Mergers & Acquisitions Analyst

Dean Dorton•Fort Wright, KY

14h

About The Position

The Mergers & Acquisitions Analyst supports sell-side and buy-side transactions through financial analysis, modeling, research, preparation of transaction materials, outreach, and execution coordination. The role involves developing financial overviews and valuations, synthesizing client and market information, preparing marketing materials, and maintaining accurate transaction processes and databases. The position calls for strong analytical, communication, organizational, and research skills, along with advanced proficiency in Excel and PowerPoint and experience with S&P Capital IQ or similar software. A bachelor’s or advanced degree in Finance, Economics, or Accounting is required. Dean Dorton describes itself as one of the largest advisory firms in the United States and emphasizes integrity, relationships, collaboration, and growth. It is an equal opportunity employer committed to building and empowering an inclusive community.

Requirements

Strong analytical skills and demonstrated experience with financial analysis, financial modeling, and financial reporting.
Strong work ethic and positive attitude.
Excellent verbal and written communication skills.
Strong attention to detail and organizational skills, with the ability to manage multiple priorities in a deadline-driven environment.
Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and PowerPoint.
Strong research skills and the ability to quickly develop an understanding of companies, industries, and markets.
Experience with S&P Capital IQ or similar software.
Bachelor’s or advanced degree in Finance, Economics, or Accounting.

Responsibilities

Prepare in-depth financial overviews, analyze financial trends, and prepare financial models to measure cash flows and perform valuations.
Collect, analyze, and synthesize qualitative and quantitative client and prospect information into clear, concise presentations and transaction materials.
Prepare transaction marketing materials, including confidential information memoranda, management presentations, buyer lists, and other deal-related materials.
Support transaction execution by coordinating internal and client calls, tracking action items, and maintaining process materials.
Coordinate logistics and materials for management meetings and onsite due diligence.
Support buyer, investor, and acquisition-target outreach on sell-side and buy-side engagements, including maintaining outreach and process tracking.
Research companies, industries, and end markets, and prepare profiles of potential buyers, investors, and acquisition targets.
Maintain CRM and transaction databases and ensure contact and process information is accurate and current.