Mergers and Acquisitions Associate

LiveWell Partners•Clayton, MO

20h•Onsite

About The Position

The M&A Associate is a hands-on contributor to the Acquisitions team, supporting acquisition and integration processes from initial valuation through post-close integration. The Associate builds and maintains valuation models, prepares diligence analyses and schedules, and produces the work product that informs deal decisions. The role works closely with Business Development, Operations, Marketing, Accounting, People & Culture, and IT teams, as well as external consultants and service providers, to acquire and integrate home health and hospice agencies. This role suits a self-starter with curiosity, intellectual honesty, and a willingness to investigate issues rather than wait for direction. The Associate should be comfortable working with incomplete information, forming and presenting a point of view, and learning unfamiliar subject matter. Ownership and intellectual honesty are valued more than years of experience.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
1–3 years of experience in transaction advisory, investment banking, accounting, finance, or commercial banking.
Demonstrated self-direction, including identifying problems, pursuing answers without being asked, and independently learning what a project requires.
Genuine intellectual curiosity and willingness to keep asking why until an answer is supported.
Honest self-assessment and willingness to close skill gaps by seeking resources and feedback and getting up to speed quickly on unfamiliar subjects.
Highly skilled in Excel.
Excellent written and verbal communication skills, including the ability to raise questions and flag issues clearly and early.
Strong organizational skills and attention to detail, with the ability to manage multiple workstreams across concurrent deals.
High integrity and excellent work habits, including willingness to work the hours necessary to complete tasks or projects, especially under deadline pressure.

Nice To Haves

CFA or CPA designation, or progress toward one.
Mergers and acquisitions or healthcare services exposure.
Familiarity with QuickBooks or other middle-market ERP packages.

Responsibilities

Support the full acquisition and integration process by preparing analyses, schedules, and materials for business development, operations, marketing, finance, and external advisors.
Build and maintain valuation models for targets using historical and forecast financial information and inputs from leadership and other relevant sources.
Own assigned workstreams end to end, including tracking open items, following up directly with counterparties and advisors, and driving questions to resolution.
Help identify and quantify synergy opportunities for prospective targets.
Support development of anticipated post-close revenue and EBITDA targets based on diligence findings.
Organize, review, and reconcile diligence materials provided by targets, and confirm that support is adequate for accounting records.
Identify unusual items and anomalies for quality of earnings review, investigate them independently, and communicate findings.
Participate in calls with external consultants on quality of earnings and help communicate impacts and findings to stakeholders.
Help improve the Acquisitions and Integrations Playbook by standardizing and streamlining processes and surfacing improvements observed during live deals.
Execute assigned steps of the Acquisitions Playbook, including supporting Finance & Accounting in establishing opening balance sheets with fair value measurements, preparing purchase price allocation schedules, and identifying tangible and intangible assets.
Assist Accounting in determining stub period financial statements when a mid-month close applies.
Assist with post-close performance verification and investigate variances from pro forma expectations to root cause.
Support audit and tax data requests as necessary.
Build fluency in home health and hospice reimbursement, regulatory, and operating dynamics as they arise in live deals.