Partnership Development Associate – Execution

Apex Service Partners•Irving, TX

7d•Onsite

About The Position

The Partnership Development Associate – Execution is a critical, high-profile role, primarily supporting the deal management and due diligence stage of our partnership development process and is critical to our mission of building a highly scalable, best-in-class partnership development function. For this role, Apex is seeking a driven, process-oriented investment professional, with an interest in gaining intensive private equity deal experience and leading hands-on investments with private businesses. This individual should possess an entrepreneurial mindset to help grow the family of Apex partner companies. As a member of the Partnership Development team, this position will expose you to the full lifecycle of the M&A process, including business development, deal management, due diligence, third party advisor management, business analysis and valuations, and business integrations. In addition, this role will allow you to work closely with Apex’s business operators to develop value creation initiatives and plans. Successful candidates will have a meaningful impact advancing an industry and growing a company grounded in humbleness, honesty, caring, and hard work.

Requirements

Bachelor’s degree in finance, economics, accounting, engineering, or a related field with a track record of strong academic and extracurricular performance
Strong relationship development and communication skills
1-5 years of experience in a business development, consulting, finance / investment banking, or similar
Experience in fast-paced environment, managing and prioritizing dozens of workstreams simultaneously
Financial and excel modelling skills and basic accounting knowledge
Excellent communicator – written and oral
Investment Oriented – finds meaning and action in numbers, and is a data-driven decision-maker
Resourceful – figures out how to drive action and achieve results creatively with finite resources
Stellar time management and organizational skills
Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment
Works collaboratively and energetically
Impeccable integrity and ethical standards
Self-aware, accepting of feedback, open, team player and respectful of others
Likeable personality that can interact with HVAC, Plumbing, and Electric business owners
Posses a white-hot will to win

Nice To Haves

Experience or strong interest in M&A, transaction execution / advisory, private equity and private investments, strongly preferred
Experience managing multiple work efforts with little oversight and interacting directly with senior leadership or business owners, a plus

Responsibilities

Supporting, leading and managing the due diligence and M&A process from the signing of a Letter of Intent through the deal Closing with business owners, Apex leaders, and third-party service providers
Nurturing and developing a strong, positive relationship with the business owner and his/her team to build trust, embody and portray Apex’s value proposition of being “People First,” and ensuring that the deal is Closed
Project managing and executing the entire M&A process and all key activities to make certain that adequate due diligence and First 100 days planning is performed across all areas of the business
Oversee all third-party due diligence providers including financial diligence and Quality of Earnings, legal, insurance and benefits diligence
Performing strong financial analysis and working with our financial diligence teams, FP&A and senior leaders to identify synergies and develop financial model and forecast
Supporting business development and integration teams when needed, with activities such as preliminary model creation, valuation, and post-Closing synergy tracking
Directly negotiating with business owners and legal counsel