Senior Corporate Development Analyst

Wolters Kluwer•New York, NY

2d•Hybrid

About The Position

The Global Corporate Development (GCD) team is part of Wolters Kluwer's Global Strategy group and reports directly to the CEO and Chair of the Executive Board. This team is instrumental in driving the company's inorganic growth strategy by collaborating with divisional general managers and senior executives across all five global divisions to identify, evaluate, structure, and execute transactions. The team fosters a collaborative, low-ego, and high-performing culture with a history of internal talent development and promotion. In the past two years, the GCD team has successfully completed nearly US$2 billion in transactions in both the US and Europe. Deal sizes typically range from approximately US$5 million to $500 million, offering a dynamic environment where team members can lead smaller transactions while contributing to larger, more complex deals. This role provides significant visibility to senior leadership within a company that actively pursues acquisitions. Recent acquisitions include Finca Group carve-out from Isabel Group, RASi, Brightflag, and Libra.ai. We are looking for a highly motivated Senior Analyst to join our high-performing Global Corporate Development team, reporting to the VP Americas, Corporate Development. A Senior Analyst role is comparable in responsibility and experience to an 'Associate' level in Investment Banks. This position involves owning key aspects of the end-to-end M&A process, from initial pipeline management to valuation, due diligence, and execution, with a specific focus on high-growth software, AI/SaaS, and technology-enabled solutions assets. You will collaborate closely with Associate Director through SVP-level colleagues on the GCD team, as well as with executives and managers across Wolters Kluwer's strategy, operating, and finance organizations. Although the role is US-based and primarily focused on the Americas, there may be opportunities to support deals in EMEA and ROW when workload allows.

Requirements

2–5 years in investment banking, private equity, or corporate development with demonstrated end-to-end M&A transaction experience.
Bachelor's in Business, Finance, Economics, Mathematics, Computer Science, or equivalent degree; MBA preferred.
Familiarity with Software, SaaS, AI and technology-enabled services business models and key operating metrics (ARR, net retention, churn, LTV/CAC, cloud vs on-prem mix, etc.).
Significant financial model authoring experience commensurate with job responsibilities.
Solid understanding of financial statements.
Hands-on experience building and automating M&A-related workflows using ChatGPT, Claude, Copilot, or similar platforms, including accelerating market screening, benchmarking and due diligence analysis on software assets.
Comfortable engaging with C-suite and senior leadership internally and externally; ability to read the room for appropriate engagement level.
Exceptional written and verbal skills; able to synthesize complex information into concise executive materials.
A preference for structure and standardization and an ability to project manage on compressed timelines.
Genuine interest in diverse businesses, emerging industries, and applied AI.
Proactive self-starter with strong ownership, attention to detail, urgency, and situational adaptability.
Advanced competency in Excel (valuation and driver-based models) and PowerPoint (executive-ready presentations).
Proficient using financial research platforms (e.g., CapitalIQ, PitchBook) and managing data rooms.

Nice To Haves

AI Fluency Preferred

Responsibilities

Process deal opportunities and maintain DealCloud CRM to ensure visibility for senior stakeholders; write up initial perspectives on opportunities.
Build and maintain valuation analysis (corporate M&A model, deal comps, trading comps) and ad hoc financial analyses (e.g., ARR customer cube) tailored to software and SaaS businesses.
Build flexible, multiple-case, driver-based operational models to support business cases and scenario analysis.
Prepare concise, impactful materials for investment committee and board-level review; translate complex findings into actionable insights.
Track deal timelines, open items, and cross-functional workstream deliverables across full-cycle software and tech transactions.
Coordinate and provide support to cross-functional diligence teams (product, strategy, legal, finance, tax, HR) and external advisors (TDD, FDD, CDD).
Support engagement with targets, banks, PE funds and transaction advisors.
Support divestiture activity including carve-out preparation and self-due diligence.
Support critical activities across the deal lifecycle including processing NDAs with legal and preparing offer letters.