Mergers & Acquisitions Analyst - 7 Pillars

Cain Watters & Associates • Frisco, TX

19h • Hybrid

About The Position

The Mergers & Acquisitions Analyst at 7 Pillars reports to the Director of Transaction Success and assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The role reviews financial statements, tax returns, and operational data to assess financial performance, estimate value, and develop projections for private practice sales, private equity partnerships, Dental Support Organization affiliations, and other business transition opportunities.

After an engagement letter is in place, the Analyst joins the dedicated Deal Team in supporting the Analysis, Letter of Intent, and Diligence phases. The Analyst gathers and reviews diligence documentation, collaborates with clients and their representatives and third-party financial firms, responds to interested potential partners’ questions, and supports the Director of Transaction Success in guiding clients through partner diligence, including Quality of Earnings reviews and transaction legal documentation.

This is a full-time, exempt position with a hybrid work arrangement requiring two to three days in the office, with additional in-office attendance for training, team meetings, or business needs. The usual schedule is Monday through Friday, 8:30 a.m. to 5 p.m.; extended hours are sometimes required. No travel is expected. The role operates in a clerical office setting and is largely sedentary, though occasional filing and related movement may be required.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong detail orientation, organizational skills, and analytical skills.
• Advanced knowledge of Microsoft Office, particularly Excel, and use of Co-Pilot.
• Proven ability to build trusted relationships with clients.
• Strong initiative, project management, and follow-through skills, including the ability to manage multiple projects.
• Excellent verbal and written communication skills.
• Ability to professionally problem-solve and present recommendations or practical suggestions to clients.
• Ability to complete projects accurately and on time.
• Ability to work well with others in a fast-paced, dynamic environment.

Nice To Haves

• Two years of valuation, analysis, or relevant experience.
• CPA or CPA candidate.
• Experience in an advisory setting, such as litigation, valuation, or consulting.
• Experience in the healthcare or dental field.

Responsibilities

• Communicate with clients and their representatives to gather appropriate financial information and diligence documentation.
• Analyze financial statements, tax returns, and operational data to evaluate practice performance, trends, anomalies, and estimated value or price.
• 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.
• Develop financial recommendations and deliverables that address client questions and objectives.
• Respond professionally and promptly to client inquiries and questions.
• Respond to interested buyers’ questions and provide client information to facilitate due diligence.
• Support the Director of Transaction Success in guiding clients through partner diligence, including Quality of Earnings reviews and transaction legal documentation.
• Develop targeted questions for clients based on analysis of valuation data, aligned with client objectives and key areas of interest or concern.
• Work with the team to improve analysis techniques and processes and maintain a high level of client service.

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.

What This Job Offers

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