
- Use financial acumen to learn and improve the firm’s analysis techniques and processes while providing a high level of client service.
- Gather diligence documentation through requests and interactions with clients and their representatives.
- Analyze dental practice financial statements, tax returns, and operational data to assess performance and estimate value or price.
- Analyze financial data for trends and anomalies and assess the economic performance of clients’ practices.
- Conduct financial and operational analyses of client transition opportunities, including private practice transactions, PE/DSO partnerships, and other ownership transition strategies, and provide insights and recommendations to support client decisions.
- Respond to interested potential partners’ questions about financial and operational data and assumptions related to practice valuation.
- Support the Director of Transaction Success in guiding clients through partner diligence, including Quality of Earnings review and transaction legal documentation.
- Develop approaches and deliverables that address client questions and objectives, and work with the team to develop financial recommendations.
- Respond to client inquiries professionally and in a timely manner.
- Provide information to interested buyers on behalf of clients to facilitate due diligence.
- Prepare targeted questions for clients based on analysis of valuation data, aligned with client objectives and areas of interest or concern.
- Manage projects and complete work accurately and on time.
Benefits
- Quarterly performance incentives.
- Heavily subsidized medical insurance options.
- Generous employer HSA contributions.
- Employer-paid short-term disability, long-term disability, accident, basic life insurance, and telehealth/virtual urgent care/whole mental health.
- Dental and vision plans.
- Unlimited PTO.
- Organization-paid holidays, including an extended Winter Break.
- Safe Harbor 401(k) Plan.
- Employer-paid professional dues, licenses, and renewals.
- Continuing education resources.
- Family Planning Assistance Program and paid parental leave.
- Subsidized fitness programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
